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nonprofit gift acceptance policy
Nonprofit

Nonprofit Gift Acceptance Policy: What to Do When a Donation Raises Ethical Concerns

Should Nonprofits Accept Donations from Controversial Donors? Recently, I participated in a discussion within a nonprofit professional networking…

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fund accounting & sbic cfo services
SBIC

Key Differences: Fund Accounting & SBIC CFO Services 

When private equity groups or fund managers explore SBIC support, one of the first questions we get is: …

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sbic audit & tax firm
SBIC

How LiftBridge CFO Complements Your SBIC Audit & Tax Firm

Why You Need More Than One Partner  Managing an SBIC fund isn’t just about sourcing deals — it’s…

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SBIC Fund
SBIC

What Is an SBIC Fund — and How LiftBridge Helps Them Succeed 

If you’re a private equity manager or investment professional, you’ve probably noticed more buzz around SBIC funds lately….

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New SBIC Fund
SBIC

SBIC Greenlight? Top 5 Financial Moves for your New SBIC Fund 

Congratulations on reaching SBIC greenlight approval!  It’s a major milestone and proof of your new SBIC fund’s potential….

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manage sbic funds
SBIC

Stop Overloading Your Finance Team: A Smarter Way to Manage SBIC Funds 

Adding another SBIC fund to your private equity platform is an exciting growth move — but let’s be…

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Individual Coverage HRAs (ICHRA)
Business strategy

Why Companies Are Embracing Individual Coverage HRA (ICHRA)

LiftBridge CFO Warren Wise recently worked with a client as they navigated healthcare coverage for their employees. The…

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Offshore Accounting
Business strategy

Offshore Accounting Services: When They Work—and When to Rethink the Model 

Offshore accounting services have gained popularity in recent years, especially among cost-conscious organizations seeking efficiency and scale. When…

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Outsourced Accounting Services
Business strategy

What to Look for In Outsourced Accounting Services

As businesses grow, so does financial complexity—and at a certain point, internal teams find themselves stretched too thin….

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How to choose a fractional cfo
Business strategy

How to Choose the Right Fractional CFO

In the first two parts of our series, we explored when businesses need a fractional CFO and how…

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Liftbridge CFO is Proudly Indiana Based
12175 Visionary Way
Fishers, IN 46038

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