CFO Plans

OCTOBER 29, 2024

Establishing clear credit policies and maintaining open communication channels with clients also contribute to faster payment cycles. Implementing automated invoicing systems can streamline the collection process, reducing outstanding debts and accelerating cash inflows. Learn How to Enhance Your Cash Flow with these proven strategies.

Accounts Payable

Global Finance

OCTOBER 31, 2024

Bank of Communications has expanded to offer boutique research and training modules for private banking clients. WeBank claims its microbusiness loans have launched more than 300,000 startup enterprises. Investment research and education is another trending area for consumer-oriented innovation.

Mergers and Acquisitions (M&A)

Nerd's Eye View

AUGUST 1, 2025

Also in industry news this week: A recent study projects that, despite the anticipated wave of retirements among Boomer advisors, advisor headcounts in the RIA channel will actually rise in the coming years as those retirements spur M&A activity that tends to favor firms moving from the broker-dealer channel over to the RIA side New data from FINRA (..)

Tax Planning

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication

CFO Plans

AUGUST 9, 2024

Virtual CFO Solutions for Startups and Small Businesses For startups and small businesses, Virtual CFO solutions offer a flexible and cost-effective alternative to traditional CFO roles. Strategic Tax Planning and Preparation Services Effective tax planning is essential for minimizing liabilities and maximizing returns.

Accounting

CFO Plans

SEPTEMBER 6, 2024

For many businesses, especially startups and small to medium-sized enterprises, hiring a full-time Chief Financial Officer (CFO) can be financially daunting. This is particularly beneficial for startups and small businesses with limited budgets. Get expert financial planning with CFO Plans.

CFO

The CFO College

APRIL 8, 2021

Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes. Lower taxes -- Lowering taxes seems like an obvious value, but it’s beneficial only when done correctly.

CFO