CFO News Room

NOVEMBER 30, 2022

And the consequences for incorrect tax advice can include legal and financial penalties if a client were to be harmed by the wrong advice – which is often not covered by the firm’s E&O insurance –creating an expensive liability when tax advice goes wrong. Affects how much can be saved to pre- and after-tax accounts !

Tax Planning 130

Tax Planning Compliance Planning Communication 130

VCFO

NOVEMBER 1, 2023

Alternatively, if expenses are running over budget, are there line items that can be cut or deferred to pull overall expenses back in line with budget? Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail.

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO Share

JULY 13, 2023

At our fractional CFO firm , we believe there are three primary financial issues that small businesses face: Planning growth through uncertainty. Growth planning should include your executive team and a CPA for tax planning purposes. Develop a cash flow management plan to improve the runway.

CFO 40

CFO Forecasting Tax Planning Advertising 40

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

NOVEMBER 22, 2022

” It’s constant communication through the year. And then we got the transition done, and then were able to get right back into financial planning mode where we’re doing the systematic reviews and getting everyone on board and used to the new systems. Not just, “Here’s an insurance and investment mix.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 30, 2022

For instance, a 2022 Vanguard study found that consumers have different preferences for the planning services they want to be completed by a human and those to be done by a digital solution. The firms’ self-categorization was also reflected in the value they receive from using different types of advisor technology.

Auditing 130

Auditing Planning Investments Securities 130

Future CFO

SEPTEMBER 14, 2020

Process delays and slow communications, coupled with restrictive lockdowns, led to slower payments, increased financial risks and stretched service centers. The truth of the matter is that COVID-19 is exposing gaps in current financial planning across the region. Taufan Gunarso. “It

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Foreign Exchange 52