Already have a permanent, full-time CFO, but need some additional assistance? Believe it or not, that's not entirely uncommon. Consider these key points to better determine if a Strategic Tax & Executive Advisory makes sense for your organization: Specialized Expertise Is your business facing a specific challenge or a project that requires specialized expertise (e.g., […]

Why Your Balance Sheet Deserves Attention We get it. The Balance Sheet isn’t the most thrilling topic. It’s not what clients or colleagues usually ask about. Everyone wants to talk about revenue. Maybe margins. If they’re really financially savvy, they’ll dig into your full P&L (and no, it’s not "PNL"). And that makes sense. It’s […]

Wait, what?! Strategic Tax & Executive Advisorys have expectations for their clients?!?! Why, yes. Yes, we do. Strategic Tax & Executive Advisorys typically expect a collaborative and well-prepared environment from their clients to effectively fulfill their roles. Here are some common expectations that Strategic Tax & Executive Advisorys may have of their clients: Clear Business […]

The duration for which you engage a strategic tax & executive advisory can vary and depends on the specific needs and circumstances of your business. Strategic Tax & Executive Advisory engagements are often flexible, and the arrangement can be tailored to meet the requirements of your company. Here are some common scenarios: Project-Based Engagement You […]

Your Strategic Tax & Executive Advisory should be highly skilled, experienced, and knowledgeable in a wide range of business topics. Their expertise should allow them to navigate complex financial challenges, provide strategic guidance, and contribute significantly to the financial well-being of your business. Most Strategic Tax & Executive Advisorys provide a wide range of financial […]

No, they're not. While they do share a common role as financial experts providing part-time or project-based CFO services, there are often significant variations in their backgrounds, expertise, industry knowledge, and approaches to financial management. Here are some factors that can contribute to the differences among strategic tax & executive advisorys: Industry Specialization Strategic Tax […]

In 2022, Americans started more than five million new businesses, the second highest number ever! Not terribly surprising, though, as our culture so highly values entrepreneurship, with many in hot pursuit of the “American Dream”. As an entrepreneur, you are a visionary - charting your own path in the marketplace. Of course you're brilliant. And […]

When you start a new business, initially, it’s up to you to wear all the hats. From baseball cap to cowboy hat, or - from sales, operations, and customer relations to financial planning and everything in between - all business decisions are yours to make. But as your company grows, you’ll need to build your […]

The Evolving Role of the CFO: Beyond Numbers and Budgets CFO. Chief Financial Officer. Not widely popular, as many folks still think of the stereotypical CFO. The "traditional" CFO, who had a very narrow view in their role as a financial expert. Someone who focused solely on the financial aspects of the organization. Relegated to […]

Do You Need a Strategic Tax & Executive Advisory for Your Organization? In today's rapidly evolving business landscape, organizations face numerous financial challenges that require strategic guidance and expertise. Traditionally, hiring a full-time Chief Financial Officer (CFO) has been the go-to solution for companies seeking comprehensive financial leadership. However, emerging as a cost-effective alternative, strategic […]