Financial Advisors

By combining on- and off-site services, Pitney Bowes Management Services can help you do it all. We will help you expand your print capabilities, decrease the need for staffing and equipment, and achieve dramatic cost savings.

Focus on your most critical, high-value mail while streamlining the delivery of lower-value mail. As a result, your mail management volumes stay more in line with your budget.

Provide your business with pricing flexibility for fluctuating mail volumes.

Properly Structuring your Current IRA or 401k will allow you to invest into a Small Business or Franchise. Asset Exchange Strategies will help you setup and invest your IRA or 401k Into Your Small Business or Franchise, all without Taxes or Penalties.

Here are 10 principles to follow in order to build an effective human capital plan for your organization.

Guidant Financial Group's 401(k) Small Business Financing plan allows you to invest IRA and 401k funds into a business or franchise. No early distribution taxes or fees.

Take a look at this white paper to find out how asset and integrated workplace management can help create smarter buildings!

This white paper covers the primary findings from the Sustainable Asset Management Survey conducted by TRIRIGA and Gartner.

Grounded in extensive research, Reinventing the CFO outlines seven critical roles--from streamlining redundant processes to regulating risk to identifying a few key measures--that CFOs must take on to transform the finance operation successfully. Challenging many of the finance field's accepted practices and systems, this bold book revolutionizes the role of financial managers and frees them to make smart, ethical, strategic decisions that add real value to the firm.

It's inefficient, ages too quickly, and is out of sync with the strategic plan. No wonder so many executives hate toiling over the annual budget. But, says Peter Horvath, don't look to the budget as the sole management system. Horvath and his associate Ralf Sauter describe six ways to fix budgeting, including integrating it with such systems as the Balanced Scorecard, so that it supports strategy execution in today's fast-changing environment.

This article includes a one-page preview that quickly summarizes the key ideas and provides an overview of how the concepts work in practice along with suggestions for further reading.

Despite a number of compelling reasons to move away from annual plans and budgets, many CFOs are reluctant to make the change. They fail to recognize that there are alternative (and less dysfunctional) ways of driving performance improvement and making managers accountable for performance. CFOs need to implement systems that provide managers at every level with the capability to make fast, well-informed decisions. They need to replace annual planning cycles with more regular business reviews that enable managers to see trends, patterns, and "breaks in the curve" long before the competition.

Surveys show that most CFOs want to upgrade their role from accounting specialists to strategic or business partners. But few CFOs have actually made the change, primarily because they have neither the time nor the necessary capabilities within the current finance team. But for those who do make the change, the rewards are tangible. This chapter lays out a number of important steps that the CFO and the finance team need to take to position themselves as trusted and valued business partners within the organization.

Budgeting can cause stress and conflict, eating up lots of hours. But a good budget can be the difference between financial success and insolvency. In this chapter, you'll learn about the many types of budgets that serve different purposes. You'll also learn how to determine which type most effectively helps you meet your business goals.

Adaptive Planning is the worldwide leader in on-demand business performance management (BPM) solutions for companies and nonprofits of all sizes. Adaptive Planning's solutions allow finance and management teams to obtain real-time visibility into performance metrics, streamline financial planning and reporting, and drive better business decisions. By offering affordable annual subscriptions and rapid implementations, and by eliminating the need for new hardware and IT support, Adaptive Planning makes it easy to move beyond spreadsheet-based processes without the cost and complexity associated with traditional on-premise BPM applications.

In an increasingly interconnected global economy, an effective cash flow management strategy can provide an essential foundation for your company's success in foreign markets.

Ensure that the success of your business depends on its operations and not unpredictable economic factors and volatile currency rates.

In this white paper, David Axson delves into what he considers to be the three key things you should do in 2011 to close that gap and deliver dramatically enhanced value and quality. Read "Time to Build the Last Mile to Full Financial Value", and set your sights on being able to guide your organization to new levels of competitive differentiation and achievement.

In this paper, you'll learn how three enterprises - Del Monte Foods, Rotkäppchen-Mumm Sektkellereien, and a major home builder in America - practice rolling forecasting, deploying the process at various levels and in various departments to guide them through market volatility.

Learn the 10 critical database activities & behaviors enterprises should audit now.

This Research Brief categorizes databases as a "dangerous and growing security gap" - and offers steps to improve database security across the enterprise.

This study provides real-world findings from in-depth interviews with 15 enterprises that have implemented database auditing and real-time protection solutions.

Get a clear understanding of the ways DAM technology is being consolidated and integrated enabling security professionals and database managers to make strategic and tactical deployment decisions more effectively.

Insights into the service and support offerings of GMS and business software providers alike

A complete overview of Extensior customized list services for any business marketing needs