CFO News Room

DECEMBER 23, 2022

When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! With proper care and compliance, though, Invisalign can give you a beautiful, straight smile. Keep in mind that many of the orthodontists we spoke to for this story stressed the need for compliance when it comes to Invisalign.

Healthcare 130

Healthcare Planning Finance Accounting 130

The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). And it’s preferred by many small nonprofits without experience in bookkeeping or the budget to hire a full-time accountant or outsourced accounting service. Other Taxes.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

PYMNTS

OCTOBER 26, 2017

Even with a very modest lifestyle in poverty incomes, you have balanced budgets and people who put money in an envelope every week, even if it is only $1. Maybe artificial intelligence will be the key to doing the math and extrapolating the data to make a specific offering to each potential customer. Can It Work?

Math 49

Math Education Finance Budgeting 49

CFO News Room

DECEMBER 6, 2022

I’m just thinking practical, do I need every single line item of their budget, or do I just need to be able to get to a quick slice that says, “Your outflows are more than your inflows, we probably need to have a conversation about that?” So budgeting and net worth, absolutely. ” Natalie: Yes, exactly.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. You’ve gotta get out of this commission business, and the reason I’m here is because of the compliance guys are having strokes up there in Florida over what you’re doing here.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

NOVEMBER 22, 2022

And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” Budget updates. Make sure budget cash flow’s up to date.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And part of the reason we don’t sell anything else is because I came from the world where there was tons of compliance, tons of paperwork.

Planning 130

Planning Investments Accounting Math 130