CFO/Controllership

/CFO/Controllership

Tips for Accounting Freelancers

It’s common knowledge that the gig economy is booming. More and more workers of all types are working on a freelance, independent contractor basis. If you’re an accountant…from bookkeeper to CFO-level…there are tremendous opportunities to deliver your services as a free agent to large and small organizations. I’ve been working as a solo CPA and business consultant for 30+ years. During that time many accounting professionals have sought my advice on how to succeed as a freelancer. Here are the most frequent
tips I’ve offered:

Getting started – Launching your solo business is not difficult, at least from a procedural standpoint. You can just tell yourself and others that you’re in business, order business cards from Vistaprint, tune-up your LinkedIn profile, and prepare PDF copies of your resume and a one-page menu of services…and you’re in business. It’s that simple. Later you’ll want to build (more…)

2018-07-28T19:34:30+00:00July 28th, 2018|All Categories, CFO/Controllership, Staffing|0 Comments

Embezzlement: Who? When? Why?

Fraud TriangleThe “Fraud Triangle” is a term that is commonly used by anti-fraud professionals to highlight the three circumstances which exist in most fraud occurrences. Those facets are: financial pressure, opportunity, and rationalization. The idea is that if a person, 1) experiences pressure to need or want more cash, 2) feels he has the opportunity to steal and not get caught, and 3) rationalizes that it’s okay to do the stealing, then there’s a good chance he’ll do it. (more…)

Six Ways Accountants Can Help Improve Profits

Business turnaroundVery few businesses achieve the higher levels of profitability and bottom-line results that are available to them on an ongoing basis. A good accountant, whether an internal financial manager, or external accounting advisor, has at their disposal a myriad of ways to positively affect the net income of the entities they serve. In this post, I want to highlight six fundamental steps that accountants can take that will help enhance enterprise profits and cash flow. Here they are: (more…)

JE Moore Launches Staffing Division

JE Moore has formalized its staffing operations by establishing JE Moore Staffing as a division of the firm. This move is an outgrowth of, 1) Jeff Moore’s own 30+ years of experience as a solo professional; 2) his long history of investing in and networking with hundreds of other financial freelancers to have a ready bench of project workers when he needed part-time and interim help for certain of his assignments; 3) the huge increase in the number of highly qualified professionals who now work as independent freelancers; 4) the proliferation of lost-cost technology and apps that allow work to be performed remotely from anywhere in the world; and 5) the move by organizations of all types to regularly and gladly utilize contract professionals for a myriad of part-time and interim tasks and assignments. (more…)

Need a Speaker For Your Organization or Group?

Our owner and principal consultant, Jeff Moore, is available to speak or lead roundtable discussions on a variety of managerial and forensic accounting topics for your company or group. Here’s a representative listing of topics:

  • Ten Red Flags of a Troubled Business
  • 13-Week Cash Flow Forecast – How and When to Use
  • When Should You Retain a Forensic Accountant?
  • Detecting Errors and Irregularities in Company Financial Statements
  • Ten Key Internal Controls for Small and Mid-Sized Companies
  • What to Do (and Not Do!) When You Suspect Embezzlement
  • Dealing With the Family Business in Divorce
  • Fraud Prevention: Ten Tips for Small and Mid-Sized Businesses
  • Is it Time to Outsource My Organization’s Bookkeeping/Accounting Functions?
  • Ten Mistakes Businesses Make With Their QuickBooks Accounting System

Use the below contact form to let us know of your interest in having Jeff speak or lead a discussion for your group or organization. Be as specific as possible with your needs with respect to group size, date range, and the topic in which you’re interested. Thank you.