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 We had been using my Excel forecasts for years, which were outdated and did not capture and reflect all aspects of the business.

CFO 52

CFO Tax Planning GAAP Budgeting 52

The CFO College

APRIL 8, 2021

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

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. Why Stacey Decided To Drop Her Broker-Dealer License [05:41]. Stacey: It’s an interesting story. It was all like, where’s this prospectus? Or, where’s this?

Planning 130

Planning Accounting Compliance Math 130