Every business needs a financial plan. Your financial plan gives you a way to monitor and review your cash flow, make adjustments to your spending, and anticipate any upcoming financial issues. It can also make you more prepared to request funding or find investors so you can bring more money into your business. Read the […]
Archives for October 2021
Ex-Wells Fargo advisor arrested in New Jersey on fraud charges
Capital Group, Vanguard partner with exclusive models for Morgan Stanley
6 Business Records to Track as an Entrepreneur
As a business owner, there are a lot of things to pay attention to when running your company. Payroll, hiring, bookkeeping … the list goes on and on. And, that list includes monitoring all of your business records. So, what are the most important business records to track? Business records to track The IRS requires […]
Go small to find tech winners, UBS Global Wealth says
How to work virtually with bookkeeping clients
Many businesses are switching to virtual offices, which opens up new challenges and exciting opportunities for accountants and bookkeepers. There are a few essentials you will need to know if you are ready to successfully make the switch to working virtually. Whether you’re just starting out as a bookkeeper, or you’ve been doing bookkeeping for […]
Chartered Planner hires wellbeing expert
Chartered Financial Planning firm Lucas Fettes Financial Planning has appointed Victoria Watts to develop its employee benefits and wellbeing proposition. Ms Watts joins from Towergate. She was previously a key part of the team responsible for growing Anglia Healthcare until its sale to Chase Templeton. Mark Brown, managing director at Lucas Fettes Financial Planning, said […]
Schwab revamps iRebal, but the software remains TD exclusive until 2023
AutumnBudget: Experts welcome pensions ‘net pay’ fix
An estimated 1.4m people will benefit from Chancellor Rishi Sunak’s decision to fix the net-pay anomaly on pensions, a move broadly welcomed by industry experts. The fix should benefit pension savers in net pay schemes by on average £53 a year but will not happen until 2025-26. The net pay anomaly means that non-taxpayers do […]
AutumnBudget: Chancellor warns of CPI averaging 4%
In his Autumn Budget today Chancellor Rishi Sunak warned MPs that inflation would likely average 4% over the next year. Quoting forecasts from the Office for Budget Responsibility, he said inflation, currently 3.1%, was likely to be around 4% for the next 12 months, well above trend and the Bank of England’s 3% cap. Labour […]