CFO Simplified

MARCH 7, 2024

The CTA seeks to pull smaller shell companies and holding companies into the regulatory framework, which means the brunt of CTA compliance falls on smaller businesses. Existing companies will have until January 1, 2025 to file their initial BOI Report.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

CFO Simplified

MARCH 7, 2024

The CTA seeks to pull smaller shell companies and holding companies into the regulatory framework, which means the brunt of CTA compliance falls on smaller businesses. Existing companies will have until January 1, 2025 to file their initial BOI Report.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

Boston Startup CFO

OCTOBER 13, 2015

Accounting Manager - Oversees a bookkeeper or staff accountant, might help with tax planning and payroll, and can provide basic financial reporting. He/she can help you understand what the numbers mean by providing a level of financial analysis and more robust financial reporting.

CFO 52

CFO Tax Planning GAAP Budgeting 52

VCFO

NOVEMBER 1, 2023

Identify opportunities for operational improvement and incorporate strategic adjustments in the planning for the year ahead. Finishing Strong Evaluate Year-to-Date Financial Performance and Push Hard to the Finish How is performance year-to-date? These opportunities have deadlines that must be met, and planning is essential.

Finance 91

Finance Strategic Planning Auditing CFO 91