Archives for October 2019

Change is a universal constant. You want to be equipped to embrace it so that you can best serve your clients as the geopolitical and economic landscapes evolve. In this podcast, Mackey McNeill, CPA/PFS interviews futurist, David Houle to get his perspective on: What’s going to be different in the 2020s and why? How do […]

There was a time when all that your restaurant really needed was good food and a great location to guarantee its success. But with the advent of social media and online mobility, menu and locale alone aren’t always enough to grow and maintain a healthy client base These three investments are .

As business owners we are all encouraged to set goals in order to achieve what we set out to do.  Whether those are 5 year or 10 year goals to achieve a specific personal dream or short term goals to take baby steps towards your long term dream. There are numerous books written by successful […]

In this podcast, Nadine Lee, CPA/PFS shares strategies and cases related to optimizing incentive stock options (ISOs). She answers the questions: What are the three ways that clients can take action on incentive stock options? What are the requirements of ISOs? What can CPA financial planners do to help clients navigate this complex area of […]

First Class Accounts likes to do things differently, instead of creating a business that’s all about the bottom line, they created a community, where people are the main focus. To bring together the 200 franchisees from all over Australia, First Class Accounts national office hosts a 4-day conference event. The conference location varies each year, […]

This year, our annual conference was held at the Marriott Resort & Spa in Surfers Paradise. Our conference is a fantastic celebration, not just recognising the hard work our franchisees put in, but it is also a celebration of the brand and community culture we have worked hard to establish. Our franchisees often refer to […]