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
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...
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...
