Miami CFO Blog

How to prepare financially for retirement

Retirement planning is a fluid, multi-step process that evolves over time. It starts with thinking about your goals and how long you have to meet them. And it includes learning the key steps you should be taking to live a comfortable, secure, and enjoyable retirement....

How do you stay ahead of the ever changing financial technology environment?

Over the last few months, I’ve shared with you a lot of information about financial technology. Whether that information was entirely new for you or you’re up-to-date with the evolution of technology, there are ways to make sure you never miss out on a potential...

Employee Retention Credit

There is still access to a considerable amount of money even if you applied for and received the PPP loan. Changes in the second spending bill passed in December expanded the scope and size of the Employee Retention Credits Program.

Employee Retention Credit

Employee Retention Credit

There is still access to a considerable amount of money even if you applied for and received the PPP loan. Changes in the second spending bill passed in December expanded the scope and size of the Employee Retention Credits Program.

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Using Digital Automations In Your Business

Using Digital Automations In Your Business

If you were to analyze the average work day of your finance and accounting personnel, you would realize too much of their day is spent managing or performing tasks using outdated methods. What’s most important is the fact that the excess time spent entangled in...

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Digital finance programs and securities

Digital finance programs and securities

Over the past couple of months, I’ve given you a lot of information regarding digital finance and all the innovative ways financial technology can benefit your business. Of course, once you’ve started using all the products, applications, and processes, you need to...

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Understanding Financial Technologies

Understanding Financial Technologies

For centuries, gadgets have helped us improve efficiency and provide better experiences. The abacus, for example, is the most primitive counting device. It allowed merchants to add and subtract big numbers and keep track of the goods they bought and sold. The...

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The What, Why and How of ROI

The What, Why and How of ROI

Your company is doing great, and that has you wondering whether the time is right to make big changes. You might be thinking of investing in a new retail space, or upgrading your computer system, or even creating a multi-tier marketing campaign. Each choice would make a great impact. But before you make any big financial decisions, you need to calculate the return on investment (ROI).

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Prepare for Tax Season

Prepare for Tax Season

For a business owner, there’s probably nothing less enjoyable than tax prep. But while it might not be pleasant, it’s definitely necessary. And for those who procrastinate, it’s not just unpleasant but also stressful. But it doesn’t have to be that way! There’s plenty...

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Creating a Realistic Budget

Creating a Realistic Budget

Every business needs a budget whether you’re running a start-up or have been in business for years. After all, how else can you know whether you’re spending money the smartest way possible? Like a map on a long-distance journey, a budget is essential for keeping a company on track and headed in the right direction. Among other things, a budget helps you determine how much money you have, how much you can spend, and how much you need to bring in to meet your goals.

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5 Tips to Achieve Positive Cash Flow and Build Reserve

5 Tips to Achieve Positive Cash Flow and Build Reserve

The pandemic created a ripple effect that spread across the globe and disrupted every part of our lives. For business owners, it’s created significant financial devastation, a heightened sense of uncertainty, and the ultimate motivation to survive and thrive. Business...

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