Financial Strategy
PPP Loan Updates: What Clients Should Know and Do Now
There have been some changes made to the PPP loan information we shared on June 3, 2020. Below is what we now know as of January 13, 2021. Timing Community financial institutions that service minority and women-owned businesses will be able to make loans to first-time...
Controller vs CFO: What’s the Difference and Which Do You Need?
When you find yourself exploring the difference between a controller and a CFO, that’s a good thing! Your business is evolving, tackling complex challenges, and ready for financial leadership. But controller vs CFO, which one is right for you? Let’s take a good look...
Business Trends 2021: Financial Planning in an Uncertain World
The end of an unbelievably tumultuous year is almost upon us. So, in preparation for what promises to be yet another eventful 12 months, I met with our team of CFOs for a lively Zoom meeting dubbed “Business Trends 2021.” Although we can’t predict the future, we can...
Maximizing PPP Loan Forgiveness – Flexibility Act Updates: What Clients Should Know and Do Now
As a service to our clients, we have been keeping a close watch on the Paycheck Protection Program (PPP) and the recent amendments put in place with the signing of the Flexibility Act. Below is a summary of the most recent updates that have taken place, and what they...
