Creative Planning Business Services

Do you know what’s missing from your internal finance function? With a growing shortage of qualified accountants, it's crucial to assess and optimize this area of your business. In our latest article, Director of Solution Sales Leaders Matthew West, M.A. breaks down three key tips to help you maximize your company’s financial efficiencies: ????Identify gaps in your financial processes. Does your internal function include accounting, payroll, ERP software and analytics at a minimum? ????Improve and streamline processes to make sure they’re adding value. Ask questions such as these: Are your KPIs timely, relevant and able to help with crucial decisions? Are people adequately supported by technology? ????Leverage technology for better decision-making. Having the right technology in place allows your team to run analytics, modifying variables to better forecast various scenarios. Continue reading for insights to help strengthen your company's financial foundation. https://lnkd.in/e-yp_Qhi

Refine your business strategy and gain an edge in the marketplace by using benchmarking to compare elements of your business with those of an industry competitor. Matthew West, M.A. shares how this insightful practice could benefit your organization in this short article. https://lnkd.in/efQxKei2

At Smith Leonard CPE Day, Chris Gallo shared valuable insights on the power of state and local incentives. These programs offer tax credits and financial support that can drive profitability and reduce costs for businesses. Interested in learning how state and local programs can benefit your business? Visit our website to learn more about integrating these incentives into your long-term plan. https://lnkd.in/eWCYQ-ma

Benefits matter deeply to employees, but most would rather skip the enrollment process. While you can't force everyone to read open enrollment materials, there are strategies to boost employee engagement in the process: https://lnkd.in/e4xP6uFR

A recent report reveals that a whopping 43% of workplace fraud is identified through tips, and companies with dedicated fraud hotlines are nearly twice as likely to detect fraud this way. Michael Bosl discusses five reasons why hotlines play a key role in workplace fraud detection in his latest article. Creative Planning Business Services has developed PlainSight, an easily accessible and completely anonymous fraud hotline. With PlainSight, you can protect your organization by empowering your employees to speak up when they witness suspicious or potentially fraudulent activity.

Navigating the world of mergers and acquisitions can be complex, and there’s no one-size-fits-all approach, but understanding the driving forces behind these deals is crucial for any business owner. At its core, M&A should always align with your company's vision and goals. Business Advisory Manager Gary Hawkins discusses five things business owners should know before entering into an M&A deal in our latest article.

Is your business allocating enough resources to back-office accounting and finance? Investing in these crucial functions is key to your company’s success. Our latest article explores: -???Why successful organizations prioritize finance and accounting -???The challenges faced by companies that underinvest -???How much to allocate based on business size and industry -???Factors affecting finance and accounting costs Don't miss out on opportunities for growth and efficiency. Read our full article for more: https://lnkd.in/eKhWTRNw

If you’re attending the upcoming AI Unchained event by Botkeeper, don’t miss Creative Planning Director of Outsourced Accounting and Payroll Chris Gallo speaking on Innovative Solutions for Accountants: Revenue Growth and Practice Optimization Through CAS. Hear from Chris and other industry experts as they share proven methods to: ????Optimize your practice through the strategic integration of people, process and technology ????Streamline operations and improve profit margins ????Leverage the power of technology to transform your practice Learn more about the event here: https://lnkd.in/epdNGn46

Implementing enterprise-wide two-factor authentication (2FA) is a critical component to safeguarding your organization. As a business owner, one of your most valuable assets is your data. A data breach can put you at significant risk by disrupting business operations, harming your reputation and making your employees, vendors and customers vulnerable to identify theft. Our latest article from Director of Technology Adam Jones breaks down how to select the right 2FA, put an enterprise-wide solution into effect, combine 2FA with single sign-on, and implement an employee training program.

Check out the debut episode of our newest podcast, 401(k) Roundtable, where we explore the latest trends in 401(k) plan design, drawing insights from Vanguard’s “How America Saves” report. We also examine the impact of automatic enrollment, innovative features such as Super Roth accounts, challenges in managing retirement distributions and more. ?? Listen now on: Apple Podcasts: https://lnkd.in/gtqvgBWy Spotify: https://lnkd.in/g65_C5iW Our website: https://lnkd.in/gcnwRh7R