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

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).

Planning 130

Planning Auditing Investments Securities 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