CFO Simplified

MARCH 11, 2024

But what’s missing is the “home care” that’s needed to make sure that their firm is running efficiently and profitably. Financial Management: Many lawyers lack formal training in financial management, which can lead to challenges in budgeting, cash flow management, and understanding profitability.

Profit and Loss 52

Profit and Loss CFO Risk Management Invoicing 52

CFO News Room

NOVEMBER 5, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Ultimately, the decision for advisors of whether to recommend I Bonds or TIPS to counteract the effects of inflation is dependent on a client’s broader asset allocation and cash management strategy.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 19, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. cash management programs ). He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Read more of Adam’s articles here.

Planning 130

Planning Leadership Healthcare Accounting 130