KBS, Inc.’s Post

📖✏️The path to becoming a #CPA is no easy feat. As we celebrate #NativeAmericanHeritageMonth, join Wesley Ryan Benally, CPA and Ryan Claw (Dine’), the Interim Executive Director of Treasury for Tohono O'odham Nation, as they discuss what it takes to join the elite ranks of Certified Public Accountants. #InsightinIndianCountry

📖✏️The path to becoming a #CPA is no easy feat. As we celebrate #NativeAmericanHeritageMonth, join Wesley Ryan Benally, CPA and Ryan Claw (Dine’), the Interim Executive Director of Treasury for Tohono O'odham Nation, as they discuss what it takes to join the elite ranks of Certified Public Accountants. #InsightinIndianCountry

📖✏️The path to becoming a #CPA is no easy feat. As we celebrate #NativeAmericanHeritageMonth, join Wesley Ryan Benally, CPA and Ryan Claw (Dine’), the Interim Executive Director of Treasury for Tohono O'odham Nation, as they discuss what it takes to join the elite ranks of Certified Public Accountants. #InsightinIndianCountry

#Independentsponsors #familyoffices Looking forward to moderating a panel at ACG New York’s Family Office and Limited Partner series. Family Office and Independent Sponsor Dealmaking – A Match Made in Heaven'. Topics for consideration include: - Are Family Offices a good fit for Independent Sponsors - Traditional PE vs Family Offices - How do both parties evaluate one another - Transaction structures and economics - What are the best ways to network- for both parties, how do you “source” one another? Learn more about CohnReznick LLP’s services for Independent Sponsors and Fmaily Offices. https://lnkd.in/gzxcwwp

Everyone can now see that the SJP model was not in the clients best interest. I dont blame the SJP advisers, (many are excellent at their jobs and work well within their constraints), I blame the Management & corporate culture at SJP. They created a remuneration structure that was more interested in locking in clients for 5 years and boosting shareholder profits than doing what was best for the clients. ⏰ Time for change. A long time coming.

If you've been following me for any time, you know how much I value client relationships. 🤝 We don't work in a silo, crunching away at calculations and sending reports to our clients. It's a TEAM approach, not just in leveraging the KBS CFO team as a whole, but in making the clients part of the team, too. KBS CFO is NOT in the numbers business. We’re in the people business. 👨💼👩💼 Every company is unique, with different challenges and different needs. We take the time to listen and get to know your business--the whole business, not just the finances. That is the only way we can help you thrive and meet your goals. 🚀 If you're looking for a collaborative, future-thinking, and talented team of accounting pros to help take your business further, KBS CFO might be right for you. Contact us at KBSCFO.com or DM us here on LinkedIn. 📩 #ClientRelationships #TeamApproach #PeopleBusiness #UniqueChallenges #BusinessGrowth #FractionalCFO #AnticipatoryAccountant #DistilleryOwners #ConstructionContractors #FutureThinking #KBSCFO #ThriveTogether

Are you unsure about how to determine the fees of your board members? Nompumelelo Norma N. shares insights into how best to approach this sometimes tricky subject: https://lnkd.in/d9g6h8hH #Sirdar #DirectorFees #BoardMemberRemuneration #ThoughtLeadership

This week the adviser universe strikes a balance between entries and exits. Shaw and Partners takes the biggest gain of the week again, with 5 joining. Welcome to the industry’s newest talent: Thomas Hoy, Mitchell Brown, and Jordan Mackellar (Charter Financial Planning), Daniel Johnstone (AMP), and Benjamin Ralston (HJC Accountants). 📣 We want to hear from you 📣 Be sure to have your say with our 2024 Advice Landscape Survey. You’ll receive exclusive insights and enter into our $40k prize draw! (Link in comments) Luke, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

As a partner at Sequeira Partners specializing in business valuations and financial opinions, Kira Gregson helps clients answer the fundamental question, “what is my business worth?”.      Prior to joining Sequeira Partners, Kira spent 10 years in public practice accounting, over seven of which were focused on business valuations.      We asked Kira how the CBV designation supported her career development, and this is what she had to say:      Learn more about the prestigious CBV designation here:      https://lnkd.in/egdAFdBJ     #BusinessValuation #ContinuingEducation #ProfessionalDesignation  

🤔 Accountability is a key element of #governance, but how do you nail it down? 🤔 Dr Craig Furneaux from QUT Business School will provide an accountability framework which is actionable and comprehensive at the Better Boards Conference, coming soon in Sydney - June 14-15! A great-value governance exercise! Have you booked?https://lnkd.in/g3yHaUxR #NonProfitExcellence