Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis

CFO Plans

AUGUST 23, 2024

For many companies, particularly small to mid-sized enterprises, hiring a full-time Chief Financial Officer (CFO) isn’t always feasible due to budget constraints. This model allows businesses to access high-quality financial advisory and management services tailored to their specific needs and budget.

CFO

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. This metric helps assess the effectiveness of marketing and sales efforts.

Planning

CFO Plans

JUNE 27, 2024

Expert Tax Planning and Preparation for Savings Navigating the complexities of tax regulations can be daunting for any business. Certified public accountants (CPAs) within outsourced accounting firms offer expert tax planning and preparation services. Get expert tax planning and maximize your savings.

Financial Reporting

CFO Plans

JUNE 13, 2024

They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis. Fractional CFO services offer a budget-friendly alternative, allowing companies to pay only for the expertise they need. This tech-driven approach keeps businesses agile and responsive in a rapidly changing market.

CFO

CFO Plans

JUNE 7, 2024

They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis. Fractional CFO services offer a budget-friendly alternative, allowing companies to pay only for the expertise they need. This tech-driven approach keeps businesses agile and responsive in a rapidly changing market.

CFO

CFO Plans

SEPTEMBER 24, 2024

Consider a tech startup that outsources its financial management, allowing the founders to focus on product development and market expansion. Strategic Financial Planning for SME Success Strategic financial planning is crucial for the success of small and medium-sized enterprises (SMEs).

CFO

VCFO

NOVEMBER 1, 2023

Alternatively, if expenses are running over budget, are there line items that can be cut or deferred to pull overall expenses back in line with budget? Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail.

Finance

Boston Startup CFO

OCTOBER 13, 2015

Company founders and CEOs are rarely equipped to handle financing strategies, budgets and dealing with investors. When I started my online marketing company VerticalResponse, I made the colossal mistake of not hiring experienced people because I was so concerned about saving money.

CFO

CFO Plans

SEPTEMBER 24, 2024

Consultants can provide tailored strategies to address specific risks, from market fluctuations to regulatory changes. Focus on Business Performance Optimization Optimizing business performance is at the heart of effective tax consulting. This includes tax planning techniques that align with the business’s growth objectives.

Tax Planning

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! by a staff member, or by an outside consultant.

Planning

Michigan CFO

NOVEMBER 1, 2021

But come funding time, many SaaS companies find in organizing their finances that their budgeting system is a mess. A SaaS CFO will analyze your marketing and work with your sales team to expand subscription services for existing customers as well as find new ones. Budget Forecasting With SaaS CFO Metrics.

CFO

CFO Plans

OCTOBER 21, 2024

This priority helped them free up cash flow, which they invested in marketing campaigns to drive growth. This diversification not only increased their income but also provided a buffer against market fluctuations, enhancing their financial stability.

CFO

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

CFO Plans

SEPTEMBER 24, 2024

An outsourced CFO offers expert advice on fundraising, budgeting, and financial planning, ensuring that your startup is on a path to sustainable growth. The post Why Outsourced CFO Services Are Essential for Your Small Business appeared first on CFO PLANS | Blog. Visit cfoplans.com to get started.

CFO

CFO Share

JULY 13, 2023

Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. How effective will the new marketing channels be? Growth planning should include your executive team and a CPA for tax planning purposes. Recruit discounted talent (if the labor market is weak.)

CFO

CFO Plans

SEPTEMBER 24, 2024

By predicting future financial outcomes based on historical data, market trends, and economic indicators, small businesses can navigate uncertainty, plan for growth, and ensure long-term sustainability. It involves predicting future financial outcomes by analyzing past and present financial data, market trends, and economic conditions.

Forecasting

Future CFO

SEPTEMBER 14, 2020

The virus continues to ravage the global population, effect changes in consumer behavior, unearth workforce planning challenges, precipitate demand drops, and create supply chain shocks across the business world. The truth of the matter is that COVID-19 is exposing gaps in current financial planning across the region.

Financial Planning and Analysis (FP&A)

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

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Matthew: So, in general, let’s say, the Russia-Ukraine war is happening and the market drops 15%. What are we doing proactively, rebalancing, got to stay in the market?”

Planning

CFO News Room

NOVEMBER 30, 2022

And the consequences for incorrect tax advice can include legal and financial penalties if a client were to be harmed by the wrong advice – which is often not covered by the firm’s E&O insurance –creating an expensive liability when tax advice goes wrong. Affects how much can be saved to pre- and after-tax accounts !

Tax Planning

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about.

Education

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Investments

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

Nerd's Eye View

MARCH 10, 2023

While the budget almost certainly will face stiff resistance in a divided Congress, proposals that could affect financial advisors and their clients include increasing the top income and capital gains tax rates, raising the Net Investment Income Tax rate and applying it to pass-through income, and increasing the amount of the child tax credit.

Tax Planning

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)

CFO News Room

NOVEMBER 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning

CFO News Room

NOVEMBER 21, 2022

Government-imposed lockdowns in response to the Covid pandemic also distorted the market, disrupting supply chains. And the taxes the Biden administration has already imposed in its disingenuously named Inflation Reduction Act (IRA) will be economically harmful in the long run. economy, reducing long-run GDP by 1.62

Economics

CFO News Room

DECEMBER 28, 2022

Jeffrey is the Creator and Program Leader for Savvy IRA Planning® , as well as the Co-Creator and Co-Program Leader for Savvy Tax Planning® , both offered through Horsesmouth, LLC. Elimination Of RMDs For Plan Roth Accounts. eliminates RMDs for Roth accounts in qualified employer plans beginning in 2024.

Planning

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing