Michael Stanton

A bookkeeper tracks the numbers. A CFO helps you change them. If you’re making decisions without forward-looking financial strategy, you’re not leading—you’re reacting. At a certain stage of growth, “keeping the books” isn’t enough. You need: ✔ Cash flow forecasting ✔ Profit strategy ✔ Decision-making backed by data That’s where a Cash Flow CFO comes in. Because sustainable growth isn’t accidental—it’s engineered. 🔗 Download the guide: https://lnkd.in/dCux63Pe #CashFlowCFO #BusinessGrowth #FinancialStrategy #CEOmindset #ScaleSmart

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The accounting talent crunch isn’t over, it’s just shifting. According to Intuit, 80% of firms are still struggling to hire. It’s not just about entry-level gaps anymore. Securing juniors with just one year of experience is proving harder than expected. Add the need for tech fluency and burnout from long hours, and you’ve got a profession at a crossroads. The solution isn’t just changing licensure rules. It’s about reshaping perceptions of what a career in accounting can be - tech-forward, strategic, and flexible. We can’t hire our way out of this. We need to reimagine what we’re asking people to join. #Accounting #Hiring #FutureOfWork

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Accounts Payable is a puzzle. Invoices. POs. GRNs. Tax logic. Scattered across systems. Structured differently. Validated manually. Most AP teams force the pieces together through templates, spreadsheets, and repetitive checks. Cogniquest's APWise assembles them intelligently, from invoice to payment in minutes, not days. Stop forcing the pieces. Let Cogniquest's APWise solve the puzzle. Book a demo — https://lnkd.in/grNmR7-y #CogniquestAI #APAutomation #AccountsPayableAutomation #InvoiceProcessing #IntelligentDocumentProcessing #AIinFinance Satish Grampurohit Girish Kerodi Thejaswi Subramanya Nathaniel N Harsha AC Krishna Prasad P (Nair) Sreekanth Koravangat Deepti Kalghatgi

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AP data lost in spreadsheets. Delayed invoices. Limited cashflow visibility. If this sounds like your life, you might want to assess your AP process. Your first step toward actionable results only takes 2 minutes and 8 questions. Take the check-in assessment to: • Uncover where manual work or partial automation may be holding your team back. • Gain a clear, personalized readiness score with instant insights. • Get tailored next steps to boost visibility, control, and strategic impact. Start the assessment: https://lnkd.in/ex9JbmhF

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Firms often reach a point where traditional small business platforms cannot support the level of financial management their clients need. Our founder and CEO, Matthew (Matt) Lescault, explains how the Sage Intacct Accountants programme addresses that gap. With advanced modules for allocations, planning, grant tracking, and multi-entity consolidation, the programme helps firms deliver high-touch advisory work in a way that was not possible before. Matthew (Matt) Lescault Sage Pino Biase Kiley Arnold, CPA #SageIntacctAccountants #SageIntacct #WeAreTydeCo #Canada

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At CPA Trendlines: PE Update: Alan Whitman Plants a Flag in the Private Equity Landscape: Top Trends, Benchmarks, and Details for Every Reported Deal Since 2020. " alt="" width="250" height="124" /> By CPA Trendlines Research Cornerstone Report Go PRO for members-only access to more CPA Trendlines Research. http://dlvr.it/TR2xTb #CPA #tax #accounting

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The Hidden Cost of Inefficient Finance Processes Manual reporting. Endless reconciliations. Last-minute fire drills before board meetings.  These aren’t just headaches — they’re hidden costs that drain productivity and stall growth.  At The FP&A Lab, we help businesses redesign finance processes so they’re faster, smarter, and built for scale.  - Less time chasing numbers  - More time analyzing them  - Confidence in every report  What’s the biggest bottleneck in your finance processes today?  #FPandA #FinanceTransformation #Efficiency #BusinessGrowth #TheFPALab

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Manual work doesn’t just slow CAS down—it quietly drains your margins and your team’s energy. As CPA Trendlines puts it: “Disconnected apps, spreadsheets, and manual workflows create hidden costs: missed deadlines, inconsistent client experiences, staff burnout, and shrinking margins.” 👉 Read more: https://lnkd.in/ga5MkbeK #CAS #AccountingFirms #ClientAccountingServices #AccountingTechnology #WorkflowAutomation #AdvisoryServices #CloudSolutions

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Our CPA Justin, put together a guide on something a lot of people are going to run into this tax season. Your 1099-DA arrived. It’s helpful context, but it’s not your tax return. For 2025, most 1099-DAs show $0 or “unknown” for cost basis because brokers aren’t required to report it yet. Here’s why that matters: If cost basis isn’t added before you file, your return may show more gain than you actually made, which can lead to paying more tax than necessary. The 1099-DA is an informational form that confirms taxable disposals occurred and gives the IRS a reference point. What it doesn’t do: → Replace Form 8949 → Include DeFi, wallet, or DEX activity → Calculate your actual gain or loss You’re still responsible for reporting your own cost basis, either manually or with software that reconciles across all your wallets and exchanges. The good news is this is completely fixable with a bit of reconciliation work. Justin breaks down exactly how to approach this, what to watch out for, and how to avoid common mistakes. Full guide below ⬇️ https://lnkd.in/gNF3Xfce

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The Real Risk in Today’s Accounting and Finance Teams Isn’t Hiring — It’s Operating Without Market Visibility   Most finance leaders approve budgets, request headcount, and plan for year‑end without a clear picture of consultant availability, what the market is paying, or how fast talent supply is shifting in Southern California.   That isn’t a hiring challenge. It’s a visibility gap.   At DisruptiX Talent Solutions, we’ve spent the last six months analyzing this gap through KeyMatch™, our proprietary CRM that includes a fully automated consultant‑availability module. With a 90%+ weekly update rate from our consulting network, we’re tracking live market movement that are not based on assumptions, recycled recruiter data, or last-quarter estimates.   Here’s what the data shows: • Rate expectations are shifting weekly, not quarterly: Accounting and finance teams relying on outdated benchmarks are over‑ or under‑scoping budgets without realizing it. • Skill-set availability fluctuates in predictable patterns: Some roles tighten rapidly (especially during transitions). Others have small but steady supply, if you know where to look. • Leadership change amplifies risk: Leadership transitions create operational blind spots in cash forecasting, audit readiness, and governance unless real-time data fills the gap. • Companies with real-time intelligence move faster: They approve budgets with confidence, reduce delays, and stabilize workstreams during leadership change.   This is why we exist. Real-time, behavior-based market truth, so finance teams can make decisions based on what the market is doing this week, not last quarter.   If your organization is navigating hiring decisions, growth planning, or Leadership transitions, our team can give you a 10-minute walkthrough of the live KeyMatch™ dashboard and what the market actually looks like today. https://lnkd.in/grxAkM57  

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"Growth is Expensive"..... but what if..... we found you 💵 to cover the costs? Reduce your expenses, allocate tax breaks and government dollars to your business, get a kickback on your AP or purchasing spend and improve you workflow automation. We help Uncover hidden cost savings across 50+ categories, with no disruption to operations at a cost-neutral approach. 💡 Reinvest those savings into high-ROI strategies like AI-powered marketing and customer acquisition or workflow automation Grow without needing a bigger budget—because growth pays for itself. 👏 This isn't just cost-cutting. It’s a strategic reallocation model that turns operational efficiency into a growth engine. Insight backed by experience and Tools powered by AI. A vetted network of cost-reduction, technology solution, and growth-focused partners And a genuine commitment to helping businesses thrive. We do not push services—we deliver outcomes. Every engagement is built on trust, transparency, and RESULTS.

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Capital isn’t cash. It’s control. That is why so many raises fail. The money itself is never the problem. What destroys companies is giving away ownership, influence, and leverage in the rush for growth. • Equity is diluted faster than value is created • Debt comes with covenants that restrict decisions • Strategic influence shifts to outsiders • Founders trade tomorrow’s control for today’s liquidity A successful raise is never about maximising funds. It is about structuring capital to protect power, preserve legacy, and secure the conditions for long-term growth. At Handle, this is where we step in. Not to chase money, but to design capital strategies that keep control where it belongs. Better Ask Handle. #CapitalRaising #BusinessGrowth #CorporateGovernance #HandleConsulting

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Most profitability reports answer one question: what happened? The best ones answer three: what happened, what does it mean, and what do we do next? Patrick Ball, CPA and Director of Technology Advisory at Aprio (a Top 50 firm) shares exactly how he builds client-ready profitability reports in Fathom. Think plain-English commentary, gross and operating profit visuals, industry benchmarks, and KPIs built around how the client actually runs their business, not just compliance. Build it once. Use it everywhere. See how he does it and make it your own 👉 https://lnkd.in/eusaccnt

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If you’re looking to add strong accounting talent to your team… read this! 🔸3 yr. CPA 🔸Big Four foundation 🔸Targeting $90K+ base And here’s the best part - She wants to move into inventory and cost accounting. Not “open to it.” Not “would consider it.” Actively interested. She’s specifically targeting CPG, retail, and manufacturing - wants to be tied to a tangible product and closer to the business. Centrally located, which we all know matters. From a personality standpoint, she’s fantastic - grounded, coachable, and very intentional about her next move. This is not a profile I see often at the 3 yr. level! If you’ve been struggling to find early-career talent that’s both technically strong and knows what they want… I’d connect on this one quickly.

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Accountants focus on the past. FP&A looks to the future. While accounting ensures accuracy and compliance, FP&A uses data to predict what’s next helping businesses plan and make smarter decisions.

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Accrual accounting isn’t about making things more complicated. It’s about making your financials finally make sense. If your numbers ever feel “off,” this is usually why.

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