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Leveraging AI in your monthly close process

CFO Dive

Savvy accounting leaders who “see the writing on the wall” are focused on bringing cutting-edge technologies into their teams’ daily tasks, including the monthly close, writes Horváth’s Tony Klimas.

Leverage 289
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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130
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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

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Innovation Beyond Technology: Q&A With J.P. Morgan Payments’ Lori Schwartz

Global Finance

Lori Schwartz, Global Head of Liquidity & Account Solutions and Digital & Design at J.P. Lori Schwartz : We are looking at ways to harness the power of such technology to simplify and make our internal processes more efficient. Schwartz : A big misunderstanding is that innovation is only about technology.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? This session will cover critical best practices and process improvements tailored specifically for accounting professionals. Learn actionable strategies to enhance efficiency, reduce errors, and leverage technology for smarter workflows.

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Harnessing Technology for Efficient Accounting

CFO Plans

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

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Grow Your Restaurant Chain With The Right Accounting Solution

https://trustedcfosolutions.com/feed/

Owning a restaurant chain or several restaurant franchises can be challenging when it comes to accounting and being able to consolidate all your reporting and records. There are a lot of accounting solutions on the market but only one that can provide you with all the information you need to make those critically important growth decisions.