CFO News Room

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance. All in pursuit of our mission: Making Financial Advicers Better, And More Successful. Executive Summary. Author: Michael Kitces.

Education 130

Education Planning Investments Profit and Loss 130

Nerd's Eye View

APRIL 26, 2023

The 1st category of tasks that advisory firms must handle involves renewing their registration with the applicable state(s) in which they do business each year, which typically involves submitting select documents (e.g.,

Compliance 89

Compliance Advertising Invoicing Communication 89

Nerd's Eye View

APRIL 26, 2023

The 1st category of tasks that advisory firms must handle involves renewing their registration with the applicable state(s) in which they do business each year, which typically involves submitting select documents (e.g.,

Compliance 91

Compliance Advertising Invoicing Communication 91

The Charity CFO

FEBRUARY 4, 2022

A bookkeeper records and organizes financial data; an accountant interprets and presents that data. . The nonprofit bookkeeper is the front line in the battle for the accurate financial data you need to run your business, so let’s review the core responsibilities of a nonprofit bookkeeper. . It breaks down like this: .

Nonprofit 98

Nonprofit Invoicing General Ledger GAAP 98

Adam Kae

OCTOBER 1, 2020

Run a statement of cash flow report regularly to ensure your cash is flowing smoothly throughout your practice. Let's dive in -. ,,,, Reading Your Cashflow Statement. Your statement is broken into these three categories to make it easy to see how cash has been allocated. Operating Expenses. Need to pay an employee?

Healthcare 52

Healthcare Finance Investments Sales 52

CFO Simplified

DECEMBER 26, 2021

Your Ultimate Finance Department Checklist (By Business Size). From overworked staff accountants to controllers running month-end closes, a poorly structured finance, and accounting department can put strains on your business’ growth. What is a Small Business? What is a Mid-Sized Business? Company Size.

Finance 52

Finance General Ledger CFO Auditing 52

PYMNTS

FEBRUARY 22, 2018

In the midst of this innovation is a massive pool of small- and medium-sized businesses (SMBs) ready and willing to adopt the new products of FinTech innovation. Analysis from the US-ASEAN Business Alliance for Competitive Small and Medium-Sized Enterprises (SMEs) found 96 percent of companies across the ASEAN market are SMBs.

SAP 41

SAP Foreign Exchange B2B Technology 41