The Finance Weekly

JANUARY 22, 2024

Supervise and offer suggestions for the financial department. Assist with risk management, audits, and research. Identify investment and financial planning opportunities. Attend board meetings and provide detailed financial reports and recommendations to company leadership.

CFO 52

CFO Education Communication Leadership 52

CFO News Room

NOVEMBER 2, 2022

Chris Stanley is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy whose sole purpose is to help entrepreneurial investment advisers and financial planners succeed. Compliance policies and procedures manual. Financial-records-disclosure authorization form. Author: Chris Stanley.

Compliance 130

Compliance GAAP Investments Advertising 130

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have. What is financial reporting software?

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) CFO Accounting Standards 52

The Charity CFO

JANUARY 19, 2023

The goal is to create an accurate and comprehensive record of all transactions that can be used for both internal and external reporting, including audits and tax returns. Implement Internal Controls To ensure compliance with accounting standards, you must have proper internal controls in place.

Accounting Standards 52

Accounting Standards Nonprofit Accounting GAAP 52

CFO Simplified

JANUARY 5, 2024

Failure to promptly reconcile and monitor trust accounts may result in non-compliance with legal and ethical standards. Because of the compliance implications, reconciliation and oversight of these accounts is even more important than comparable oversight of the firm’s bank accounts. It belongs to your clients.

Auditing 52

Auditing Reconciliations Compliance Securities 52

Spreadym

JULY 10, 2023

The financial close process, also known as the accounting close process or month-end close, is a series of steps undertaken by an organization to finalize its financial records for a specific accounting period. The financial close process is crucial for ensuring accurate and reliable financial reporting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

The Charity CFO

APRIL 25, 2024

Categorizing transactions, reporting income, and meeting compliance requirements can be overwhelming. In this case study, we’ll explore real stories of nonprofits who have transformed their organizations by using technology to streamline their financial infrastructure. What is the actual goal in a nonprofit accounting setup?

Nonprofit 52

Nonprofit Accounting CFO Auditing 52

The Finance Weekly

APRIL 13, 2024

This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting. Drill-down and audit control allow each finance team to understand and control every aspect of their budget and forecast.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 52

The Charity CFO

MARCH 2, 2022

You used to audit nonprofit organizations back in the day, similar to me, but while I was the CFO of a nonprofit, you were my auditor. Um, so that we can ensure we get through audits and then just kind of balancing all of those things together. I don’t know if my financial reports are inaccurate. Why are they off?

Nonprofit 98

Nonprofit Auditing Reconciliations Accounting 98

Planful

AUGUST 1, 2017

You’re preparing for an IPO or external audit, which requires having rock-solid financial statements. So what does the financial consolidation and close process entail? The financial close and reporting process crosses multiple systems, departments, and locations. Intercompany reconciliations.

GAAP 40

GAAP Value-Added Analysis IFRS Auditing 40