Remove Accounting Firms Remove Auditing Remove Leverage Remove Numbers
article thumbnail

What to expect from accounting firms specializing in nonprofits

The Charity CFO

Is there an advantage to working with accounting firms specializing in nonprofits? However, running a nonprofit comes with unique challenges that require specialized expertise, particularly in financial management and accounting. Accounting firms specializing in nonprofits can help you comply with these regulations.

article thumbnail

216: Farhaan Moolla: Innovative Leadership: The Journey of a modern and dynamic CFO

CFO Talks

The conversation delves into the evolving landscape of the telecom industry, the impact of technology on business models, and the necessity for CFOs to embrace change and innovation, particularly in leveraging AI for forecasting and strategic planning. Farhaan: We speak of CFOs as traditional accountants.

CFO 52
article thumbnail

Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. And it’s based on what your assets under management are, your number of accounts. And we also converted a fair number of non-managed accounts to manage when we made this transition.

Planning 130