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Understanding Financial Vitals: The Key to Your Business’s Health
Finance Operations
CFO Best Practices
Analytics/Insights
Cash Flow
Feb 19, 2025

Understanding Financial Vitals: The Key to Your Business’s Health

In the world of business, having a clear understanding of your financial vitals is just as important as knowing your health vitals. Financial vitals are essential for business owners, providing a real-time snapshot of your company’s financial health, allowing for better decision-making and proactive problem solving, helping you make informed decisions and proactively address issues…

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2024 Financials Made Easy: A Founder’s Guide to Automate, Organize, and Ace Tax Season
CFO Best Practices
Accounting
Taxes
Feb 17, 2025

2024 Financials Made Easy: A Founder’s Guide to Automate, Organize, and Ace Tax Season

Running a business is hard enough — let’s not make your financials harder. Whether you’re a startup founder or a seasoned entrepreneur, preparing your 2024 income statement and balance sheet doesn’t have to mean late nights, messy spreadsheets, or last-minute tax-season panic. Unsure about your 2024 financials? Please join us for a webinar on Tuesday…

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Marie Kondo Your Finances: 6 Steps to Declutter & Grow Your Business
CFO Best Practices
Analytics/Insights
Jan 30, 2025

Marie Kondo Your Finances: 6 Steps to Declutter & Grow Your Business

As a longtime fan of Netflix’s Tidying Up with Marie Kondo, I’ve often marveled at how decluttering a closet can transform a person’s mindset. But what if we applied Kondo’s iconic “6 basic rules of tidying” to our financial lives? For entrepreneurs, periodic financial “tidying” isn’t just about neat spreadsheets — it’s about building a…

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Strategic Financial Management for CPG Entrepreneurs: Tips for Sustainable Growth
CFO Best Practices
Oct 7, 2024

Strategic Financial Management for CPG Entrepreneurs: Tips for Sustainable Growth

Strategic Financial Management for CPG Entrepreneurs: Tips for Sustainable Growth Running a Consumer Packaged Goods (CPG) business involves navigating a complex financial landscape. In this article, we'll delve into technical strategies for effectively managing your CPG business finances, including how to: Maximize financial efficiency through automation and integration Leverage advanced financial tools tailored for CPG…

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How myPocketCFO Made Financial Management A Breeze for Startup CPG Fun-Gal Snacks
Finance Operations
CFO Best Practices
Oct 1, 2024

How myPocketCFO Made Financial Management A Breeze for Startup CPG Fun-Gal Snacks

Fun-Gal Snacks, the innovative force behind Popadelics Crunchy Mushroom Chips, is redefining the healthy snacking landscape. Launched in April 2022, this women-owned CPG brand has achieved remarkable traction, landing their products in over 3,000 stores nationwide, with a Whole Foods launch on the horizon. But rapid growth often brings financial complexity. This is how myPocketCFO…

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From Snacks to Stacks: B.T.R. NATION's Financial Makeover with myPocketCFO
Finance Operations
CFO Best Practices
Aug 26, 2024

From Snacks to Stacks: B.T.R. NATION's Financial Makeover with myPocketCFO

B.T.R. NATION is a woman-owned California-based snack company that has been in business for 3.5 years. With just 2 full-time employees, this dynamic startup is dedicated to providing healthier snack options. Despite its small size, this powerhouse CPG business has made significant strides in the food and beverage industry. Customer Challenges In September 2021, BTR…

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