CFOly Insights & News

Product updates, company news and practical ideas to help accounting firms and business owners turn financial information into better decisions.

Content Categories

Accounting Firm Advisory

Practical guidance for turning bookkeeping and financial reporting into more valuable client advisory services.

Financial Management

Articles that help business owners understand profitability, cash, KPIs, goals and financial performance.

CFOly Product News

New features, platform improvements, integrations and product announcements.

CFOly Company News

Partnerships, funding, company milestones, team updates and verified company developments.

Customer Stories

Real examples of accounting firms and businesses using CFOly.

What Is CFOly? A Guide to the Financial Review and Advisory Platform

Managing financial information can be challenging for businesses and accounting firms, especially when financial data is spread across different reports, spreadsheets, and systems.

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Why Accounting Firms Need a Financial Review Layer

Accounting firms today are expected to do more than prepare financial statements and deliver reports. Clients increasingly want their accountants to help them understand what

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Financial Reporting Is Not the Same as Financial Advisory

Financial reporting and financial advisory are closely connected, but they serve very different purposes. Financial reports tell a business what happened. Financial advisory helps

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How Accounting Firms Can Turn Month-End Reporting Into Monthly Advisory

Month-end reporting is a familiar part of the accounting workflow. Financial statements are prepared, accounts are reviewed, and reports are delivered to clients.But for accounting

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Seven Questions Every Business Owner Should Ask About Their Financials

Financial statements contain valuable information about a business, but simply looking at the numbers is not enough. Business owners need to understand what those numbers mean,

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Profit Is Up—So Why Is Cash Down?

One of the most confusing financial situations for business owners is seeing profits increase while the amount of cash in the bank decreases.At first, this may seem impossible.

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Blog Author Requirements

Ashley Ingle, MBA, CPA

Founder of CFOly and CEO of Profit Matters. Ashley writes about accounting advisory, financial performance, profitability, KPIs and the practical questions business owners ask about their financials.
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