• Mastering Financial Management for Startup

    Explore the key financial management practices that can help a startup thrive and succeed in today’s competitive business landscape. Creating the Startup When starting a business from scratch, it is essential to have a clear vision and plan for your venture. You need to identify your target market, understand the […]

  • 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, […]