Insights

Explore our 60-day budgeting guide for middle-market companies and find out how less formula complexity leads to more operational visibility.

Unlock smarter CFO budget planning for modern financial leaders. Explore strategies to drive value, overcome challenges and thrive in a dynamic market.

Understand what a 13-week cash flow model is and why using it as a leadership discipline rather than a crisis tool is beneficial for PE-backed firms.

Understand revenue forecasting and its benefits. Explore common models, tips to improve accuracy and pitfalls to avoid for more reliable projections.

Explore FP&A forecasting strategies and techniques that unite data, KPIs and models to strengthen revenue predictions and enable better business decisions.

Understand modernization gaps facing middle-market construction and real estate CFOs, from budgeting and forecasting to system connectivity.

Discover key insights from Cherry Bekaert's 2025 Middle Market CFO Survey and how finance leaders are moving beyond traditional roles to fuel growth.

Discover 8 priorities for CFOs to consider during year-end close to prepare for 2026. Get the full insights in our year-end CFO planning guide.

Financial scenario planning helps businesses evaluate potential outcomes, enhance their strategic foresight and build resilience. Explore the key steps.

Our CFO survey reveals mid-market CFO focus areas — data integration, forecasting, talent and AI. Get the full 2025 report and 12-action roadmap today.