Presented, mostly without comment, is John Oliver's experience on stock picking and retirement plans. This is clearly a comedy show — but I can't even tell you how close to home this hit. But their five things to do for investment success are dead on! The Department...
Goodbye accountants! Startup builds AI to automate all your accounting! That was an article title that caught my attention. As much as we wish this article was truly accurate, a closer read reveals what they *mean* is "Goodbye bookkeepers". This article goes hand in...
Xero is one of my favorite accounting software. They also have a very robust blog and content. I came across this article recently and thought it was an excellent summary of year end activities. This is the kind of work a CFO (or a CPA acting in the CFO role) can do...
I have gotten several questions over the last couple months about medical expenses and the best way to deduct them as a freelancer. If you are one of those that asked, you probably got a non-committal answer - which is probably as frustrating to receive as it is to...
This article was very interesting. The author makes the case that the CFO is a strategic partner to the CEO, not just a technician who manages the money. I found it especially interesting that, apparently, most CFOs in prior years came from accounting while most...
Stay informed with the latest updates and insights from Carroll Family Holdings. Subscribe to our newsletter for exclusive content and announcements.