Nerd's Eye View

APRIL 30, 2025

Which has made it difficult for advisors and their clients to plan for the future with less than a year remaining before the scheduled sunset. Recently, however, the House and Senate agreed to adopt a budget resolution that represents a crucial first step in the process of passing a 'reconciliation' bill. Read More.

Budgeting 65

Budgeting Reconciliations Tax Planning Planning 65

CFO Plans

SEPTEMBER 24, 2024

From daily transactions to monthly reconciliations, comprehensive accounting solutions cover all bookkeeping needs, ensuring accuracy and efficiency. Cloud-Based Accounting Services: Secure, Scalable, and Accessible Embrace the future of accounting with cloud-based accounting services. Contact us today and secure your financial future.

Accounting 52

Accounting Tax Planning CFO Risk Management 52

CFO Plans

AUGUST 2, 2024

This evolution allows accounting professionals to focus on strategic activities such as business tax planning and CFO consulting for tech startups, rather than getting bogged down with routine tasks. These platforms offer real-time access to financial data, robust security features, and the flexibility to work from anywhere.

Technology 52

Technology Accounting CFO Tax Planning 52

CFO Plans

SEPTEMBER 24, 2024

These services offer personalized guidance on a range of financial issues, from tax planning to investment strategies. Automated accounting services reduce the time and effort required to manage financial tasks, such as invoicing, expense tracking, and reconciliation.

CFO 52

CFO Startups Tax Planning Accounting 52

CFO Thought Leader

OCTOBER 6, 2024

Our humble beginnings evolved through trying to help accountants to close their books through account reconciliations, matching transactions, and managing the tasks of far-flung accounting operations. It’s more about data, and because it’s more about data, there’s more security risk everywhere. Things have changed.

CFO 52

CFO Leadership Tax Planning Problem Solving 52

CFO News Room

NOVEMBER 30, 2022

And the consequences for incorrect tax advice can include legal and financial penalties if a client were to be harmed by the wrong advice – which is often not covered by the firm’s E&O insurance –creating an expensive liability when tax advice goes wrong. Might be a source of tax-free income ( unless the IRS says otherwise )!

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 Executive Summary.

Planning 130

Planning Securities Accounting Tax Planning 130