文档介绍：本科毕业论文(设计)
外文翻译
原文:
Variable pay Efficiently Monitor Client Cash Flow
As another calendar year wanes clients turn to financial planners for strategies to maximize opportunities related to the end of the year. Many of the year-end planning strategies prepared by financial planners are contingent on knowing a client's e, expenses, and cash flow for the period. It is also a time when planners review events over the past 12 months and assess a client's progress to an existing financial plan.
Planners recognize how important cash flow monitoring is when identifying planning opportunities for clients, but the volume of data gathering, pleted using paper forms or spreadsheets, can quickly e overwhelming. Also, clients may fail to keep their records updated, or back office staff may get bogged down in data entry, making the process of year-end planning unappealing because of the amount of work involved. Fortunately, new technology is available that is helping planners minimize many of the tedious steps involved in the data gathering process. I spoke with two planners about solutions they are using to streamline the cash flow data gathering process and reduce the time required to create year-end strategies for clients.
Traditional Data Gathering Techniques
Planners implement a variety of techniques to gather data related to a client's cash flow. The level of detail collected largely depends on prehensive nature of the planning provided for a client. Some planners collect only the information needed for year-end tax planning, while others gather extensive e and spending data for prehensive cash flow analysis.
The least efficient method to gather cash flow information is to request copies of clients paper statements. While statements can be provided in either hard copy or electronic form, clients must still collate their documents, deliver them to the planner's
office, and wait for staff to manually review the statements and enter the information into appropriate pla