The Charity CFO

JANUARY 17, 2022

If you’re like most nonprofit leaders, you’re not researching nonprofit accounting basics to satisfy your curiosity. with this overview of nonprofit accounting basics. . What is nonprofit accounting? Investopedia defines accounting as “the process of recording financial transactions pertaining to a business.” .

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

Future CFO

SEPTEMBER 9, 2020

He noted that because cost is a hurdle, it then becomes difficult to get the budget. The math is obvious. One delegate note that for the moment, the automation afford by the ERP system is sufficient. Jargons are not helping, said Steven Ho , finance director at TVS Asianics. Scaling – the RPA problem no one talks about.

CFO 52

CFO Finance Math Budgeting 52

The CFO College

JUNE 3, 2021

Increase Your Value and Boost Your Services with Two CFO-Level Accounting Tools. Yes, automations can crunch numbers, but there is so much more to providing accounting services than calculations. When you bill two clients at $4,200 per month, just do the math. Done right, this will add big value to your clients!

Accounting 52

Accounting CFO Auditing General Ledger 52

The Charity CFO

FEBRUARY 17, 2022

Doing some simple math (25% x 12 months = 3 months), we can safely say that you should start with a goal of at least 3 months of expenses as your operating reserve. How well does your organization budget? And do you hit that budget consistently? And it helps you and your team be accountable for reaching your goals.

Nonprofit 98

Nonprofit Budgeting CFO Math 98

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Then, to get what’s in circulation off the street, he suggests that governments give consumers incentives to turn in those bills – so bring in a $100 bill and get more than its face value deposited to your bank account.

Currencies 41

Currencies Banking Accounting Budgeting 41

CFO News Room

DECEMBER 23, 2022

When we had this conversation, I initially joked that we would need to set up “braces savings accounts” for them instead of 529 college savings plans. When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! But it also depends on your budget and what you are trying to accomplish.

Healthcare 130

Healthcare Planning Finance Accounting 130

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Leadership Investments Entertainment 52

CFO News Room

DECEMBER 24, 2022

Crypto Savings Accounts. residents 18+ and subject to account approval. Crypto Savings Accounts. It’s now possible to earn high interest on your crypto holdings, at rates much higher than what the banks are paying on CDs and savings accounts. If it does, be sure to take advantage of budgeting tools. Trade Options.

Investments 130

Investments Communication Marketing Advertising 130

CFO News Room

DECEMBER 6, 2022

I’m just thinking practical, do I need every single line item of their budget, or do I just need to be able to get to a quick slice that says, “Your outflows are more than your inflows, we probably need to have a conversation about that?” So budgeting and net worth, absolutely. ” Natalie: Yes, exactly.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

MAY 30, 2023

So I knew what Bank of America was because my mother, it was a big deal to go to the bank and open a passport account, or to go there with my mother every couple weeks, and have, or my dad to make an appointment with a local, the local branch banker might have been the mayor, I mean, he was a very important guy back in those days.

Economics 57

Economics Education Profit and Loss Banking 57

Barry Ritholtz

JUNE 6, 2023

He’s not like that at all, which probably accounts for a lot of his success. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

NOVEMBER 18, 2022

Take, for example, how the Fed views statistics, such as employment numbers, when it’s thinking about inflation or raising rates so quickly, which is really constraining to people on an actual budget facing other inflationary pressures, and, by the way, not actually doing anything about inflation. That’s just the math. In what sense?

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 1, 2022

” Everyone starts doing the math of what their typical clients pay multiply by 300 clients was like, “This is mind-blowing profitability, effectiveness of the firm. And there’s a lot of people that are doing cool stuff in how do we automate more in account opening, onboarding, trading, rebalancing, reporting, right?

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. It’s not uncommon for us to see million-dollar accounts these days. ” But I know just the math of that is hard. John: Yeah. John: That’s right, yeah.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And a little bit of accountability, making sure that people are doing their implementation because they’re the ones responsible for it. Mindy: Yeah.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

AUGUST 15, 2023

And what’s their budget like a fraction of it, right? RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. RITHOLTZ: Right. It just overwhelmed them. I’m sure. That’s great. How would you have done?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

DECEMBER 20, 2022

And so, over time, I just learned these different types of accounts and plans. ” And so, a lot of it would be age-based, and so I would essentially say I can do a topic for people who are early-career, and I can talk about budgeting and debt reduction.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

MARCH 21, 2023

Everything was the same except, Chicago had in its budget to give me money for airfare to go visit. So I definitely think you want to account for that in places like price-to-book in earnings. My mom was a math teacher so — RITHOLTZ: Okay. Chicago versus Stanford, I got into both. RITHOLTZ: Yeah. PhDs are very lucky.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

NOVEMBER 21, 2023

00:11:16 When Paul met me, I was modeling companies like Priceline in my spare time and investing out of my, you know, probably Fidelity account at the time. But the problem with it is, 70% of the people in this country will never have a savings or investment account. That’s less than one 100th of 1% of the annual budget.

Investments 98

Investments Marketing Startups Accounting 98

Barry Ritholtz

MAY 2, 2023

RITHOLTZ: So wait, you’re, I’m trying to do the math, if you were 24 in ‘08, so you got this watch in 2000, 99? And, to the detriment of my banking account, but to the betterment of my wrist and garage. I’m giving you a budget. He gave me his Omega Speedmaster, which is a really nice watch. CLYMER: Me too.

Retail 65

Retail Advertising Numbers Economics 65

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

Marketing 108

Marketing Treasury Banking Profit and Loss 108