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 !
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. Turning numbers into insights. Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. Turn numbers into insights.
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Michigan CFO
NOVEMBER 1, 2021
But come funding time, many SaaS companies find in organizing their finances that their budgeting system is a mess. Budget Forecasting With SaaS CFO Metrics. Tax Planning With Your SaaS CFO. You might be wondering, “Okay, but can my SaaS CFO handle taxes?” This is when it’s time to turn to a SaaS CFO. Learn More.
Boston Startup CFO
OCTOBER 13, 2015
Company founders and CEOs are rarely equipped to handle financing strategies, budgets and dealing with investors. They do not sit in their office only crunching numbers; they should have a feel for where those numbers come from. It’s a growing pain that many small businesses have. Do You Need a CFO?
The CFO College
APRIL 8, 2021
For us numbers people, one of the hardest things can be getting out in front of a CEO and talking yourself up enough to land a new client. When you can properly help lower your client’s taxes, you provide them with increased cash flow to grow their business or invest more in training and employee benefits.
Future CFO
SEPTEMBER 14, 2020
Tam noted that FP&A professionals will then need to “revisit their financing and liquidity strategies, centralize decisions for cash release upon the applications of government stimulus, and implement tax planning strategies that can reduce cash expenditures and preserve budget.”.
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. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!) Tax Planning.
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