CFO News Room

NOVEMBER 17, 2022

This can emerge as procrastination, overanalysis, or becoming occupied with any number of tasks that they feel are necessary to complete first (such as ensuring every minute detail has been thoroughly examined and vetted) before taking any steps toward executing the actual idea being considered. Don’t anchor on that number.

Planning 130

Planning Numbers Math Strategic Planning 130

The CFO College

JUNE 3, 2021

Yes, automations can crunch numbers, but there is so much more to providing accounting services than calculations. When you bill two clients at $4,200 per month, just do the math. Either way, you might be struggling to get consistent work or charge the higher fees that you’ve been wanting.

Accounting 52

Accounting CFO Auditing General Ledger 52

CFO News Room

FEBRUARY 2, 2022

Number one is just the fact that we have multiple fee structures. So, that’s number one. So, obviously, those are kind of round numbers that they just input. All right, those are very good numbers. Now, that number is really hard to quantify for a couple of reasons. If I had to guess, those are rough numbers.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 29, 2022

And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. So, his role in what I wanted to bring him on was somebody to have a component of strategic planning involved.

Leverage 130

Leverage Planning Concentration Tax Planning 130