CFOBPO

Resources

Insights, Tools & Industry Knowledge

We share insights and practical tools from over 35 years of experience in corporate finance, accounting, and operational advisory — helping businesses make informed decisions and scale with confidence.

Rescuing a Failing Budgeting Process: Redesigning a Broken Model with Driver-Based Forecasting

This case study explains how a failing budgeting process was rebuilt by shifting from assumption-based planning to a driver-based forecasting...

Improving Internal Controls: Turning Accounting Chaos into Structure, Accountability and Results

This article explains how organizations can transform weak or chaotic accounting environments into structured, accountable and reliable finance functions. By...

Case Study: Converting from QuickBooks to Microsoft Dynamics Great Plains for a Property Insurance Company

This case study outlines how a mid-sized property insurance company successfully transitioned from QuickBooks to Microsoft Dynamics Great Plains. Through...