Deven B.

CFOs, are you tackling a business combination? 🤝 Be sure you are getting the accounting right. ASC 805 lays out the framework, but the details can be complex. This high-level guide breaks down key steps, from identifying the acquirer to measuring assets, liabilities, and noncontrolling interests. Get the insights you need to stay compliant and confident. Read here 👉 https://okt.to/uxLUNp #CFOInsights #BusinessCombinations #CFOLeadership

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Finance doesn’t need more data. It needs better questions. Today’s CFOs aren’t just closing the books. They’re scanning for risks, spotting anomalies, and acting fast. But to do that, they need real-time answers—not static spreadsheets. AI is changing finance—not by replacing people, but by freeing them to focus on what matters. #BlackLine’s approach is explainable, auditable, and built for action. No black boxes. Just smart insights, delivered fast. 👉 Swipe through the carousel to see how AI is reshaping the Office of the CFO.

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Most CFOs think about tax compliance. Few treat tax incentives as a strategic lever. In this CFO-led conversation, identify and use specialty tax incentives like R&D credits, energy incentives, and cost segregation to improve cash flow and fund growth initiatives. Expect true stories, real numbers, and a candid look into a CFO’s decision-making process – including practical screening questions for all industries. DAY 1 Breakout session presented by Capstan Tax Strategies 📍 Spring 2026 CFO Leadership Conference 📅 June 3–5, 2026 | Boston, MA RSVP: https://lnkd.in/ehJ5A8iF

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A message to our CFO friends. If your cash management strategy lives in a 500-tab spreadsheet, it’s putting you at risk for: 🚩 Fraud 🚩 Compliance failures 🚩 Costly reporting mistakes Virtual Account Management (VAM) isn’t just a tool; it’s a competitive and protective edge. It helps CFOs streamline treasury functions and cut operational risks while boosting efficiency. Ditch the outdated tools and level up your financial operations today. 🔗 Discover why VAM is the solution for modern finance leadership in our latest blog. http://bit.ly/4kT6HkI #FinancialEfficiency #VirtualAccountManagement #FutureOfFinance

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CFO turnover is at a decade high. In this article former chief financial officers share their advice on what matters most today for securing the top job in finance. CFOs must possess experience and skills that go well beyond traditional expertise in budgeting, planning, and risk mitigation. CFOs now serve as board advisers. “The job is hard, so you have to have a passion for it,” says Karen McLoughlin, former CFO of Cognizant Technology Solutions. #CFO #leadership #executivesearch #boardmembers https://loom.ly/PCwqkHU

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AI in finance is evolving fast. But not in the way you might think. 👀 CFOs aren’t chasing full automation. They’re doubling down on control, visibility, and real-time insights. In this month’s Finance Labs report, 100+ finance leaders shared where they see AI going next. And what they really want from future investments. Top priorities: ▪️Fraud and anomaly detection ▪️Personalized insights for smarter decisions ▪️Proven ROI and seamless ERP integration ▪️Evolving roles with more room for analysis and strategy Curious what it takes to move from early AI adoption to measurable impact? Full report in comments. Real insights. No hype. As always. 💚

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PE-backed CFOs mistakenly treat nailing their yearly budget as their north star. But for sponsors, the real priority is equity value: spending the (right kind of) money to make more money at eventual exit. ​ See how CFOs can take advantage of tariff-related deal delays and elongated hold periods to drive equity value for exit down the road: https://lnkd.in/eZFw_uPP

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AI + Outsourcing = The New Accounting Advantage In 2025, it’s no longer about choosing either smart tech or offshore teams. It’s about integrating both, and the firms doing this are pulling ahead fast. 🔹 59% of accountants now use AI 🔹 Cloud tools + analytics are powering outsourced bookkeeping 🔹 Efficiency isn’t just about automation, it’s about execution The firms scaling fastest aren’t working harder. They’re working with the right systems. If you're still relying on manual processes and overloaded teams, there’s a smarter way forward. Want to see how the best firms combine tech + people to grow without burning out? DM me and I’ll walk you through it. . . #OutsourcingStrategy #CloudBookkeeping #AeshaSpeaks #TechInFinance #Bookkeeping2025

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Want to know what separates great CFOs from the rest? It’s more than just numbers! The best CFOs: ✅ Align financial strategies with long-term business goals ✅ Leverage AI & technology for smarter decision-making ✅ Communicate complex data with clarity & impact ✅ Build high-performing finance teams (even remotely!) ✅ Implement proactive risk management strategies ✅ Stay agile & adapt to market changes ✅ Lead with ethics & integrity ✅ Use data-driven insights for better financial planning ✅ Commit to continuous learning & innovation Read our latest blog to uncover these CFO success secrets! 🔗https://bit.ly/41B8dRk #CFOLeadership #FinanceStrategy #FractionalCFO #BusinessGrowth #FinancialInnovation #RiskManagement #TechDrivenFinance #FutureOfFinance #Leadership #DNAGrowth

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There is a critical difference between a Controller and a CFO. But many growing businesses blur the line. A Controller is responsible for reporting what happened. A CFO uses that information to help determine what should happen next. If your CFO spends all their time in the weeds, your business is missing out on strategic value. And if your Controller is being asked to wear the CFO hat, you may be setting them up to fail. It’s time to realign your financial leadership structure. https://strategiccfo.com/

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Zone just dropped the first-ever 100-Day PE Playbook for CFOs, featuring tips and insights from Zone’s very own CFO, Chad Wonderling. Created in collaboration with other top CFOs and PE partners, this guide is built for action. Get the frameworks, checklists, and real-world tactics you need to focus, execute, and deliver for your board right out of the gate. ➡️ Grab your copy here: https://lnkd.in/gKeW-XE5

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Finance leaders say they’ve automated. The data says otherwise. • 98% of CFOs say they have invested in automation. • 41% say only a quarter or less of their processes are truly automated. • Just 1% have automated 75% or more. The gap? Partial automation. Digitisation, scanning invoices, and using OCR aren’t automation. Without end-to-end integration, from supplier onboarding to payment execution, teams are still stuck in manual workflows. True AP automation delivers: • Seamless ERP integration for accurate, real-time data. • Unified workflows from invoice to payment reconciliation. • Time back for finance leaders to focus on strategic decisions. Partial automation creates more tools, more complexity, and more workarounds. End-to-end automation creates efficiency, accuracy, and scalability. It’s time to reassess: Is your finance team fully automated or just partially there? Read our President Robert Israch's latest article with Business Reporter here: https://lnkd.in/gVmd_yyS

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Disarray at the top. Misaligned forecasts. Fragmented finance. No clear path forward. That’s where one $125 million PE-backed SaaS company found itself—until Highspring placed an interim CFO who, in just 90 days: ✔️ Collected $1.2 million in past-due revenue ✔️ Unified reporting across FP&A and controllership ✔️ Tightened expense controls and margin strategy ✔️ Rebuilt trust with the C-suite and board What began as a stopgap became a strategy, and the interim CFO was made permanent. For PE firms, the right interim leader doesn’t just stabilize the business. They reset it. 👉 Read the full case study: https://lnkd.in/gvtqnYhT #PrivateEquity #InterimLeadership #SaaS #FinanceTransformation #AgilityAtWork #Highspring

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“Let’s hire two more people.” That’s the comfortable answer. But comfort rarely builds high-performing finance teams. If your AP team is overloaded, pause and look deeper. Are they analyzing trends? Improving cash flow strategy? Partnering with operations? Or are they: – Manually entering invoice data – Chasing approvals – Fixing spreadsheet errors – Cleaning up avoidable mistakes That’s not a capacity issue. That’s a process failure. Scaling headcount without fixing workflow is expensive denial. You don’t need more people managing inefficiency. You need fewer inefficiencies needing people. Modern finance leaders eliminate friction before they add cost. When processes become automated and intelligent: • Cycle times shrink • Accuracy improves • Visibility becomes real-time • Finance shifts from reactive reporting to proactive advising The strongest CFOs don’t ask, “How many should we hire?” They ask, “Why does this still require manual effort?” Before approving your next requisition, take a hard look at your systems. Are you building a larger team — or a smarter finance function? #FinanceTransformation #CFOLeadership #AIinFinance #ModernFinance #DigitalTransformation

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Cash Basis Is Lying to You If you’re running your business on cash-basis financials, you don’t know your margins. You may know your bank balance. But that's not the same thing. Cash-basis accounting feels comfortable. Easy to understand. Revenue increases the account. Expenses decrease the account. And if there’s money left over, you feel profitable. When cash gets tight? You: • Delay a vendor payment • Call a few customers to speed up collections • Push a bill into next month And suddenly things feel “fine” again. But what does fine mean? Are you operating at 10% net operating profit? 30%? You don’t know. Because nothing is lined up. Cash-basis accounting doesn’t: • Match expenses to the revenue they generated • Show you liabilities you’ve already incurred • Capture deferred revenue correctly • Reveal margin compression in real time It just shows + for ins and - for outs. And timing can be manipulated. That’s why cash-basis creates a false reality. Here’s the real danger, you aren't seeing what's coming. What happens when: • Insurance renewals hit • Annual software contracts come due • Bonuses and commissions get paid • A slow season meets a large fixed cost • The IRS and States want a big cut Was the business truly producing 25% margins? Was it even profitable? Or were you just riding favorable timing? Accrual accounting answers these questions. They tell you how the business is performing — not just when cash moved. You don’t need audited financials to grow. But you do need accrual-based financials. Accrual gives you clarity. Clarity scales. Scaling gives you options. We help you Go from Excel to Exit. #Founder #CEO #FractionalCFO #BusinessOwner #PrivateEquity #HealthcareCEO #SaaSFounder #Entrepreneur #StrategicFinance #GrowthLeadership

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