Let’s be honest: nobody brags about data entry. It’s repetitive, it’s tedious, and most finance leaders would rather focus on forecasting, fundraising, or strategic planning. But here’s the twist: data entry is where your accounting either breaks or scales. And in 2025, the smartest founders, fractional CFOs, and[…]
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There’s a reason CFOs, COOs, and finance leaders are becoming the strongest champions of AI today. Not because it’s trending, and definitely not because of hype. It’s because the right kind of workflow automations can drive serious productivity, eliminate human bottlenecks, and help already-stretched teams focus on what[…]
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There’s nothing quite like the tension in a boardroom during M&A due diligence. The numbers may look good. The pitch sounds polished. But then comes the due diligence checklist – and that’s where the real deal begins. Nearly 60% of executives cited inadequate due diligence as the primary[…]
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Finance isn’t what it used to be. And that’s a good thing. Gone are the days of drowning in spreadsheets, manually chasing invoice payments, or guessing at forecasts with outdated models. Thanks to the advent of AI in finance, business leaders have evolved from being number crunchers to[…]
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Most people think automation and FP&A are just about saving time and beautifying numbers, but it’s much more. It can totally flip the script for a business. In the first quarter of 2023, we collaborated with the founder of a fantastic travel company based in California. The brand[…]
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The role of a CFO has evolved dramatically in the last decade. Gone are the days when financial strategy meant end-of-quarter reports and Excel sheets filled with static data. Today, a Virtual CFO not only manages financial planning and analysis but also integrates business process automation (BPA) to[…]
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For most founders and small business owners, selling their business — or merging with a larger player — is thrilling and terrifying. The reality is, exiting a business successfully isn’t about luck. It’s about preparation, clarity, and strategic planning — the kind you get from expert financial consulting[…]
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Here’s the problem: Most business consulting services providers still think it’s 2015. They’ll send in a team of academically qualified experts with shiny PowerPoints, conduct three months of analysis, hand you a report, and call it a day. But let’s be honest. No founder wants another 50-page deck[…]
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Ambitious about DIY business plans, thinking you will save money and the world? Keep reading for a quick reality check! In a world where startups are born every minute, and funding meetings can make or break your vision, a well-crafted business plan is your best shot at credibility.[…]
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In the contemporary business environment, maximizing efficiency stands as paramount. This white paper examines the transformative role of Software-as-a-Service (SaaS) solutions in Business Process Automation (BPA).
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