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Top 4 Elements of Good Financial Reporting for Business Owners

Top 4 Elements of Good Financial Reporting for Business Owners

by Ken LaCroix | Aug 12, 2024 | Financial Reporting

In today’s fast-paced business environment, effective financial reporting is crucial for making informed decisions and guiding your company towards success. Quality financial reports provide insights that are not only accurate and timely but also actionable....
Business Intelligence and Interpretive CFO Consultation

Business Intelligence and Interpretive CFO Consultation

by Ken LaCroix | Jun 4, 2024 | Advisory Meeting, Financial Reporting

As your business expands and evolves, so too must your approach to financial management. Here are five crucial financial changes that business owners should make and understand as their business outgrows its current financial framework: Transition from Cash to Accrual...
Unlocking Business Insights: Why Outsourcing Custom Financial Reports is a Game-Changer

Unlocking Business Insights: Why Outsourcing Custom Financial Reports is a Game-Changer

by Ken LaCroix | May 28, 2024 | Leveraging Fathom

For many business owners, custom financial reports are like buried treasures waiting to be unearthed. They know the value these reports can bring, yet the task often lingers on the backburner, deemed less-urgent amidst daily operations and putting out fires. However,...
Five Financial Changes Every Growing Business Must Embrace

Five Financial Changes Every Growing Business Must Embrace

by Ken LaCroix | May 21, 2024 | Accounting Roles, Leveraging Fathom

In today’s dynamic business landscape, leveraging financial data goes beyond mere number-crunching; it’s about harnessing the power of business intelligence to gain strategic and competitive advantage. Pairing this with the expertise of an Interpretive CFO...
Overcoming Frustrations: Customizing Fathom Financial Reports

Overcoming Frustrations: Customizing Fathom Financial Reports

by Ken LaCroix | May 14, 2024 | Leveraging Fathom

Are you a QuickBooks or Xero user feeling the pain of trying to customize your financial reports in Fathom? You’re not alone. Many businesses face challenges when it comes to tailoring their reports to meet specific needs or reflect their unique financial...
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  • The Power of a 13-Week Cash Flow Forecast

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Insightful Partners, Inc.

120 Newport Center Drive Newport Beach, CA 92660

(949) 279-8219

info@insightfulpartners.com

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