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1、本科毕业论文（设计）外文翻译原文：VariablepayEfficientlyMonitorClientCashFlowAsanothercalendaryearwanesclientsturntofinancialplannersforstrategiestomaximizeopportunitiesrelatedtotheendoftheyear.Manyoftheyear-endplanningstrategiespreparedbyfinancialplannersarecontingentonknow
2、ingaclient'sincome,expenses,andcashflowfortheperiod.Itisalsoatimewhenplannersrevieweventsoverthepast12monthsandassessaclient'sprogresstoanexistingfinancialplan.Plannersrecognizehowimportantcashflowmonitoringiswhenidentifyingplanningopportunitiesforclients,bu
3、tthevolumeofdatagathering,traditionallycompletedusingpaperformsorspreadsheets,canquicklybecomeoverwhelming.Also,clientsmayfailtokeeptheirrecordsupdated,orbackofficestaffmaygetboggeddownindataentry,makingtheprocessofyear-endplanningunappealingbecauseoftheamou
4、ntofworkinvolved.Fortunately,newtechnologyisavailablethatishelpingplannersminimizemanyofthetediousstepsinvolvedinthedatagatheringprocess.Ispokewithtwoplannersaboutsolutionstheyareusingtostreamlinethecashflowdatagatheringprocessandreducethetimerequiredtocreat
5、eyear-endstrategiesforclients.TraditionalDataGatheringTechniquesPlannersimplementavarietyoftechniquestogatherdatarelatedtoaclient'scashflow.Thelevelofdetailcollectedlargelydependsonthecomprehensivenatureoftheplanningprovidedforaclient.Someplannerscollectonly
6、theinformationneededforyear-endtaxplanning,whileothersgatherextensiveincomeandspendingdataforacomprehensivecashflowanalysis.Theleastefficientmethodtogathercashflowinformationistorequestcopiesofclientspaperstatements.Whilestatementscanbeprovidedineitherhardco
7、pyorelectronicform,clientsmuststillcollatetheirdocuments,deliverthemtotheplanner'soffice,andwaitforstafftomanuallyreviewthestatementsandentertheinformationintoappropriateplanningtools.Processingdatamanuallycantakeseveraldays,issusceptibletodataentryerrors,an
8、disnotscalableasfirmsgrowtheirnumberofactiveclientrelationships.Asanalternative,someplannersprovidecustomformsorspreadsheettemplatestoclientsfordatagathering.Theformshelpclientsconsolidatecashfl
