by Jonathan LeClere | Mar 10, 2025 | Bookkeeping Services, CFO Services
Planning for the future and protecting against risks are essential to running a business. Two key tools for this are scenario planning and risk management. Although they may sound similar, they serve different purposes. Let’s break them down so they’re easy to...
by Rachel Shvalb | Apr 10, 2024 | Accounting Services, Bookkeeping Services
Cross-border finance, an essential facet of international business, involves transactions that cross national boundaries. It encompasses various financial activities, including investments, loans, and banking operations spanning different countries. While offering...
by Rachel Shvalb | Jul 25, 2023 | Bookkeeping Services, CFO Services
Risk management has become indispensable for organizations of all sizes and industries in today’s ever-evolving and unpredictable business landscape. Whether it’s a natural disaster, financial volatility, cyber threats, or even pandemics, businesses face...
by Rachel Shvalb | Mar 10, 2023 | Bookkeeping Services
Credit card reconciliation is essential to ensure accurate financial records and prevent business fraud. It involves comparing the balance on a credit card statement to the proportions in an individual or company’s accounting records, verifying that all credits...
by Rachel Shvalb | Feb 27, 2023 | Bookkeeping Services, Budgeting
When it comes to assessing the financial health of an entity or organization, there are two main processes: a financial review and an audit. So what is a financial review vs. an audit? A financial review is often used as a first step to evaluate the accuracy and...
by Rachel Shvalb | Jan 12, 2023 | Bookkeeping Services
Accurate financial records are essential for companies to make informed decisions about their future. The closing process in accounting is the set of procedures used to finalize all accounts for the reporting period and prepare financial statements so that companies...