CFO Plans

SEPTEMBER 24, 2024

Get Expert Tax Consulting Today Embrace Digital Accounting Solutions Digital accounting solutions have revolutionized the way small businesses manage their finances. By leveraging advanced software, businesses can streamline their accounting processes, reduce errors, and save valuable time.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Plans

JUNE 13, 2024

One game-changing strategy that’s become increasingly popular is leveraging Fractional CFO services. Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line.

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. Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

SEPTEMBER 24, 2024

By leveraging virtual CFO services, small businesses can streamline their financial operations and focus on growth. Consider a tech startup that outsources its financial management, allowing the founders to focus on product development and market expansion. Discover strategic financial planning solutions.

CFO 52

CFO Startups Tax Planning Accounting 52

Nerd's Eye View

JUNE 7, 2024

Nonetheless, respondents (particularly those in younger generations) do not see this as an either-or choice, but rather anticipate benefitting from working with human advisors who leverage AI tools for certain tasks (e.g., detecting fraud or analyzing data) to provide a better client experience!

Concentration 69

Concentration Analyzing Data Tax Planning Leverage 69

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Math 89

Math Tax Planning Treasury Leverage 89

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 52

Forecasting Planning Strategic Planning Leverage 52

CFO Plans

NOVEMBER 4, 2024

By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. These firms offer a range of services, from tax planning and preparation services to small business accounting support. This is especially true in the real estate industry, where managing finances can be complex and time-consuming.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Plans

OCTOBER 29, 2024

Negotiating favorable payment terms and leveraging early payment discounts are strategies that optimize cash reserves. This approach aligns with small business cash strategies , ensuring companies have the flexibility to adapt to market changes and capitalize on growth prospects.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 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 Plans

MAY 30, 2024

A small e-commerce business benefited from virtual CFO services by gaining real-time financial insights, which allowed them to make quick, informed decisions and pivot their strategy during market fluctuations. Virtual CFOs provide real-time financial insights, helping businesses make informed decisions quickly.

Compliance 52

Compliance Accounting CFO Manufacturing 52

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 Plans

SEPTEMBER 24, 2024

An outsourced CFO leverages these tools to streamline your financial processes, making your accounting more efficient and accurate. With affordable financial advisory, streamlined accounting operations support, and precise financial reporting, these services provide the support you need to thrive in a competitive market.

CFO 52

CFO Startups Compliance Accounting 52

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) Sales & Marketing. This year has been challenging for many financial advisors as they help their clients (and their own firms!) and inflation levels not seen in several decades. Regulatory.

Planning 130

Planning Benchmarking Profit and Loss Communication 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

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

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Planning 130

Planning Education Investments Benchmarking 130

Global Finance

OCTOBER 31, 2024

Star of Hong Kong : CMB Wing Lung Bank As Hong Kong’s market integration with mainland China accelerates, financial institutions are clearing a channel. Appropriately, this year’s Stars of China competition honors a leader in market integration, CMB Wing Lung Bank, with the first-ever Star of Hong Kong award.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Risk Management Construction 52

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Did things change significantly since we updated the plan? Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Marketing Accounting 130

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

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 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 15, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And especially with the market pullback now, most of those are paying out at 6% or 7%, and have been for the last seven, eight, nine years. Check out our FAS resource page ! Stacey: Thank you.

Planning 130

Planning Accounting Compliance Math 130

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 130

Education Planning Numbers Securities 130

Barry Ritholtz

OCTOBER 19, 2022

RITHOLTZ: You’re in the middle of a 18-year or so giant 1,000% bull market. You know, when you really hammer home to what you can control as an investor costs, it finally started to catch on with people like, “Hey, I can get low cost through indexing and get the market return,” which by the way, over time, is pretty darn good returns.

Investments 112

Investments Profit and Loss Education Advertising 112

CFO News Room

NOVEMBER 26, 2022

In the end, the continued changes to the Federal student loan program give advisors the opportunity to add significant value to clients with student loans, not only by staying abreast of the latest changes, but also by helping them formulate a plan for when payments resume and if/when the relief package is implemented ! Meb Faber Research).

Mergers and Acquisitions (M&A) 130

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

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 130

Planning Leadership Accounting Healthcare 130

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 109

Marketing Banking Treasury Profit and Loss 109