Financial Planning

Featured Articles

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February 17, 2017 

Best Practices for Managing Cash

The word cash is starting to get a funny ring to it, isn’t it? Like “davenport”, “slicker” or “billfold”. Coin and paper currency are fading into the background of modern finance and appear only most frequently in movies about heists or shady ...

Beth Melcher

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February 6, 2017 

10 Signs a Small Business is Struggling Financially

Small businesses face many financial hurdles. Whether due to an industry that is seasonal in nature, or because of aging accounts receivables, businesses can find themselves facing problems with cashflow, debt, profitability or vendor relationships.

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August 18, 2016 

Fraud Examples Demonstrate Need for RIVIO Clearinghouse

The new RIVIO Clearinghouse (see accompanying article) is a solution to a problem of financial hijinks with which you might not be familiar. After all, most CPAs perform their services ethically and expect their clients to represent their financial ...

Gail Perry

CFO-Optimism

July 13, 2016 

CFOs Find New Opportunities in Regulatory Complexities

While global financial and regulatory reporting demands have grown exponentially over recent years, CFOs are successfully implementing solutions to handle complex reporting needs while simultaneously increasing the overall agility of their teams and ...

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July 12, 2016 

Change for Change Sake? Or ROI?

For some of your organizations, this is the time you are upgrading to Windows 10 and the latest Office 2016. For others, you have decided to stand pat with your Windows 7 and Office 2010 implementation. Part of my purpose in writing this column month ...

Randy Johnston

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July 11, 2016 

Survey: Millennials Are Fiscally Focused and Responsible

Often perceived as irresponsible job hoppers, Millennials are actually loyal to their jobs as long as employers pay them fairly – and while they carry more student debt than any generation before, that's not stopping them from moving forward with ...

 Only One Third of Millennials Investing in Stocks

July 7, 2016 

Only One Third of Millennials Investing in Stocks

Overall, the general population is still shying away from investing in the stock market. More than half of the respondents (54%) say they do not invest. The top reason cited for staying out of the stock market is not having enough money (48%), followed

CFO-Optimism

June 28, 2016 

Financial Execs More Optimistic on Long-Term Growth

This quarter, the top five external risks cited were: 1) oil/commodity prices, 2) U.S. economy pullback, 3) new/burdensome regulation, 4) the upcoming election/political uncertainty in the U.S., and 5) global growth/recession/volatility and capital ...

Your-Next-Credit-Card1

June 22, 2016 

Study Shows Millennials Views On Credit Cards

Contrary to the popular wisdom about Millennials being debt-averse and using debit cards or checking accounts, a new survey by analytic software firm FICO shows Millennials want credit cards and use them regularly.