Are your clients getting the most flexibility and value from their #DonorAdvisedFund (#DAF)? Asking the right questions can make all the difference for their year-end giving strategy. Watch this quick video to learn three essential questions for choosing the best DAF program: https://lnkd.in/eM77gV_v #DAFs #YearEndGiving #WealthManagement
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🚀 Analyzing Financials Made Easier! Just imported the Profit & Loss Statement, Balance Sheet, and Cash Flow Statement for SML Isuzu from Excel to Google Sheets. 📊 To streamline the process, I utilized data directly from the Screener website, which offers a wealth of insights for fundamental analysis. Having all this information in Google Sheets makes it much easier to analyze and visualize key financial trends. 💡 Whether you’re an investor or just someone who loves diving into company fundamentals, tools like Screener and Google Sheets can make financial analysis so much more efficient. Check out the linked file for the setup and details: https://lnkd.in/gC9xf9yb Would love to hear how you approach company analysis—let’s share best practices! 🤝 #Finance #Investing #FundamentalAnalysis #GoogleSheets #Screener
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Budget season is quickly approaching! Get prepared ahead of time and review topics including operating expense ratio, loan-to-value, rate of return, cap rate and more. 💭 If you're considering getting an industry credential (CALP, CAM, CAS, or CAMT) this is a great prep course! Learn more ⬇️ https://loom.ly/lQnHcoI #Education #Multifamily
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Are you thinking of obtaining your RE5 Certificate? Watch as Lesegisha, the CEO of Finance Hut, outlines an important reason to do so. Skillfully’s intensive two-day RE5 course is designed to help you prepare for success in obtaining your RE5 certificate. Secure your spot now: bit.ly/3XnklTW #RE5 #Skillfully #RE5Exam #FAIS #FitandProper
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Here are some fast facts from the 2024 MTD 100, which is available in the July issue of MTD. https://lnkd.in/ghvnnjQw #moderntiredealer #tires #tireindustry #MTD100 #Fastfacts #Julyissue #tiredealers #tirelocations #tiredealerships #independenttiredealer
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🔍 Unveiling the Facets of Financial Statements with ATP Accountancy! 🔎 In the realm of financial reporting, two titans stand tall – Balance Sheets and Income Statements. Each carries its own set of advantages and challenges, essential in sculpting the fiscal narrative of a business. 📈 Balance Sheets offer a snapshot of a company's financial position at a specific point in time. They provide the groundwork for assessing liquidity, solvency, and capital structure, crucial for stakeholders' decisions. However, they do not reflect the performance over a period which is where Income Statements step in. 📊 📉 Income Statements paint the dynamic journey of revenues and expenses, culminating in net profit or loss over an accounting period. They are pivotal for understanding operational efficiency and profitability trends. Yet, without the context provided by a Balance Sheet, this picture remains incomplete. ATP Accountancy invites you to delve into this debate: What are your thoughts on these cornerstones of financial analytics? Are you leaning towards one more than the other? Join us in this intellectual exchange! Drop your insights below. 💭 #ATPAccountancy #FinancialStatements #BalanceSheets #IncomeStatements #BusinessInsights
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Wondering what the difference is between Unit4 FP&A and Excel? Download our infographic and find out what BARC’s Planning Survey 2024 has shown! 🔗 https://bit.ly/4hn7AR1 #Unit4 #BARC #Infographic #FP&A #Survey #FinancialPlanning
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How long does CNC status last? 🧐 If you're in a Currently Not Collectible (CNC) status, the IRS will periodically review your financial situation. It's important to stay informed and compliant. 🕒📑 Get in touch to see how we can help you maintain or exit CNC status with confidence. #GoodNewsTaxRelief #CNCStatus #TaxHelp #IRSRelief #TaxDebtResolution #TaxExperts #FinancialHelp
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Financial statements overly simplified: Income Statement: Are you profitable? Balance Sheet: Are you healthy? Statement of Cash Flows: Where is cash going?
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🚨 Blog Post 🚨 🧶 Navigating the car finance maze? 👉 Our latest blog delves into the differences between buying a car outright and opting for PCP finance. 💡 Discover which option aligns best with your financial goals and lifestyle. 💬 Check the link in the comment section #CarFinance #PCPFinance #Automotive #DirectCars #FinancialPlanning
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If you missed our Webinar, it's no worries! Watch the replay on-demand to learn how the automotive finance industry is adopting and implementing automation and AI in their back-office lending processes. #digitization #autofinance Timothy Yalich Jessica Pillado Gonzalez, PMP, MBA, POPM Adine Deford
Missed our Auto Finance Webinar? You can still catch the invaluable insights and information shared by our expert speakers. Watch the recording on-demand now: https://ow.ly/PNCn50Sp1CW
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