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. audited or reviewed financial statements).

Finance 91

Finance Strategic Planning Auditing CFO 91

Boston Startup CFO

OCTOBER 13, 2015

Company founders and CEOs are rarely equipped to handle financing strategies, budgets and dealing with investors. The accounting manager recommended that we audit our books, which seemed like a good idea, especially since we had been having conversations about getting acquired. Attributes of a Great CFO. Do You Need a CFO?

CFO 52

CFO Tax Planning GAAP Budgeting 52

CFO News Room

DECEMBER 30, 2022

Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. First, a firm owner can consider how they want to conduct the audit, which can be performed themselves (though this can take time away from other responsibilities!), Bob Veres | Advisor Perspectives).

Auditing 130

Auditing Planning Investments Securities 130

The CFO College

APRIL 8, 2021

At CFO Bookkeeper, we use “VIP” to refer to “Valuable Expert, Instructor, Participant.” Valuable Expert : Becoming a valuable expert can mean expanding your accounting and tax knowledge in your niche, or adding CFO-level services, tools, and skills to serve clients in any industry.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

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 Healthcare Accounting 130

CFO News Room

NOVEMBER 22, 2022

And so, a lot of our processes now are more of a CFO’s perspective, where we’re reporting to clients when they want to be reported to. But then during what are we actually doing for clients, and we’re going… I view things as retirement planning, education planning, general tax, budget cash flow.

Planning 130

Planning Communication Profit and Loss Education 130