CFO Plans

JUNE 13, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

JUNE 7, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

MAY 30, 2024

Consider the case of a growing tech startup that utilized fractional CFO services to develop a robust financial plan, which helped secure additional funding and scale operations efficiently. These experts assist with budgeting, forecasting, and financial planning, ensuring your business remains financially sound and poised for growth.

Compliance 52

Compliance Accounting CFO Manufacturing 52

The CFO College

APRIL 8, 2021

Implement an Easy-to-Use, Effective Marketing System. You want to talk about the value or benefits you can offer them, explaining how you can ease their pain points, such as how you can save them money in the long run by helping them with tax planning or minimizing their tax burden.

CFO 52

CFO Benchmarking Accounting Tax Planning 52

CFO News Room

NOVEMBER 28, 2022

Because the advisor’s target client will probably only have certain planning needs (and may not require others), advisors can offer the value-adds from the hundreds of options available that best serve this target client. Adam is an Associate Financial Planning Nerd at Kitces.com. Author: Adam Van Deusen. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 23, 2022

From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. and its implications for financial advisors!

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 30, 2022

And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients!

Planning 130

Planning Auditing Investments Securities 130