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

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. 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.

Planning 130

Planning Auditing Investments Securities 130

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. Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13]. Or, where’s this?

Planning 130

Planning Accounting Compliance Math 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. So, we have an internal centralized financial planning team, they are doing all the eMoney plans, all the portfolio manager. We want to save your time, not waste your time.

Planning 130

Planning Communication Profit and Loss Education 130

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