Boston Startup CFO

OCTOBER 13, 2015

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. We had been using my Excel forecasts for years, which were outdated and did not capture and reflect all aspects of the business. Attributes of a Great CFO.

CFO 52

CFO Tax Planning GAAP Budgeting 52

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 Accounting Tax Planning 52

CFO News Room

NOVEMBER 15, 2022

I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. So I figured, I had to hold on to the CFO role, because I also am a CPA. Why Stacey Decided To Drop Her Broker-Dealer License [05:41]. Stacey: It’s an interesting story.

Planning 130

Planning Accounting Compliance Math 130