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Insights

Perspective from the Outlook team.

Articles and analysis from the Outlook team.

Practitioner perspectives on strategic finance, FP&A, tax, and the operating disciplines that separate growing companies from ones that stall. Written for executives, finance leaders, and boards.

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15 articles · Most recent first
Featured

Board Reporting

  • Strategic Finance
  • Featured.FP&A

What Boards Actually Want to See vs. What Finance Teams Produce

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.
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  • 2 min read
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  • Firm News
  • Recognition

Outlook Named #1 Best Firm to Work For in the Boutique Firm Category

Outlook Accounting & Taxes has been recognized as a 2025 Best Firm to Work For by Consulting Magazine — ranked #1 in the Boutique Firm category. The.
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  • 2 min read
  • Market Commentary
  • M&A

Global M&A Rise 10% to $1.9 Trillion in 2025: BCG Report

Global mergers and acquisitions activity is showing signs of recovery after a slow start to the year, with deal value rising 10% to $1.9 trillion through the.
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  • 2 min read
  • Tax
  • Regulatory

Tax Law Saw Major Changes in 2025. What Should You Know?

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.
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  • 2 min read
  • Strategic Finance
  • FP&A

The Strategic Role of FP&A in Middle-Market Companies

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.
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  • 2 min read
  • Strategic Finance
  • Featured.FP&A

What Boards Actually Want to See vs. What Finance Teams Produce

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.
  • .
  • 2 min read
  • Strategic Finance
  • FP&A

Why Most Forecasts Fail After Series B

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.
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  • 2 min read
  • Strategic Finance
  • FP&A

Three FP&A Mistakes I See in $50–$200M Companies

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 in.
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  • 2 min read
  • Strategic Finance
  • Cash Flow

Why FP&A Is Essential for Cash Flow and Liquidity Management

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..
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  • 2 min read
  • Strategic Finance
  • FP&A

Using FP&A to Align Staffing, Capacity, and Growth

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.
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  • 2 min read
  • Uncategorized
  • FP&A

The Strategic Role of FP&A in Middle‑Market Companies

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.
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  • 2 min read
  • Strategic Finance
  • FP&A

How FP&A Improves Decision Speed for Leadership Teams

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.
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  • 2 min read
  • Strategic Finance
  • Compensation

How FP&A Creates Clarity Around Executive Compensation & Sustainability

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.
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  • 2 min read
  • Strategic Finance
  • Pricing

How FP&A Brings Discipline to Pricing & Profitability

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.
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  • 2 min read
  • Strategic Finance
  • FP&A

FP&A as Institutional Memory Inside Operating Companies

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.
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  • 2 min read
  • Uncategorized

Outlook Tax & Advisory: A New Name, A Broader Vision

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..
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  • 2 min read
  • Nonprofit
  • FP&A

The Crucial Role of FP&A in Nonprofits

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.
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  • 2 min read
  • Strategic Finance
  • FP&A Trends

Transforming FP&A Trends into Real Impact: Strategies for 2025

In today's volatile environment, 63% of organizations say they cannot forecast beyond a six-month horizon. A recent FP&A Trends webinar brought together industry leaders to unveil the.
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  • Uncategorized

IRS Income Tax Refund Schedule for 2026 – Tax Refund Calendar

This 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..
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  • 2 min read
  • Uncategorized

Global Mergers And Acquisitions Rise 10% To USD 1.9 Trillion In 2025: BCG Report

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.
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  • 2 min read
  • Uncategorized

Goran Gmitrovic, EA – 2024 “40 Under 40” Honoree

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,.
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  • 2 min read
WHERE WE ENGAGE

The Outlook Monthly.

A monthly publication featuring a feature analysis, a transaction activity summary, and a tax or regulatory update relevant to middle-market executives.