the Finance Group

AI is transforming finance, but technology alone doesn't create better business decisions. As more organizations adopt AI-powered tools for forecasting, reporting, cash flow monitoring, and automation, one thing remains clear: sustainable growth still requires human expertise, strategic oversight, and experienced financial leadership. In our latest blog, Dorothy Zubel, CPA, CMA explores how businesses can strike the right balance between automation and human judgment to improve efficiency without sacrificing strategy. Key takeaways: • Where AI delivers the most value in finance • The risks of over-relying on automation • Why human-in-the-loop finance models are gaining traction • Which financial decisions should remain human-led • How businesses can leverage AI while maintaining strong financial oversight The future of finance isn't AI versus people. It's AI supported by experienced financial professionals who can turn data into meaningful business strategy. Read the full article here: https://lnkd.in/efCdgMFF #AIinFinance #FractionalCFO #FinancialLeadership #BusinessGrowth #FinanceStrategy #Accounting #CFO #FinancialPlanning #BusinessOperations #TheFinanceGroupGlobal

Last chance to register. Join us today at noon (ET) for a practical webinar on what an optimal finance team really looks like, and how to know if yours is delivering. You’ll learn: ✓ What an optimal finance team looks like at your stage ✓ What to expect from your bookkeeper, controller, or CFO ✓ How to spot gaps before they become problems ✓ How to measure ROI from your finance function Tomorrow May 27th at 12 PM ET Register here: https://lnkd.in/eaS43njp

Join us on Wednesday (12 pm ET / 9 am PT) for a practical webinar to learn what an optimal finance function actually looks like and how to know if yours is delivering. Learn: ✓ What an optimal finance team looks like at your stage ✓ What to expect from your bookkeeper, controller, or CFO ✓ How to spot gaps before they become problems ✓ How to measure ROI from your finance function A webinar built for business owners and operators who want to know if their finance function is actually working for them.

As businesses grow, financial complexity increases and so does the need for stronger financial leadership, but many companies aren’t sure when it actually makes sense to bring in a CFO. In this article, by our COO Nicholas Martin, CPA, CA, he breaks down: • What a CFO actually does • Key signs your business may need one • How to think about full-time vs. fractional support If financial decisions are becoming more complex, it may be time to look at the level of support behind them.

Most business owners have never actually benchmarked their finance function. They just assume it's working. Is yours?    Join the Finance Group, next week, for a #webinar on what an optimal finance team actually looks like, and how to know if yours is delivering. We'll walk through the full finance ladder, what you should be receiving on a monthly basis, how to spot gaps, and how to measure real ROI from your finance function.    May 27th · 12 PM Noon ET Reserve your spot: https://lnkd.in/eaS43njp

Audits don't create problems. They expose them. Many businesses treat audit readiness like a last-minute task — right until tax season starts or before an external review. That's when the stress starts. Rushed reconciliations. Missing documentation. Long hours fixing things that should've been handled months ago. The real issue isn't the audit. It's the lack of structure leading up to it. We broke down how businesses stay audit-ready year-round: https://lnkd.in/eeaBn3rf

Payroll feels simple... until it isn't. For most small and mid-sized businesses, it runs quietly in the background. Until something forces a closer look: A tax issue An employee question An audit And suddenly, problems surface. Most payroll issues don't come from one big mistake. They build slowly through manual processes, outdated systems, and small gaps that go unnoticed. We broke down the most common payroll problems company's miss, and how to prevent them: https://lnkd.in/e8B-aA6S

𝐈𝐬 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐭𝐞𝐚𝐦 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐬𝐞𝐭 𝐮𝐩 𝐟𝐨𝐫 𝐬𝐮𝐜𝐜𝐞𝐬𝐬? Most business owners assume their finance function is working. Very few have ever tested that assumption. Join us on May 27, where Dorothy Zubel, CPA, CMA will walk through what an optimal finance team really looks like—and how to tell if yours is delivering. Join Us: https://lnkd.in/eaS43njp

AI is changing finance fast and it's exciting to see businesses of all sizes adopting tools to automate bookkeeping, forecasting, and reporting. But there's a misconception we see all the time: That AI can fix messy financials. It can't. AI doesn't clean bad data. It scales whatever is already there. So if your books are inconsistent, incomplete, or poorly structured — AI just automates the problem. We broke down what AI actually does well (and where most companies go wrong): https://lnkd.in/e79WkWAc

Payroll problems don’t wait until year-end—they build quietly every quarter. ✅ New hires ✅ Pay changes ✅ Year-end adjustments …It all adds up. Before Q2 gets too far ahead, now’s the time to catch payroll errors before they become bigger compliance or cash-flow issues. In our latest blog, we outline the key payroll blind spots SMBs should review right now and how fractional payroll support helps teams stay compliant and confident. 🔗 https://lnkd.in/gJEfiMaj #FractionalPayrollSupport #PayrollCompliance #SMBFinance #Q2Prep #PayrollAudit #FinanceOps