Referral Partners

News & Insights

Remote Management Skills for High Team Performance

Thanks to Kaplan CFO Referral Partner, Steve Rudolph for this post. “We see an incredible 42 percent of the U.S. labor force now working...

Updates on SBA Activities, Issues and Area Lenders

Thanks to our Kaplan CFO Referral Partners at Allen, Stahl & Kilbourne for providing a good list of updates to funding decisions, issues...

Strong brands enjoy more efficient business models than weak ones.

“Most balance sheets do not track brand value because it is an “intangible” asset. This is a pragmatic accounting practice. That is fine...

The Power of Partnerships

In their most recent on-line newsletter, Kaplan CFO Referral Partner, The Platinum Group shared a story that perfectly reflects our view...

How Modern LMS Boosts Employee Engagement

As the country's business focus shifts to understanding the value of company culture and employee satisfaction, employee engagement has...

Understanding COBRA Requirements

The following content is provided courtesy of Kaplan CFO's Referral Partners, a network of trusted service providers working with our...

The Benefits of Company Sponsored Retirement Plans

As a business owner, establishing a retirement plan at your company can serve many purposes. Having a plan will provide your employees an...

Which Retirement Plan Is Right for Your Business?

The following article is from Referral Partner, Matt Dickelman, Associate Vice President – Investments for Wells Fargo Advisors. Which...

Kaplan CFO Launches Referral Partner Program

Whether B2B or B2C, today’s business runs on relationships. Every business organization relies on productive and mutually beneficial...

Higher profits and lower taxes? It can be done.

When business is humming and profits are rising, everybody’s happy. Well, almost everybody. Guess who’s not? The folks in finance; for...