October 19, 2018

Artificial Intelligence is the Future of Finance

By Dave Chase

The term ‘machine learning’ has become a buzzword in the past couple of years or so. Investors continually invest in artificial intelligence or “AI” technology each year — between ...

November 02, 2017

Your Best Audit Yet – Insight From the Startup Audit Survey

By Dave Chase

At Advanced CFO we help several companies navigate the occasional audit on an ongoing basis.  With a normal full-time financial team, many CFOs and controllers don't experience them often, or ne...

November 18, 2016

How to See and Survive a Cash Crisis

By Matt McKinlay

Cash is the lifeblood of any business, yet too many business owners don’t manage cash effectively. During this webinar, you’ll learn how manage cash, anticipate cash crises before they hit, and ta...

October 31, 2016

Cash Flow Crisis? Don’t Panic!

By Dave Chase

Businesses, whether small or large, strive for steady and solid growth. The ongoing process of an organization’s growth is sustained by several different factors, one of which is the company’s fin...

October 25, 2016

5 Reasons you need a Cash Forecast Today

By Matt McKinlay

I had a business finance professor that often repeated the mantra, “cash is king!”  Whether your business is large or small, growing or declining, not-for-profit or for-profit, cash is the lifebl...

May 18, 2016

Business Bootcamp – Managing Cash Flow & KPIs

By JB Henriksen

Recently, one of the leading experts in cash management and measuring operating performance on our team, JB Henriksen, presented to a group of entrepreneurs in the Mountain West Capital Network's ann...

May 12, 2016

A Welcome Expansion of ‘Accredited Investor’ on the Horizon

By Kent Thomas

By a somewhat surprising margin (347 – 8), the US House of Representatives overwhelming approved legislation that would expand the definition of an accredited investor. Under current rules, a person...

July 22, 2015

Stock Options 101

By JB Henriksen

Considering joining a startup offering stock options…or considering offering them to your employees?  Not all startups use stock options as an incentive for employees and officers, but if you a...

October 01, 2014

How does the Affordable Care Act (Obama Care) impact my business?

By Dave Chase

I recently sat through a short summarized presentation by some trusted advisors, G&A Partners, about how we should think about the Affordable Care Act and how it impacts our clients.  While this ...

September 03, 2014

Understanding the Basics of Loan Covenants

By Dave Chase

Understanding the purpose of covenants and which are common or expected is the key to securing the most favorable covenants you can when you negotiate your company loan.  Below are common questions w...

August 12, 2014

Trend Analysis

By Dave Chase

Trend analysis is a critical, and all too often overlooked, element of understanding what is happening in one’s business.  Far too often we see that companies are looking only at the unformatted, c...

July 23, 2014

4 Reasons You Know You Need a New Accountant

By Casey Foote

4 Reasons You Know You Need a New Accountant Financial statements have high value when they are timely, accurate, and when they are presented in such a way as to lead to good decision-making.  The...

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