CPA & CFO working together for tax savings for a business

CFOs & CPAs Work in Synergy to Optimize Tax Strategies and Savings

Maximizing tax savings for a company and its owner requires teamwork between both its CFO and CPA, each contributing different perspectives, skills, and functions. However, many business owners believe that they do not need a Chief Financial Officer (CFO) when they have a tax CPA. There is good reason for this confusion as some CFOs…

systematic and strategic planning customized to a business' accounting system, software

How to Convert Accounting Systems Successfully – Steps, Precautions, and Preparation

As with all business systems, accounting software and systems become outdated and inappropriate for a company’s growing needs.  There is always a great deal of excitement and anxiety when implementing a new accounting package.  Throughout my career I have been involved with many system conversions.  Time and time again these conversions often seem to be…