Sentences with phrase «managing financial accounts»

Computer software used in managing financial accounts may help lighten your workload for such.

Discover the Numerous Advantages of Working with an Expert Accountant Whether you have just started your own business or need help with managing your financial accounts, you should learn about the benefits of working with an expert accountant.If you want to avoid the stress of having to deal with the administrative details and legalities that your firm must comply with, you are recommended to invest in the services of an exp...

She was quickly promoted to Director of Finance, where she was responsible for managing financial accounting and reporting, payroll, accounts payable, collections, purchasing, regulatory compliance, cash functions, and casino accounting.

When workers retire, they will have to manage their financial accounts in a responsible manner.

You can now pay your bills online and manage your financial accounts, so it only makes sense that you can now purchase your life insurance on the Internet too.

Not exact matches

The dispute between Burrup Holdings managing director Pankaj Oswal and the company's 35 per cent shareholder Yara Australia has escalated after Burrup blocked an independent audit of its financial accounts.

«By centralizing back office support and empowering CPAs and financial advisors with the tools they need to manage more complex tax, accounting, and wealth management strategies, top shelf financial and tax services become available to more people.»

He has more than 30 years experience in financial planning, and recently launched Active401k, which helps both financial advisors and 401 (k) participants become more active in managing 401 (k) accounts.

His prior experience includes private equity funding of start - up telecommunications and Internet services companies, as well as strategic and financial planning, mergers and acquisitions, and managing finance and accounting activities for both domestic and international businesses in the telecommunications and Internet services sectors.

Financial Engines, a defined - contribution managed - account provider, estimates the average single retiree leaves more than $ 100,000 in lifetime benefits on the table by fumbling his or her Social Security choices.

«When it comes to retirement, it is so important to get that money out of the retirement accounts as tax - efficiently as you possibly can,» emphasize Gary Plessl and Kevin Houser, certified financial planners and managing partners of The Houser and Plessl Wealth Management Group.

In recent years, just three of the TSX's 10 main sector groups — financials, energy and mining — managed to account for more than three - quarters of the TSX's value.

Barbara Grogan, chief executive of $ 10 - million Western Industrial Contractors Inc., an industrial construction company in Denver, is a big fan of banking improvements that allow her to manage interstate payrolls and multiple bank accounts by fax — «making financial decisions in 20 minutes that once might have taken two months.»

Now most of us can begin to make sophisticated financial analyses and forecasts, manage various kinds of information, and, in some cases, even do general accounting.

An analysis of the Canadian online banking sector in Q1 2011 showed that there were 13.3 million online banking customers across the top Canadian financial institutions who manage checking or savings accounts online.

If you don't want to manage your own portfolio for automatic rebalance or hire a financial advisor, Betterment is tough to beat for the very low price especially for smaller accounts.

In fact, you can upgrade to a paid account (Mint only offers free accounts) to have direct access to a financial advisor to help you manage your investments through a hybrid robo - advisor platform.

With their free financial software, you can see all of your accounts easily in one place so that you can manage everything easily.

Chime will also introduce new services through its open APIs and partnerships with leading financial companies, so that members can use their Chime account as a connected hub to manage all of their financial accounts.

Corporates are being forced to rethink their approach to accounting as new technologies disrupt the way firms transact and manage financial data...

Financial and retirement products and services for individuals, including IRAs, annuities, college savings, managed accounts, and brokerage and cash management as well as workplace savings business for tax - exempt organizations.

Mentor or Coach of the Year — Business — All Other Industries GOLD STEVIE WINNER: Utah Avalanche, Salt Lake City, UT USA: Joanna Barney, Executive Director BRONZE STEVIE WINNERS: Acxiom Corporation, Foster City, CA USA: Elizabeth Xu, Group VP of Engineering Amadeus Consulting, Boulder, CO USA: Re-Defining Mentorship Through Leadership: Lisa Calkins, CEO of Amadeus Consulting Barnum Financial Group, a MetLife firm, Shelton, CT USA: Maria Conlon - Doing What Comes Naturally - Mentor / Coach of the Year Business Dynamics Limited, Mineola, NY USA: Barbara Cataletto, CEO and Managing Director Ultimate Accounting vCon, Plano TX USA: Sandi Smith Leyva, President, Sandra L Leyva, Inc..

Curve solves the problem, by letting businesses spend from all their accounts with just one Curve card - and manage their financial life through one smart, secure mobile app.

Another idea comes from Financial Engines, a company that manages 401 (k) accounts.

Many administrative details are shouldered by the financial institution that manages the accounts and you don't have to file annual plan reports with the IRS.

Robert (Bob) Macdonald is senior vice president, director of financial solutions and is responsible for the investment profiling methodology used to supply asset allocation recommendations for clients in Fidelity managed accounts.

Before joining the firm, he was an investment analyst at UAM Investment Services and also served as the director of managed accounts and as a senior financial analyst at New England Securities.

And since WealthGuard monitors all your accounts automatically, it can watch over your 401 (k), self - managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.

In every corner of our footprint, if you're starting, growing, managing or selling a company, whether you need an individual retirement account or an estate plan for a substantial financial legacy, there's a PNC - Certified Women's Business Advocate who can help you.

The following securities mentioned in the article were held by one or more accounts managed by U.S. Global Investors as of 12/31/2015: American Airlines Group Inc., Apple Inc., Ford Motor Co., MasterCard Inc., Microsoft Corp, Regions Financial Corp., Southwest Airlines Co., Tyson Foods Inc., Visa Inc., Vulcan Materials Co., Zions Bancorporation.

Purchase payments are directed to a range of financial products, called sub-accounts, which are managed similar to mutual funds, or directly into the separate account of the insurance company that manages the portfolios.

Consider hiring a trusted accountant to file taxes, and have financial advisors manage investment accounts.

Sure, if I had unusual financial needs I'd be happy to pony up for more personalized service (a managed account?).

The Edward Jones app is great for managing your accounts and connecting with your financial advisor on the go.

Fiserv offers integrated, front - to - back wealth management solutions to help your firm deliver on goals - based wealth management the promise of the unified managed household (UMH)-- a single view of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.

She is responsible for supporting members of the investment team by managing daily operations and coordinating events and meetings and also assists the accounting team with portfolio management, financial analysis and reporting.

, a virtual business accounting and financial advisory firm that works to free founders and entrepreneurs from the stress of managing the daily operational grind.

Accounting software is a set of tools and applications that streamline financial processes to help businesses and organizations manage their accounting aAccounting software is a set of tools and applications that streamline financial processes to help businesses and organizations manage their accounting aaccounting activities.

It could also mean developing new competencies, such as pastoral counseling, a biblical language, or mastering the accounting principles or computer software used in managing the church's financial affairs.

The first manages the real estate of the Vatican (in the end, trivial accounting) while the second takes care of the financial side of things.

But I was totally drawn in by writer Mara Strom Sachs's candid account of how she and her husband (both Modern Orthodox Jews) followed the financial advice of Evangelical Christian Dave Ramsey to pull themselves out of a very hairy financial situation, and how she now manages to keep her family well - fed while staying frugal.

Managing a basic checking account linked to a debit card can help teens learn to manage financial information online and understand that debit transactions represent actual cash.

The May 1, 2011 - April 30, 2015 agreements with police dispatchers, telecommunications operators, and public works and building maintenance employees and upper police management: • * increase required employee contributions to participate in conventional preferred provider organization health plans, • * provide financial incentives to employees to switch to consumer - directed plans or managed - care plans, • * provide village funding of 40 percent of the deductible for high deductible health plans with health savings accounts and • * require employee participation in annual wellness and health risk assessment screenings in order to qualify for best rates.

The Port Authority has been managing its real estate interests, with the divestiture of the World Trade Center retail project to Westfield for $ 1.4 billion as a prime example, as part of our commitment to refocus on our core transportation mission, taking into account impacts on its financial position,» the agency said in a statement.

Blog topics range from managing cash flow to understanding key performance indicators are crafted by subject matter experts in bookkeeping, management accounting, and financial performance.

Despite giving the agency the benefit of the doubt, our account was very poorly managed and they were never able to positively impact our PPC campaign, resulting in sizeable financial and opportunity costs for the business.

Hands on Banking is a free, bilingual financial education program that provides practical lessons in areas such as managing your cell phone bill, saving and paying for an education beyond high school, living on your own, including the money basics of housing and transportation; creating a budget and living within your means, buying a car, opening bank accounts, establishing, building and managing credit; and avoiding debt problems, according to Wells Fargo.

Included in the PowerPoint: Macroeconomic Objectives (AS Level) a) Aggregate Demand (AD) and Aggregate Supply (AS) analysis - the shape and determinants of AD and AS curves; AD = C+I+G + (X-M)- the distinction between a movement along and a shift in AD and AS - the interaction of AD and AS and the determination of the level of output, prices and employment b) Inflation - the definition of inflation; degrees of inflation and the measurement of inflation; deflation and disinflation - the distinction between money values and real data - the cause of inflation (cost - push and demand - pull inflation)- the consequences of inflation c) Balance of payments - the components of the balance of payments accounts (using the IMF / OECD definition): current account; capital and financial account; balancing item - meaning of balance of payments equilibrium and disequilibrium - causes of balance of payments disequilibrium in each component of the accounts - consequences of balance of payments disequilibrium on domestic and external economy d) Exchange rates - definitions and measurement of exchange rates - nominal, real, trade - weighted exchange rates - the determination of exchange rates - floating, fixed, managed float - the factors underlying changes in exchange rates - the effects of changing exchange rates on the domestic and external economy using AD, Marshall - Lerner and J curve analysis - depreciation / appreciation - devaluation / revaluation e) The Terms of Trade - the measurement of the terms of trade - causes of the changes in the terms of trade - the impact of changes in the terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked about.

The Academies Financial Handbook places emphasis on the need for the accounting officer to manage carefully relationships with connected parties to avoid real or perceived conflicts of interest and to ensure that restrictions placed on trade that can be undertaken by academy trusts with connected parties are complied with.

Nevada's pending education savings account program includes a contract with a financial services provider that will managing payments online.