CFO News Room

DECEMBER 13, 2022

M1 Finance is one of the best platforms for investing in fractional shares, mostly because it lets you invest using its intuitive app, and investing transactions are commission-free. With M1 Finance, you invest in “pies” that are made up of different stocks and ETFs, including fractional shares. Open a Roth IRA. Invest in Crypto .

Investments 130

Investments Accounting Finance Planning 130

Michigan CFO

JUNE 14, 2022

It’s common to see people use the terms comptroller vs. controller interchangeably when referring to someone who runs a business’s financial operations. They all play vital roles in the financial industry, overseeing revenue estimation, accounting, tax collection, treasury, etc. Financial reports and records.

General Ledger 40

General Ledger CFO Budgeting Accounts Payable 40

PYMNTS

JULY 30, 2019

In the wake of some high-profile cyberattacks on small businesses and local governments, new research suggests that the pain points of such incidents last long after systems are back up and running. Small government entities, too, are facing these risks. With organizations facing the loss or theft of over 11.7

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Pharmaceutical Invoicing Securities Accounting 64

Michigan CFO

SEPTEMBER 29, 2021

In the world of manufacturing, where processes run thick and bottlenecks are known to arise, CFO services play a critical role in helping organizations steer towards efficiency, profitability, and longevity. Long gone are the days where CFOs focus primarily on streamlining a company’s financials rather than being more engaged in strategy.

Manufacturing 52

Manufacturing CFO Compliance Forecasting 52

PYMNTS

SEPTEMBER 27, 2019

s Nationwide Building Society did not disclose how much it invested in BankiFi , but it did say that it’s support to the open banking FinTech comes as Nationwide plans to launch a business current account. The firm operates a platform to automate tax and financial management processes for gig workers, sole traders and contractors.

B2B 59

B2B Accounts Payable Startups Advertising 59

CFO News Room

NOVEMBER 14, 2022

In the not-so-distant past, the typical career path toward becoming a financial advisor was to build up a book of business on one’s own, often by either tapping into one’s own personal networks or cold-calling prospective clients in bulk to generate enough business to gain a foothold. Executive Summary. Author: Penny Phillips.

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Practice Management Planning Leadership Communication 130

PYMNTS

JULY 21, 2019

Reuters reported that the draft bill aims to support domestic software producers, allowing authorities to create a list of mandatory, local software. Today’s big tech companies have too much power — too much power over our economy, our society, and our democracy,” Warren wrote in a blog post.

Finance 49

Finance Securities Accounting Planning 49

PYMNTS

FEBRUARY 22, 2018

The Wall Street Journal recently reported , for example, that China’s technology industry is looking closely at Southeast Asia, which is now the world’s third-largest region for technology M&A activity by Chinese companies.

SAP 41

SAP Foreign Exchange B2B Technology 41

Michigan CFO

JULY 8, 2022

But when it comes to running your business, there are certain tasks and responsibilities you will want to give to a qualified advisor. None of these roles could be more important than the chief financial officer (CFO). CFO services are vital to any business’s growth. Other Financial Positions to Consider.

CFO 40

CFO Forecasting Accounting Planning 40

Boston Startup CFO

OCTOBER 13, 2015

It’s a growing pain that many small businesses have. Company founders and CEOs are rarely equipped to handle financing strategies, budgets and dealing with investors. But bringing on a chief financial officer is not cheap. I raised a small amount of funding from friends and family as well as my own money.

CFO 52

CFO Tax Planning GAAP Budgeting 52

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

VCFO

NOVEMBER 1, 2023

As Year-End Approaches, Finish Strong and Focus Forward As another year ends, most CEOs and business leaders are preparing to take stock of what needs to be done to strengthen their business and advance their business goals in the coming year. See our previous blog about R&D Tax Credit Qualification for Businesses.)

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO News Room

DECEMBER 10, 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. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!) Team Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 15, 2022

Welcome back to the 307th episode of the Financial Advisor Success Podcast ! Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. Never miss a Financial Advisor Success podcast episode!

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Executive Summary. My guest on today’s podcast is Anh Tran.

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Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” Why the ability to achieve big goals starts with seemingly small habits. Adam is an Associate Financial Planning Nerd at Kitces.com. Executive Summary. Team Kitces.

Planning 130

Planning Auditing Investments Securities 130

PYMNTS

JANUARY 22, 2021

Morgan's Single-Use Accounts (SUA) virtual card payments offering, provides fraud protection and card rebates to OSV's finance and accounting clients, per the announcement. Indy has been at work developing accounting software for small businesses and gig workers. To use Indy, users link the service to their bank accounts.

Invoicing 66

Invoicing B2B Reconciliations Valuation 66

PYMNTS

MARCH 29, 2019

Below, see how more than $690 million landed across the market, with corporate travel, small business (SMB) cybersecurity and trade finance also securing new funds. Lola.com said in its company blog that it will be doubling its staff levels, with plans to continue focusing on customer satisfaction and product development.

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B2B Startups Accounts Payable Treasury 53

PYMNTS

MAY 31, 2019

based SeedLegals is in the startup funding business, but it’s not exactly an alternative lending FinTech. The company closed a $4 million Series A investment round led by Index Ventures, reports in TechCrunch said, while Kima Ventures, The Family and Seedcamp also participated. SeedLegals. The company raised $6.5

B2B 57

B2B Accounts Payable Invoicing Valuation 57

The Charity CFO

APRIL 15, 2022

During the “Great Recession,” nonprofits have lost their accountants and financial directors at record rates. At the same time, hundreds of nonprofits are waking up to realize that the financial structure they’ve always relied on doesn’t work as well any more. Why turnover in the financial department is SO damaging for nonprofits.

Nonprofit 52

Nonprofit Accounting CFO Problem Solving 52

PYMNTS

FEBRUARY 16, 2019

After heavy speculation that not all was proceeding smoothly in the deal to put one-half of Amazon’s second headquarters in Long Island City, New York, Amazon announced via a blog post that the deal is indeed off. The Crystal City, Virginia HQ2 plans are still underway, as are plans for a new operations hub in Nashville.

Retail 57

Retail Prioritization Planning Banking 57

Barry Ritholtz

JULY 24, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. And I looked up to you as “The Big Picture” blog. RITHOLTZ: Right.

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

SEPTEMBER 5, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. MILLER: Well, when we moved and we went through, we basically got the idea as a family to start a real estate appraisal business. MILLER: Yeah, yeah. MILLER: Correct.

Sales 52

Sales Marketing Numbers Construction 52

PYMNTS

JUNE 22, 2018

Alternative finance apparently won’t stop catching the attention of investors — at least, not any time soon, if this week’s B2B venture capital roundup is any sign. reports noted its focus on the Indian market and its need for trade finance for exporters. GPS, or Global Processing Services, secured more than $58.2

Startups 52

Startups B2B Finance Valuation 52

Barry Ritholtz

MAY 2, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have a pair of extra special guests. Let’s talk a little bit about how a blog becomes a business.

Retail 65

Retail Advertising Numbers Economics 65

Barry Ritholtz

NOVEMBER 15, 2022

The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. His name is Dave Nadig. NADIG: Yeah.

Finance 108

Finance Investments Math Marketing 108

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Barry Ritholtz

OCTOBER 31, 2022

ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, oh, how much fun was this? It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. And they have some fascinating things to say.

Investments 57

Investments Marketing Numbers Finance 57

PYMNTS

DECEMBER 27, 2016

So, when it comes to looking back at the wide world of alternative financial services — and looking ahead to the year to come in 2017 — we’re not making any predictions. Saying the CFPB had a busy year is true, if a bit misleading. The CFPB has had a busy year every year since it was created in 2011. And they are.

Finance 46

Finance Profit and Loss Banking Restructuring 46