Controller or CFO? Which is Best for Your Growth Strategy?
In financial management, controllers and Chief Financial Officers (CFOs) play different roles in steering companies toward success. We sat down with David Prieto, senior financial consultant at Surfside Capital Advisors LLC, to delve into the differences between each role and the pros and cons an outsourcing solution brings. Q: What’s the difference between a controller […]
Top 10 Ways for Small Businesses to Navigate a Recession
By Juan Carlos Morales, Founder and CEO of Surfside Capital Advisors and Jose Soto, marketing associate/consultant A recession can hit small businesses hard, unlike large corporations with access to capital reserves and borrowing power. Preparing for an economic downturn and effectively managing your small business will keep you financially stable until business is booming […]
The Center for Women & Enterprise and Surfside Capital Advisors Partner to Enhance Spanish-Language Programs
The Center for Women & Enterprise’s Eastern Massachusetts Women’s Business Center (CWE Eastern MA) was chosen by the U.S. Small Business Administration (SBA) to be one of 14 organizations from across the country to receive a Resiliency and Recovery Demonstration Grant. This grant, monitored by the SBA’s Office of Women’s Business Ownership (OWBO), funds innovative […]
Strategic planning during the pandemic: Leading Digital Resilience (part 2)
Now more than ever digital transformation is a must for many businesses if they want to survive, and therefore leading digital resilience is paramount. CEOs and leaders of all sectors have a crucial role to play in developing both practical solutions and game-changing innovations while protecting employees and customers’ health and safety. According to Dr […]
Strategic planning during the Pandemic : leveraging digital transformation beyond the crisis (part .1)
Before the pandemic, the main reason for digital transformation as part of the strategic planning was competition, a new player creating disruption, the fear of falling behind or not capturing margin-improving efficiencies. Today, the world is on crisis management mode: millions of businesses are struggling to survive, some will be dissolved, and a minority will quickly pivot […]
Main Street Lending Program
The US Federal Reserve launched the Main Street Lending Program with the goal of making credit available to small and mid-sized businesses which were in good financial condition before the COVID-19 pandemic, but now need financing to help maintain their activities until they’ve recovered from the impacts of the pandemic.
Our commitment to our community
At Surfside Capital Advisors, we want to take a moment to express our deep grief for the tragedy that is currently embracing our country. We condemn racism, injustice, and inequality. To our brothers and sisters across the nation: we see the injustice, we feel the pain, and we join in the outrage against the systems […]
Reopening Massachusetts with Confidence
Prepare for reopening, these new Mandatory Safety Standards will apply universally to all workplaces that are open in Phase 1 On May 18, 2020 Governor Baker and Lt. Governor Polito outlined reopening mandatory safety standards for non-essential businesses, in the “Reopening Massachusetts” website. Manufacturing, construction and some health care activities are able to restart immediately, with […]
Main Street Lending Program will start soon. Are you ready to apply?
The Main Street Lending Program announced by the Federal Reserve on April 9 basically purchases up to loans that banks issue to small and mid-sized businesses. The start date of the program is yet to be announced (as of May 13), but businesses in need have to be ready to apply. The Fed has said it […]
Applying for Covid-19 EIDL Loans: 7 things Small Businesses need to know
As COVID-19 continues to wreak havoc on American businesses, the government is taking action to alleviate the burden on taxpayers. There are programs in place to assist businesses throughout the pandemic. One of these programs is an Economic Injury Disaster Loan Program (EIDL Loans), part of CARES Act. The EIDL is an existing program of […]
