Finance Archives

CFOs Show Growing Confidence in U.S. Economy

Arizona Business Financing

During the past year, chief financial officers (CFOs) have grown significantly more confident in the U.S. economy, according to the 2013 Spring CFO Survey from Grant Thornton LLP. The survey findings reveal that 45 percent of respondents believe the state of the U.S. economy will improve during the next six months, compared to just 31… Read More →

Frutkin Publishes Equity Crowdfunding book

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There has been widespread recognition of the emerging power of crowdfunding, the online phenomenon that provided more than $10 million for iPhone-compatible watch creator Pebble and $5.7 million for the upcoming Veronica Mars movie. Valley Attorney Jonathan Frutkin of The Frutkin Law Firm recently published a new book about this new source of finance, known… Read More →

Do we have a clue of what financial stability is?

economy

It’s been nearly 5 years since we experienced the “Great Recession” and still we struggle to find the answers to stabilize the markets.  Since the recession we have experienced stricter bank regulations, continued government spending, high unemployment, struggling homeowners, and consumer confidence is still low. The crisis was tragic and because of its severity we… Read More →

Wells Fargo advisor ranked No. 1

Chacopulos, Theresa 3-12_cropped_USE THIS ONE
March 27, 2013 by in Banking | Business News | Finance

Theresa E. Chacopulos, senior financial advisor of the Scottsdale branch of Wells Fargo Advisors, LLC, was ranked among Barron’s Top 1,000 Financial Advisors for 2013, as announced in the weekly magazine’s February 18th issue.  Chacopulos was ranked No. 1 in the state of Arizona. “I’m incredibly honored to be recognized alongside other top advisors,” said… Read More →

What can the U.S. Count on for Future Growth?

economy

2012 was a smoother ride than expected for the markets. However, it was and will continue to be turbulent in the political arena. Hopefully, economics and politics will be able to work together and define a path that will create a stable environment for everyone. There are many exciting advances in different areas of our… Read More →

Advantages and disadvantages of an IPO

ipo

The closing concludes and a company suddenly has $50 million cash in its bank account from the sale of its stock.  Champagne corks are popped and celebration ensues―for a brief period.  “Going public” is an exciting event for all involved and may provide many advantages to the company’s operations.  However, being a public company has… Read More →

How to establish trust with your bank

Coldwell Banker

According to a recent survey, financial services and banks were noted as the least-trusted industries in 2012.  Despite the fact that the financial crisis occurred five years ago, people are still concerned about the reliability of banks. The 2012 Edelman Trust Barometer had more than 30,000 online respondents, in which only 46% of U.S. respondents… Read More →

6 Steps to Selling Your Business

Selling the Company

If you’re a typical small business owner, you spend more of your time working on today’s issues than tomorrow’s potential. That may keep the doors open for now, but what about when you’re ready to retire, or no longer have the will or energy to run your business? As mid to large businesses grow, owners… Read More →

How Can Companies Collect Faster to Free Up Cash?

Arizona Business Financing
February 11, 2013 by in Blogs | Featured | Finance

Accounts receivable (AR) is one of the most important, if not the most important, operations impacting a company’s cash flow. As a result, decisions and actions made within the accounts receivable department can be felt throughout an entire company. While the economy shows signs of improvement in some sectors, companies must still proceed cautiously and… Read More →

Take Charge America Announces new CEO

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January 18, 2013 by in Business News | Finance

Take Charge America, Inc. is pleased to announce David Richardson has been promoted to chief executive officer of the national non-profit credit counseling and debt management agency. Richardson joined the organization in 2008 as director of finance and was promoted to chief financial officer in 2009. He assumed the role of chief executive officer in… Read More →

Research potential clients online to protect against fraud

internet
January 17, 2013 by in Blogs | Featured | Finance

While many business-to-business companies use the internet as a way to gather information on the individuals and organizations they interact with, the web can reveal much more than an  address, phone and basic facts on the products or services offered. Before getting into business with a company, it is important to do your research—and the… Read More →

Market Volatility For Investors

market volatility

There are many perspectives to market volatility that investors can research, monitor and learn about. Some of these forms of volatility include actual historical volatility, actual future volatility, historical implied volatility, current implied volatility and future implied volatility. This can be very confusing so let’s look at the most commonly used in investing historic volatility… Read More →

Corporate Renewal Year’s Resolutions

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January 2, 2013 by in Featured | Finance

In 2013, thousands of entrepreneurs will take critical steps in converting their troubled businesses into manageable new opportunities via corporate renewal. Understanding that times, technologies and customers change, savvy business owners with successful companies will also invest in corporate renewal in the coming year. Simply put – corporate renewal gives businesses an action plan to… Read More →

Brubacher is fueled for success

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December 24, 2012 by in Featured | Finance

Joan Brubacher is a gas. Well, she knows gas – and how to account for it. “Growing up in Kansas, my dad was a fuel distributor,” said Brubacher, chief financial officer for Resolute Commercial Services, a Scottsdale-based receivership and corporate renewal firm,. “He also loved math, just like me.” At only 14, number-loving Brubacher was… Read More →

CRA Finance Department earns honors

Vesely
December 12, 2012 by in Bioscience | Business News | Finance

Clinical Research Advantage’s Finance Department received two national honors in this year’s Best in Biz Awards, the only independent business awards program judged by members of the press and industry analysts. The company received the Silver Award for Finance Executive of the Year and Finance Department of the Year. Jim Vesely, Chief Financial Officer, and… Read More →

Proactive Investing Vs. Reactive Investing

Proactive Investing vs. Reactive Investing
December 12, 2012 by in Columnist Spotlight | Finance

There are different styles and strategies investors may follow when investing. These style-driven approaches can change over time due to personal and economic experiences, such as our recent recession. Some of these strategies include quantitative influences, qualitative influences, aggressive to conservative investing, and short- and long-term investing. These are just among a few different ways… Read More →

The Year In Review: Take Inventory Of Business Practices That Can Help The Bottom Line

business practices
December 11, 2012 by in Columnist Spotlight | Finance

As 2012 comes to a close, many of us begin thinking about personal resolutions we’d like to make and the things we would like to improve upon in the coming year. This time of reflection is also valuable for business owners and entrepreneurs. The year’s end is a good time to also examine a company’s… Read More →

Do You Sleep With Your Smartphone? Give Predictable Time Off A Try

Predictable Time Off Helps Prevent Working Off The Clock
December 10, 2012 by in Columnist Spotlight | Finance | Workforce

I am always on the lookout for “brain food” — seminars, podcasts or articles on subjects of interest to me. One of my regular haunts is the Harvard Business School (HBS) Working Knowledge blog distributed weekly by HBS. You don’t need to be an HBS alum to subscribe, and I highly recommend it. A recent… Read More →

Banks report stronger profits, more lending

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U.S. banks are enjoying their best profits in six years and are lending a bit more freely. The gradual improvement suggests that the industry will sustain its healing from the worst financial crisis in decades and help strengthen the economy. The industry earned $37.6 billion from July through September — a 6.6 percent increase from… Read More →

Financial Literacy Needs To Be Taught Outside The Classroom

Financial Literacy Needs to be Taught Outside the Classroom
December 4, 2012 by in Columnist Spotlight | Finance

As the spring school semester begins, one of the most valuable lessons that kids, especially teens, can learn isn’t being taught in a classroom setting: financial literacy. Or, how not to graduate into financial problems. But, aside from the birds and the bees talk, the money talk is probably the most uncomfortable for parents. To… Read More →

Zions opening Corporate Trust Services office in Phoenix

Gregory Cross
November 16, 2012 by in Business News | Finance

Zions Bank announced that Gregory G. Cross will open and manage a new Corporate Trust Services office in Phoenix. Cross will lead a team of seasoned professionals providing an array of custom financial services to debt-issuing authorities including municipalities, government agencies and corporations. The new office is located at 6001 No. 24th St., Building B,… Read More →

Reviewing Investments Annually: Review The Past, Prepare For the Future

Reviewing Investments Annually
November 14, 2012 by in Columnist Spotlight | Finance

It’s that time of year again when the holidays are right around the corner, and everyone is looking forward to family time, bright lights and festive attitudes. However, it is also a time for investors to begin preparing for 2013, finalizing plans for 2012, and acting on any last minute tasks such as IRA contributions,… Read More →

Follow The Money: How Small Businesses Get Funding

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Finding the cash to launch your business or keep it running can be a daunting task. Whether you are reaching into your pocketbook (or someone else’s), borrowing money from a bank or seeking a cash-heavy investor, every enterprenuer knows that without cash, success is out of reach. With this infographic courtesy of Bolt Insurance, you… Read More →

Steps To Improve Cash Application Percentage

Steps to Improve Cash Application Percentage
November 13, 2012 by in Columnist Spotlight | Finance

Better Payment Application Improves Cash Flow: Simple steps can make significant difference. When a payment is received by a customer or client, businesses often consider the transaction to be complete, overlooking the last step of the sales cycle — applying. The ability to apply payments to invoices correctly can be difficult for most companies for… Read More →