Nerd's Eye View

MARCH 4, 2024

Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startups 73

Startups Investments Technology Numbers 73

E78 Partners

JANUARY 5, 2024

We recently wrote about how to prepare for an audit however, in the context of an acquisition, the first audit after the transaction can be particularly challenging, as it often involves additional complexities due to the combined financials and potential integration of different accounting systems.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms. My guest on today's podcast is Brenda Hiscock.

Education 98

Education Math Planning Leverage 98

VCFO

JANUARY 11, 2024

In this blog, we highlight the essential elements. Did you find these articles from our subject matter experts helpful? Consistent use of systems like EOS Worldwide is key to establish a lasting culture of accountability. Make the details of due diligence work for you, not against you.

Valuation 87

Valuation CFO Startups Leverage 87

E78 Partners

AUGUST 28, 2023

In this article, we delve into the accounting and finance staffing challenges faced by private equity firms, explore the implications for the market, and examine how E78 Partners is positioned to offer effective solutions. However, a labor shortage gripped the nation, and its impact extended far beyond just the service sector.

Accounting 52

Accounting Finance Leadership Compliance 52

Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees. Five research-derived strategies for getting promoted.

Practice Management 73

Practice Management Planning Finance Retail 73

Fpanda Club

APRIL 18, 2022

They are responsible for understanding consumers, building relationships with them and eventually getting them interested in company’s products and services. Within the FP&A function SWOT analysis can be used, for example, in self-assessment purposes which can be done with the help of internal customers and benchmarks.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

Nerd's Eye View

NOVEMBER 8, 2022

My guest on today's podcast is Cean Kenefick-Rogers. Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households.

Restructuring 52

Restructuring Leverage Accounting Planning 52

Nerd's Eye View

NOVEMBER 15, 2022

What's unique about Stacey, though, is how, to gain more flexibility and independence for her firm, she and her partner decided to drop their FINRA licenses and launch their own RIA… while continuing their relationship with Commonwealth as their now-former broker-dealer platform.

Communication 69

Communication Leverage Planning Investments 69

CFO News Room

NOVEMBER 14, 2022

But the obvious flaw with this ‘eat-what-you-kill’ model was that newer advisors overwhelmingly succeeded or failed – not by virtue of the quality of advice they gave to their clients, but by how effectively they could sell the financial products for which they were usually compensated via commission. Executive Summary.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 18, 2022

Over the past few years, many people have sought to understand how to be an ally to coworkers from historically marginalized groups. How do you decide which suggestion applies to your situation? Importantly, how do you go beyond one-off tips and create a comprehensive and meaningful vision for developing yourself as an ally?

Construction 130

Construction Problem Solving Education Management Consulting 130

Nerd's Eye View

MAY 9, 2023

Liz is the co-owner of Pleasant Wealth, a hybrid advisory firm based in Canton, Ohio that oversees $146 million in assets under management for 522 client households.

Planning 76

Planning Sales 76

Focus CFO

APRIL 21, 2023

At FocusCFO, we use the term "embedded" to describe our unique service model. In the community of CEPAs, there is an array of advisors specializing in transaction-related and personal financial planning services, including estate and philanthropic plans leading up to and following an exit event. That is where FocusCFO fits in.

CFO 52

CFO Planning Leadership Accounting 52

PYMNTS

OCTOBER 9, 2020

Since the beginning of COVID-19, we have been seeing P2P services and platforms growing in terms of adoption and usage, and I think it's mainly because of two factors,” Hernandez said. Everything is moving to digital, including the way we interact with each other — and also the way we pay each other,” Hernandez said. “I

Leverage 135

Leverage Accounting Technology 135

Future CFO

APRIL 1, 2024

In today's A Day in the Life interview, Juvanus Tjandra (pictured), Partner, Advisory, KPMG in Singapore shares what excites him the most when working with finance leaders and what he has learned from interacting with them. We also look at enhancing the overall operating model of the business through the use of digital technologies.

Finance 52

Finance Risk Management Practice Management Budgeting 52

VCFO

MARCH 9, 2023

So how did Schoox move from a startup with a bold vision to a strong and rapidly growing organization with now more than 2,000 customers and 20 million learners around the world? centered on building the network that would be needed to support the business. Incorporating in the U.S.

Startups 60

Startups Leadership CFO Leverage 60

VCFO

JUNE 29, 2023

Underscoring this was her ahead-of-the-curve understanding that mission-centered organizations must have strong finance and compliance-related practices and expertise in place to be able to provide services in line with their mission. We need to lighten the load to avoid delaying projects that need to get going. No Mission.”

Nonprofit 69

Nonprofit Finance CFO Compliance 69

PYMNTS

NOVEMBER 20, 2020

For Andy Brown , CFO at education technology company Chegg , there was a plethora of opportunities to embrace by collaborating with third-party FinTech partners. Embracing Existing Partners. You have to find other solutions.". Simple things like someone wanting a manual check," he said.

CFO 87

CFO Education Auditing Communication 87

Nerd's Eye View

JANUARY 3, 2023

Sue is the owner of Delegated Planning, which offers virtual outsourced financial planning support to 55 advisory firms, and the co-founder of Planning Zoo, an outsourced financial planning data entry business that helps current and recently graduated students from college CFP educational programs connect with advisory firms that need paraplanner support (..)

Planning 52

Planning Education Leverage 52

The Charity CFO

APRIL 29, 2022

That’s why our in-house team of 6 former nonprofit auditors helped put together this guide to nonprofit audit checklist to make sure your audit goes as smoothly as possible. We won’t deal with other types of nonprofit audits , like compliance audits or governmental audits, which can differ in certain respects. And do you need one? .

Nonprofit 105

Nonprofit Auditing General Ledger Reconciliations 105

PYMNTS

NOVEMBER 3, 2020

To paraphrase the movie “Top Gun” … “We feel the need … the need for speed.” For instance, some FIs on the RTP network provided Paycheck Protection Program loan payments in real time, which helped struggling businesses meet payroll obligations to employees. Clearly, paper checks aren’t cutting it anymore. We’ve evolved.

Leverage 109

Leverage Marketing Banking 109

VCFO

MAY 19, 2023

Here, we take a look at how to determine eligibility for the R&D tax credit, examples of companies that navigated the process, and what’s required for businesses to claim the R&D Tax Credit. The element doesn’t have to be new to the industry – just new to the business.

General Ledger 71

General Ledger Startups CFO Finance 71

PYMNTS

SEPTEMBER 3, 2020

PayPal has launched its iZettle Food & Drink app, the point of sale (POS) platform for iOS to support food and drinks service in the U.K. The app was crafted to support the hospitality industry including restaurants, cafes and pubs for a fast and easy way to pay the check. Sales fell by 87 percent from April through June.

Sales 119

Sales Retail Technology 119

The Finance Weekly

APRIL 21, 2024

In their capacity, CFOs usually: Engage with departments such as accounting, customer service, and finance. In their capacity, CFOs usually: Engage with departments such as accounting, customer service, and finance. Luca talked about a significant increase in operating cash flow and how they're rewarding shareholders.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

The Charity CFO

NOVEMBER 10, 2022

What should you look for when evaluating nonprofit accounting services? Sound financial management helps avoid jeopardizing tax-exempt status and the success of your operation. . Benefits of Nonprofit Accounting Services. Nonprofit organizations exist to further a mission or goal. Saves time and money. Improves compliance.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

CFO Strategic Partners

JANUARY 11, 2022

As we turn the page to a new year, it can be easy to sweep issues from the previous year under the rug and focus on the fresh start. Now is the time to take action and ask for help. Here are just three of the ways we can help improve your finances now. Employers are struggling to find, attract and retain qualified talent.

CFO 52

CFO Finance Budgeting Entertainment 52

The Charity CFO

SEPTEMBER 2, 2022

Some CFOs and nonprofit treasurers even find themselves in charge of handling administrative tasks and operational issues, which really shouldn’t be in their area of responsibility. However, nonprofit accountant turnover is not a new problem in the sector. Why Do Nonprofit Accountants Quit? Overworked, Unchallenged, and Burned Out.

Nonprofit 98

Nonprofit Accounting CFO Budgeting 98

CFO Leadership

APRIL 5, 2023

Yet many veterans struggle to find quality employment opportunities when they leave the military, remaining underemployed for years after transition. As we emerge from the COVID-19 pandemic era, new college graduates entering the workforce have very different ideas and expectations about what work looks like compared to those before them.

Financial Modeling 95

Financial Modeling Leadership Finance CFO 95

Focus CFO

MARCH 3, 2022

How a CFO Can Help You Solve the Inflation Puzzle. As inflation drives higher in today’s markets, many business owners find themselves in unfamiliar territory, struggling to make sense of an ever-changing puzzle. How do we balance working capital management requirements with the need to satisfy customer demand?

CFO 52

CFO Strategic Planning Communication Credit Risk 52

https://trustedcfosolutions.com/feed/

MARCH 30, 2023

We know that you’re all too familiar with the fact that managing your company’s finances is a never-ending, ongoing task. Your accountant is the unsung hero who supports you through all the ups and downs of your financial journey. The Month-End Close Takes Longer Than You Think So, how long does the month-end close take?

Leverage 62

Leverage Financial Data Accounting Communication 62

PYMNTS

JULY 21, 2020

The pair told PYMNTS in a recent conversation that merchants who thought of themselves as in-person service providers have been pushed into a big digital pivot. “In In a post COVID-19 world, businesses have to make sure they can still provide their services and goods, while extending them and taking payments in a digital way,” Burgin said.

Invoicing 76

Invoicing Technology Securities Sales 76

PYMNTS

SEPTEMBER 24, 2020

That’s left many small- to medium-sized businesses (SMBs) cash-strapped and looking to bankers, acquirers, ISOs and FinTech partners for help. . . That’s left many small- to medium-sized businesses (SMBs) cash-strapped and looking to bankers, acquirers, ISOs and FinTech partners for help. . .

Invoicing 105

Invoicing Communication Technology Banking 105

CFO News Room

JANUARY 19, 2023

Companies across a range of industries as well as professional-services firms have been betting on sponsorship initiatives to improve the career advancement of their diverse hires. As these programs grow in popularity, aspiring sponsors need more practical guidance about what to do beyond the first meeting. They show up.

Leadership 100

Leadership Planning Communication Leverage 100

PYMNTS

OCTOBER 6, 2020

Who ever imagined that the ways in which we pay would become so enmeshed in feelings of customer satisfaction, brand loyalty, and the profound commercial affinities now achievable? And they are busy imagining, reimagining and bringing to life the warm and fuzzy transactional traits now associated with the many ways we can pay.

Banking 64

Banking Communication Securities Technology 64

VCFO

OCTOBER 14, 2022

Keys to Success for Service Firms. Service firms are a vital part of every community. Most start with entrepreneurs providing a service for a small group of customers, performing that service increasingly well over time, and then experiencing growth as a result. Janitorial services. Construction companies.

Compliance 87

Compliance CFO Construction Leverage 87

Future CFO

JANUARY 25, 2024

Ronald Wong , ASEAN financial accounting services leader at Ernst & Young , said that in a rapidly changing business landscape, chief financial officers face the challenge of meeting contradictory demands amid market shifts, competition, and cost pressures.

CFO 94

CFO Finance Leadership Investments 94

CFO Share

NOVEMBER 3, 2023

In this article, we break down the indicators and advantages of hiring bookkeeping services tailored to specific business needs. How Do I Know When To Hire a Bookkeeper? You are overwhelmed with the amount of accounting work Who : Finance directors or controllers who find themselves stretched thin, working 50+ hours per week.

Invoicing 52

Invoicing Accounts Payable Compliance Financial Analysis 52