Accounting Budgeting Numbers Tax 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 !
Michigan CFO
NOVEMBER 1, 2021
But come funding time, many SaaS companies find in organizing their finances that their budgeting system is a mess. Budget Forecasting With SaaS CFO Metrics. Tax Planning With Your SaaS CFO. You might be wondering, “Okay, but can my SaaS CFO handle taxes?” This is when it’s time to turn to a SaaS CFO. Learn More.
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CFO Share
JULY 13, 2023
At our fractional CFO firm , we believe there are three primary financial issues that small businesses face: Planning growth through uncertainty. Turning numbers into insights. Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. Turn numbers into insights.
Boston Startup CFO
OCTOBER 13, 2015
Company founders and CEOs are rarely equipped to handle financing strategies, budgets and dealing with investors. I’m not an expert in anything related to accounting, so I reached out to one of my networks to get people I could have do these functions. It’s a growing pain that many small businesses have. Lessons Learned.
The CFO College
APRIL 8, 2021
For many bookkeepers and accountants, working remotely is a reality that has breathed energy back into the passion they feel for their work and their life. For us numbers people, one of the hardest things can be getting out in front of a CEO and talking yourself up enough to land a new client. You are in charge.
CFO News Room
DECEMBER 23, 2022
We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients throughout the year. Also related to Roth accounts, the legislation would align the rules for employer-retirement-plan-based Roth accounts (e.g.,
Future CFO
SEPTEMBER 14, 2020
Tam noted that FP&A professionals will then need to “revisit their financing and liquidity strategies, centralize decisions for cash release upon the applications of government stimulus, and implement tax planning strategies that can reduce cash expenditures and preserve budget.”. Empowering the new FP&A professional.
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