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RESOURCES
CHARLES RIVER CFO


Is Your Finance Function Built to Support Your Mission?
Five strategic questions for leaders of arts and cultural nonprofits to assess whether their financial operations can support their future work. by Dorcas Riley, CPA Nonprofit and Social Enterprise Practice Leader We work with many arts and cultural nonprofits, and one thing we hear pretty consistently from Executive Directors is some version of this: "I know our finances aren't where they need to be, but I'm not sure exactly where the gaps are." That's a hard place to lead f
CRCFO
May 55 min read


Keeping It Steady During a Company-Defining Moment
Keeping It Steady During a Company-Defining Moment. How Charles River CFO Supported a Biotech Firm Through a Reverse Split, a Financing Round, and a CFO Transition.
CRCFO
Apr 93 min read


WHAT’S IN YOUR BACKPACK FOR HIKING THE HILL?
10 Essentials for Credit Union Leaders Heading to the Annual Governmental Affairs Conference
CRCFO
Feb 253 min read


Section 174 R&E Expensing:
The One Big Beautiful Bill Act (OBBBA), enacted July 4, 2025, restores immediate expensing for domestic research and experimental costs. For qualifying small businesses, this creates both retroactive refund opportunities for 2022-2024 and go-forward tax savings starting in 2025.
CRCFO
Jan 214 min read


MINDING THE GAP. Navigating the Financial Staffing Crisis in Credit Unions
Navigating the CFO and Financial Staffing Crisis in Credit Unions
CRCFO
Dec 2, 20252 min read


Living on the Ledger: Accounting & Audits in Life Science Startups
In this session, experts will guide startups through the tricky balance of bookkeeping, accounting, and fractional CFO support, showing exactly when you need each so you don’t feel like you’re on the edge without a safety net.
CRCFO
Dec 2, 20251 min read


The Credit Union CFO's Playbook For Technology Decisions
For credit union CFOs, the challenge isn’t just choosing the “right” technology. It’s aligning technology investments with financial discipline, member trust, and long-term strategy.
CRCFO
Oct 7, 20252 min read


The One Big Beautiful Bill Act: A Guide to Small Business Taxes
The Top 10 Effects of OBBB Tax Law on Small Businesses
CRCFO
Sep 10, 20253 min read


Big4Bio Podcast
Surviving and Thriving in the Long Biotech Winter Kevin Sarney "The IPO market remains unwelcoming to biotechs and venture investors are reticent to back younger companies. In the absence of reliable funding sources, many biotechs are trying to advance their most promising programs while keeping their operations lean until they can get to a fundable milestone. Big4Bio podcast talked to CRCFO's Kevin Sarney, about the current uncertainty biotechs face, the need for capital e
CRCFO
Aug 29, 20251 min read


Why A Financial Assessment Can Strengthen Your Nonprofit’s Operations
by Dorcas Riley, CPA Nonprofit and Social Enterprise Practice Leader A financial assessment offers significant value by identifying...
CRCFO
Aug 19, 20252 min read


Fractional Financial Leadership for Nonprofits
by Dorcas Riley, CPA Nonprofit and Social Enterprise Practice Leader When does it make sense to bring in a fractional CFO or Controller...
CRCFO
Jul 17, 20252 min read


Why Credit Unions Should Pay Attention to Stablecoin
by Tim Smith, CPA Credit Union Practice Leader Stablecoin: A Strategic Imperative for Credit Union Leaders The financial landscape is...
CRCFO
Jul 3, 20254 min read
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