Matthew Breen

Curious about Fractional CFOs? 🤔 They're part-time financial execs who offer strategic guidance to businesses without the full-time commitment. Ready to level up your financial strategy? Hire GPD for expert Fractional CFO services and watch your business thrive! 💼🚀 #FractionalCFO #FinancialStrategy #BusinessSuccess #GPDAdvisors

Having expert financial guidance is crucial for navigating growth and ensuring long-term success. However, not all companies can afford or need a full-time Chief Financial Officer (CFO). This is where fractional CFO services come into play, offering businesses the strategic financial expertise they need on a part-time basis. ➡ What is a Fractional CFO? A fractional CFO is an experienced financial professional who provides CFO services to companies on a part-time, contractual, or project basis. This model allows businesses to access high-level financial strategy and insights without the cost and commitment of hiring a full-time executive. Fractional CFOs are particularly valuable for small to mid-sized companies looking to scale, startups needing financial direction, or larger organizations undergoing transitions. At Standpoint Advisory, we specialize in providing tailored fractional CFO services designed to meet the unique needs of each client. Our team of seasoned financial experts brings decades of experience across various industries, ensuring that our clients receive the best possible advice and support. #virtualcfo #virtual #remote #fractional #fractionalcfo #cfoservices #financialservices #financialadvisory

Kristin Murray & Jennifer Wilson: Best People Practices for Smail Firms | Gear Up For Growth: Balancing growth, profits, culture, and staff retention. Gear Up for Growth. With Jean Caragher. For CPA Trendlines. “Probably no surprise, the greatest challenge to growth in this industry is attracting and retaining talent,” said Kristin Murray, managing partner of Weinstein Spira. “Without that, there is no growth, and given the landscape of our industry right now, that's everybody's biggest challenge. If it's not, I'd be amazed.” Gear Up for Growth spotlights the best strategies for smart and efffective growth in today's competitive landscape. More Gear Up for Growth every Friday here.|  More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More The CPA Trendlines broadcast channel  “Kristin was the person in her firm who stuck her neck out and took the risk back when she was a tax partner leading the HR and culture initiatives for the firm,”  says Jennifer Wilson, partner and co-founder of Convergence Coaching. Differentiating Weinstein Spira’s environment to appeal to candidates is a key strategy. “One of the things that we've done on the tax side is to implement these positions called tax preparation coordinators,” explains Murray. “These individuals aren't necessarily accounting-degreed but are skilled with computers and organization. They handle preliminary tax preparation tasks, easing the workload of the accounting staff." Additionally, Weinstein Spira has created client service rep roles to manage client communications, removing administrative burdens from senior accountants. This change allows their more experienced staff to focus on complex tasks, increasing productivity. Wilson says Murray "had the guts to say, ‘Hey, guys, we have to be more flexible. We can't have standing office hours and force people to stay through dinner and come in on Saturdays.’ So, she abolished all of that." More highlights: – The six big themes from the National Pipeline Advisory Group and what firms need to do with this information. – Why Weinstein Spira has succeeded in providing time and resources for the firm’s CPA candidates to prepare for the CPA exam. – The real story behind Weinstein Spira’s Fun Brigade. – How Weinstein Spira’s efforts have impacted the firm’s employee retention. More about Kristin Murray: Kristin Murray has served as Weinstein Spira’s managing shareholder since 2018. Her clients include manufacturing, real estate, professional services companies, owner-managed businesses, and high-net-worth individuals. Weinstein Spira is a member of AGN International. She can be reached at [email protected]. More about Jennifer Wilson: Jennifer Wilson is a co-founder and partner with ConvergenceCoaching, LLC, a national consulting firm for CPAs.… http://dlvr.it/TDkxr6