Catholic Financial Life’s Post

Is it time for your family enterprise to bring a non-family CFO into the fold? It can be a good idea, but it has to be done right. As executive recruiter Dan Ellis, CPA writes, that means careful planning, open communication and a willingness to embrace change. https://lnkd.in/eCVUbV3B #familybusiness

As the new month unfolds, so do new opportunities for financial success! Let Accountable guide you through the month with our expert solutions. Together, March will be amazing. Book a free consultation and let’s get started. Happy March🥳 . . . #newmonth #march #becomingaccountable #finance #smallbusinessenterprise #financialmanagement #financialfinesse

In our world of finance, we were so excited to hear that Georgia Governor, Brian Kemp recently proclaimed October as Financial Planning Month! #fpaofgeorgia #financialplanningmonth #financialplanning #cornerstonefinancialteam #financialadvisorsuwaneega

When Aziz Hirji, CPA, CA Chief Financial Officer, started within the industry over 4 years ago, there was a global pandemic, and toilet paper sales had risen so much that people were stockpiling this valuable commodity in their homes. Looking back, who would have thought how far we’d have come in those 4 years since COVID? To learn more about Aziz and our other experienced senior management team members, click here: https://bit.ly/3v1xu9i

🌟 Happy Saturday, LinkedIn community! 🌟 As a Chartered Accountant deeply committed to excellence in financial stewardship, I'm reflecting today on the power of strategic financial management. Even on weekends, our passion for precision and foresight never takes a break. Let's use this time to recharge and prepare for the upcoming week. What's your go-to Saturday routine for staying sharp and focused? Share your thoughts in the comments below! #WeekendReflections #FinancialExcellence #CharteredAccountant

This is as obvious as it is frightening... ...same logic with selecting a washing machine ... looking at which? reports and do anz naysis under the sun, but buying a house? hmm... gut feeling will do. So yes, plan your future! And as we are on the topic, many are worried to spend the next £500 on a marketing campaign, but do not collect £5000 unpaid invoices. Change your behaviour... Collect what's yours with GetPaid on Xero. Start your new behaviour and run your business like a blue chip company: GetPaid on Xero: https://lnkd.in/gVwcbdHa

Meet Hetty Hyde-Durrant, Financial Planner. Hetty joined us in October 2022 after 6 years’ experience working behind the scenes in a large financial planning firm. Read more about Hetty here: https://lnkd.in/ePT9svnv #stockmarkets #timingthemarket #markettiming #investments #investing #basicprinciplesofinvesting #financialplanning

🔔 New Video Alert! 🎥 Our co-founder, Robert Lewis, recently sat down to film a brief introduction to Celtic Financial Planning. In just about a minute, he captures the essence of who we are and the ethics that guide us in providing you with top-tier, independent financial advice. Discover the story behind our firm and the passion that drives us every day to ensure you make the best financial decisions possible. Watch the full video here 👉 https://lnkd.in/eGevRy2E We believe in transparency, simplicity, and building relationships based on trust. We are Celtic Financial Planning - helping you create, manage and protect your wealth. Got any questions? Feel free to send us a direct message or leave a comment below! We're here to help. #CelticFinancialPlanning #FinancialAdvice #MeetTheTeam

In this clip, Professor Adam Boddison, Chief Financial Officer at The Very Group, reflects on the benefits of making bold decisions, regardless of the industry. Listen here: https://lnkd.in/gEEDuK8n #LeadershipPodcast #BoldDecisions #FinancialLeadership