Creative Planning Business Services

A recent report reveals that a whopping 43% of workplace fraud is identified through tips, and companies with dedicated fraud hotlines are nearly twice as likely to detect fraud this way. Michael Bosl discusses five reasons why hotlines play a key role in workplace fraud detection in his latest article. Creative Planning Business Services has developed PlainSight, an easily accessible and completely anonymous fraud hotline. With PlainSight, you can protect your organization by empowering your employees to speak up when they witness suspicious or potentially fraudulent activity.

Navigating the world of mergers and acquisitions can be complex, and there’s no one-size-fits-all approach, but understanding the driving forces behind these deals is crucial for any business owner. At its core, M&A should always align with your company's vision and goals. Business Advisory Manager Gary Hawkins discusses five things business owners should know before entering into an M&A deal in our latest article.

Is your business allocating enough resources to back-office accounting and finance? Investing in these crucial functions is key to your company’s success. Our latest article 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 Don't miss out on opportunities for growth and efficiency. Read our full article for more: https://lnkd.in/eKhWTRNw

If you’re attending the upcoming AI Unchained event by Botkeeper, don’t miss Creative Planning Director of Outsourced Accounting and Payroll Chris Gallo speaking on Innovative Solutions for Accountants: Revenue Growth and Practice Optimization Through CAS. Hear from Chris and other industry experts as they share proven methods to: •   Optimize your practice through the strategic integration of people, process and technology •   Streamline operations and improve profit margins •   Leverage the power of technology to transform your practice Learn more about the event here: https://lnkd.in/epdNGn46

Implementing enterprise-wide two-factor authentication (2FA) is a critical component to safeguarding your organization. As a business owner, one of your most valuable assets is your data. A data breach can put you at significant risk by disrupting business operations, harming your reputation and making your employees, vendors and customers vulnerable to identify theft. Our latest article from Director of Technology Adam Jones breaks down how to select the right 2FA, put an enterprise-wide solution into effect, combine 2FA with single sign-on, and implement an employee training program.

Check out the debut episode of our newest podcast, 401(k) Roundtable, where we explore the latest trends in 401(k) plan design, drawing insights from Vanguard’s “How America Saves” report. We also examine the impact of automatic enrollment, innovative features such as Super Roth accounts, challenges in managing retirement distributions and more. 🎧 Listen now on: Apple Podcasts: https://lnkd.in/gtqvgBWy Spotify: https://lnkd.in/g65_C5iW Our website: https://lnkd.in/gcnwRh7R

We’re excited to share that 13 talented Creative Planning Retirement Services team members have been nominated for the 2024 NAPA Top Women of Excellence award. This recognition is a testament to their unwavering dedication and commitment to maintaining the highest standards of excellence in our industry.   Congratulations to Courtney Stroope, Stefanie Williams, CRPP CPFA, Ana Ulicevic, McKenzie Johnson, Melissa Wiss, Meredith Moore, Ashli Kennedy, Julie Babcock, Rita Latnhotha, Mindy Marburger, Carly Bell, Jessica Stephan and Sally Johnson on their nominations!   We invite you to join us in celebrating this achievement by casting your vote here: https://lnkd.in/g2uQd_-7. Voting ends on September 30 at 5:00 p.m. PT.

As a business owner, outsourcing your company’s accounting functions can be a great way to free up your key employees to focus on core business tasks. It can also lead to cost savings, scalability and more flexibility for you to focus on strategic initiatives to drive your business’s success. Most firms offer several levels of service to meet each client’s specific needs. Director of Business Accounting Services Chris Gallo breaks down your options and provides tips to help you decide which level of service is best for your business. https://lnkd.in/emi7pzSB

With the IT landscape constantly evolving, selecting the right managed service provider (MSP) can significantly impact your business’s efficiency and security.  Director of Technology Adam Jones breaks down 10 essential tips to help you identify an MSP that’s qualified to meet your needs, streamline your technology functions and support your business.

Partnering with a Virtual Chief Information Officer (vCIO) is ideal for small to medium-sized businesses looking to elevate and empower their IT strategy. A vCIO partner can help businesses align technology with their objective, stay current and maintain security.