Corporate finance & treasury management

TOPICS / MANAGEMENT ACCOUNTING

September 5, 2024

Decline in economic and organizational optimism among CPA leaders

Finance decision-makers in a quarterly survey say they have concerns on several fronts. As a result, business and industry executives have lower revenue and profit projections.

September 1, 2024

Using data to optimize marketing and sales strategies

CPAs who want to drive greater profitability and growth must understand customer acquisition costs and customer lifetime value.

June 6, 2024

Small ‘signs of strength’ despite continued concern about inflation

The quarterly survey of U.S. business and industry leaders shows a decline in optimism about the next 12 months related to the domestic economy. But, in general, optimism about their own businesses remained steady. Listen to the episode or read the Q&A.

June 6, 2024

Finance execs waver on economy, remain neutral on their own businesses

The percentage of respondents optimistic about the U.S. economy dropped since the first quarter. Own-organization optimism remains for about 50% of CPA decision-makers in a new AICPA & CIMA survey.

May 2, 2024

How AI can drive a proactive approach to corporate finance

A finance leader looks back on a key early moment in his career and looks forward to the ways AI will help free up capacity for the finance function of tomorrow. Listen to the podcast or read the Q&A.

March 7, 2024

Economic optimism, hiring plans rise despite continued concern about inflation

Compared with the end of 2023, own-company sentiment is higher among finance decision-makers in a quarterly survey released Thursday.

January 9, 2024

CFOs’ optimism about the economy remains low

Less than half of finance leaders in North America rate current economic conditions as “good or very good,” according to Deloitte’s 4Q23 North American CFO Signals survey, and most have a negative outlook regarding this year.

December 7, 2023

The 2024 hiring plans of finance executives, plus their top challenges

Hear or read an in-depth look at results of a quarterly survey on economic sentiment, with a focus on hiring plans and revenue and profit projections for 2024.

December 7, 2023

More CPA decision-makers hesitate to hire amid economic concerns

Pessimism about the U.S. economy rises in the latest quarterly Business and Industry Economic Survey, fueling a slowdown in hiring even as decision-makers remain cautiously optimistic about their own companies.

November 6, 2023

Big companies have big hopes for 2024

About two-thirds of US large-company CEOs believe 2024 will bring better financial fortunes for their organizations, according to a survey.

September 12, 2023

Optimism on the rise among large-company CFOs, according to survey

Fifty-seven percent of North American CFOs rate current economic conditions as good or very good — up from 34% last quarter — according to a third-quarter survey by Deloitte.

August 31, 2023

Inflation no longer the top challenge for CPA decision-makers, survey shows

Finance executives in business and industry still have concerns, but optimism is on the rise and expectations of business contraction are far lower, according to the quarterly Business and Industry Economic Outlook Survey.

July 27, 2023

Fraud, football, and a viral video: A midsummer compilation

This episode is a midsummer look back at insights from selected 2023 podcast guests, from a Super Bowl CFO to the AICPA vice chair

June 1, 2023

Summing up economic sentiment: Less revenue, more pessimism

Finance executives in business and industry have grown more pessimistic about their own organizations since the start of the year. This podcast episode with transcript analyzes the reasons for leaders’ concern.

June 1, 2023

Pessimism, contraction plans rise for CPA decision-makers, survey shows

Driven by ongoing concerns about inflation, finance executives in business and industry project declines in profits for the coming year, according to a new AICPA & CIMA survey.

March 9, 2023

Inflation, talent, labor costs: 3 challenges amid slightly rising optimism

Most respondents in a quarterly survey are worried about inflation. But there’s a bit of a thaw in pessimism since the fourth quarter of last year. Learn more in this podcast episode with transcript.

March 9, 2023

Economic optimism still low but improving; concerns about inflation remain

After hitting a historic low at the end of 2022, the outlook for the U.S. economy rebounded somewhat in February 2023, but inflation remains a concern, according to the first-quarter Business and Industry Economic Outlook Survey released by AICPA & CIMA.

March 1, 2023

The changing role of the CFO

Today’s finance chiefs must look to the future as much as to the past.

March 1, 2023

CFOs prepare to face a turbulent economy

Finance leaders share what they learned while navigating past crises and what CFOs can do to keep their organizations resilient.

February 9, 2023

How CPAs focused on advisory services can answer several common questions

A leader in client advisory services shares strategies for growing your CAS practice by delighting clients in this podcast episode with transcript.

FROM THIS MONTH'S ISSUE

4 ways solo practitioners can stand out

Five years ago, a grieving Angel Zhen started his own CPA firm with no clients and no revenue. Today, he has 300 clients, $600,000 in revenue and 12 weeks of annual vacation. In this JofA article, he shares how he set up his firm and how you could do the same.