CPA

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Seven Ways to Get the Most Bang for Your Buck from Your Bookkeeper

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When it comes to managing your finances, whether it’s for personal or business purposes, having a Certified Public Accountant (CPA), Bookkeeper, or any other financial professional can be a game-changer. These professionals bring valuable expertise, insights, and knowledge to help you make informed decisions and navigate complex financial matters. In this blog post, we’ll explore […]

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What should you consider before hiring?

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Are you thinking about hiring somebody, or thinking that you have a need to hire somebody? In this week’s episode, I will discuss 3 things you should consider before going about your hiring journey. Show Notes: Want to book a Wayfinder?: Let’s start a conversation. Relevant Quora post about Wayfinder: https://www.quora.com/What-are-some-great-questions-for-a-client-strategic-planning-session/answer/Chris-Hervochon Relevant Quora post about

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5 Ways The Government Shutdown is Affecting Tax Season

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The Government Shutdown Whelp… Here we are, January 7th, and the #GovernmentShutdown continues with no end in sight.  The government shutdown began at midnight EST on Saturday, December 22, 2018, so today will make day 17 of the shutdown.  Certainly the shutdown is affecting millions of Americans, and from a tax preparer’s point of view and a

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The 4 Accounting Bases You Need to Cover In Your Startup

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Where to start… You’ve got drive, energy, and an awesome idea for a product or service. But, did you consider your accounting needs?  Accounting tends to be one of the more mundane considerations, especially when you have so many exciting things happening as you start your business.  Here are the 4 accounting bases you need

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A Peak Behind The Curtain – Facebook Live 12/6/18

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In this video I will be walking you through an automation I built for my business that covers customer acquisition and management, meeting scheduling, invoicing and payment collection. This is a template of how you can automate tasks in your business while also marrying financial and non-financial data for greater insights.

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