Our Blog
Explore practical advice, financial strategies, and industry insights to help your business grow smarter, operate stronger, and prepare for what’s next.
- 2026
- Accountability
- Accounting Principles
- AI
- Analysis
- Announcements
- audit
- Benchmarking
- Benefits
- BOI Reporting Obligations
- branding
- Budget forecasting
- Budgets
- Business Owners
- Business Tips
- Capitalization
- Cash Flow
- CFO
- Compensation
- Compliance
- Construction
- Contingency Planning
- Corporate Structures
- Cost Segregation
- covid-19
- Cyber
- Economic Uncertainty
- EOS
- Exit Planning
- Expansion
- Family
- Family Business
- Finance
- Financial Ratios
- Financial Reporting
- FinCEN
- Forecasting
- Fraud
- Fundraising
- GAAP
- Goals
- Growth
- Hiring
- HR
- Insurance
- Internal Controls
- Inventory
- Job Costing
- KPIs
- Leadership
- Legal Considerations
- Legislation
- Liquidity
- M&A
- Management
- Manufacturing
- Margins
- Market Research
- Marketing
- meetings
- Metrics
- Month-end
- Nonprofit
- OKRs
- Outsourcing
- Payroll
- planning
- Pricing
- pro tip
- Product Offering
- Professional Services
- Profitability
- Rates
- remote work
- Reporting
- Reputation
- Restaurants
- Retirement Planning
- Revenue Recognition
- risk management
- Sales Tax
- Scaling
- Scenario Forecasting
- Security
- Segmental Analysis
- Small Business
- Staffing
- strategic planning
- Strategy
- Succession Planning
- Supply Chain
- tariffs
- Tax
- Tech
- Tips
- Top Benefits
- Valuation
- Value
- Value Creation
- Workflows
- zoom
Concerned About Maximizing Your Business Value?
According to StoneBridge Business Partners in Rochester, New York, business owners often pass their businesses on to their adult children, using an estate-planning option or gifting program. Other owners believe that the sale of their business represents a prudent way to liquidate their holdings.
Pro Tip
Pro Tip: Budgeting is not only about putting numbers on a spreadsheet to plan for the next quarter or year or longer. The process of planning a truly useful budget requires a deep dive into your strategy over the budgeted period and a real look at your current resources and how they are being deployed.
Tips for a Smoother Merger
The perfect storm is here, combining a disruptive political and economic environment, a generational workplace shift and incredibly quick transformations in technology. Businesses are struggling to keep up with the changes they need to make within the time frame they need to make them.
The Strategic Role of the CFO
The chief financial officer of a company has always had a seat at the table, but the current business environment combined with changes wrought by the pandemic make the role even more important. CFOs, who are already dealing with the perfect storm of rising prices, higher interest rates, continuing supply chain issues and labor shortages, now must add strategic planning to their duties. Building safeguards into a shifting landscape is hard, but there are ways to bring agility and flexibility to the role.
Are You a Strategic Leader?
You may be hearing lots of talk about the importance of being a good strategic leader. However, if you scratch below the surface, it turns out that the traits that make a good strategic leader are the same time-tested abilities leaders have always needed. Let’s explore what these are.
Book a 30-minute Virtual Appointment
CONTACT US
SUBSCRIBE
Sign up to hear from us about news and events.