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One of the most persistent disconnects I see across organizations is between what boards need to govern effectively and what finance teams typically deliver. Both groups are highly capable and well-intentioned. However, they often operate from different professional lenses. Boards are focused on strategic direction, risk, and forward-looking decisions. Finance teams are trained to prioritize precision, reconciliation, and technical completeness. When these perspectives are no

There is a predictable inflection point in nearly every growth company’s life: the moment when intuition stops working. For many businesses, that moment arrives shortly after Series B.

As companies grow from early-stage to mid-market, something subtle—but dangerous—often happens: complexity begins to outpace clarity. At $50–$200M in revenue, organizations are no longer scrappy startups, but they’re not yet institutional giants either. They’re in a transitional phase where decisions become more expensive; mistakes carry longer consequences, and intuition alone is no longer enough. This is where Financial Planning & Analysis (FP&A) either becomes a strategic

Profitability alone does not guarantee liquidity. Even companies with strong margins can experience cash strain due to timing differences between revenue, expenses, tax obligations, and capital investments. Without clear visibility, unexpected shortfalls can disrupt operations, limit strategic flexibility, and force reactive decisions that may undermine long-term growth.  FP&A plays a critical role in addressing these challenges. Beyond traditional budgeting and forecasting,

As middle‑market companies grow, traditional accounting alone is no longer sufficient to support leadership decision‑making. While accuracy, compliance, and reporting remain essential, they do not provide the forward-looking insight required to navigate increasingly complex operational and strategic challenges. Without a structured approach to planning, companies risk reactive decision-making, inefficient resource allocation, and missed opportunities for growth.  FP&A bridges

Labor is one of the largest investments and one of the most significant risks for operating companies. Seasonality, growth initiatives, and operational complexity create a dynamic environment where staffing decisions are difficult to make based solely on intuition or historical patterns. Without forward-looking analysis, companies risk overstaffing, underutilization, burnout, or missed opportunities to meet demand.  FP&A provides the framework to transform staffing decisions

Leadership teams face constant pressure to make timely decisions across hiring, capital investment, pricing, and growth initiatives. Yet even the most capable teams often struggle when financial information is fragmented, backward-looking, or difficult to interpret. Without a coherent framework, decisions stall, opportunities are missed, and the organization risks reacting too slowly to market changes.  FP&A reduces decision friction by organizing information around choices r

Compensation decisions-executive bonuses, incentive plans, and owner distributions-carry long-term consequences for liquidity, reinvestment, and organizational trust. Yet many companies make these decisions based on precedent or short-term results rather than forward-looking financial insights. Without a structured approach, even well-intentioned decisions can create tension between leadership, finance, and ownership, and inadvertently compromise long-term performance.  Witho

Pricing is one of the most powerful levers in an operating company, yet it is often one of the least disciplined. Many middle‑market organizations price based on history, competitive pressure, or instinct, without fully understanding how labor, materials, overhead, capacity constraints, and customer mix affect margin.  As companies grow, pricing errors become more costly. Small misalignments between price and cost compound across volume, eroding profitability even as revenue

Middle‑market companies accumulate years of hard‑won knowledge about pricing, customers, products, labor models, capital investments, and market cycles. Yet in many organizations, that knowledge lives informally with a handful of executives or long‑tenured employees rather than inside durable systems. When leadership changes, ownership evolves, or growth accelerates, that context is often lost.  This loss of institutional memory is one of the most underestimated risks facing

We’ve entered our next chapter. Outlook Accounting & Taxes is now Outlook Tax & Advisory - a name that reflects who we’ve become and where we’re headed. This change is more than a rebrand. It’s a commitment to deliver a fuller, more strategic finance experience for the clients we serve.   Why We Evolved Businesses today need more than compliance. They need a clear picture of what’s ahead - cash, staffing, pricing, investment decisions, and the risks that sit behind them. To m

Nonprofits serve a vital role in the community, making an impact in numerous, and with advanced planning, measurable ways. Yet, many nonprofit organizations need help in their data collection and measurement to improve their messaging and advertise their impact. In the 2025 State of the Nonprofit Sector Report by Outlook , nonprofit professionals weighed in on the state of their organizations. 57%responded that their organization’s ability to gather and report on performance

Goran Gmitrovic, EA – 2023 “40 Under 40” Honoree FounderOutlook Accounting & Taxes LLP, and SimpliFlow LLCwww.outlookat.comwww.simpliflow.tax Career HighlightsThis past year has been one of meaningful progress, growth, and impact. As the founder of Outlook Accounting & Taxes, I’ve led the firm through a major expansion—growing our team to over 30 professionals across the U.S Goran Gmitrovic, EA – 2023 “40 Under 40” Honoree Founder Outlook Accounting & Taxes LLP, and SimpliFl

Global Mergers And Acquisitions Rise 10% To USD 1.9 Trillion In 2025: BCG Report New Delhi: Global mergers and acquisitions (M&A) activity is showing signs of recovery after a slow start to the year, with deal value rising 10 per cent to USD 1.9 trillion through the first nine months of 2025, according to the 22nd Annual Global M&A Report released by the Boston Consulting Group (BCG). The report notes that the rebound is being led by a small group of experienced dealmakers ma

By Hans Gobin , International FP&A Board Ambassador FP&A Tags Digital FP&A Events Insights In today's volatile environment, 63% of organisations say they cannot forecast beyond a six-month horizon. It highlights the urgency for Financial Planning and Analysis (FP&A) teams to evolve from simply identifying trends to executing data-driven strategies that fuel performance and resilience. The FP&A Trends Webinar, held on April 2nd, brought together industry leaders to unveil th

T his chart makes it easy to estimate when you will likely get your income tax refund, based on when and how you file. No form entry required. Updated: Nov. 8, 2025 The upcoming income tax filing season is still two months away, but there are so many questions and uncertainties, that right now, the one thing we know is that things will change. With new tax laws under the One Big Beautiful Bill Act , President Trump’s broad law that passed in July 2025, to the government shutd

President Donald Trump signed the reconciliation tax bill, commonly known as the “One Big Beautiful Bill Act” (OBBBA) into law July 4, 2025, which is considered the enactment date under U.S. Generally Accepted Accounting Principles (GAAP). The legislative changes will affect income tax accounting in accordance with Accounting Standards Codification (ASC) 740, Income Taxes . Notable corporate provisions include the restoration of 100% bonus depreciation; the creation of Sectio

Andrew Seifert Tax International tax State and local tax Tax credits and incentives Individual Tax July’s One Big Beautiful Bill (OBBB) Act rewrote U.S. tax law in significant ways. What key 2025 tax changes should businesses and individuals be aware of as we head toward the end of the year? Keep reading for a short rundown on 10 major updates, plus links to our more detailed articles on each. 10 essential tax rules introduced, eliminated or updated in 2025 The One Big Beaut

From AI and private equity to taxes and the CPA pipeline, these are the challenges the accounting profession will face now—and in the future. Mike Federle, then-CEO and current strategic advisor at Forbes, moderates a panel of top CPA honorees: Lexy Kessler, Mid-Atlantic Regional Leader, Aprio, Steven Harris, Managing Partner, RubinBrown and Tony Argiz, South Florida Managing Principal, BDO USA. ... More As opening day for tax season approaches, heralding the date the IRS beg

The 2025 Best Firms to Work For: Outlook Accounting & Taxes # 1 - Boutique Firm Category HEADQUARTERS : Chicago NUMBER OF BILLABLE CONSULTANTS : 34 Goran Gmitrovic, CEO, Outlook Accounting & Taxes CLIENT INDUSTRIES SERVED : CPA Firms, Health Care, Consumer Services, Aviation & Aerospace, Construction, Entertainment, Financial Services, Farming, Food & Beverages, Information Technology Service, Real Estate , Marketing and Advertising, Media Production, Pharmaceutical CONSULTI