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I've had the opportunity to connect with hundreds of real estate investors across North America whether they are embarking on their first passive investment, a seasoned land developer, or a head of a real estate investment fund. The most common point raised when they hear about Finalyze Real Estate CFO Services is do I actually need a CFO? Isn't my portfolio or firm too small? Can I even afford a CFO? I have a Bookkeeper handling my financials isn't that enough? In this week's blog I address these questions and more that might be on the mind of real estate investors considering our Monthly CFO Service. Without a CFO in your corner it really is like driving a car without a GPS. Unless you are good at financial directions and can navigate all the speed bumps and opportunities along the way why not get additional expertise? For the fraction of the cost of a full-time hire you get peace of mind of having a financial plan in-place, the opportunity to build more wealth, and leveraging our expertise to track and manage monthly progress to support you on your real estate investment journey. Check out the blog below on our website and feel free to reach out at Info@FinalyzeCFO.com for a complimentary consultation. We are honoured to serve real estate investors across North America in achieving their real estate investment goals and dreams! #realestateinvesting #realestatefinance #fractionalCFO #CFOServices #propertyaccounting #incometax #realestatedevelopment https://lnkd.in/gAHhVPQF

This is a great example of how we can break down silos in an organization. The more we know about how other departments work and what they do the more successful we’ll be together. Understanding how our work affects other parts of the organization creates a more collaborative and cooperative work environment leading to higher productivity and better overall performance. Encouraging cross-departmental collaboration also leads to organizations that are 20% more #innovative (Harvard Business Review). 😉 Way to go UTA and the Finance Team! #UTA #Collaborative #Cooperation #Innovation

Today, I heard an incredible story that truly embodies the impact we strive to make at The Wilf Ward Family Trust. One of the amazing individuals we support, a lady in Scarborough, recently got a new cash card. At first, she saw the card as a bottomless pit of money - spending was easy when she wasn’t handling cash. But with the dedicated support of our team, she learned the true value of budgeting and saving. Together, they set up a weekly budget and a savings plan. The results have been transformative! Not only has she taken charge of her finances, but she’s also saved enough to treat herself to a manicure and even bought a new wardrobe for her room. Her newfound understanding of money has given her a sense of empowerment, and her living space is now more organised and less cluttered. She’s even requested a meeting with the Court of Protection to further understand her finances - a true testament to her growth and confidence. Stories like these remind us of the real-life impact of financial education and support. It's about more than just numbers - it's about helping people live their best lives. As our Trust continues to grow, we are searching for a Finance Business Partner who shares our commitment to making a difference. This role isn’t just about managing finances; it’s about supporting life-changing moments like these. If you’re passionate about finance and want to help shape the futures of the incredible people we support, we’d love to hear from you. Learn more and apply here: https://lnkd.in/emB5WfHX or drop me or Kathy B., Hannah Smyth a message. Join us in creating a future where everyone can thrive. #Hiring #FinanceJobs #FinanceBusinessPartner #CareSector #WilfWardFamilyTrust #MakingADifference #JobOpportunity

You can have a good job but it doesn't mean you've found your home. That feeling that you're on the same page as everyone else when it comes to how you work and the values you hold. You're either swimming against the tide or working for a business that puts profits first, clients second and their staff third. It doesn't have to be like that. To borrow Tony Wilson's classic line, they do things differently at this firm. They're hiring a financial planner in Stoke-on-Trent for two reasons. 1. The founder of the business wears many hats. They have an entrepreneurial spirit so there's a lot of ideas forming but there's one thing even brilliant people can't create more of - time. Whilst they'll be keeping a very small number of long-standing clients the vast majority (and associated AUM) will come to you. 2. The company reviewed their business development plan and came back with a new model for 2024. The result? The same enquiries YTD as the whole of last (over 10 a month). These enquiries come from the many events they put on and their professional connections (16 lead channels in total). These are serious enquiries from people with real financial planning needs. Add that to what you can do with existing clients and you'll soon be up and running. Along the way you'll have the support of a dedicated manager plus a first rate operational team (including a paraplanner). You'll work alongside an established senior planner and a more junior planner meaning you won't be fighting for resources. Salary is TBC but the firm knows this is likely to be in the £55,000 - £70,000 bracket. There's a low validation level for bonus too - x 2 at most. As for the business itself it's an innovative, modern practice. They have their own DFM for example so they are totally accountable to their clients, something that goes down really well. They are also establishing themselves as the most prominent planning business in the region and you'll be part of that. Plus it's a firm with a very flat structure and an inspirational leadership team - so you'll have a voice. HERE'S WHAT YOU'LL NEED: You'll have several years (3+) post-CAS financial planning experience. The rationale behind this is threefold: 1. You'll take on a sizeable client book of people who'll be used to working with the founder - it will be a big change for some. 2. Whilst a supportive, nurturing environment it's an empowering one too. You'll have the trust of the business to get on with doing what you're best at - working with clients. 3. You'll attend and in the future possibly present at some of their events. But this is a firm that hires on ethics, values and potential. They're not as interested in what you've done before (e.g. performance) as what you're capable of. ------------------------------------------------------------------------------------ Ready for your new home? DM me. Don't worry if you don't have a CV we can come to that later. Everyone will receive a response. 

As the fiscal year approaches for many communities with a January 1st start, the importance of working with a professional management company like Trestle cannot be overstated. Accurate financials and informed decision-making are the foundation of successful community association management. Budgeting plays a crucial role in ensuring that essential services and maintenance are properly funded, while also planning for future projects. If your community’s fiscal year begins on January 1st, then your budget season is likely underway, with budget ratification meetings scheduled in the coming months.

Monitoring your church finance function Once the initial setup of your church financial management is setup and reviewed, consider establishing a broader oversight of how the function continues to operate. This type of oversight could potentially sit with your church treasurer or administrator or executive. The types of this you may want to monitor as part of this oversight could include: • Crisis control – being able to step in with targeted support where they are urgent, significant or sensitive issues that were not anticipated and need direct attention • Systemic breakdowns – perhaps in a process or communication or system. Flagging the issues and working out the steps to repair the damage and implement future improvements. • Managing change – whether it’s a new system or change of helpers, anticipating what is going to be helpful in the change process and initiating this • Proactive review – consistently at appropriate intervals exploring where operations could be further streamlined or enhanced • External influences – being aware of updates to legislation or denominational requirements or socio-economic/market conditions that may affect one or more aspects of the church finance procedures or policies Having this type of operational oversight form part of your deliberate management can help your church stay on the front foot … access our full article and more resources here: https://lnkd.in/gnxYki9J

Burnaby business is energized by innovative products and entrepreneurs. Although financial administration management is very complicated, which is opposed to the growth path, That's when working with a proficient accountant in Burnaby turns out to be a true game-changer. Beyond arranging the annual declaration filings, a certified financial advisor is able to provide a complete selection of services to help your business in the Burnaby area. Strategic Financial Planning: Work with your accountant to design a financial map that will lead to the success of your business. This involves budgeting, which is also very important in planning, forecasting, and cash flow management, which are some of the items to count when making informed decisions. Financial Reporting & Analysis: Get all the information that financial statements provide, presented in an easy-to-read format. An accountant of yours will evaluate the trends, detect the improvement areas, and spend well-grounded money on growing your company. Business Advisory: Work together with your accountant, who should be treated as a consultant. Such advisors offer advice on a wide range of topics, from the formation of entities to financial risk management, and you can arrest problems and create chances. Consider exploring the comprehensive accounting services offered by firms like Canadian Cypress. Visit here: https://lnkd.in/gwtMraZG

Continue on Administration of municipal corporation's Financial Management: They are responsible for managing their finances effectively, ensuring transparency, and maintaining fiscal discipline. In conclusion, municipal corporations play a vital role in the development and well-being of urban areas. By effectively managing various services and addressing social, environmental, and infrastructural needs, they contribute to the overall quality of life of their residents. Would you like to know more about any specific aspect of municipal corporation administration or its impact on urban communities?Financial Management: They are responsible for managing their finances effectively, ensuring transparency, and maintaining fiscal discipline. In conclusion, municipal corporations play a vital role in the development and well-being of urban areas. By effectively managing various services and addressing social, environmental, and infrastructural needs, they contribute to the overall quality of life of their residents. Would you like to know more about any specific aspect of municipal corporation administration or its impact on urban communities?

If you're like me, the word budgeting makes your mind go numb. I call it Novocain to the brain. So, I changed the game and made it fun, more effective - which means it produces better results - and takes less time and effort to be awesome at successful financial management. I've been posting and will be posting more about the details. So, to not be too repetitive, it's something that you must see and experience to believe. It's a powerful system. We use forecasting to show you tomorrow, today, and give you the ability to improve tomorrow, today. The effects of this way of managing your finances motivates you, because you can see the culmination of all your efforts on the future. What's more, you see the effects, in the future, of the changes you make today, immediately. It also makes life less stressful because all bills and payments will be accounted for, savings will be accounted for, and all you do is manage your personal money. If you mess up the personal money, then savings will be there to buffer just in case. But that won't happen to you much, because you have an accountability partner meeting with you weekly to help you evaluate the past week, the future consequences of decisions made, and possible remedies and strategies to prevent future issues from occurring again. Follow us for more personal financial management insights. Or, if you’d like to evaluate our system, for free, to see what it can do for you, follow us, and send us a message. We can show you tomorrow, today.

As a small business owner, you absolutely cannot do everything on your own, especially once you are overseeing a team of staff. Here is a list of the five experts who will help you oversee the financial side of your business. ➕Bookkeeper - This person ensures all of your bank transactions are recorded in your accounting software system. They can also help with payroll and superannuation so you never get it wrong and don’t lose hours to this task. ➕ Tax Agent - Responsible for your lodgements with government agencies, most importantly the tax office. ➕ Banker - If you have funding needs, a good broker or banker can be invaluable to facilitate loans and lines of credit. ➕ Financial Controller / Chief Financial Officer - Once your business gets bigger and more complex, your CFO will ensure key financial decisions are made on a timely basis and implemented within the business. They report to the CEO, General Manager or board directly, and they take responsibility for compliance. Ready to start building your financial management team? A bookkeeper and tax accountant are your first step. Send me a message to find out more. #Accountant #Bookkeeper #SmallBusiness #FinancialFanatics