Top January Resources From Creative Planning Business Services
From maximizing your tax savings and staying compliant this tax season to insights on key performance indicators (KPIs) and cash flow, jump into these business resources and register to join us for our upcoming sales tax webinar.
Sales tax webinar: Is your tech provider friend or foe?
Join two major players in the sales tax ecosystem, Chris Gallo and Matt West, as they disclose the disconnect in the marketplace and put a spotlight on common red flags for misleading tech providers. Get registered!
Do your financial strategies help maximize your tax savings?
As has been said by many, if you don’t plan to save, you plan to pay. Provide your business with the opportunity to proactively manage its tax liabilities, optimize its tax-saving strategies, and align its financial goals with its tax obligations.
Is your business sales tax compliant?
To many businesses’ dismay, staying on top of the changing state and local sales tax (SALT) landscape isn’t going to get easier anytime soon. To ensure your business is compliant and confident in its sales tax filing processes, it’s crucial to stay up to date on what’s going on in the SALT landscape.
Do you have a clear view of the current state of your business’s finances?
Key performance indicators (KPIs) are great for helping businesses understand their cash flow, where expenses are coming from, which teams or individuals are generating revenue and just how much revenue is being generated. A KPI’s significance may vary depending on your business’s industry and structure, but we're sharing a few essentials that should be monitored regularly.
What actionable insights does your cash flow provide?
Glancing over your business's bank balance isn't enough for sustainable financial success. In this video, we're exploring insightful best practices that can help you be more prescriptive with your cash flow strategies.
Transforming business. Transforming lives. Creative Planning Business Services is the business advisory arm of?Creative Planning, providing a comprehensive suite of services to?support and empower businesses and their owners. Connect with us today — our team would be happy to discuss your goals and the business challenges you're aiming to solve.