Building a Winning Team
Who do you need in your finance department right now? Who will you need in 12 months? And how do you know you’ve found the right candidate during the interview process?
Hiring is challenging, but with a clear vision of how your team will evolve, you can absolutely get the skills you need without breaking the bank.
As a leading provider of outsourced finance and accounting services, we help our clients grow and scale their businesses and replace us when they’re ready for full-time employees. So, in this unique and value-packed guide, we describe the key roles you need during each stage of growth and interview tips to ensure you find the right person for each hire.
Each featured role includes:
• Brief job descriptions
• Top qualities to look for in each candidate
• The critical responsibilities of each role
• Sample interview questions you can start using immediately
Are you ready to start building your finance organization structure?
Thought Leadership
7 Sources of Capital and How to Evaluate Them
Raising capital and deciding what sources of capital to pursue is a challenge both large and small businesses share. In the early stages of a company, you lack credibility, which limits your options. Then, as your business matures, you have more choices, but there are...
Employee Retention Tax Credits (ERTC): What Clients Should Know and Do Now
The original CARES Act included the Earned Retention Tax Credit (ERTC) for businesses that were not eligible for the Paycheck Protection Program (PPP). The new stimulus package now allows businesses to utilize both the PPP and the ERTC and this is retroactive to March...
Founder & Managing Partner, William Lieberman, accepted into Forbes Finance Council
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms New York, NY, January 2021 — William Lieberman, our founder and managing partner, has been accepted into Forbes...