CFO Plans

AUGUST 2, 2024

With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness. These platforms offer real-time access to financial data, robust security features, and the flexibility to work from anywhere.

Technology 52

Technology Accounting CFO Tax Planning 52

CFO Plans

SEPTEMBER 24, 2024

Get Customizable Accounting Packages Tax Optimization Strategies Maximize Savings Effective tax planning can significantly impact your bottom line. Tax Optimization Strategies help small businesses minimize their tax liabilities and maximize savings.

Startups 52

Startups Accounting CFO Tax Planning 52

CFO Plans

SEPTEMBER 24, 2024

By leveraging virtual CFO services, small businesses can streamline their financial operations and focus on growth. These services offer personalized guidance on a range of financial issues, from tax planning to investment strategies.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Plans

JUNE 14, 2024

It’s about leveraging financial insights to drive strategic decisions and elevate your business to new heights. Cloud-based accounting software offers a seamless, efficient, and secure way to manage your finances. By leveraging these services, you can make data-driven decisions that drive growth and profitability.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

CFO Talks

NOVEMBER 11, 2024

Employment Taxes Pay-As-You-Earn (PAYE) : Collected on employees’ income, PAYE is an employer’s responsibility to remit to SARS. Unemployment Insurance Fund (UIF) : This social security tax supports unemployed workers. Both employers and employees contribute, typically 1% of earnings each.

Compliance 52

Compliance CFO Tax Planning Leverage 52

CFO Plans

SEPTEMBER 6, 2024

This approach allows businesses to leverage top-tier financial strategy and planning without the overhead costs of a full-time executive. Discover how CFO Plans can help your business grow. Explore comprehensive financial support with CFO Plans. Keeping up with regulatory compliance can be daunting.

CFO 52

CFO Startups Tax Planning Planning 52

CFO Plans

OCTOBER 29, 2024

Negotiating favorable payment terms and leveraging early payment discounts are strategies that optimize cash reserves. Leveraging CFO Financial Insights for Strategic Growth CFO financial insights play a pivotal role in shaping business growth planning.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

CFO Plans

OCTOBER 15, 2024

Embracing business tax compliance solutions tailored to the specific needs of small enterprises can help avoid costly penalties and ensure seamless operations. Leveraging CFO Services to Navigate Startup Challenges For startups, the regulatory landscape can seem particularly daunting.

Compliance 52

Compliance CFO Startups Risk Management 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. Expert accounting consultants can also assist with tax planning and compliance, ensuring your real estate investments remain profitable.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO Plans

SEPTEMBER 24, 2024

Cloud-Based Accounting Solutions for Startups Virtual CFOs leverage advanced cloud-based accounting solutions to streamline financial operations. Get expert cash flow management advice to secure your startup’s future. Discover affordable virtual CFO services that can transform your startup’s financial management today.

Startups 52

Startups CFO Financial Analysis Budgeting 52

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. And notably, while no single change in SECURE 2.0

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” has brought a wide range of changes to the world of retirement planning. In fact, while no single change in SECURE 2.0 In fact, while no single change in SECURE 2.0

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 28, 2022

Tax Planning. In addition to managing investments, tax planning is another area where advisors can demonstrate their value in dollar terms. This often starts with reviewing the client’s tax return to ensure they received the credits and deductions for which they were eligible. Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). George Kinder, the founder of Life Planning, developed 3 questions that probe deeper into a client’s hopes, dreams, and fears, to help advisors develop complete and impactful financial plans.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

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.

Education 130

Education Planning Investments Benchmarking 130

Global Finance

OCTOBER 31, 2024

Further highlighting its ability to cultivate partnerships is a recent upgrade of Ping An’s family office business, which now provides wealth and health management, generational development, charitable planning, and legal and tax-planning services. CMB’s custody portfolio ranks first in the domestic market, at ¥22 trillion.

Mergers and Acquisitions (M&A) 52

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

CFO News Room

DECEMBER 20, 2022

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. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 15, 2022

And that’s what they get for the fact that they have to be part of the calls, they have to facilitate interaction with the insurance company or any transactions, because it’s a securities business, you don’t have a securities license now. Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13].

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.

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

Barry Ritholtz

OCTOBER 19, 2022

So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? RAMPULLA: Yes.

Investments 113

Investments Profit and Loss Education Advertising 113

CFO News Room

NOVEMBER 26, 2022

We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. The end of the year is often a busy time for financial advisors, as they help clients with year-end tax planning, taking the proper RMDs, and other time-sensitive tasks.

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

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division. We now had the securities business.

Marketing 111

Marketing Banking Treasury Profit and Loss 111