Industry News
How Your Startup Financial Team Changes with Scale
A startup financial team is not going to be the same throughout the life of the company. As your startup scales, so should your processes. Although, sometimes, we fail to change how things are run,…Read More
The post How Your Startup Financial Team Changes with Scale appeared first on Founder’s CPA.
What to Expect from an Outsourced CFO
There’s a reason why outsourced CFO services are increasing in demand. Startup financials can be challenging, and there are unique difficulties for every stage of a startup’s life. Depending on your situation, to handle those…Read More
The post What to Expect from an Outsourced CFO appeared first on Founder’s CPA.
Startup Lessons Learned from COVID-19
Are there any important startup lessons to take away from the last 18 months? The Covid 19 pandemic changed the lives of just about every person and business seemingly overnight. But now that it’s been…Read More
The post Startup Lessons Learned from COVID-19 appeared first on Founder’s CPA.
Podcast: Preventing and responding to elder financial exploitation
Erin Scheithe with the Consumer Financial Protection Bureau presented how to protect your aging clients against financial abuse. From AICPA.org at...
Mid-Year Saas Financial Checklist
It’s the middle of the year and you’re ready to dive into your saas financial status to help prepare yourself for the coming months. It’s important you are on track to meeting your year-end goals…Read More
The post Mid-Year Saas Financial Checklist appeared first on Founder’s CPA.
Podcast: How emotions affect financial decisions
Christine Moriarty with MoneyPeace.com provides a better understanding for how psychology impacts financial planning behavior. From AICPA.org at...
Podcast: Middlescence: New age, New stage, Midlife redefined.
Lauren Minch interviews gerontologist and life stage expert Barbara Waxman on the importance of focusing on the life stage versus age. From AICPA.org at...
The pros and cons of ESG investing
Lauren Minch, Bob Huebscher, Larry Swedroe, Sam Adams share tips on guiding clients with their ESG investment decision making. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210625-esg-pros-cons.html
The unexpected state tax consequences of employees who work from home
Mark Klein, JD, and Lauren Minch, CPA, CFA shares what you need to be considering with state taxation. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210618-wfh-state-tax.html
Podcast: How the President’s Green Book will impact your clients
Jonathan Blattmachr, Bob Keebler, and Marty Shenkman shares details of the latest proposals coming out of Washington. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210611-presidents-green-book.html
Webcast: Getting ahead of the Biden Administration’s Tax Proposals
Robert Keebler, CPA/PFS, explains President Biden’s recent tax proposal. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210608-getting-ahead.html
Podcast: Helping clients evaluate their housing options in retirement
Brad Breeding provides tips to guide clients in their complex retirement living decisions. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20210604-retirement-housing.html
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