CFO Plans

JUNE 14, 2024

In today’s AI-powered business environment, accounting is no longer just about crunching numbers. Let’s explore five key accounting services that can transform your business operations and help you stay ahead of the competition.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

E78 Partners

MARCH 3, 2025

Implement budgeting and forecasting processes that withstand market scrutiny. Strengthen Finance and Accounting Teams : Ensure teams have public company expertise to meet SEC and investor expectations. Develop Comprehensive Tax Strategies: Optimize tax planning, transfer pricing, and international tax considerations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFO Plans

SEPTEMBER 24, 2024

Comprehensive accounting solutions are the lifeboat, offering the essential tools and expertise to streamline financial operations. This post delves into how end-to-end accounting solutions can significantly enhance efficiency and drive growth for small businesses. This flexibility ensures that businesses only pay for what they need.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance 52

Compliance Accounting CFO Manufacturing 52

CFO Plans

AUGUST 23, 2024

For many companies, particularly small to mid-sized enterprises, hiring a full-time Chief Financial Officer (CFO) isn’t always feasible due to budget constraints. This model allows businesses to access high-quality financial advisory and management services tailored to their specific needs and budget.

CFO 52

CFO Tax Planning Leverage Budgeting 52

Planful

SEPTEMBER 22, 2016

What are some of the biggest problems with the annual budget, and how can teams improve budget planning? Budgets Are Simple and Yet So Complex. Budgets can be strange. After all, a budget is simply a financial plan for a set duration of the company, including the projected income and expenses of the business.

Budgeting 40

Budgeting Financial Planning and Analysis (FP&A) Strategic Planning Forecasting 40

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

CFO Plans

JUNE 27, 2024

One effective strategy businesses are adopting is outsourcing their accounting services. Discover how customized accounting can transform your business. In this article, we will explore how outsourced accounting services empower business growth through customized solutions. Get expert tax planning and maximize your savings.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 52

CFO Plans

SEPTEMBER 24, 2024

Unlocking the Power of Virtual Accounting Services for Small Businesses Virtual accounting services for small businesses provide access to high-quality financial expertise without the hefty price tag. Learn more about the benefits of virtual accounting. Explore cloud-based accounting solutions.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Plans

JUNE 13, 2024

They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis. Fractional CFO services offer a budget-friendly alternative, allowing companies to pay only for the expertise they need.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

JUNE 7, 2024

They excel in areas like financial planning, budgeting, cash flow management, and strategic financial analysis. Fractional CFO services offer a budget-friendly alternative, allowing companies to pay only for the expertise they need. This tech-driven approach keeps businesses agile and responsive in a rapidly changing market.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

SEPTEMBER 24, 2024

Managing taxes efficiently is one of the most daunting tasks, often leading to stress and potential financial pitfalls. Operational accounting services offer crucial support, ensuring financial health and compliance. These tools offer comprehensive accounting solutions, allowing businesses to focus on growth rather than bookkeeping.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

VCFO

NOVEMBER 1, 2023

Alternatively, if expenses are running over budget, are there line items that can be cut or deferred to pull overall expenses back in line with budget? Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail.

Finance 88

Finance Strategic Planning Auditing CFO 88

CFO Plans

SEPTEMBER 24, 2024

Yet, many budding entrepreneurs face the challenge of budget constraints, making it difficult to hire a full-time CFO. Cloud-Based Accounting Solutions for Startups Virtual CFOs leverage advanced cloud-based accounting solutions to streamline financial operations. Learn more about cloud-based accounting solutions today.

Startups 52

Startups CFO Financial Analysis Risk Management 52

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.

CFO 52

CFO Tax Planning GAAP Accounting 52

Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. This may involve contributing to retirement accounts (e.g.,

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

DECEMBER 30, 2022

How advisors are increasingly purchasing individual bonds rather than bond funds in client accounts. will affect surviving spouses who inherit retirement accounts from a deceased spouse. In addition to previously available options for the inherited account (e.g., Another measure in SECURE 2.0

Planning 130

Planning Auditing Investments Securities 130

CFO Plans

SEPTEMBER 24, 2024

Cutting-Edge Online Accounting Services for SMEs In today’s digital age, online accounting services for SMEs are indispensable. An outsourced CFO leverages these tools to streamline your financial processes, making your accounting more efficient and accurate. Learn more about our transformative financial advisory services.

CFO 52

CFO Startups Compliance Accounting 52

CFO Plans

SEPTEMBER 6, 2024

This is particularly beneficial for startups and small businesses with limited budgets. Get expert financial planning with CFO Plans. Fractional CFOs usually have a network of professionals providing outsourced tax preparation services, business tax planning services, and accounting and finance consulting.

CFO 52

CFO Startups Tax Planning Planning 52

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.

CFO 52

CFO Budgeting Forecasting Tax Planning 52

CFO Share

MARCH 9, 2021

Although nobody knows exactly how regulators may change the tax landscape, we know enough at CFOshare to advise our clients on some major things to be aware of when planning business taxes in 2021. Sales tax risk is on the rise for small businesses. Take advantage of the Employee Retention Tax Credit .

Profit and Loss 52

Profit and Loss Compliance Accounting Tax Planning 52

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. Many bookkeepers and accountants tend to be a little introverted, making it a challenge to “sell yourself” and get people to take notice. You are in charge.

CFO 52

CFO Accounting Benchmarking Tax Planning 52

CFO Plans

OCTOBER 21, 2024

Regularly Reviewing Financial Plans The financial landscape is ever-changing, making regular reviews of your financial plans crucial. An e-commerce company revisited their budget planning for startups quarterly, allowing them to adjust to seasonal trends and stay competitive.

CFO 52

CFO Profit and Loss Startups Prioritization 52

CFO Share

JULY 13, 2023

Growth planning should include your executive team and a CPA for tax planning purposes. Accountants are conservative and tend to keep expense controls too long, constraining financial growth and hurting profitability. Determine KPIs and financial reporting to measure progress. If not, your feedback loop is too slow.

CFO 40

CFO Forecasting Tax Planning Sales 40

CFO News Room

NOVEMBER 22, 2022

At the time, due to internal protocols as well, we were required to meet with everyone if they had an advisor account, whether someone had $50,000 or $5 million. These are young doctors that…” One of the tactics that worked against us was, “Oh, Matt, he’s so busy, he only works with big accounts now.

Planning 130

Planning Profit and Loss Communication Education 130

CFO Plans

SEPTEMBER 24, 2024

Leverage Technology: Utilize Remote Accounting Solutions and Virtual Financial Controller Services to streamline the forecasting process. Analyze Market Trends: Stay updated on market conditions and industry trends. This information is critical for making accurate predictions and adjusting your business strategy accordingly.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

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.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52

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 !

Tax Planning 130

Tax Planning Compliance Planning Communication 130

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 28, 2022

When consumers think about cash flow management, the word ‘budget’ might come to mind. Along with designing a client’s asset allocation , optimizing asset location is another way advisors can add value as putting different investments in taxable versus tax-deferred accounts can have a significant impact on after-tax returns.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

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. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.

Mergers and Acquisitions (M&A) 130

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

Nerd's Eye View

MARCH 10, 2023

While the budget almost certainly will face stiff resistance in a divided Congress, proposals that could affect financial advisors and their clients include increasing the top income and capital gains tax rates, raising the Net Investment Income Tax rate and applying it to pass-through income, and increasing the amount of the child tax credit.

Tax Planning 98

Tax Planning Budgeting Practice Management Planning 98

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

AUGUST 15, 2023

It’s part of their own tax planning. And what’s their budget like a fraction of it, right? In 1998, you asked famed value investor Michael Price what he learned from investing in Sunbeam Corporation, which was run by Chainsaw Al Dunlap and was just rife with accounting fraud. I like Buffett’s idea.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

DECEMBER 28, 2022

includes a significant number of Roth-related changes (both involving Roth IRAs as well as Roth accounts in employer retirement plans), though notably, the legislation does not include any provisions that restrict or eliminate existing Roth strategies (e.g., In addition, SECURE 2.0 backdoor Roth conversions).

Planning 130

Planning Securities Accounting Tax Planning 130

Nerd's Eye View

APRIL 30, 2025

Which has made it difficult for advisors and their clients to plan for the future with less than a year remaining before the scheduled sunset. Recently, however, the House and Senate agreed to adopt a budget resolution that represents a crucial first step in the process of passing a 'reconciliation' bill. Read More.

Budgeting 63

Budgeting Reconciliations Tax Planning Planning 63

CFO Dive

JUNE 23, 2025

That environment can easily lead to paralysis, with business leaders waiting for more information before undertaking planning actions. However, proactive planning can be a crucial tool that helps businesses to find stability within a challenging environment. expiration dates), and likely congressional action into account.

Tax Planning 257

Tax Planning Planning CFO SAP 257