Imperial Advisory CFOs

Nearly every $10 million business has a CFO function. However, in many cases, that CFO is also the CEO—juggling two demanding roles. At Imperial Advisory CFOs, we’re a team of experienced financial executives dedicated to helping CEOs (and CFOs) get back to doing what they do best. Let us handle the complexities of financial strategy, so you can focus on leading and growing your business. #instabusiness #financialstrategy #growingbusiness

🌟 Client Testimonial: Flaum’s Appetizing 🌟 We’re thrilled to share some incredible feedback from Hershel, CEO of Flaum’s Appetizing! Hershel’s kind words reflect what drives us at Imperial Advisory: empowering businesses with the financial clarity and strategic direction they need to thrive. A huge thank you to Hershel and the entire Flaum’s Appetizing team for trusting us on this journey! #ClientSuccess #Testimonial #FinancialStrategy #CFOLeadership #ImperialAdvisory 👇 Learn more about Flaum's Appetizing here: [Link to Website in Comments] 👇

How can you protect your name, logo, and marketing materials from competitors? What does a trademark actually cover — and what doesn’t it? How does the federal filing process work, and when should you take action? And what happens if someone infringes your trademark? Join us next week to learn more from Mark Koffsky!! Link in the comments cc: Dean Zambelli, Efrem Schwalb, Imperial Advisory CFOs

Had a great time presenting the topic of finance for non-finance managers to a team of group of ~20 EOS Worldwide Implementers, along with one of our amazing CFOs Thomas G. Amato. We covered the following topics 👉 The unique roles and functions within an accounting and finance department. Bookkeeper ≠ Controller ≠ Financial operations ≠ FP&A ≠ CFO 👉 Cash vs. Accrual accounting...is there a place for each? 👉 Is your revenue profitable? All of it? 👉 Good debt vs Bad debt. TLDR: don't borrow to finance losses 👉 Much more Thanks Jaime Robertson-Lavalle and Kevin Michals for making this happen! -- Imperial Advisory CFOs is a team of CFOs with 30+ years of experience. We help CEOs who are tired of being their own CFO as well as CFOs who need specialized resources or bandwidth.

Do you have proper controls and procedures in your accounting department? If you aren't sure, reach out to us to take our accounting department assessment and ensure your business is safe! https://lnkd.in/eUPBHYru

I was recently on a call with a client* going through a family business situation. The CEO is a family member. There are some family members that are overpaid. Others are getting paid without working. Buisness is good but they need money to invest in growth, and the policy has always been to take the money out. "Why pay the tax man?" 👉 Should mom and dad be draining the business? They need money to live, but the business won't be able to provide it if we don't invest in growth... 👉 Should all the kids be compensated the same? 👉 Should the kids get big salaries even if they aren't adding enough value to "justify/deserve" it? 👉 Are the overpriced salaries actually "compensating" them for the equity the executives would normally get in a small business like this? 👉 Is there an overall plan and are they all aligned on what success looks like (beyond profitable sales flowing in with no plan, effort, or investment)? Anyway, there are both financial issues here and serious family issues...I sent over some resources. See the comments for links. I know some better than others but I have been impressed by all. *former and future client :) but this story is familiar to so many clients, both family businesses and nonfamily businesses. --- Imperial Advisory CFOs is a team of CFOs with 30+ years of experience. We help family business CEOs get back to what they do best.