CFO Consulting Partners

CFO Consulting Partners

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We are a consulting firm that provides senior-level financial management services to small and midsized public and private companies.

06/17/2026

Sales do not tell the whole story.

For manufacturers, contribution margin can reveal whether revenue is actually turning into sustainable profit. In Contribution Margin: Why Profit Planning Matters for Manufacturers, we explain why manufacturers need to understand variable costs, fixed costs, breakeven points, and the financial plan behind growth.

Profit should not be a surprise at the end of the month. It should be built into the plan.

Read the full blog here:
https://cfoconsultingpartners.com/cfo-resources/contribution-margin-why-profit-planning-matters-for-manufacturers/

06/15/2026

Buyers do not pay top dollar for messy numbers.

Before a sale, acquisition, IPO, or liquidity event, the finance function needs to tell a clear, credible story. CFO Consulting Partners supports companies with reporting cleanup, forecasting, Quality of Earnings preparation support, diligence readiness, and scalable finance processes before going to market.

The earlier the work starts, the smoother the process can be.

Learn more about our M&A and liquidity event support:
https://cfoconsultingpartners.com/cfo-service-post-type/ma-liquidity-event/

06/12/2026

The CFO seat is one of the most important and most exposed seats in the business.

In 10 Keys to Success as a CFO, Allan Tepper shares ten questions that help finance leaders evaluate whether they have the credibility, visibility, team structure, and strategic influence needed for long-term success.

A strong CFO does more than report the numbers. They help leadership understand the business, anticipate risks, and make better decisions.

Read the full article here:
https://cfoconsultingpartners.com/cfo-newsletter/10-keys-to-success-as-a-cfo/

06/05/2026

Historic numbers tell you where you have been. Predictive KPIs tell you where the business is going.

In 5 Ways to Upgrade Your Finance Team, CFO Consulting Partners Director, we share why manufacturers in growth mode need finance teams that move beyond backward-looking reporting and focus on the metrics that forecast future growth and profitability.

If your company is scaling, the finance function cannot just keep score. It has to help leadership see what is coming next.

Read more here:
https://cfoconsultingpartners.com/cfo-newsletter/5-ways-to-upgrade-your-finance-team/

06/04/2026

Scaling exposes weak finance infrastructure fast.

This eBook breaks down what growing companies need before outdated systems, bottlenecks, and backward-looking reporting start slowing decisions down.

From forecasting to financial systems to scalable processes, it helps leadership teams think through the foundation they need for smarter, faster growth.

Access the eBook here:
https://cfoconsultingpartners.com/download_tool/the-growth-architect-building-the-financial-infrastructure-for-scalable-growth-success/

06/03/2026

Last chance to register for Winning in the New World 2026!

If AI and stablecoins are top of mind in your organization, this session will help you figure out how to approach both, especially when it comes to data, decision-making, and risk.

Join us in person at the Goodwin Office in the New York Times building on June 9 and hear from subject matter experts at Goodwin Procter, Grant Thornton, Delfi Labs, along with senior banking leaders and other industry experts.

Register here. https://monkeylink.co/b8f53c

05/27/2026

AI is getting a lot of attention across banks, Fintech, and credit unions. But not everyone is getting it right. Are you? It’s the topic of this year’s Banking and Fintech conference, Winning in a New World 2026.

Join us on June 9 and hear from experts at Goodwin Procter, Grant Thornton, Delfi Labs, along with senior banking leaders and other industry experts who will discuss where AI fits into the CFO’s role, how it’s being used across financial services, and how to get it right with the right data behind it. Register here! https://monkeylink.co/b8f53c

05/20/2026

Everyone’s talking about AI. Fewer teams are clear on where it belongs, how to use it, and what to trust.

We’re getting into all that on June 9 at our annual Banking and Fintech conference, Winning in the New World 2026. We’ll cover data, AI-related decision-making, and how stablecoins are starting to factor into deposits, liquidity, and risk.

You’ll hear from subject matter experts at Goodwin Procter, Grant Thornton, Delfi Labs, along with senior banking leaders and other industry experts.

Register here. //monkeylink.co/b8f53c

05/18/2026

Last chance to register for the upcoming Nonprofit Council!

Nonprofit M&A is becoming a key strategy for long-term sustainability—but it requires strong financial planning, governance, and alignment.

Join us to learn how to build the financial infrastructure needed for smarter, more sustainable growth.

You’ll learn:
How nonprofit financial decision-making differs
How to build an effective FP&A process
How to forecast cash needs and maintain stability
What a board-ready financial package includes

Register here: https://monkeylink.co/14b1c8

&A

05/14/2026

Are you feeling pressure from rising costs, tighter budgets, and growing demand—while also planning for long-term growth or potential mergers?

Nonprofit M&A is increasingly used to strengthen impact and resilience, but it requires a different approach rooted in mission, governance, and financial discipline.

Join the next Nonprofit Council to learn how to build stronger financial infrastructure for smarter, more sustainable growth.

Register now: https://monkeylink.co/14b1c8

&A

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10 Nassau Street , Suite 21
Princeton, NJ
08542