Auditing Budgeting Numbers Tax Planning 
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. It’s a growing pain that many small businesses have.
The CFO College
APRIL 8, 2021
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. When you can properly help lower your client’s taxes, you provide them with increased cash flow to grow their business or invest more in training and employee benefits.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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).
CFO News Room
NOVEMBER 22, 2022
” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. All of the tax planning, and all of the behind-the-scenes work.
CFO News Room
NOVEMBER 19, 2022
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. A new research study suggests that delaying taxes in retirement is often not the optimal course of action. Paying taxes is never a fun thing for clients.
Expert insights. Personalized for you.
52 
Let's personalize your content