article thumbnail

#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

Nerd's Eye View

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

article thumbnail

When Is It OK to Prioritize Business Growth Over Business Debt?

Planful

While there’s no magic formula to define what’s “healthy” debt, you can answer these questions to decide if your company is ready to prioritize growth over business debt. Planful’s Total Economic Impact study showed that the benefits of cloud-based services extend to financial planning and analysis (FP&A).

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Five Focal Points for Future-Ready CFOs

CFO Leadership

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

article thumbnail

Five Focal Points for Future-Ready CFOs

CFO Leadership

Most of their finance organizations would be using generative artificial intelligence (GenAI) to enhance their business planning and analysis (BP&A) capabilities and/or bolster the company’s fraud-prevention activities. To support these activities, CFOs also are prioritizing investments that strengthen data models and data governance.

article thumbnail

H&M’s Ambitious Expansion Plans

PYMNTS

Despite reporting quarterly losses, it seems H&M is bent on getting bigger. The Sweden-based fast-fashion mega firm claims that currency headwinds pushed their profitability losses to the 30 percent range in Q1, and that undaunted they will continue to aggressively forge forward in opening online and physical stores.

article thumbnail

How to Prepare for Year-end With Your Bookkeeper

CFO Share

At a minimum, perform a ruler check on the profit and loss statement, balance sheet, and cash flow statement. Board of Directors meetings and other business planning events. Prioritize: Guide your bookkeeper on what needs immediate attention. How do you prepare year-end bookkeeping?

article thumbnail

Inventory Management Guide for 2024

The Finance Weekly

On the flip side, having too much stock can tie up your resources and lead to losses from items going bad or becoming outdated. So, prioritize those inventory receipts in your plan. And all of that affects your profits. Having a good handle on your inventory is crucial for any business selling products.