EBOOK: CFO Tips for Small Business Owners


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This Ebook is for the small business owner who has to wear multiple hats, including the hat of the CFO or treasurer. The contents of this eBook include:

  1. Introduction
  2. Accounting and Financial Reporting
  3. Strategic and Financial Planning
  4. Credit
  5. Trade Finance
  6. Treasury, Cash Management, Anti-Fraud
  7. Succession Planning
  8. Building Your Brain Trust
The foregoing information is provided as a courtesy to our clients and friends of City National Bank and is not intended to provide nor should it be construed as providing any legal or tax advice. Clients are encouraged to consult with their own attorney or tax advisor for specific answers to questions on the legal and tax implications of providing, modifying or terminating a 401(k) or other qualified retirement plan.