Strategic Budgeting Insights for Business Leaders


As businesses strive for profitability growth, they often encounter a not-so-welcome companion: tax growth. While a natural consequence of success, this reality can catch many entrepreneurs and business leaders off guard if they are unprepared.

Blueprint CFO Presents: Future Focused Entrepreneurs – Exit Strategy Expertise with Dream Business Brokers’ Vinil Ramchandran 

Vinil Ramchandran is the founder of Dream Business Brokers. He is a Certified Mergers and Acquisitions Professional, Certified Business Broker, and Certified Business Intermediary. Vinil brings over 20 years of business experience to help entrepreneurs sell their business for maximum value. He is known as a results-oriented M&A Advisor and prides himself on providing exceptional … Read more

Tackling Tax Growth As Your Business Grows

As businesses strive for profitability growth, they often encounter a not-so-welcome companion: tax growth. While a natural consequence of success, this reality can catch many entrepreneurs and business leaders off guard if they are unprepared.

Blueprint CFO Presents: Future Focused Entrepreneurs – Transformative Tax Planning with Hito LLC’s Yuko Tsuchida

Yuko Tsuchida, CPA, MBA is a Certified Public Accountant with over 10 years of tax consulting experience advising multinational corporations on value-added tax strategies. Her career started with KPMG’s Japanese tax practice where she provided audit, tax and advisory services to Japanese companies operating in the United States. After KPMG, she co-founded Think, LLP, a … Read more

The Power of Strategic Partnerships

Cash Conversion Cycle

Choosing to forge strategic partnerships is one of the many important decisions business leaders face. These partnerships are not just a way to expand your business, but a strategic move that requires careful thought and planning. Today, we’re going to look at the value of strategic partnerships in business.

New Year, New Goals: Strategic Goal Setting Tips for Business Leaders

Financial Growth Goals CFO

effective goal setting is crucial to a firm’s continual success. Your ability to effectively set goals and meet these targets often becomes a key differentiating factor for your company’s ability to thrive and achieve longevity in the market.

Blueprint CFO Presents: Future Focused Entrepreneurs – Entrepreneurial Excellence with Ville Houttu of Privv

Ville Houttu is the Co-Founder and CEO of Privv. Originally from Finland, Ville relocated to the United States with his wife and two children in 2016. He’s a serial entrepreneur and a renowned TEDx speaker whose leadership has earned recognition in esteemed publications, such as TechCrunch, Forbes, Inc. Magazine, Harvard Business Review, and Adam Grant’s TED … Read more

What Should CEOs Prioritize?

The role of a CEO is a complex and essential one; individuals with the title often come to the table with a unique blend of skills, strategy, and vision. With such an all-encompassing role and capacity for impact, it is critical for the CEO to focus on the right activities if they want to steer their company toward success.

In this article, we will outline what a CEO should focus their efforts on, in order to allocate their time most effectively and stay in their zone of genius.

Valuation Planning

Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.

Analytics & Business Intelligence

We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.

Goal Setting & Tracking

Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.

Insurance & Tax Planning

Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.

Human Resources

We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.

Accounting & Finance Support

Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.

Mergers & Acquisitions

Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.

Financial Planning

We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.

Banking Services

Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.


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