News, Events and Communications
For successful business owners with steady revenue, a Cash Balance Plan can be an excellent retirement savings vehicle. Keep reading to learn more.
Jenifer brings with her a proven history of success in the financial world. With extensive experience in financial management, strategic planning, and risk management, Jen is positioned as an ideal Kaplan CFO.
Passing the torch to new Managing Partner, Mark Majewski. Read the full press release to learn more.
May 17, 2023 | Written by: Sarah House, Senior Economist and Managing Director of Wells Fargo Corporate and Investment Bank Likely Recession in 2023, Hopeful
PRESS RELEASE—June 2023 / Clarity Capital Advisors The Management of Alliance Distribution Partners completed a buyout and recapitalization of the Company with funds provided by:
Meet David Schock, a highly accomplished and strategic executive leader with over 30+ years of financial and operational experience. Specializing in multinational manufacturing (automotive), with a collaborative management approach and performance-driven mindset.
We’re halfway through 2023, and enacted legislation of new SECURE Act 2.0 is in effect. Are you sure you know how these changes will financially impact your business this year? Next year? Keep reading to learn more.
Our newest Engagement Partner, Isabel Lancaster, contributes a wealth of multifaceted experience, with more than 25 years spent in financial audits, accounting, strategy, and team management experience.
Our newest Tri-Cities CFO—David Temple—is a powerhouse of international financial acumen.
Consider Implementing a People-First Strategy Article By: Steve Rudolph Coaching Maria, the CEO of a small company, was frustrated with the lackluster performance of her
Here we GROW again! As our fractional services have expanded, encompassing more remote client-engagements, our need for a dedicated, telecommuting CFO became clear. Finding the
Leah Singleton has more than 30 years’ of accounting experience, with more than 20 focused in a supervisory role. Most recently, she was the CFO of Mercy Urgent Care in Asheville, North Carolina.
GAAP Standards have been at the forefront of accounting conversations for more than two years now. However, with new standards finally taking effect for private
John Anderson’s entreprenurial mindset, experience in reorganizing processes, restructuring management functions, and technological astutueness make him a well-rounded and invaluable addition to the Kaplan CFO Team.
How fast should you pay off your EIDL loan? It really depends on the use of the funds. At Kaplan CFO, we are big believers in using short-term debt to finance short-term assets, and long-term debt to finance long-term assets. Read on for the details.
Sue Kersbergen’s experience in banking, finance and wealth management provides an excellent fit for clients of Kaplan CFO Solutions. Keep reading to learn more…
Thanks to Kaplan CFO Referral Partner, Steve Rudolph for this post. “We see an incredible 42 percent of the U.S. labor force now working from
How will you lead your company and align your team in 2021? In this time of great uncertainty, we know many of you are juggling
As businesses struggle to navigate the PPP regulations, others are looking ahead and asking: How do you project cash flow in such an uncertain market?
n Thanks to our Kaplan CFO Referral Partners at Allen, Stahl & Kilbourne for providing a good list of updates to funding decisions, issues and
n The effects of COVID-19 have been immediate and completely disruptive, for both consumers and businesses. As owners struggle to deal with the uncertainty, anxiety
n “Most balance sheets do not track brand value because it is an “intangible” asset. This is a pragmatic accounting practice. That is fine but
n Kaplan CFO Solutions, the region’s largest provider of interim CFO services, has announced that Etson Brandenburg has joined the firm. Etson comes to Kaplan
n In their most recent on-line newsletter, Kaplan CFO Referral Partner, The Platinum Group shared a story that perfectly reflects our view of how any
n As the country’s business focus shifts to understanding the value of company culture and employee satisfaction, employee engagement has become a hot topic for
Kaplan CFO Solutions, the region’s largest provider of interim CFO services, has announced that Mark Majewski has joined the firm. Mark comes to Kaplan CFO
n The following content is provided courtesy of Kaplan CFO’s Referral Partners, a network of trusted service providers working with our CFOs on behalf of
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