by Rachel Shvalb | Dec 23, 2024 | Budgeting, Cash Flow Forecasting, CFO Services
Starting a business can be exciting but has its fair share of financial challenges. Managing your startup’s finances is critical to its survival and growth. Whether you’re new to finance or just looking for practical tips, this guide on how to manage startup finances...
by Rachel Shvalb | Dec 10, 2024 | Accounting Services, Budgeting, CFO Services
Rebates are a standard business incentive tool that many organizations use to encourage sales and loyalty. As a CFO, understanding rebates’ financial mechanics is crucial for managing the company’s cash flow and ensuring compliance with accounting standards....
by Rachel Shvalb | Nov 11, 2024 | Accounting Services, Budgeting, Cash Flow Forecasting, CFO Services
In the world of personal finance, tackling debt can feel overwhelming, especially if you’re facing balances from multiple sources like credit cards, student loans, or medical bills. Enter the “Debt Snowball Method” – a popular debt repayment strategy that...
by Rachel Shvalb | Oct 25, 2024 | Accounting Services, Budgeting, CFO Services
The world of retirement savings is undergoing a significant shift. Starting in 2025, many companies will be required to automatically enroll employees into their 401(k) plans and begin deducting contributions from paychecks. This change is a part of the broader...
by Rachel Shvalb | May 10, 2024 | Accounting Services, Budgeting, CFO Services
Having financial literacy is essential to build a better relationship with money. It’s a lifelong journey that can help you achieve your financial goals. Whether you’re planning for retirement, saving for a large purchase, or simply trying to make ends...
by Rachel Shvalb | Mar 11, 2024 | Budgeting, Cash Flow Forecasting
Cash equivalents are short-term, highly liquid investments that are readily convertible to known amounts of cash and subject to an insignificant risk of changes in value. Because of their high liquidity and low risk, cash equivalents are almost as safe as cash. Here’s...
