• CFO and Investor Relations

    A CFO plays a crucial role in dealing with potential investors. Here are some key responsibilities and strategies that one may employ when engaging with potential investors: Overall, a CFO’s role in dealing with potential investors is to instill confidence in the company’s financial performance, strategy, and growth potential. By […]

  • Financial Planner VS CFO

    Paul the Advisor, LLC often uses both terms interchangeably and there is a good reason why. Once you become a client, we treat ourselves as both since we help the business and the individual in different ways! Below is a breakdown in the actual differences between the two! In summary, […]

  • Holiday Budgeting

    Budgeting for the holidays seems like it would be difficult; however, there are many different ways that you can go about it! Regardless of if you are a parent or not, holidays can still be very difficult on your wallet. But fret not, with a little bit of planning and […]