Executive Summary Welcome back to the 167th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Scott Frank. Scott is the founder of Stone Steps Financial, an independent RIA based in Southern California that has quickly grown to 67 clients and more than $400,000 of annualized revenue in just 5 years. What’s unique […]
Archives for March 2020
8 Reasons Why You Should Pick Accounting as a Career | Latest World News – Breaking News & Top Stories – Byte Bell
Choosing a career in accounting is tremendous, and there are a lot of opportunities to explore. If you’ve decided to venture into accounting, then you’re on your way to an exciting career. There are several advantages in accounting, but first, here are eight reasons why you need to choose to account. You’ll get opportunities Accountants […]
Stop avoiding these business tasks!
Running a business is time consuming and stressful. I bet you already knew this, eh? In the maelstrom of tasks you need to conquer to keep your business afloat, there will inevitably be those things you miss. Sometimes these seem unimportant, sometimes you simply forget and every so often we can all be just plain […]
Ed-tech firms go on hiring spree, look at creating 3,000 new jobs next year
While companies like Oyo, Zomato and Urban Ladder are trimming their workforce, here is a pack of startups that is on a hiring spree. UpGrad, Vedantu, Simplilearn, Dronstudy, Udemy and CollegeDekho, all belonging to the ed-tech space, are looking at creating at least 3,000 new jobs, mainly in tech, product and sales, over next year. […]
10 tools to support your accounting practice’s business continuity planning
Recent events have spurred the ‘world’s biggest work-from-home experiment’. One company that has done this successfully is OA International Holdings. The Managing Director, Alan Chang, has divided his practice into two teams that alternate between working from the office and from home. While this may seem like a drastic change in the way many companies […]
NZ payroll year-end: What employers need to know
The end of the tax year can get hectic with all the changes happening. But Payroll in Xero makes your year-end tasks painless and simple. We provide the tools and education to make your compliance and updates a breeze, leaving you with more time to focus on doing the things you want to do. Upcoming […]
2020 Whole Ball of Tax: Your ‘Go-To’ Tax Season Resource
Annual collection of resources aid the preparer and taxpayer alike The annual 2020 Whole Ball of Tax (WBOT) from Wolters Kluwer Tax & Accounting is now available to help journalists, reporters, and media in general better understand the nuances of the 2020 tax filing season. Filled with valuable information, WBOT is a comprehensive collection of […]
I’m here, to remind you
Good morning. Stocks were halted after a 7% drop, which triggered the first of three circuit-breakers designed to give buyers and sellers a chance to regroup during moments of extreme volatility. The system is clearing itself of over-leveraged players, forced liquidators and panic sellers. There are people selling for a variety of reasons, but everything […]
Digitise or die: Myths about accounts payable software
Technology available to accounts payable departments is getting more advanced and has enabled many to employ automation to minimise costs, boost revenues and leapfrog laggards. Findings from Research Engine show that markets are investing heavily in automation. Digital transformation is forecast to exceed $650bn (just under £500m) by 2024 at a compound annual growth rate […]
Announcing The Second (Bi-Annual) Kitces Research Study On The Real Financial Planning Process
Executive Summary Financial planning, and the process of creating a financial plan, has changed extensively over the nearly 50 years since the first class of CFP certificants. As while in the early years, the “financial plan” was primarily used as a way to demonstrate a prospective client’s gaps and establish a need (for which the […]