4min chapter

CFO Insights cover image

Patrick Hoogendijk shares insights on operating as a strategic CFO

CFO Insights

CHAPTER

How to Scale Your Portfolio Without Turning Over More Hours

Portfolio CFO Patrick O'Neill has worked in finance for more than 20 years. He says he's used every type of accounting tool from QuattroPro and Excel to Google Sheets. His favorite is mosaic, a forecasting tool that allows him to take on new clients without turning over extra hours.

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