A fraud prevention app on a phone, to illustrate Occupational, Internal and Employee Fraud- how to detect and prevent it pt 2, by Rolf Neuweiler, a2zCFO.com

Occupational, Internal and Employee Fraud- how to detect and prevent it (Part 2 of 2)

Accounting asset misappropriation corruption ethics Fraud prevention Legal strategies

By Rolf Neuweiler 06-02-2021

Occupational fraud prevention & detection require a company to set up a reporting system, implement internal controls, & engage employees. In Part 1, we talked about three types of fraud, and the “fraud triangle”.  In Part 2 we will discuss fraud prevention and detection to reduce losses. Preventing fraud is much easier and less costly […]

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A disguised man committing fraud with a laptop, to illustrate for Occupational, Internal & Employee Fraud- What & Why, Pt. 1 of 2, by Rolf Neuweiler, a2zCFO.com

Occupational, Internal & Employee Fraud – What & Why (Part 1 of 2) 

Accounting asset misappropriation Business Management corruption ethics Fraud prevention Incentive

By Rolf Neuweiler 05-01-2021

Internal fraud is a universal and an “evergreen” problem across all industries and cultures. Failure of ethics and the struggles therewith are just part of human nature. A typical organization loses about 5% of its annual revenue each year due to employee fraud (2014 Report to the Nation on Occupational Fraud and Abuse, by the […]

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(image: Virtual Meeting Online), Get Ready for the Post-COVID-19 Business Reality, by Rolf Neuweiler A2ZCFO illustrates Digital Transformation Post COVID-19

Get Ready for the Post-COVID-19 Business Reality

Accounting Brand Budgeting Business Management Cash flow Consulting Financial forecast Financing Leadership Legal Marketing Profit strategies

By Rolf Neuweiler 03-28-2021

Digital Transformation Post COVID-19 in the business world will see continued changes in digital transformation, DTC, platform model, brand building and digital marketing. Get Ready for the Post-COVID-19 Business Reality As more and more people are getting vaccinated in the US, and offices are starting to reopen beginning of this summer in 2021, it is […]

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PPP Loan Forgiveness, " Deductible Expenses with PPP Loans & the 2nd Round of PPP Loans", article by Rolf Neuweiler, 1/5/2021, a2zCFO.com

Deductible Expenses with PPP Loans & the 2nd Round of PPP Loans

Business Management Debt & Loan Management Loans PPP loans and forgiveness strategies Taxes

By Rolf Neuweiler 01-04-2021

The US Congress rules that expenses covered by PPP loans are tax-deductible; second round of PPP loans have simplified application for loans under $150k. Expenses With PPP Money Are Tax Deductible Out of the window now: all IRS rules about not allowing deducting expenses with Paycheck Protection Program (PPP) loans on tax returns.  New rules […]

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PPP Loan Forgiveness, " Deductible Expenses with PPP Loans & the 2nd Round of PPP Loans", article by Rolf Neuweiler, 1/5/2021, a2zCFO.com

Apply Non-deductible Business Expenses Related to PPP Loans in 2020 Taxes

Accounting Financial Statements Loans PPP loans and forgiveness

By Rolf Neuweiler 12-01-2020

The IRS rules that payroll and business expenses that PPP loans helped to cover in 2020 are not deductible in determining 2020 business taxes. For businesses that took out PPP loans in spring 2020, the IRS does not allow “double dipping” by deducting business expenses associated with the forgivable portions of your PPP loan, as […]

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PPP loan increases businesses taxable income, by Rolf Neuweiler, a2zCFO, (925) 216-5058 or email: rolf@a2zCFO.com

PPP Loans Affect 2020 Business Taxes

Accounting CFO Debt & Loan Management Loans Taxes

By Rolf Neuweiler 11-15-2020

Though the forgiven portion of a PPP loan is non-taxable, taxable income is also higher since payroll and other expenses are not deductible. The US Federal government doled out more than $500 billion forgivable PPP loans under the CARES Act to small businesses in order to help keep employees on payroll and pay for rent […]

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Revenue - profit = expense: Use “Profit First” Principles for Businesses during COVID19 and After. Rolf Neuweiler, consulting CFO, principal at www.a2zCFO.com

Revenue – Profit = Expense: Use “Profit First” Principles for Businesses During COVID19 and After

Accounting Budgeting Business Management Cash flow CFO Consulting Financial forecast Financial Statements Profit

By Rolf Neuweiler 10-01-2020

This article is based on the book “Profit First”, by Mike Michalowicz, and a presentation by Gabriel Dutari about applying the Profit First principles (https://www.youtube.com/watch?v=a1XzaaJBmRQ&feature=youtu.be) About 99% new businesses are started not by financial experts, but by specialists or technicians such as engineers, architects, lawyers, chefs, artists, who are very good at what they do, […]

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An illustration of economic ups and down during COVID-19, used for "Budgeting and Financial Forecasting during COVID-19", written by Rolf Neuweiler, www.a2zCFO.com

Budgeting and Financial Forecasting During COVID-19

Budgeting Business Management Cash flow Financial forecast

By Rolf Neuweiler 08-30-2020

COVID-19 is changing the macroeconomic climates as well as impacting individual entities. Your annual, quarterly and monthly budgets and financial forecast during this uncertain time has become a moving target, as the economy shuts down, reopens, and recovers. Since April, 2020, we have experienced business shutdown, PPP and EIDL loans, and undoubtedly more uncertainties for […]

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(hand and its index finger on keyboard) Article on cloud-based systems for business accounting, especially during COVID-19, Rolf Neuweiler, A2ZCFO.

A Cloud-based system can improve accounting operation

Accounting Budgeting Business Management CFO Financial forecast Financial Statements

By Rolf Neuweiler 07-29-2020

Covid-19 has forced many businesses to conduct daily operations online, including accounting and finance. A cloud based system can improve collaboration and efficiencies in financial and accounting consolidation, reporting and teamwork. There are different types of subscription-based Software as a Service (SaaS) for accounting, such as QuickBooks Online, SlickPie, Sage 50, Zero and Kashoo.  A […]

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dollars and calculator with plus red button, used for an article about Pay Check Protection SBA loans due to Covid-19 for small businesses, written by Rolf Neuweiler, consulting CFO at www.a2zCFO.com

PPP Loans’ New & Better Terms, – 6 days left to apply!

Cash flow Debt & Loan Management Financing Loans

By Rolf Neuweiler 06-22-2020

The Paycheck Protection Program  (PPP) loan program is scheduled to end June 30, 2020.  The new PPP legislation has changed the Paycheck Protection Program Loan to make it easier to qualify for forgiveness up to 100%: You now have up to a 24-week Covered Period (previously 8 weeks) to spend loan funds starting the date […]

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Covid-19 and re-assessing financial health of a business, used on a blog article by Rolf Neuweiler, consulting CFO of a2zCFO, LLC., about balance sheet and income statement, Please call me (925) 216-5058 or email: rolf@a2zCFO.com

Time to re-assess your company’s financial health

Accounting Business Management Cash flow CFO Debt & Loan Management Financial forecast Financial Statements strategies

By Rolf Neuweiler 05-01-2020

As our economy is going through dramatic changes due to Covid-19, it is time to re-examine your company’s balance sheet and income statement to make adjustments or even changes in direction in order to survive and thrive.  This article addresses what you need to do in this regard, following my last blog where I talked […]

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(Benjamin-Franklin-on-a-dollar-bill-wearing-a-mask) Covid-19_business-owners-need-to-change-financial-budget-and-business-plan Rolf Neuweiler, A2ZCFO.

A Crisis Calls for Changing Financial Budget and Business Plans

Accounting Budgeting Business Management Cash flow Debt & Loan Management Financial forecast Financing strategies

By Rolf Neuweiler 04-28-2020

The world today is very different than it was 6 weeks ago. Before the Covid-19 lockdown, the U.S. economy was strong, the  bull market was high, and unemployment was low.  As our economy is slowly and gradually opening up, we are facing unprecedented unemployment, business closures, large numbers of people working from home, and many […]

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CAC, LTV, & LTV ratios measure recurring revenue business models' scalability, consulting CFO for small businesses. Rolf Neuweiler, A2ZCFO. (image: signing)

Customer Lifetime Value (CLV) and CLV to CAC Ratio – Part 2 of 2

Accounting Business Management Consulting Financial forecast Marketing Startups strategies

By Rolf Neuweiler 03-29-2020

In Part 1, we discussed CAC (customer acquisition cost), how to use it and its limitations. In Part 2 here, we will explain about CLV and CLV to CAC ratio. CLV – Customer Lifetime Value CLV (sometimes referred to as LTV) represents the total amount of revenue a business gets from a customer over the […]

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CAC, LTV, & LTV ratios measure recurring revenue business models' scalability, consulting CFO for small businesses. Rolf Neuweiler, A2ZCFO. (image: signing)

Customer Acquisition Cost (CAC) and Customer Lifetime Value (CLV) – Part 1 of 2

Accounting Budgeting Business Management CFO Financial forecast Profit margin strategies

By Rolf Neuweiler 02-28-2020

The CAC metric and other related metrics of CLV and CLV to CAC ratio are used to measure companies’ internal operation and investment in marketing and sales, as well as by investors to assess scalability of recurring revenue business models, especially fast growing internet companies such as subscription-based SaaS companies and e-commerce, web-driven businesses.  The […]

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Consulting CFO for small businesses Rolf Neuweiler, A2ZCFO, discusses annual budgets, and how budgeting contributes to overall plan (image: reviewing documents)

Annual Budgets

Accounting Budgeting Business Management Cash flow CFO Consulting Financial forecast strategies

By Rolf Neuweiler 01-30-2020

As 2020 is unfolding, businesses are budgeting for the entire year. The budget process is more than predicting costs and profits. It is about planning ahead for all scenarios in case sales goals go up, down or remain the same. The importance of having an annual budget  Careful budgeting gives a realistic picture about how […]

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Rolf Neuweiler received CouncilOne Advisors Reid Neubert Founder Award, Jan. 2020

Rolf Neuweiler Won CouncilOne Advisors Reid Neubert Founder Award in Jan. 2020

Uncategorized

By Rolf Neuweiler 01-30-2020

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2019 Federal and CA tax info, by a2zCFO.com

2019 Federal and CA Tax Information at a Glance

Accounting CFO Consulting strategies Taxes

By Rolf Neuweiler 12-09-2019

Happy Holidays from a2zCFO and Rolf Neuweiler, Principal consulting CFO. As 2019 is drawing to a close, I hope the attached “Fast Tax Facts” with both Federal and CA tax information at a glance, – thanks to CalCPA, will make your tax preparation a little easier.  Have a prosperous 2020.   About a2zCFO: We help […]

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audit accounting books and employee transaction records by CFOs with employers detects and prevents thefts and frauds. This photos shows an audit expert conducting a surprise or annual auditing during employees' vacation or absence.About a2zCFO: We help with any aspect of financial management from A to Z. By providing trusted financial advice, I create financial and goal clarity, resulting in increases in cash, profitability and sales all the while preparing the business strategically for a successful exit when the time is right. Works at client’s location and directly with client’s staff; Affordable and flexibility in hours – 4 hours a month to short term full time assignment; Excels at messy and difficult clean up situations; Meaningful financial reporting for management, bankers, and CPA’s. Tax returns completed by 4/15; Cradle to grave services – from bootstrapped startups to exit transition service experience. Please call me (925) 216-5058 or email: rolf@a2zCFO.com A2Z CFO, we keep your ship on course.

Fraud Detection and Prevention – Part 2 of 2

Accounting Business Management CFO Consulting Fraud prevention

By Rolf Neuweiler 12-01-2019

In July 2019,  in Part 1, we discussed about detection of internal thefts and frauds in a company. In Part 2  here we are discussing about ways for fraud prevention. Internal fraud by employees in a workplace can be catastrophic to any company, it can be life threatening to a small business with limited resources. […]

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symbolizing with the fall of 7 pillars, are the 7 signs for the moral violations by businesses, nonprofits, organizations, governments. By Rolf Neuweiler, a2zCFO.com, a consulting CFO service.

The Seven Signs of Ethical Collapse: How To Spot Moral Meltdowns in Organizations

Accounting Brand Business Management Fraud prevention Legal strategies

By Rolf Neuweiler 11-01-2019

In the book “The Seven Signs of Ethical Collapse” by Marianne Jennings, JD., these seven signs are listed for spotting an organization’s ethics crisis that can bring down corporations like Enron and other businesses and nonprofits: Pressure to maintain the business numbers  Culture of fear and silence  A “bigger than life” CEO and awe-struck direct […]

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This photo is part of a blog about revenue, gross, operating and net profits and profit margins by Rolf Neuweiler, consulting CFO. www.a2zCFO.com

Revenue and Profit Margins

Accounting Business Management Cash flow CFO Consulting Financial forecast Financial Statements Profit margin

By Rolf Neuweiler 09-30-2019

In our last blog, we talked about EBITDA and EBITDA margin, and stated that it is better to use both GAAP metrics and EBITDA to determine an organization’s financial health. Under the guidelines of GAAP (generally accepted accounting principles) requirements for corporate accounting, a profit margin is calculated using one of the three principles: gross […]

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dollars and calculator with plus red button, for calculating EBITDA = earnings before interest, taxes, depreciation, and amortization. EBITDA margin = EBITDA divided by total revenue. call me (925) 216-5058 or email: rolf@a2zCFO.com

EBITDA

Accounting Business Management Cash flow CFO Consulting Financial forecast Financial Statements Profit margin strategies

By Rolf Neuweiler 09-01-2019

What is EBITDA? EBITDA is the abbreviation for “Earnings Before Interest, Taxes, Depreciation and Amortization.”  It is a measure of overall profitability of a business.   How are EBITDA and EBITA margin calculated? EBITA = earnings before interest, taxes, depreciation, and amortization. EBITDA margin = EBITDA divided by total revenue.  EBITDA and EBITDA margin help […]

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audit accounting books and employee transaction records by CFOs with employers detects and prevents thefts and frauds. This photos shows an audit expert conducting a surprise or annual auditing during employees' vacation or absence.About a2zCFO: We help with any aspect of financial management from A to Z. By providing trusted financial advice, I create financial and goal clarity, resulting in increases in cash, profitability and sales all the while preparing the business strategically for a successful exit when the time is right. Works at client’s location and directly with client’s staff; Affordable and flexibility in hours – 4 hours a month to short term full time assignment; Excels at messy and difficult clean up situations; Meaningful financial reporting for management, bankers, and CPA’s. Tax returns completed by 4/15; Cradle to grave services – from bootstrapped startups to exit transition service experience. Please call me (925) 216-5058 or email: rolf@a2zCFO.com A2Z CFO, we keep your ship on course.

Fraud Detection and Prevention – Part 1 of 2

Accounting Business Management CFO Fraud prevention

By Rolf Neuweiler 07-28-2019

Internal fraud by employees in a workplace can be catastrophic to any company, it can be life-threatening to a small business with limited resources.  In Part 1, we will discuss about employee theft and fraud detection. Next month in Part 2 we will address prevention issues. Who steals from employers? According to the shocking statistics […]

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Tips for claiming social security benefits, Wait until full retirement age will maximize benefits amount, Rules for taking out a spouse’s benefit, divorced and widowed, Please call me (925) 216-5058 or email: rolf@a2zCFO.com A2Z CFO, we keep your ship on course

Tips for claiming social security benefits

Accounting Budgeting Consulting Financing Social Security strategies

By Rolf Neuweiler 06-28-2019

Wait until full retirement age will maximize benefits amount   The general rule of thumb is that if you postpone taking social security benefits until after your full retirement age, you will receive a higher monthly benefit.  But after reaching full retirement age, there is no more gain from delaying claims.   Remember, the earliest […]

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Old and New Scams for Stealing Identity in Today’s Digital Age, by Rolf Neuweiler, a2cCFO, LLC, phone:(925) 216-5058 or email: rolf@a2zCFO.com

Old and New Scams for Stealing Identity in Today’s Digital Age

Business Management Financial Statements Fraud prevention strategies

By Rolf Neuweiler 05-28-2019

Every day we get calls and receive emails from unknown sources and spammers. The following are not exhaustive lists of scams, as identity thieves are “evolving” with more sophisticated ways to breach cyber security. Here are the top 10 scams from Consumer Reports: Debt collection Fake government officials – IRS, Social Security, State Department, etc. […]

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By providing trusted financial advice, I create financial and goal clarity, resulting in increases in cash, profitability and sales all the while preparing the business strategically for a successful exit when the time is right. Works at client’s location and directly with client’s staff; Affordable and flexibility in hours – 4 hours a month to short term full time assignment; Excels at messy and difficult clean up situations; Meaningful financial reporting for management, bankers, and CPA’s. Tax returns completed by 4/15; Cradle to grave services – from bootstrapped startups to exit transition service experience. Please call me (925) 216-5058 or email: rolf@a2zCFO.com A2Z CFO, we keep your ship on course.

IRS Impersonators and Scams Related to Tax Returns

Accounting Business Management Consulting Fraud prevention Taxes

By Rolf Neuweiler 03-21-2019

Many people reported that they have received IRS impersonators’ calls, and sadly some fell victims of various scam schemes after being intimidated into paying a fabricated tax bill. Thousands of people have lost millions of dollars and their personal information to tax scams. Scammers use the regular mail, telephone, or email to set up individuals, […]

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Lafayette Professionals Group

Lafayette Professionals Group Meeting May 1st, 2019, 5:30pm

Uncategorized

By Rolf Neuweiler 03-13-2019

One thing is certain … CHANGE! Change is always happening; but now with more velocity than ever. We invite you to learn about changes in the law, fraud protection and the local and national economy at a presentation hosted by Mechanics Bank and Lafayette Professionals Group. Changes Join us at Mechanics Bank, 3640 Mt. Diablo […]

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Financial and management pitfalls for a growing small business, by Rolf Neuweiler, CFO. Good bookkeeping and accounting practices not only can avoid many problems to make it easy for tax filings, new loans, and pitching to investors, but they will also provide insight into the operation and health of your business enabling sound decisions for management and growth.

Part 2 of 2: FINANCIAL & MANAGEMENT PITFALLS FOR A GROWING SMALL BUSINESS

Brand Budgeting Business Management CFO Consulting Financial forecast Insurance Legal strategies Taxes

By Rolf Neuweiler 02-21-2019

In January 2019, I talked about financial and management pitfalls for growing small businesses at a professional networking group meeting. Last month in Part 1 of the two parts, we first focused on potential pitfalls related to lacking strategic goals and skills. Here in Part 2 I am listing some pitfalls related to leadership, internal […]

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Financial and management pitfalls for a growing small business, by Rolf Neuweiler, CFO. Good bookkeeping and accounting practices not only can avoid many problems to make it easy for tax filings, new loans, and pitching to investors, but they will also provide insight into the operation and health of your business enabling sound decisions for management and growth.

Financial and Management Pitfalls for a Growing Small Business – Part 1 of 2

Accounting Budgeting Business Management Cash flow CFO Consulting Debt & Loan Management Financial forecast Financial Statements Financing Line of credit Loans Profit margin strategies Taxes

By Rolf Neuweiler 01-29-2019

Part 1 of 2: PITFALLS FOR A GROWING SMALL BUSINESS In January 2019, I talked about financial and management pitfalls for growing small businesses at a professional networking group meeting. Here in Part 1 of the two parts, we first focus on potential pitfalls related to lacking strategic goals and skills. In Part 2 next […]

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cash flow, small business, solutions, problems, accounting, financial forecast, preventive, invoicing, payment, strategies, www.a2zcfo.com

Cash Flow Problems and Solutions for Startups and Small Businesses (3rd of 3 parts)

Accounting Budgeting Business Management Cash flow CFO Consulting Debt & Loan Management Financial forecast Financing Line of credit Loans Profit margin strategies

By Rolf Neuweiler 10-27-2018

This is the last of three parts about cash flow problems and solutions for small businesses. In Parts 1 and Part 2, we discussed seven preventive strategies for all businesses: 1.) Get accounting books organized. 2.) Use a cash-flow budget. 3.) Get customers to pay quickly. 4.) Rein-in unnecessary spending and stay alert to potential […]

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cash flow, small business, solutions, problems, accounting, financial forecast, preventive, invoicing, payment, strategies, www.a2zcfo.com

Cash Flow Problems and Solutions for Startups and Small Businesses (2nd of 3 parts)

Accounting Budgeting Business Management Cash flow CFO Consulting Debt & Loan Management Financial forecast Profit margin strategies

By Rolf Neuweiler 10-02-2018

This is the second of three blogs about cash flow problems and solutions, particularly relevant to startups, and also for small businesses. In Part 1, we discussed the first three of seven preventive strategies for all businesses: 1.) Get accounting books organized. 2.) Use a cash-flow budget. 3.) Get customers to pay quickly. Here in […]

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cash flow, small business, solutions, problems, accounting, financial forecast, preventive, invoicing, payment, strategies, www.a2zcfo.com

Cash Flow Problems and Solutions for Startups and Small Businesses (1st of 3 parts)

Accounting Budgeting Business Management Cash flow CFO Consulting Financial forecast Profit margin strategies

By Rolf Neuweiler 09-02-2018

This is the first of three blogs about cash flow problems and solutions for small businesses. Cash flow management is key for a small business to succeed About 82 percent of startups and small businesses fail due to poor cash-flow management. Businesses experience cash flow problems when they cannot timely pay employee salaries and/or pay […]

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Financial and management pitfalls for a growing small business, by Rolf Neuweiler, CFO. Good bookkeeping and accounting practices not only can avoid many problems to make it easy for tax filings, new loans, and pitching to investors, but they will also provide insight into the operation and health of your business enabling sound decisions for management and growth.

Common Accounting Pitfalls for Small Businesses

Accounting Budgeting Business Management Cash flow CFO Debt & Loan Management Financial forecast Profit margin strategies

By Rolf Neuweiler 07-24-2018

Common Accounting Pitfalls & Solutions for Small Businesses About 28 percent of companies go bankrupt due to problems with a company’s financial structure, according to a study undertaken by the Small Business Administration. Good bookkeeping and accounting practices not only can avoid many problems to make it easy for tax filings, new loans, and pitching […]

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a2zCFO, financial, plan, strategies, annual projection, family office, small business, nonprofit, accounting, controller, www.a2zcfo.com,budget, personal, planning, spending, saving, financial goals,

Personal financial budgeting

Accounting Budgeting Consulting Credit history Financial Statements strategies Taxes Uncategorized

By Rolf Neuweiler 06-06-2018

We all have heard these:  “Money doesn’t grow on trees.”  “Save money for a rainy day.” “Failing to plan is planning to fail.” However, about ⅔ of Americans do not budget. Many live paycheck to paycheck. Financial stress often spills into relationships and family life.   Budgeting is about intentional spending and mindful living. Budgeting […]

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Budgeting for businesses and non profit organizations include capital, cash flow, and operating budgets

Three Types of Budgeting for Businesses

Accounting Budgeting Business Management CFO Consulting Financial Statements strategies

By Rolf Neuweiler 04-26-2018

Failing to plan is planning to fail, that is why budgeting can help a business achieve financial success, predict profitability, provide a model for performance, formulate plans and strategies, and forecast income and expenditures. Planning and Forecasting A budget provides insight into a company’s financial position for the near future.  A budget is a tool […]

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Business Meal Scene

New Tax Law – Are “Meals” and “Entertainment” Still Deductible?

Accounting Business Management CFO Consulting Financial Statements strategies Taxes Uncategorized

By Rolf Neuweiler 03-05-2018

In the tax reform bill Congress approved last December, entertainment, amusement, or recreation or any expenses with respect to such a facility do not qualify for a tax deduction. Where does this leave “meals”? I have received many questions asking if meals are still deductible. Companies’ Holiday Parties: 100% Deductible Employee Only / Holiday Parties […]

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Rolf Neuweiler A2ZCFO offers financial projection, budgeting, cash flow, accounting, bookkeeping for CEOs, small businesses as an outsourced CFO (image: hands)

CFOs & CPAs Work in Synergy to Optimize Tax Strategies and Savings

Accounting Business Management CFO Consulting strategies Taxes Uncategorized

By Rolf Neuweiler 10-27-2017

Maximizing tax savings for a company and its owner requires teamwork between both its CFO and CPA, each contributing different perspectives, skills, and functions. However, many business owners believe that they do not need a Chief Financial Officer (CFO) when they have a tax CPA. There is good reason for this confusion as some CFOs […]

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systematic and strategic planning customized to a business' accounting system, software

How to Convert Accounting Systems Successfully – Steps, Precautions, and Preparation

Accounting Business Management CFO Consulting Uncategorized

By Rolf Neuweiler 09-30-2017

As with all business systems, accounting software and systems become outdated and inappropriate for a company’s growing needs.  There is always a great deal of excitement and anxiety when implementing a new accounting package.  Throughout my career I have been involved with many system conversions.  Time and time again these conversions often seem to be […]

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Understanding Financial Statement: Income Statement

Why do companies need timely and accurate financial statements

Business Management Consulting Financial Statements Taxes

By Rolf Neuweiler 08-30-2017

Why do companies need timely and accurate financial statements? CEOs and business owners need to be always in the know about cash flow, sales growth, profit margin changes, and administrative costs. Managing a business requires its leaders to be constantly monitoring its “vital signs”. Financial Statements consist of Balance Sheet, Income Statement, and Statement of […]

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80 (Technical) / 20 (Strategic), 20 (technical) / 80 (strategic)

Technical vs. Strategic CFO

Consulting

By Rolf Neuweiler 08-07-2017

Technical vs. Strategic CFO: From 80-20 to 20-80 Stage One: 80-20: Technical CFO, 80%: In the beginning, a technical CFO acts as a “financial fireman” due to messy books, audit, late payment, and other sorts of glitches and failures in a company’s financial system. About 80% of  the service is putting house in order, like […]

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Birth of A2ZCFO

Consulting

By Rolf Neuweiler 05-26-2017

Announcing the birth of a2z CFO! With great pride, delight, and gratitude, I am introducing you to a2z CFO, a consulting CFO firm serving small to medium sized businesses, family offices, and non-profit organizations. I am Rolf Neuweiler, founder and principal consultant of a2z CFO. With 30 years of financial experience, including Chief Financial Officer […]

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Accounting Information System

Controller vs. CFO: An “Eye”on the Past, and the “Brain” for the Future

Consulting

By Rolf Neuweiler 05-21-2017

For a large organization, a Chief Financial Officer (CFO) is a full-time financial leader, working side by side with its CEO. Think of a CFO as a “co-pilot”, and a CEO as the “captain” of a passenger airplane. They both focus their brains and eyes on moving the plane forward to its destination. A controller […]

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Taxes

You saved the sales taxes on your recent business purchase. Are you sure? You may owe Use Tax!

Taxes

By Rolf Neuweiler 05-16-2017

In today’s electronic shopping world, businesses can purchase goods with a click of a button.  Many times, items are purchased from out of state vendors, thru the internet, or under sales tax exemption certificates resulting in the vendor NOT collecting sales tax.  However, with the concept of use taxes, you still may owe use taxes to your […]

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