Mitch Codkind, MBA

Today’s pod is with none other than Tim Petrey, CPA, CGMA and we cover some JUICY topics. We talk about how he worked through Ascend acquiring his firm and remaining on as CEO, how he retained staff, and even delighted employees as part of the PE transaction, why he got into payroll, and above all, why one of the easiest solutions to the talent pipeline might be just having more photos of partners on Jet Skis out there enjoying life. Make sure you give this pod a listen! Also a huge shoutout to Mike Manalac, CPA for the artwork on this one - if you’re not already following him, go do so for the most entertaining way to stay current on the industry. #CPA #Accounting #PublicAccounting

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5 Signs Your Company Needs a Fractional CFO. #fractionalCFO #CFO #finance #accountingservices

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Want to cut your accounting time by 50%? With Ramp 🤝 Puzzle 🧩🚀, you can! In accounting, accuracy is everything, and Ramp just made it even better with the launch of their new App Center. Here’s why we’re excited about it: 1. Close your books faster and with more confidence using our integration. 2. Free up your team to focus on what really matters—like strategy and taking on more clients. 3. Get faster results with LESS effort and BETTER accuracy. For bookkeepers and founders, this means spending 50% less time on tasks that can be automated—without losing accuracy. It’s a win for everyone! See for yourself how we’re building a smarter financial ecosystem: https://buff.ly/3NDkUDl #Fintech #Accounting #Automation #Ramp #Puzzle #StartupLife Eric Glyman

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Reading more about beehiiv's latest post on subscribers made me want to send out this note about my free newsletter, The Bottom Line. Weekly discussions on all things accounting. BONUS - When you subscribe, you get my free Collections Guide that was recently revamped in July! This will help get your business moving the right direction in managing receivables, eliminating bad debt, customer onboarding, and more....FREE! https://lnkd.in/gfVtT2hg Check it out if you haven't and if you are already subscribed, do me a favor and share this post with your network! Guernsey Consulting LLC Jade Guernsey Brad Guernsey #happyfriday #businesstips #newsletter #beehiiv #thebottomline #cfo #ceo #accounting #finance #writing #blogging #marketing #freecontent #collections #strategy #guides #businessmanagement #cashflowtips

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From the CFO War Stories & Executive Insights Blog, The New Normal, by Mike Kovar CPA, CFA: https://lnkd.in/gzuZd8BW. This article discusses changes in employment trends with a specific focus on finance and accounting teams. We are witnessing some revolutionary employee trend changes today that are having a tremendous impact on employees, productivity, and business. READ MORE HERE: https://lnkd.in/gzuZd8BW #MikeKovar #CFO #EmploymentTrendsInAccounting

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While AI has its role in accounting, a strategic approach to oversight and client experience is necessary to avoid situations like this one. Buyer beware with cloud-based bookkeeping services at this current time. Use the technology, but listen to your people. VC-backed accounting solution Bench implodes over holiday break... https://lnkd.in/eAQt-uUq

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While CEOs play a crucial role in shaping financial strategies, partnering with a fractional CFO can streamline key financial aspects. This collaboration allows CEOs to focus on core responsibilities and strategic initiatives, enhancing overall organizational success. Learn more about how Blueprint CFO can elevate your financial and executive leadership: Blueprint CFO | Future Focused Accounting www.BlueprintCFO.com #blueprintcfo #fractionalcfo #cfo #cfoinsights #fractionalexecutive #ceo #chiefexecutiveofficer #business #businessleadership #businessleader #businessleaders #ceoinsights #businessinsights #businesstips #entrepreneurs #entrepreneurship #entrepreneurialgrowth #growth #growthstrategy #strategy #strategicgrowth #insights #thoughtleadership #southerncalifornia #socal #sandiego #losangeles #orangecounty #orangecountyca

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Great podcast with Sarah Johnson Dobek on how firms should be measuring success!

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Staying flexible and adapting to new ideas is key for growth. A fractional CFO offers the strategic oversight your business needs without the rigid framework of a full-time hire. As financial challenges shift, so can your engagement with a fractional CFO—scaling up when you need more, scaling back when you don’t, all without missing a beat.

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How to Leverage Payroll Tax Deferral Strategies for Your Business

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Don't underestimate the power of a business valuation. It's not just for selling — regular valuations are key for strategic planning, securing financing and making informed decisions. Discover the 3 reasons regular valuations are essential beyond preparing for a sale. #CEO #SmallBiz #Business

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🙋🏾‍♂️ If your organization has had 2 or more CFOs/Directors of Finance in 10yrs, you may want to consider hiring a #FractionalCFO. If your organization has had 2 or more CFOs/Directors of Finance in 5yrs, why haven't you considered hiring a #FractionalCFO? Fractional CFO = Financial consistency Fractional CFO = Cost Savings Fractional CFO = Leadership without the politics #FreeGameMonday

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I just had an eye-opening chat with Michelle Valentine, CEO of Anrok, about how companies are turning sales tax into a revenue multiplier. We discussed: - Navigating tax compliance for global and remote-first companies - Unlocking revenue growth through strategic tax management - Why early tax planning is the new secret weapon for startups - The evolution of sales tax laws and their impact on digital commerce. Listen to Michelle explain why tax compliance is crucial and check out the full Turpentine Finance episode for strategies to increase your revenue (link in the comments!)

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As the year winds to a close and you prepare for next year, you may be considering *gasp* a Fractional CFO. Congratulations!! It’s a big move!! 🥳🥳 The fractional CFO industry is filled with so many talented professionals and firms dedicated to helping businesses achieve their financial goals. With so many options, how do you choose the "right" partner for your unique needs? Here are a few key considerations: 1️⃣ Understand Your Business Needs Every business is different. Are you looking for help optimizing cash flow? Strategic guidance during a growth phase? Or perhaps navigating a financing or M&A transaction? Look for a fractional CFO with expertise aligned to your specific challenges. 2️⃣ Evaluate Experience The best fractional CFOs bring years of experience as sitting CFOs or in similar high-level roles. They should be comfortable navigating the complexities of businesses your size and industry. 3️⃣ Consider Cultural Fit Numbers matter, but so does the relationship. A great fractional CFO should feel like an extension of your team—someone you trust to collaborate and communicate effectively. 4️⃣ Seek Clear Value The right fractional CFO will deliver measurable results, whether through improved margins, stronger cash flow, or better financial strategy. Transparency about services, pricing, and ROI is key. At The William Stanley CFO Group, we’re proud to be part of an industry that’s changing the game for small to mid-sized and high-growth businesses. Whether you choose to partner with us or another firm, our goal is always to elevate businesses to their next level. If you’re unsure where to start or want to explore what the right financial partnership looks like, we’d love to connect. #StrategicPartner #FractionalCFO #BusinessGrowth #FinancialStrategylStrategy

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For all my CFO friends - attached is an excellent article on the challenges that CFOs face today, with tangible insights and areas of focus, in order to be more effective in the role. https://lnkd.in/gdsuPsPp

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📣 It’s time for your Interlink CFO Tuesday Tip! A well-organized Chart of Accounts (COA) is essential for tracking your business’s financial health. The COA is a list of all the financial accounts in your company’s general ledger, categorized by assets, liabilities, income, and expenses. It helps you organize transactions and produce accurate financial statements. ✅ Use it to classify every transaction and get a clear picture of your company’s finances. ✅ Make sure to utilize account numbers in QuickBooks along with the account names/categories for easier navigation and reporting. ✅ A structured COA makes financial management and decision-making more efficient. Keep your financials in order by maintaining an updated and detailed Chart of Accounts! www.interlinkcfo.com #TuesdayTip #ChartOfAccounts #BusinessStrategy #FinanceTips #InterlinkCFO

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🌟 What a great resource for the industry, Rob. Well done! 🌟 Our last 'Accountants Benchmark Report Results Webinar' was a tremendous success, so we've brought it back again to continue bringing value to accounting leaders. Be a part of the success story. Register now and experience the impact firsthand: https://bit.ly/46qjdSd 🗓️ Date: Monday, August 12 🕒 Time: 4:00pm – 5:30pm (EST) | 1:00pm – 2:30pm (PST) #AccountingWebinar #AccountingEducation #AccountingConference #AccountingSolutions #AccountingReport

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