Budgeting and forecasting are necessary evils to keep a company on track to meet their short-and long-term goals. Unfortunately, the process can be time-consuming and complicated. As CEO, you will want to make this yearly task move as quickly and painlessly as possible.
These six tips will act as a better way forward when completing your budget and forecast for the coming year.
Read MoreTags: Tax, Accounting, budgeting, Forecasting
As a CPA I often have the opportunity to review the financial position of many new clients. One of the items that constantly gives me a lot of grief is finding annuities held by new clients in situations that are not appropriate. I always think, had they just given me a call to discuss the pros and cons they would not have gotten themselves locked into the contract that does not fit their current goals or will not be flexible when their circumstances change.
Tags: Investments
As I work on new client’s personal financial planning, I am always disappointed in how the rascals in the wealth management business take advantage of their clients. We are constantly working with clients to make sure they have a plan that fits and that such a plan is actually being followed.
Read MoreTags: Investments
One of the reasons I love being at Milam, Knecht & Warner, is the great clients we have. One amazing client that I have had the pleasure to get to know is Dr. Jerold and Dorothy Beeve. Dr. Beeve is an ophthalmologist and has grown a very successful practice in La Canada with the support of his wife and nurse, Mrs. Beeve.They are an amazing couple with hearts as good as gold. And in addition to running their business, since 1991, they have been bringing a new world of clear eyesight to the underserved people of Fiji.
Tags: Client Spotlight
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