CFO & Management Consulting

Navigating Stock Compensation

August 2, 2024
Navigating Stock Compensation: An In-Depth Analysis (RSA, RSU, ISO, & NSO/NQSO) Stock compensation can often be complex. In this blog post, we look into the intricacies of Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), and Nonqualified…
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A Startup Guide to Pre-Seed Fundraising

June 7, 2024
A Startup Guide to Pre-Seed FundraisingAt the pre-seed stage, startups often face the challenge of determining how much funding to raise. Unlike later stages, where funding needs are more defined, pre-seed funding aims to provide startups with the initial capital necessary…
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What Are Outsourced CFO Services?

May 14, 2024
What are outsourced CFO services?Outsourced CFO services, or virtual CFO services, involve hiring external financial experts to fulfill the role of a Chief Financial Officer (CFO) on a part-time or project basis. These professionals provide businesses with strategic financial guidance and…
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What is Due Diligence Consulting?

April 26, 2024
What is Due Diligence Consulting?Due diligence consulting involves thorough assessments and evaluations conducted by experts. It is critical to ensuring informed decision-making and mitigating risks, particularly in mergers, acquisitions, investments, partnerships, and other special projects.Businesses gain clarity on potential opportunities…
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Your Guide to Funding Projection

April 26, 2024
Your Guide to Funding ProjectionUnderstanding the basics of funding projectionFunding projection means predicting the amount of money, or funding, that will be available to your business from different sources. This can include sales, government allocations, grants, donations, or other revenue streams.Funding…
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What Do Management Consultants Do?

April 4, 2024
What Do Management Consultants Do?Nowadays, every company seems to be hiring a management consultant, but what do they actually do? Do you need one for your business?Broadly speaking, a management consultant is brought to offer project management expertise, strategic advice,…
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How to Buy a Business in California: Your Guide

March 27, 2024
How to Buy a Business in California: Your GuideBuying a business in California is a significant decision that requires careful consideration and planning.Whether you're wondering, "How do I buy a business?" or seeking the best way to buy a business,…
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Financial Forecasting for Startups, What You Need to Know

December 15, 2023
Financial Forecasting for Startups, and How It Can Help Your Startup Startups carry significantly more risk than a long-standing, well-established business. If finances are not handled with the utmost care and attention, it won’t take long for the entire business…
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How to Set Up a Financial Forecasting Model for Your Startup

December 12, 2023
How to Set Up a Financial Forecasting Model For Your Startup The ultimate guide to financial modeling for startups Setting up a robust financial forecasting model is the cornerstone for any successful startup. Navigating the intricacies of finances can be daunting,…
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All About Financial Due Diligence

December 6, 2023
All About Financial Due Diligence Are you looking to secure investment funding in order to take your business to the next level? If so, then you need to know what financial due diligence is and why it matters. Ultimately, you…
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How Much Runway Should a Startup Have?

November 29, 2023
How Much Runway Should a Startup Have?One of the most common questions that entrepreneurs face is how much runway they should have for their startup. It’s a tricky question to answer because it depends on many variables. However, there are rules…
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Ultimate Guide to How and Why Companies Buy US Treasuries

October 31, 2023
Ultimate Guide to How and Why Companies Buy US TreasuriesUS Treasuries are short-term debt issued by the US government, backed by the full faith & credit of the United States, and offer attractive interest rate yields, high liquidity, and lower…
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Tips for Evaluating Management Forecasts

October 18, 2023
TIPS FOR EVALUATING MANAGEMENT FORECASTSHave you ever wondered how businesses predict their future success? This is where management forecasts come in, think of them as a company’s crystal ball for predicting what’s coming next. These forecasts, which can range from…
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How Does a Fractional CFO Help Save Your Business Money?

September 28, 2023
How Does a Fractional CFO Help Save Your Business Money?Successfully navigating the intricate and complex world of business finance requires a deft and experienced touch, especially when it comes to maximizing savings and efficiency. Typically, such financial capabilities are beyond the…
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What are the Typical Duties of a CFO?

December 23, 2022
What are the typical Duties of a CFO? As a small business owner, you're already be aware of how crucial financial management is. Without sound finances and an awareness of your cash flow, your company will inevitably suffer.You may already…
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Noah Hopton, Finvisor CEO, Featured on the DotCom Magazine Show

October 3, 2022
Noah Hopton, Finvisor CEO, Featured on the DotCom Magazine Showhttps://www.youtube.com/watch?v=CRoi7Afmu7M&t=228sFinvisor’s very own CEO & Founder, Noah Hopton, was recently featured on the DotCom Magazine show in an exclusive interview about how Finvisor supports small business founders and entrepreneurs in scaling…
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How to Do Small Business Accounting the Smart Way

February 18, 2022
How to Do Small Business Accounting the the Smart WayWhat is small business accounting?At the most basic level, small business accounting is properly recording financial transactions for a small business. It is the way a small business organizes and understands…
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Why Invest in Management Consulting for Startups?

December 6, 2021
Why Invest in Management Consulting for Startups?Is Management Consulting for Startups Really Necessary?Management consulting might seem like it is only useful for companies that are already established, but this advice can be helpful for startups too. Startups are often working…
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Everything You Wanted to Know About Fractional CFOs

November 29, 2020
What is a Fractional CFO?Is your company ready for a financial point person, but you’re not sure if you can afford a full-time chief financial officer (CFO)? Rather than paying for a full-time employee or going without this much needed…
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Pre-Safe, Post-Safe, and Convertible Notes

October 5, 2020
PRE-SAFE, POST-SAFE,AND CONVERTIBLE NOTESDuring the seed round of a business, a founder may struggle to obtain funding as during this phase the company may not have profits or revenue, making it very difficult to establish a reasonable valuation. This is…
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