Creative Planning Business Services

Congratulations to Jana Wegner, CPA for being featured in Master Builders of Iowa's Women in Construction highlight. Her expertise in construction accounting and dedication to the industry is making a lasting impact on our clients and the construction community! Read more here: https://mbi.build/

Optimizing your finance and accounting infrastructure creates a ripple effect throughout your organization, and smart resource allocation in these areas helps to drive efficiency and growth. Solution Sales Manager Matthew West, M.A. 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 Read our full article for more: https://lnkd.in/eKhWTRNw

Integrating your company's HR and payroll systems may help streamline your business functions and eliminate unnecessary redundancies. Discover seven advantages of HR/Payroll collaboration in this short article.

Smart business transitions balance owner, employee and company interests. Explore how ESOPs can create win-win scenarios in business succession planning. https://lnkd.in/e_v-PAzh

Many businesses still use a “brute force” approach to meet operational goals. From legacy systems to fragmented software ecosystems, Director of Enterprise Solutions Tim Ernst explores how to overcome common technology challenges and optimize your business processes. https://lnkd.in/eW9jHWfu

Cash flow forecasting isn't just about predicting numbers, it's about preparing your business for multiple possible futures. From revenue projections to working capital management, the right data can transform your financial decision-making. https://lnkd.in/euiz6jSx

What's driving market concentration in the S&P 500? Join the CIO of American Century Investments, Rich Weiss, and the CPO of Trilon Group, Bob Chapman, as they unpack the evolving investment landscape, generational investing patterns and how AI is reshaping financial services. The new episode of 401(k) Roundtable is available now.   🎧 Listen Here Apple Podcasts: https://lnkd.in/gaNMQiUR Spotify: https://lnkd.in/gK5ZcyWJ

From protecting against physical damage to providing funds to cover a cyberattack, there’s a range of insurance types available for business owners. Regularly review your coverage options to see if they're still meeting your needs. https://lnkd.in/g598wfgT

Most small business owners don't have a background in finance, and their priority — understandably — is running the business and taking care of customers. Avoid making these potentially costly missteps. https://lnkd.in/e_tKRSE6

What tech developments should you be watching in 2025? Chris Gallo will be joining the I Talk Tech virtual event to break down the applied technology trends that will shape the coming year. Register here: https://lnkd.in/eu3AtfHT