Chase Morrison

Providing CFO services in Southern California


About Chase

Chase Morrison

Los Angeles, CA CFO

35 Years of Experience

Direct Contact

office (818) 436-0781


San Diego State University

Certificates & Licenses:

Certified Business Transition Expert

PlanGuru Pro Advisor

Adaptive Planning Implementer


ProVisors -- Encino II

Contact Chase Morrison and receive a free Discovery Analysis™

  • A confidential meeting with the business owner(s), then interview company staff.
  • Look at the company’s financial information and computer systems.
  • Benchmark financial information against industry averages.
  • Create a confidential report of our findings in The Strategy Gameplan™

Chase’s Bio

Chase has over 30 years of experience delivering accounting, management reporting, operational execution and financial planning expertise to clients in a variety of industries including government services, manufacturing, Internet startups and nonprofits. He is able to combine his extensive financial management experience with his technical business solution abilities to produce tools and processes that help clients more effectively manage resources and create value. He is especially skilled at helping clients bring accountability to planning through inventory and cost management, profitability analysis and project execution.

Throughout Chase’s career, he has been involved in operational business management for firms of varying size, with a focus on producing actionable business intelligence. Access to more insightful business intelligence helps clients make better decisions affecting profitability, cash flow and working capital and debt management. Chase utilizes various tools to help clients remain focused on critical success factors including balanced scorecards, dashboards and other reporting tools that strengthen linkages between strategic intent and operational performance.

Chase also has extensive experience generating annual and strategic business plans that provide the basis for a myriad of different uses including day-to-day operational management, loan package preparation, project management, resource allocation guidance as well as business restructuring and divestitures. He is then able to seamlessly integrate financial planning with actual results and produce the feedback clients need to react quickly when business activity is impacted by changes to demand, pricing, cost, efficiency and other factors.

In addition to his analytical skills, Chase managed aspects of financial and administrative management for many of his clients running the gamut from general accounting, payroll supervision, auditing, AR and AP, insurance and real estate lease negotiation, IT management to accounting system implementation.

Chase is part of Intuit’s Premier Reseller program and is also a QuickBooks ProAdvisor, certified on the latest versions of QuickBooks Pro, Premier and Enterprise products along with Point of Sale and QuickBooks Online editions. To learn more about the QuickBooks services Chase provides, click here.

In the Southern California region, Chase has built an extensive network of specialized service providers that can be accessed for a variety of business needs including lenders (conventional and alternative), attorneys, real estate brokers, insurance agents, accountants, and many others. He earned his BS degree in Business Administration from San Diego State University in 1980. Both he and his wife reside in Northridge, California where they remain very busy raising their middle school-aged triplet sons.

Contact Chase (818) 436-0781


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Adaptive Planning

Corporate Performance Management (CPM) Made Easy With Adaptive Planning

An alternative to manual spreadsheets and expensive enterprise software, Adaptive Planning is an affordable, easy-to-use, rapidly deployable solution that allows companies and nonprofits of all sizes to enhance the strategic value of their finance organizations and elevate their CPM cycle.

Adaptive Planning’s solution provides extraordinary value compared to both spreadsheet-based planning and enterprise software alternatives. The software provides a complete, integrated application for budgeting, forecasting, reporting, consolidation, and dashboards that requires only a web-browser to be used. The look and feel of a spreadsheet, power of a multidimensional database application, and easy-to-use drag-and-drop functionality have been combined to produce a very effective CPM tool.


Planning & Reporting Challenges

High-quality financial management is essential for competitiveness, but most companies are not operating at a world-class level. Budgeting is slow, re-forecasting is infrequent, monthly reports lack key information, and what-if analyses are incomplete or impossible. Worse yet, the processes are devoid of inspiration and do not surface creative new thinking. In fact, Jack Welch describes the budgeting process at most companies as “the most ineffective practice in management.”

No one’s happy. FP&A teams would like to save time, eliminate errors, and make higher-level contributions. Business managers want a less intimidating, less time consuming process that helps them run their businesses better. And CEOs and other executives want to improve participation, alignment, and consistency, ultimately driving greater strategic value.

Obstacles to Success

What’s holding companies back?

There are several key issues:

  • Pervasive use of spreadsheets. Despite their shortcomings, over 75% of companies still rely upon spreadsheets for planning and reporting. Traditional BI & BPM alternatives are simply too expensive and complicated for most companies.
  • Lack of collaboration. Midsized and large companies cite “lack of collaboration” as their biggest planning and reporting challenge. In addition to rolling up numbers, they want to foster more dialogue and communication—but the current approach clearly isn’t working.
  • Limited adoption of best practices. Many financial managers would like to overhaul their existing approaches and adopt best practices; however, they are not sure where to start. Ideally, they would like a “map” for improving their processes, and would like to know what has been successful for others—but their peers are in similar situations.

Introducing Connected Intelligence

Adaptive Planning addresses these obstacles with an inspiring new approach to planning and reporting—“connected intelligence.” With Adaptive Planning, companies can elevate their financial management by creating better connections—within financial plans and reports, between organizations and teams, and among professionals across the globe.

Adaptive Planning delivers this through a unique set of capabilities that includes:

  • Automated Budgeting, Forecasting & Reporting. Powerful, affordable, and easy to use alternative to both Excel and enterprise BI / performance management software.
  • Private Team Collaboration Spaces. Integrated capabilities that improve communication and alignment among organizations and participants in planning and reporting processes.
  • Public Best Practices Community. An online community that allows financial executives worldwide to connect with each other, access and share best practices materials, and tap into benchmarking information.
The Software as a Service Advantage

Compared with traditional enterprise software, Adaptive Planning’s modern software as a service (SaaS) approach offers numerous advantages, including:

  • Lower costs
  • Faster deployments
  • Greater ease of use
  • More transparency
  • Lower risk
  • Higher customer satisfaction
To schedule a demo, click here and add “Please schedule a demo” in the subject box


Recent Articles

Small business financing options in the “new normal”

Financing Spelled Out With Scrabble Squares

Excellent article by Ian Mount in the New York Times regarding small business financing options in the wake of the Great Recession. Even with many of the effects from the Great Recession beginning to wane, it is still an uphill battle for small businesses seeking financing.  The traditional methods of acquiring small business financing have for the large part evaporated which has increased interest alternatives that are both old and new. Some creative alternatives have been around forever; others

So You Think You Need A Loan…

You have evaluated all the various ways of funding your business and have concluded that bank financing is the way to go. Before you call your local commercial lender, you need to familiarize yourself with the 5 Cs of credit. Loan applications are evaluated using the 5 Cs, along with other criteria, to determine the credit worthiness of a prospective borrower. The better you understand these criteria, along with how well your business fulfills each criterion, will improve your chances

CFO Insights for July 2014

My latest CFO Insights newsletter has been published.  In this edition of my almost monthly newsletter, I recap a personal experience I had a couple of months ago hiking near my home in Los Angeles with my triplet sons. There are some amazing places to trek that are within the city limits and just beyond. Also in my almost monthly newsletter, I recapped a blog post titled Finding Hidden Assets. In this article, I describe ways that I have used

Revealing Hidden Assets

As a CFO advisor to many midsize businesses, one of my delights is revealing to business owners a hidden asset that most of them are completely unaware of. The hidden asset that I’m referring to is the historical accounting information that all businesses accumulate, at some level of detail. Because of my many years working with Fortune 500 companies, I am familiar with the ways that historical accounting and operational data can be used to increase profitability, reduce working capital

Exit-cising Your Options: Increase your valuation by normalizing EBITDA

If you are planning to sell a privately held business, you need to have a sound understanding of how EBITDA affects the potential value of your business.  One method of valuing a business is using multiples of EBITDA (EBITDA defined) adjusted for various factors (EBITDA multiples defined).  In addition to making business changes that increase the multiple used to value a business, business owners must look at normalizing, or recasting, EBITDA to more realistically represent future cash flows.  This means

Exit-cising Your Options: Don’t let cost of goods sink your exit strategy

One of the most common issues to arise during due diligence, when a business owner is attempting to close the sale of their business, is questions regarding cost of goods. Generally, questions regarding cost of goods pertain to the consistency and reliability of gross profit/margin performance. Remember gross profit is computed by subtracting cost of goods from revenue or income. Potential buyers are seeking businesses with historical gross margins that are reasonable for the industry and repeatable. Highly variable gross

Quick and dirty business valuation using EBITDA

Business valuation is a complex process, with many facets and techniques used to estimate and/or validate business values in a variety of applications including purchase price allocation, litigation support, estate tax planning, debt coverage support, etc. One of the most important uses of sophisticated business valuation is in support of a business purchase/sale transaction. Though there is an eventual need for sophisticated business valuation in a purchase/sale transaction, in the early stages of a transaction, business valuations are performed fairly

Mar 6Chase Morrison

What does EBITDA stand for and why is it important to business owners?

Mar 6Chase Morrison

  Many of my business owner clients have heard the term EBITDA, but don’t really understand what the metric represents or how it is used.  Given the broad use of EBITDA as a financial metric, I always try to help my clients understand how it is computed and what it is intended to convey.  In addition to those two modest goals, I also want them to understand that EBITDA is not part of GAAP accounting and has limitations as a

CFO Insight eNewsletter for January 2014

My CFO Insight eNewsletter has been published.  In this month’s eNewsletter, learn some of the basic factors that are used in a business valuation. In addition to the business valuation article, there is on article that details the basic steps required to build a strategic business dashboard.  With many business owners putting the final touches on their 2014 plans and objectives in January, now is an excellent time to assemble a strategic dashboard. Strategic business dashboards are the same tools

Dec 8Chase Morrison

Exit Strategy Steps

Dec 8Chase Morrison

Exiting a business is a complex process.  Business owners should always get professional advice and assistance, because there are just too many, as Donald Rumsfeld so famously put, “…unknown unknowns, the ones we don’t know we don’t know.”  In a recently published article by the Statesman Journal, Marcia Bagall did an excellent job summarizing exit planning in 8 steps (read Ms. Bagnall’s article here).  The steps are as follows: Step One Acknowledge to yourself that sooner or later you will

5 Steps to Producing an Effective Strategic Dashboard

Performance management dashboards have proven to be a valuable addition to financial management systems. When correctly implemented, dashboards can generate significant value by providing the metaphorical glue that connects management’s strategic intent to actual business performance. (Read more) Connect with Chase on Google+

Sep 6Chase Morrison

Southern California Regional B2B CFO® August Newsletter

Sep 6Chase Morrison

  We have just issued the August edition of the Southern California Regional B2B CFO® Newsletter!. In this edition’s “In the News” section, there’s a link to an informative article regarding the upcoming debt ceiling discussions between President Obama and the House. Also, there’s a link to a press release regarding B2B CFO® receiving a fourth Inc 5000 award. This marks B2B CFO®’s fourth consecutive appearance on this prestigious list. Additionally, there are several helpful articles–one on financial intelligence and

Baby Boomer Business Exits Are Accelerating

In a recent article by Hanah Cho, from The Dallas Morning News, discusses what is driving this trend.  Recent improvements since the depths of the Great Recession are one factor accelerating sales. Sale prices and volume have been recovering in recent years. Small-business transactions jumped 61.8 percent in the second quarter from a year ago, according to, an online business-for-sale marketplace. But baby boomers nearing retirement is quoted as the most significant factor driving business owners to sell. And

Aug 2Chase Morrison

Southern California Regional B2B CFO® July Newsletter

Aug 2Chase Morrison

In this edition of our newsletter, there is information regarding the recent delay in the employer mandate aspect of the Affordable Health Care Act, along with additional information regarding changes to California’s enterprise zone tax credit program.  We introduce the newest partners joining SoCal B2B CFO®, including  Allen Urban (Ventura), Peter Rogers (Pacific Palisades), Lou Caron (San Dimas)  and John O’Shea (Yorba Linda).  Peter Rogers was nice enough to provide an article regarding the differences between traditional finance staff (e.g.

Southern California Regional B2B CFO® April Newsletter

In this month’s edition of the Southern California Regional B2B CFO Newsletter, we summarized the the latest economic data for Southern California as published by the LAEDC. The prospects for business are heating up with a forecast for higher regional growth than in most other parts of the country. Also, in this edition a helpful article on preventing fraud in your business along with some useful information regarding why a C-Corporation may be the right fit for your business.

Apr 5Chase Morrison

Outlook 2010 Business Contact Manager Recovery Solution

Apr 5Chase Morrison

  I have been a happy user of Microsoft’s Outlook-based Business Contact Manager solution for my basic CRM needs. I especially like the ease at which I’m able to attach documents and connect meetings as well as all other sorts of digital objects to my leads, contacts and opportunities. I know that I’m only using about 30% of what the program can do, but continue to expand how I use the program as I learn more.But, I ran into a

Southern California Regional B2B CFO Partner’s March Newsletter

The Southern California Regional B2B CFO partners issue a monthly newsletter for our clients and prospects. The March edition summarized the recently enacted sequester, totaling $85B in budget cuts. Take a look at the article for information regarding next steps. Additionally, there were articles pertaining to the importance of a disciplined accounting close as well as some advice to business owners considering a business exit. A link to the newsletter follows. Join our distribution list to continue receiving the latest

Importance of forecasting from a CFO’s perspective…

Great article in this month’s CFO Magazine titled “Forecasting Comes of Age” (page 48).  Mid market company have much to learn regarding the value planning and forecasting can bring to organization.  From identifying and monitoring key performance indicators to utilizing sophisticated techniques such as price, volume, cost and mix analysis, mid market companies frequently ignore many of these basic techniques used by their larger more successful cohort to generate the insight needed to make better decisions.  Mid market companies that

A Cuppa Joe With Your CFO — Using BI to increase sales force productivity (2 of 2)

As I explained in part one of this two-part post, I am always seeking ways to increase the efficiency and effectiveness of the limited resources at my clients’ disposal. An area that frequently is in need of focus is the operational efficiency of sales teams. This two-part post illustrates how business intelligence can be used to improve sales force efficiency by as much as 10%. (read more) Connect with Chase on Google+

Mar 4Chase Morrison

Now that the unthinkable has been signed into law, what should you expect from the sequester

Mar 4Chase Morrison

Well we ended February with the stalemate between Congress and the Whitehouse intact, and the President signing the order initiating $85B in budget cuts on March 1st.   The cuts, which are to affect spending through the end of the current fiscal year—September 30th—are part of a bigger $1.2 trillion decade long budget reduction plan affecting nearly every government program, except military personnel and entitlement programs.  With the debt ceiling temporarily suspended in January, and anticipated to be revisited later this

A Cuppa Joe With Your CFO — Using BI to increase sales force productivity (1 of 2)

As a CFO, I am frequently seeking ways to increase the efficiency and effectiveness of the limited resources at my client’s disposal. One area that gets a substantial amount of my attention is the productivity of each client’s sales team. During a recent engagement, the finance team and I were challenged with developing tools that would increase the sales force’s efficiency at least 10%, which essentially means keep headcount constant and increase sales 10%. Our solution achieved the goal and

How simple Visual Basic coding can improve your Excel workbook applications

When working with my each client’s accounting staff, I frequently attempt to teach them how to use a little Visual Basic (VBA) programming to become more productive.  VB programming can open whole new horizons to Excel power users.  For example, would your report consumers like to be able to click one button on their worksheet and have all their reports printed automatically, without having to navigate from worksheet to worksheet?  I’m sure they would love to have that capability, which

Feb 7Chase Morrison

Chase Morrison in the Daily News — February 1, 2013

Feb 7Chase Morrison

Chase Morrison in the news! Last Friday–February 1, 2013–I received a mention in the Daily News. The article was in the main section of the paper, page 11 (What’s Happening). Click this link to see the full What’s Happening section for that date. Connect with Chase on Google+

Feb 5Chase Morrison

Taking Your Excel Modeling From Good to Great — Tools and Methods to Control User Input

Feb 5Chase Morrison

One of my primary objectives is to show clients how to better control their spreadsheet applications. Through Visual Basic, one can more fully control what users can and cannot do within an Excel application. But customized Visual Basic code can be too costly for many clients; consequently, I frequently leverage Excel’s built in functions to assist with controlling user input. This section will provide a couple of strategies that I use to help manage user input. The first will be

Jan 8Chase Morrison

Generating more effective gross margin bridge

Jan 8Chase Morrison

Successful product-based businesses excel at monitoring gross profit trends and utilizing that intelligence to swiftly react to changing circumstances. Enabling insightful gross margin analysis is predicated on having a gross profit plan, which consists of planned unit prices, volume shipped and unit cost, along with a method for comparing planned gross profit to actual gross profit. The difference, or gross profit variance to plan, can be further categorized by the underlying cause of the variance. These causes include price variance,

Taking Your Excel Modeling From Good to Great — Leveraging Excel’s VLOOKUP Function

As a CFO, I run into many instances where I have to generate an analysis that requires integrating data from multiple data sources (sales results with a CRM system is on example). I have found that the often maligned VLOOKUP() function really is the best choice for this task. VLOOKUP() is very handy because it enables you to add dimensions to data and generate sophisticated analysis. For example, as part of larger projects clients will provide a list of inventory

Taking Your Excel Modeling From Good to Great — Importing data from external sources

In my consulting practice, I frequently see users importing fixed width (or un-delimited) files using Excel’s File/Open dialog. For occasional file imports, this practice is satisfactory. But, users that import the same fixed width file using Excel’s File/Open dialog, over and over again, week after week, can be impacted because this is a very inefficient practice. The inefficiency is a function of having to define where columns are to be split, and then having to change the default data type

Taking Your Excel Modeling From Good to Great — Using Defined Names to Build More Maintainable Excel Models

One of the things that make spreadsheets so powerful, the ability to link workbooks and worksheets, is also a primary source of errors for many of my Excel-based clients. For example, I see users linking their revenue worksheet to their accounts receivable worksheet, since revenue is typically an input to accounts receivable forecasting. At the outset, everything is great. But inevitably another user will come along and add a row to the revenue forecast. Originally, total revenue was at row

Marketing the Trader Joe’s Way

In this article from Martha Spelman, she does a great job of summarizing the marketing secrets, divulged by none other than Doug Rauch (a 31-year employee and now retired TJ’s president).  The history of Trader Joe’s is another Los Angeles success story. Here Martha provides a little of Trade Joe’s history in L.A.: When Rauch started with TJ’s, they had 17 stores in Southern California.  Today they have over 360 stores in 27 states.  Among his many accomplishments at

Managing Cash With QuickBooks — Article II: How to Read a Cash Flow Statement

Many a profitable business has failed due to a lack of cash. Having a profitable business model is obviously critical to long term success, but even more important is being able to convert that profit to cash in the bank. As we mentioned in Article I, where we described how cash flow is computed, it is basically the change in a company’s cash accounts (Cash, Savings, Undeposited Cash, Petty Cash, etc.) over some period of time. In this second article,

Birthplace of the Ford Shelby is up for Sale!

The late Carroll Shelby’s former corporate for headquarters, located in Marina Del Rey (back in 1962 it was actually Venice) is up on the market for $4.7M.  Is there any American muscle car more iconic than the Ford Cobra?,0,1097890.story In March 1962, the 10,860-square-foot structure became the birthplace for Shelby’s fledgling car company, Shelby American Inc. That year, Shelby, a retired race car driver, took a lightweight two-seat roadster and married it with a powerful V-8 Ford Motor Co.

Managing Cash Flow With QuickBooks — Part I: How Cash Flow is Computed

How many times have you heard that classic refrain “Cash is King.” Well there is no arguing that cash is king. Though cash is king, I’m always surprised how little attention clients give to understanding and managing their cash flow, while attempting to indirectly manage cash flow via their checkbooks. This series of articles is intended to provide a little perspective on cash flow and along with a couple of tools to more effectively manage it. (read more) Connect with

Taking Your Excel Modeling From Good to Great — Simplified/Flexible Spreadsheet Consolidation

As a Los Angeles-based CFO, I frequently work with my client’s accounting staff to help them elevate the Excel skills.  The tip that follows enables some very powerful capability within Excel that is rarely used (at least from what I note after reviewing workbooks produced by my clients).   This tip is all about consolidating data contained on multiple worksheets.  Though Excel provides built-in functionality to consolidate worksheets, it is a bit overly complex for most situations.  The solution that we

Western Region Record Setting SBA Loan Funding Includes SoCal

With the September 30 ending of the Federal Government’s fiscal 2012, some statistics are beginning to roll out.  One notable statistic was a record setting U.S.-backed loan funding made by the SBA to the Western Region.  In the article below from a recent addition of the Los Angeles Times, though this would seem to be a sign of business confidence that is not entirely the case.,0,5948960.story It appears from the article that more of the money is being spent

California real estate is starting to move

The California real estate market is finally starting to pick up.  Even here in the Los Angeles area, we are seeing sales pick up and homes that hit the market move very briskly.  In this article from Bloomberg, several factors for the increases are noted. One of the more significant factors in inventory.  Inventory is a 50% of normal levels.  In desirable neighborhoods, the inventory is much tighter.  I had a close relatively recently put their home on the

Oct 8Chase Morrison

Taking Your Excel Modeling From Good to Great — How to Manipulate Excel Text Strings

Oct 8Chase Morrison

An issue that we frequently come across with our clients is users that are a little overwhelmed when they need to rearrange text strings differently than the way the text string was imported from a source system.  A classic example is when someone has downloaded a list of names from an HR database and the name was exported as “Last Name, First Name” and the user wants it “First Name Last Name” in a single cell (or sometimes it needs

Oct 2Chase Morrison

What is New with QuickBooks 2013

Oct 2Chase Morrison

Intuit has just released their latest update to QuickBooks which is QuickBooks 2013.  As in years past there are number of changes and improvements over the previous version including some significant changes to the user interface.  One of the more significant changes is a new navigation bar that is customizable, enabling more ease of use and higher productivity. (read more) Connect with Chase on Google+

Why financial planning and budgeting really matter.

Plans are nothing.  Planning is everything. –Dwight D. Eisenhower Dwight Eisenhower knew what he was talking about given that he oversaw planning and management for the largest amphibious military operation in history, which is D-Day.  Just briefly, D-Day involved 6,000+ landing ships and other vessels carrying 176,000 troops onto five different beach landing areas (Utah, Omaha, Gold, Juno and Sword).  This does not include the paratroopers dropped behind enemy lines nor the hundreds of planes required to drop them into

A Cuppa Joe With Your CFO — Get more utility from Excel’s SUMIF Function

In this podcast, I will show you how create more complex summaries of your data using the SUMIF function. Most Excel users only utilize the SUMIF function to summarize data on a single dimension, such as cost center or cost account. By using the technique in this podcast, you can use the SUMIF to summarize your data across multiple dimensions. The example in the podcast will walk you through summarizing expense data by cost center and cost account. (8m:57s) Chase

Is how you close the books important? You bet it is!!!

A common source of problems incurred by emerging and midsized businesses stems from the importance businesses place on properly closing their accounting books. When I talk about closing the books, I am referring to the process used to finalize and report monthly/quarterly/annual results. Many businesses view the entire process as a “check the box” activity that adds little value. Once a “check the box” mentally settles in, the accounting close is assigned a low priority. (Read more) Connect with Chase

A Cuppa Joe With Your CFO — How to Use Conditional Formatting to Improve a User Interface

In this Podcast, I show how you can use Excel’s built-in conditional formatting capability to improve the functionality and maintainability of dynamic list ranges. The conditional formatting capability in Excel provides tools that can help you create sophisticated user interfaces for your workbook applications, that actually require no special coding. See the video below to learn more. (9m:02s) Chase Morrison is a partner with the firm B2B CFO® and is based in Los Angeles, California. He provides senior level advisory

A Cuppa Joe With Your CFO — How to create defined names with dynamic range references

This is a helpful tip if you create workbooks that will be used and maintained by someone other than yourself. If you have ever used Excel’s defined name ranges to create a list of options for a report or dropdown box, you know that you have to manually increase or decrease the size of the define name range accordingly. Using this tip, you no longer have to resize the range, it updates automatically reducing your workbook maintenance. Chase Morrison is

Sep 4Chase Morrison

A Cuppa Joe With Your CFO — How to make Excel subtotal reports easier to read

Sep 4Chase Morrison

In this podcast, I will show you how to use Excel’s conditional formatting capability to make Excel reports easier to read. Generally, when using Excel’s subtotal capability, the subtotal row is difficult to differentiate from all the other rows in the report. This makes the subtotal rows really easy to identify when scrolling down an Excel report. Chase Morrison is a partner with the firm B2B CFO® and is based in Los Angeles, California. He provides senior level advisory and

A Cuppa Joe With Your CFO (Podcast 001)

Create dynamic reporting titles using Excel’s CHOOSE function In this podcast I show you how to implement an efficient way to create dynamic report titles across all your Excel workbooks, making reports more maintainable.  (3m:49s) Podcash 001 — Create Dynamic Reporting Titles Using Excel’s CHOOSE Function Connect with Chase on Google+

A Cuppa Joe With Your CFO — Create Dynamic Report Titles Using Excel’s CHOOSE Function

In this podcast I show you how to implement an efficient way to create dynamic report titles across all your Excel workbooks, making reports more maintainable.  (3m:49s)   Chase Morrison is a partner with the firm B2B CFO® and is based in Los Angeles, California. He provides senior level advisory and CFO services to emerging and midsize businesses, helping them achieve a higher level of success. Connect with Chase on Google+

Want to improve business performance? Focus on return on equity and what drives ROE results. (Article 2 of 2)

Focusing on the variables that drive ROE and establishing business tactics to influence those variables will enable exceptional business performance and likewise increase business value.  In the previous article, we explored the three variables that influence ROE (including profitability, operating efficiency and financial leverage), using DuPont Analysis (or Identify) to peel away all the variables affecting ROE (previous article).  In this second article we review two different approaches to optimizing ROE–one being a graphical approach and the second using Microsoft

Aug 5Chase Morrison

Want to improve business performance? Focus on return on equity and what drives ROE results. (Article 1 of 2)

Aug 5Chase Morrison

If you want to effect business performance, you need to understand how various factors impact Return on Equity (ROE).  What makes ROE such a good measure?  It’s the one measure that, at the end of the day, tells a business owner how effectively they are using their own capital.  All the differences in profitability and working capital measures, that tend to be more a function of industry (e.g. some businesses are capital intensive such as manufacturing while other businesses are

Interesting article on the sources of creativity from John Cleese (of Monty Python fame)

Ran across this interesting article on the sources of creativity by John Cleese.  I’m always surprised on the occasion when the solution to a problem sort of comes out of the blue.  You’ll have been thinking about something and stop.  Then you’ll be rolling it over in your mind while commuting and stop.  And then the next day, you’ll start thinking about it again and pop, a solution comes into your head.  Cleese’s article, supported by other studies puts forward

How bright is Microsoft’s future?

Very interesting article in Forbes written by Frederick Allen equating Microsoft’s future to GM’s struggles over the past 30+ years. Steve Ballmer has been at the top of Microsoft for a while now and the company still appears to be successful, but as Allen points out, Microsoft’s future is hinged on creativity not control and efficiency. I think Allen has some very valid thoughts on this subject. The one big example I can think of is Apple. I was living

Help with finding those obscure Microsoft Office commands

Though most of us have long since found our favorite Office commands in the Office 2007 and 2010 command structure, there are still occasions where I struggle to find that one command.  Typically I spend 5 minutes fumbling around looking for it and either attempt to find it using the Help option or just give up in frustration.  Though I know where 95% of the commands are that I use frequently, there’s that 5% I can’t find.  Microsoft’s Interactive Guides