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933: When Transparency Drives Profits | Charly Kevers, CFO, Carta

CFO Thought Leader

Read More “That experience has since helped me by allowing me in many cases to rationalize things by saying, ‘Well, this is not as bad as what I dealt with there,’” comments Kevers, who these days, as CFO of Carta, appears to be focused as much on internal communications as he is on external PR.

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PodChats for FutureCFO: The continuing transformation of finance reporting

Future CFO

With reporting regulations continuing to evolve, and market certainty remaining unpredictable in 2023, how should the CFO, finance leaders and, indeed the entire, finance department work to ensure the team is able to meet expectations? That said, technology is only one aspect of the reporting process.

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Nonprofit Audit Checklist (+ Free PDF Download)

The Charity CFO

We won’t deal with other types of nonprofit audits , like compliance audits or governmental audits, which can differ in certain respects. Examine the general ledger for expenses that should have been capitalized, income that should have been recorded as liabilities, or other unusual transactions. And do you need one? .

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The Basics of Nonprofit Bookkeeping

The Charity CFO

Execute data entry to keep the general ledger current . On top of that, nonprofit bookkeeping requires staying updated on income tax changes and filing requirements to ensure compliance. . Efficiency, transparency, and compliance are the hallmarks of an organization with effective bookkeeping. . Manage payroll .

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Comptroller vs. Controller: What Is the Difference?

Michigan CFO

Comptrollers report to the Chief Financial Officer (CFO). Financial controllers report to the CFO of their organizations. Some of their general responsibilities are highlighted below. Comptroller and Controller vs. CFO. A CFO is a higher-level executive that oversees the duties of both Controllers and Comptrollers.

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Finance functions aim for a touchless close

Future CFO

Finance has also invested heavily in technology to reduce time to close, with three technologies deployed by more than half of functions already: general ledger technology, a financial close solution, or workflow automation, Gartner said. 86% said they wanted a faster, real time close. 68% mentioned they want a cheaper close.

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5 Accounting Challenges Startups Face and How to Help Them Thrive

The CFO College

The rolling cash forecast is one of many CFO-level skills we teach in our program. As an accounting professional, you need to set up many processes for efficient data tracking, including: Month-end tie-out system to close out balance sheets, reconcile general ledger accounts, with full tick marks.