Strategic CFO™

Had completely forgotten about this video with my friend the late Jim Wilkinson founder of Strategic CFO™. Miss you, my friend!

Congratulations to Rebeca Alonso O., one of our outstanding NearSourcing Accountants, for receiving the PREPARE Award from our client, U.S. Law Shield! 🎉 Rebeca’s dedication and hard work are a perfect example of the excellence we deliver through NearSourcing Accounting Solutions. At Strategic CFO, we focus on providing top-notch financial services to help our clients thrive, and we are thrilled to see Rebeca’s contributions recognized at such a high level. Here’s to more success for Rebeca and our clients! Thank you! https://lnkd.in/gAwaxjYK

There is no doubt that The Art of the CFO is our most popular Financial Leadership Workshop. But 4 days in a row cooped up in our Office can feel...long! We love our office here in Sugar Land, TX, but we need a change of scenery. We're taking the workshop on vacation! Join us at the Riu All-Inclusive Resort in Cancun in Feb. 2025 to master The Art of the CFO. Learn more & Secure your spot: https://lnkd.in/gFFVYsY3

Revenue comes from sales, and sales come from your sales pipeline. Your sales pipeline consists of the deals your sales team is working on to meet or exceed their targets. Your sales team should focus like a laser on these opportunities, and everyone should know about them…especially you! If you don’t, it’s time to learn. What’s in there? How many deals? What are they worth? Which sales rep is handling the biggest deals? What do they need to close those deals? The list goes on and on. This eBook will show you why it’s important to have a sales opportunity pipeline, how to build and manage it, and how a tool called the SalesWIP for Salesforce.com can help. Master our six steps to build and manage your sales pipeline, and ultimately close more sales. Get your FREE copy here: https://lnkd.in/gFsN4dbz

We’re offering 2-3 organizations the chance to try out SalesWIP, our cutting-edge solution for managing long sales cycles in Salesforce.com FREE for 90 days! If you're looking to streamline your pipeline and improve sales forecasting, this is a golden opportunity. Who we’re looking for: 🔹Salesforce users with up to 25 salespeople 🔹Companies with sales cycles of 3 months+ 🔹Revenue experienced over time What you’ll get: Free installation of SalesWIP in your Salesforce sandbox environment 🔹Sales cycle analysis and prioritization 🔹Live demo and tailored sales opportunities presentation 🔹Deep dive into "Why are we doing THIS?" 🔹Managing the pipeline: WHO, does WHAT, by WHEN Register for the free trial here: https://lnkd.in/gEnWwj58 https://lnkd.in/gfZjh2aH

Accounting departments are EXPENSIVE and often considered an overhead cost to running a business. BUT, we have a solution... Learn more about NearSourcing™ Accounting Solutions: https://lnkd.in/gAwaxjYK

Want to take a more analytical and structured approach to your sales strategy? Our FREE eBook is your guide to mastering the fundamentals of sales pipeline optimization. In this comprehensive guide, you’ll learn: ✅ How to define key opportunities based on metrics and data ✅ Proven methodologies to streamline your sales cycle ✅ Tools like SalesWIP that help track progress and forecast sales more accurately With research-backed strategies and a step-by-step framework, you can improve your sales process and increase revenue like a pro. Download your free copy now and start improving your sales pipeline today! https://lnkd.in/gFsN4dbz

Running a business is hard enough—managing your accounting department shouldn’t add to the stress! Here’s why outsourcing your accounting department might be the smartest move: ✅ Cost Savings: No more salaries, benefits, or training costs ✅ Expertise on Demand: Get access to experienced CPAs and accountants with specialized knowledge. ✅ Focus on Growth: Free up time and resources to focus on what really matters—growing your business. ✅ Scalable Solutions: Outsourced accounting can scale with your business, offering flexibility as you grow. ✅ Reduced Risk: With improved oversight and internal controls, outsourcing reduces the chances of costly financial errors or fraud. We know outsourcing has a lot of pros, but it also has MANY cons like language barriers, time differences, and loss of quality and control in your accounting department. That's why we created NearSourcing: a blended model of traditional in-house accountants and outsourced accounting. Your dedicated team travels to meet you IN PERSON, for regular financial reviews. Ditch the overhead, gain peace of mind, and let professionals handle the numbers. Learn more & schedule your free consultation: https://lnkd.in/gAwaxjYK

LeBron James: hate him or love him, you have to admit that he’s a talented basketball player. When he started out his career in Cleveland, he was a promising player. Unfortunately, his gifts were too much for the team since there wasn’t a support system to cultivate his “A” player qualities. After 7 years, James move to Miami to play for the Heat. Almost overnight, LeBron became a national champion, not just an MVP. Can You Grow a Company With Only “A” Players? Short answer:no, long answer: https://lnkd.in/e7j2rwHa

We had a client who had the same accountant for 20+ years – we’ll call her Sheila. She had been with the company since it opened its doors and was the owner’s most trusted confidant and advisor. Sheila was in complete control of the receivables and payables. There was no oversight over Sheila’s position. When we started to look at their accounting records, there were several red flags… Don’t let a lack of checks and balances put your business at risk. Read more about what we uncovered and how we helped protect this company from financial missteps https://ow.ly/RW6p50TN3mG.