CFO Share

MAY 22, 2024

Small businesses have three key financial reports: the balance sheet the income statement (aka profit and loss statement) the cash flow statement A statement of retained earnings is a fourth report common for large, public corporations, but isn’t as useful for small businesses. You won’t be able to sell your business.

Profit and Loss 105

Profit and Loss General Ledger Accounting Financial Reporting 105

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Without AI, employees are burdened with hours of monotonous tasks like reporting and data reconciliation. This was great for business but led to increasingly long financial reconciliation times.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations 40

CFO News Room

DECEMBER 28, 2022

The Economic Growth and Tax Relief Reconciliation Act (EGTRA) of 2001 created IRA catch-up contributions, effective for 2002 and future years. The original SECURE Act expanded that retroactive treatment to other employer-only funded plans, such as Profit-Sharing Plans and Pension Plans. Interestingly, Section 322 of SECURE Act 2.0

Planning 130

Planning Securities Accounting Tax Planning 130

Barry Ritholtz

OCTOBER 3, 2023

He knows how to manage risk, and he knows how to trade for a profit for a p and l. And occasionally people are gonna argue about, Hey, who has this loss? Or who has this profit? 00:45:10 [Speaker Changed] If it, if it’s just a loss, if it’s just money, sometimes those are easy to cure, right?

Marketing 105

Marketing Treasury Banking Profit and Loss 105