Financial Advisory Blog

Armanino’s Financial Advisory blog is your source for thought leadership around cloud ERP and accounting solutions and integrations. Supported by the Cloud Accounting Institute and numerous experts in cloud, finance, reporting, integration, compliance, and technology, Armanino’s Financial Advisory blog features must-read content on what’s happening in the finance industry, case studies, white papers, and much more.

October 21, 2020

New Leave-of-Absence Requirements Impact 6 million California Employers

Are you a small business with five to 19 employees based in California? It’s likely your employees have requested a leave of absence in the past, leaving you questioning your company’s legal (federal and state) responsibilities. Then upon research, you discovered a company your size is exempt from leave-of-absence requirements such as the Family Medical …

October 15, 2020

Your Business Should Revolve Around Your Forecast (Not Vice Versa)

I had an interesting discussion recently with a company leader who said they can’t forecast past three months because their pipeline couldn’t provide visibility beyond a three-month window. And, their pipeline was actually only “good” at the next four weeks of forecast, but it has some deals that might take three months to close. This …

March 19, 2020

COVID-19 ‘Hot Half Dozen’ Things Small to Mid-Sized Companies Should Do Right Now

Apple, with it’s $200B+ cash on the balance sheet is going to be just fine. Even with roughly $35B of annual operating expenses, they could go without a single sale and still pay everyone for years. Small and mid-sized companies are not so fortunate. The question we’re getting asked most frequently is, “what should I …

March 13, 2020

The CFO’s Role in Preparing for an IPO

An initial public offering (IPO) is a key milestone in the growth of a business, but it’s not an end goal by itself. Instead, an IPO starts a new phase in the company’s lifecycle that requires careful preparation and management, because the real objective isn’t going public — it’s staying public. To make a successful …

February 27, 2020

Enhancing Finance Leadership to Propel Company Growth

As a middle-market company matures, finance leadership becomes more central to its operations and new opportunities emerge for finance leaders to play strategic roles in driving the organization forward. The most effective CFOs at growing companies transform the finance function beyond its rear-facing reporting approach into an influential source of innovation that leverages financial and …

February 4, 2020

To Keep Growing, Mid-Market Companies Need the Right Tools

As a mid-market company grows, its owners and managers need stronger technology tools to sustain those results. Spreadsheets and accounting packages better suited for a small startup just aren’t enough anymore. Your basic financial results – captured by your profit and loss statement – remain important, of course. But you also need to improve your …

January 29, 2020

Why You Need a Tax Strategy for Business Licenses

Business licenses are required for businesses operating in most cities. Depending on your location, and where you have staff, you are likely required to file a business license tax return.  This is a local tax, and it can be quite burdensome.  Note that unlike income tax returns, which are based on profit (taxable income), many …

Finding the Right Leaders for Your Middle-Market Company

People usually fill multiple roles in a startup’s early days. But at some point, having the COO help pack orders or the controller buy office supplies becomes unsustainable. As your company reaches the middle-market and attracts larger customers and, potentially, outside investors, management roles become more specialized and require skills that are different than the …

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