Budgeting Cash Management Numbers Profit and Loss 
CFO Simplified
FEBRUARY 17, 2022
Nobody likes creating a budget. But budgeting is vital because it’s the company’s plan for the coming year. If the proper analysis is done, then the budget becomes a tool to guide the company forward. Budgeting is a process that may result in multiple iterations before the resulting numbers are acceptable.
CFO Simplified
MARCH 11, 2024
As we’ve worked increasingly with law firms over the past few years, there are a number of commonalities that we’ve found with many of the firms that we’ve met and have worked with. But what’s missing is the “home care” that’s needed to make sure that their firm is running efficiently and profitably. Impressive – really.
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CFO News Room
NOVEMBER 28, 2022
Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Cash Flow Management.
CFO News Room
NOVEMBER 5, 2022
We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). He has an MA from Johns Hopkins University and a BA from the University of Virginia. Combined with the 8.7%
CFO News Room
NOVEMBER 19, 2022
We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area.
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