7 Financial Growth Strategies for CFOs & Private Equity

Read seven proven growth strategies used by mid-market finance teams to make faster, more reliable decisions.

For many leaders of finance teams and in private equity firms, there are constant variables to keep tabs on. Something you shouldn’t have to worry about? Getting reliable, daily reporting for the C-Suite—or chasing your finance team for answers to seemingly impossible questions that you need to know by tomorrow’s board meeting.

Here, we break down the top 7 strategies used by firms that have modernized their financial reporting process.

• Download the eBook to learn how to:

• Build a scalable reporting framework in 5 steps

• Quickly adjust to rising input costs

• Align with the CEO and CIO on metrics

• Build a flexible, robust executive dashboard

• Make it easy to spot real-time trends & anomalies

Contact us directly to learn more about custom finance reporting solutions, designed to help mid-market executives make critical decisions confidently

Advisor Case Studies: Navigating By Your Values

After years of working under the constraints of the brokerage model, advisor Ralph Courage was experiencing real burnout — he was ready for a change. He and his partner, Jeff, were not strangers to the Registered Investment Advisor (RIA) model, and to satisfy their hunger for freedom and flexibility they decided to build an independent practice of their own in 2008. TRG (0722-208S) Ralph and Jeff, founders of Courage Miller Partners, always dreamed of owning a clients-come-first firm. They looked to the RIA model for its freedom and flexibility – and to escape from brokerage burnout. To start on the right foot, Ralph and Jeff chose Schwab as a custodian because of its long track record of serving RIAs. Today, Courage Miller Partners has succeeded despite the uncertainty of the 2008 market crash and the recent pandemic, and its founders are now sharing their advice with you. “We’re able to change our focus to the goals and desires of our clients. It puts them at the forefront of all of our decisions.” – Ralph Courage, Courage Miller Partners, LLC To read more about Ralph and Jeff’s story of perseverance and success, as well as their advice on everything from transitioning your team to maintaining your culture, download the case study. Download Now

Making The Move – What to Do When You’ve Outgrown QuickBooks

Before you spend a lot of your valuable time shopping, learn the 37 Essential Tips for Evaluating and Purchasing New Accounting Software… QuickBooks provided the basic bookkeeping capabilities you needed to start your company. But things have changed. You have more customers. More employees. More complexity. In short, your growing business isn’t so small anymore. The decisions you need to make aren’t either. Download this white paper to uncover the 37 essential tips for evaluating and purchasing software to manage your business. Here are just a few of the tips we will share with you: • How to create an accounting system needs analysis • What to consider and whom to consider when setting your objectives • How to uncover the features you can’t live without • And more Download Now

Calculating the Value and Cost-Benefit of a Fractional CFO

As your business grows, your staffing needs inevitably evolve. That’s especially true when it comes to your finance team. At some point, you’ll need to go beyond basic day-to-day bookkeeping and gain the data-driven financial insights that are vital to running an effective operation and positioning your business to scale and thrive. Yet, most small-to-mid-sized businesses (SMBs) can’t justify the cost of an in-house senior finance professional, like a CFO. More and more of those businesses are opting to hire a fractional CFO instead. How do you determine the value and cost-benefit of hiring a fractional CFO rather than a full-time internal employee? This guide can help you make that determination. Download Now

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