CFO Plans

AUGUST 2, 2024

In today’s rapidly evolving business landscape, the integration of technology into accounting practices has shifted from a luxury to a necessity. With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness.

Technology

PYMNTS

OCTOBER 19, 2020

Here’s the latest news from Amazon and the technology industry, which is coming under increasing scrutiny from regulatory watchdogs, trade organizations and politicians globally. The OECD forecasted that the measures could bring in a further $100 billion in business tax revenues each year. . Regulation.

Tax Planning

PYMNTS

OCTOBER 5, 2020

Here’s the latest news from Google and the technology industry, which is coming under increasing scrutiny from regulatory watchdogs, trade organizations and politicians globally. Brussels also aims to have big platforms allow users to remove programs that come already installed on technologies like computers and smartphones.

Banking

CFO Plans

MAY 30, 2024

Outsourced Tax Accounting Services Ensure Compliance and Savings Navigating the labyrinth of tax regulations can be daunting for any business. Outsourced tax accounting services provide expert advice, ensuring compliance and optimizing tax strategies. Streamline your real estate financial management.

Compliance

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Tax Planning

CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. Regulatory Compliance in Real Estate Keeping up with ever-changing tax laws and regulations can be daunting, especially in the real estate sector where compliance is crucial. Get expert assistance to stay compliant with ease.

Accounting

CFO Plans

JUNE 27, 2024

Expert Tax Planning and Preparation for Savings Navigating the complexities of tax regulations can be daunting for any business. Certified public accountants (CPAs) within outsourced accounting firms offer expert tax planning and preparation services. Get expert tax planning and maximize your savings.

Financial Reporting

Future CFO

MAY 24, 2020

Source: How a reimagined tax and finance function can improve your bottom line, EY 2020. According to the survey, businesses are seeking a model that balances different priorities that transcend routine compliance tasks. What a strong business partner can offer.

Finance

CFO Plans

OCTOBER 15, 2024

For small businesses, the challenge is unraveling these regulations and implementing effective compliance measures. Embracing business tax compliance solutions tailored to the specific needs of small enterprises can help avoid costly penalties and ensure seamless operations.

Compliance

CFO Talks

AUGUST 21, 2024

Economic shifts, new regulations, and technological changes constantly test your ability to keep your company financially stable. Regulatory Compliance and Taxation Challenge: The regulatory environment in Africa is complex and can change quickly.

Corporate Finance

CFO Plans

JUNE 13, 2024

Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO

CFO Plans

JUNE 7, 2024

Enhance Your Financial Reporting with Expert CFO Services Effective Tax Planning and Preparation Tax planning and preparation can significantly impact a company’s bottom line. Fractional CFOs offer expert guidance on tax strategies, ensuring compliance and optimizing tax liabilities.

CFO

CFO Plans

AUGUST 16, 2024

In the intricate world of real estate, navigating complex tax laws can often feel like walking through a maze. As an investor, understanding tax laws is crucial to maximizing your returns and ensuring compliance. They can help you identify tax-saving opportunities and ensure compliance with ever-changing tax regulations.

Accounting

CFO Plans

SEPTEMBER 24, 2024

Leverage Technology: Utilize Remote Accounting Solutions and Virtual Financial Controller Services to streamline the forecasting process. Conclusion Financial forecasting is a powerful tool that provides small businesses with a clear vision of the future and enables strategic planning.

Forecasting

CFO News Room

NOVEMBER 29, 2022

And so, I brought him in to help me redefine and reevaluate, one, our technology stack and also our overall client experience. So, we currently have our process, our systems, and our technology stack that we use but we can always be better. Anh: Yes, basically, that’s his main role. Anh: It was definitely the user interface.

Leverage

CFO News Room

NOVEMBER 22, 2022

Not go out of our lane, like do tax returns, but having intimate knowledge of taxes, having intimate knowledge of estate planning, and put it all together. And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. We use Orion as a technology.

Planning

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.”. Empowering the new FP&A professional.

Financial Planning and Analysis (FP&A)

CFO News Room

NOVEMBER 19, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Planning

CFO News Room

DECEMBER 26, 2022

Furthermore, technological tools are emerging that can help reduce some of the time and resource burden on firm owners to track and analyze their financial data. For advisors who are prohibited from giving tax advice, tax planning can be an alternative approach for discussing tax matters with clients. Investments.

Planning

CFO News Room

NOVEMBER 8, 2022

I’ve told her, “Hey, I need you to make visuals of these workflows and really walk through it with advisors and CSAs and associate advisors so that we’re not missing anything from compliance, we’re giving the client experience that we want to be giving.” And then we look at estate planning.

Restructuring

CFO News Room

FEBRUARY 2, 2022

Once you’re in the door there, they do a really good job, in my opinion, of combining the personal element of what we do with their technology so that it’s not just an algorithm that’s matching some prospect to some advisor because of certain keywords. So, it’s a really good combination of human and technology.

Planning

PYMNTS

FEBRUARY 1, 2021

Here’s the latest news from the technology industry, which is coming under increasing global scrutiny from governments around the world. French Finance Minister Embraces American Shift on Big Tech Taxes . Former President Donald Trump was against the potential tax plans, contending that they discriminated against U.S.

Finance