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Small Business CFO's: Do You Need One?

Boston Startup CFO

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.

CFO 52
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The 4 Keys to Building a 100% Remote Bookkeeping Practice

The CFO College

You want to talk about the value or benefits you can offer them, explaining how you can ease their pain points, such as how you can save them money in the long run by helping them with tax planning or minimizing their tax burden. You’d also leverage internal controls, risk mitigation, and corporate governance tools.

CFO 52
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Strategic Finance Focus at Year-End

VCFO

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 89
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Weekend Reading For Financial Planners (Dec 31-Jan 1) 2023

CFO News Room

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
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

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. And we make sure we have a plan for those things, and those are always updated. So, for example, we have CPA info and tax notes.

Planning 130
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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

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