Creative Financial Staffing (CFS)’s Post

Phil Whitman on the expert panel at the Accounting Today PE Summit - floating the concept of firms taking a hard look in the mirror and building enterprise value BEFORE doing a PE transaction to reap the benefits down the road… If you want to learn how to increase your firm’s Enterprise Value, give me a call…..#WTAProfitTeam #WhitmanTransitionAdvisors

📢 Thrive News Update! Exciting news! The FASSET Accounting Authority Nominations Amendment is here. 🌟 If you're a forward-thinker passionate about governance, finance, or skills development, this is your opportunity to make a difference. Click HERE to download the specifications and templates #ThriveNews #FASSET #AccountingAuthority #LeadershipOpportunity #QCTO #SkillsForTheFuture

Exciting news! We’re expanding our long-standing partnership with CalCPA to offer CCH Axcess™ Beneficial Ownership to California-based accounting professionals. This will help them support clients with Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act. Cathy Rowe, Senior Vice President and Segment Leader, U.S. Professional Market, adds: "By offering BOI compliance as part of a business advisory relationship, accounting firms can enhance their role as trusted advisors, which is particularly crucial as end-of-year reporting requirements loom large for an estimated 33 million businesses.” Read more in our press release: https://bit.ly/3BLvUvy #BOI #BOICompliance #CTA #TaxAndAccounting

A great venue/view ✅ Even better speakers ✅ A fantastic group from the Legal / Legal Ops community already confirmed ✅ What more could you ask for? There's only a handful of places remaining, so if you'd like to join us simply register your interest below or message me directly 👋 #legalops #legaloperations #budgeting #financialplanning

Welcome to our latest meet the team blog. Today we introduce Grace Mark, FCCA, who is a Professional Services Consultant and one of our Financial Consolidation Subject Matter Experts. Grace has been delivering financial consolidation and planning solutions to customers since joining Bedford in October 2021 and has most recently become one of our Fluence experts within the growing team being enabled. ⬇️Click the link in the comments to find out more #financialplanning #fpanda #fluencetechnologies #bedfordconsulting #planwithanaplan #UnlockDecisionExcellence

Take the stress out of financial management with Sigma Accounting’s full in-house service. From cash flow and tax compliance to accurate reporting and expert support, we handle the details so you can focus on growing your business with confidence. 🚀 Let us simplify your finances and give you peace of mind every step of the way. Partner with Sigma Accounting today. 📧 chris@sigmaaccounting.co.za 🌐 sigmaaccounting.co.za #SigmaAccounting #FinancialManagement #BusinessGrowth #AccountingServices

Webinar anyone? Apparently only one in ten accounting firms for sale prep and share an IM with potential acquirers 😮 I heard this anecdotal stat at Digital Accountancy Show event this week hosted by Dan Cockerton 👊 on the M&A landscape (well done Dan - another great event). It got me wondering, why? Why do accountants (aka "business advisors"), not have an Information Memorandum when they come to sell their business? Is it time, or is it lack of awareness of the process? So I thought, who would be interested in joining me on a webinar where I run through what our CIM looked like? 🤩 It's not something that's always that transparent in our profession and something I'm keen to change. Let me know in the comments or shoot me an email or DM 🚀

FEI Los Angeles (Financial Executives International) workshop with Masato Takahashi from Ledgent sharing insights on trends in the accounting and finance profession

Come and share in the Accrual Accounting LOVEfest... Big Business pay BIG bucks for talented commercial management accountants for a reason. Wanta know why? Well... speak to the experts Margin Maximizers or message me. It is an artform that many do not possess. ⭐ Soonah Walkom #managementaccounting #accrualaccounting #cfoservices #tradingpatterns #revenuerecognition #grossmargin #knowyourmargins #weknowsecrets #confidence

I think every business owner including accountants owes it to themselves to think about what they are building 👷♀️, what the unique strengths 💪 are and why someone might be interested in it whether you are looking to sell or not. Be publicly interested in building a business. It is about creating an asset, your asset. Creating a deck is a useful reflective 🤔 exercise for every business owner. Be proud to build the best business you can and write down why it’s awesome 🤩. Alastair put together one of the best CIM’s I have seen, worth a squint I reckon. 😉