April News & Articles from CFO Edge

April 2012

CFO Inside Edge Newsletter

In This Issue

Wealth Preservation

Financial Modeling

Forensic Accounting and Litigation Support

Accounting System Design

Employee Benefits Packages

More About CFO Edge

Let's Talk

We have been hearing from Southern California executives this month that they have a cautiously optimistic outlook on the economy improving and their businesses growing.

They add that this optimism is somewhat tempered by challenges obtaining capital and credit, so investing for significant expansion is not a current priority.

Rather, they are reporting steady and deliberate focus in two main areas: profitability and controlling costs. Regarding the former, we are hearing about initiatives to drive profitability by growing current customer accounts and acquiring new ones. The desire to improve margins has them also focusing on cost initiatives.

CFO Edge can help by providing a fresh and objective look in both areas. We believe our actionable insights can identify and tap opportunities inside your current profitability and cost structures in ways that deliver very positive outcomes.

I invite you to contact me -- either by replying to this newsletter or calling me at 800.276.1750 Ext. 101 -- to discuss your challenges and to get a sense about our approach. I am glad to meet with you for a complimentary consultation. We continually hear that conversations of this nature deliver significant value.

Included below are articles we've published in the last thirty days that address financial areas in which we deliver CFO expertise.

Sincerely,

Art signature - 70w x 54h

Arthur F. Rothberg

Mangaging Director

Wealth Preservation: Protecting Your Assets in Today's Economy

Wealth preservation is examined via discussions of goals, an action plan, and time frames; annual income, pensions, Social Security, and other earnings; cash and liquidity; lifestyle and healthcare costs; taxes and inflation; and Monte Carlo analysis. Download the PDF

Financial Modeling to Guarantee Financial Decision Success

Financial modeling uses one or several equations to model the performance of a financial asset, investment, or project. This article looks at what financial modeling is, the role of cash flow forecasting, challenges it addresses, tools for implementing it, and benefits that accrue from it. Download the PDF

Forensic Accounting and Litigation Support

This article looks at forensic accounting and litigation support with discussions of what they are; scenarios where they come into play; legal disputes; and issues to consider when hiring a forensic accountant. Download the PDF

Accounting System Design: Creating the Right System for Your Company

Reviewed is accounting system design with looks at management input; desired information and output format; chart of accounts; structure, flexibility and simplicity; and accounting software, process integration and customization. Download the PDF

Competitive Employee Benefits Packages

This article reviews employee benefits packages with looks at how they support competitiveness, how they can be more cost effective, and the ways companies are diversifying into upgraded compensation plans. Download the PDF

More About CFO Edge

For more information about CFO Edge...

- Who We Serve

- Why CEOs and CFOs Engage Us

- What We Do

- How Our Clients Benefit

...please visit our website at www.cfoedge.com.

Let's Talk

We invite you to contact us to discuss your current financial challenges.

If, during an initial call, we both sense benefits from further discussion, we'd like to visit with you in person for a more detailed review and to share ways CFO Edge can provide support.

Following the visit, we'll forward an assessment with recommendations on next steps. Our experience is that the conversation and assessment provide significant value. The visit and assessment are a professional courtesy - there is no fee and no obligation.