Tag: CFO

ProRata Client Case Study

TechCXO fractional CFOs and supporting accounting and finance functions teams provide a tremendous value to many technology startups and early-stage companies like ProRata. It's ...

Read More

Term Sheets Briefer

Congratulations.  You’ve made a compelling case for your company to receive funding, investors are interested, they’ve done a couple of rounds of due diligence and probably ...

Read More

Outgrown Your Accounting System?

New cloud-based accounting systems, such as NetSuite, offer much more functionality, flexibility, and interactivity than traditional accounting systems. Based on their extensi...

Read More

Term Sheets

Congratulations.  You’ve made a compelling case for your company to receive funding, investors are interested, they’ve done a couple of rounds of due diligence and pro...

Read More

Dealing with Your Audit Committee

To have your best audit season ever, you will want your dealings with the Audit Committee to be rock solid.  This will save you time and money and demonstrate your professional...

Read More

Managing Capital Intensive Startups

All startups have challenges but those early stage companies in industries that require more up-front capital – without any internal cash flow to draw from -- have unique issue...

Read More

Equity Incentives for Capital Intensive Startups

The term “capital intensive” doesn’t always mean a need for high levels of working capital for equipment and facilities. For a growing number of startups, the capital inten...

Read More

Infographic: 5 Financial Mistakes Startups Make

A little planning goes a long way in avoiding disarray in the finance function. Avoid distractions in these areas and build your financial foundation for growth. Cash Manage...

Read More

Board Management Part 3 – KPIs

In my prior post related to boards of directors, I discussed when to add independent directors to your board. In this article, I will cover some critical aspects of managing y...

Read More

Pre M&A Business Health Check

The goal of using this checklist is to understand where the Company stands relative to each of the listed areas and items. Many of them will be "N/A" depending on the stage of th...

Read More

Nexus Sales Tax

Nexus, also known as sufficient physical presence, is the determining factor of whether an out-of-state business selling products into a state is liable for collecting sales or u...

Read More
best audit

Your Best Audit Ever

BEST AUDIT EVER: FOUR GUIDELINES TechCXO partners are fond of saying credible numbers lead to credible management. Audits may not be sexy but a smooth annual audit shows your...

Read More
optimize profits

Managing Cash and Optimizing Profits – Math Behind Growth

If you think your CFO's contribution to increased profitability is only from cutting costs, think again -- you may be looking past your biggest pro-growth asset. A New Attitude:...

Read More