When you sell goods to customers, you likely collect and remit sales tax to the government. And when you purchase products, you typically pay sales tax. But, how do you record these tax collections and payments in your accounting books? Sales tax accounting. You should understand accounting for sales tax to maintain organized and accurate […]
Archives for September 2022
#FA Success Ep 299: Finding The Motivation To Grow Again With Authenticity And Client Significance, With Tim Regan
Welcome back to the 299th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Tim Regan. Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households. What’s unique about Tim, though, is […]
#FA Success Ep 299: Finding The Motivation To Grow Again With Authenticity And Client Significance, With Tim Regan
Welcome back to the 299th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Tim Regan. Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households. What’s unique about Tim, though, is […]
FSCS declares 2 pension advice firms in default
The Financial Services Compensation Scheme (FSCS) has declared two pension advice firms in default. Both firms were advising on pension transfers and have 27 claims between them related to pensions advice. Nationwide Benefit Consultants (FRN 624316) and Trust Financial Consulting (FRN 401459) both defaulted on 16 September. Nationwide Benefit Consultants (NBCL) was founded on 15 […]
FSCS declares 2 pension advice firms in default
The Financial Services Compensation Scheme (FSCS) has declared two pension advice firms in default. Both firms were advising on pension transfers and have 27 claims between them related to pensions advice. Nationwide Benefit Consultants (FRN 624316) and Trust Financial Consulting (FRN 401459) both defaulted on 16 September. Nationwide Benefit Consultants (NBCL) was founded on 15 […]
Info Graphic: Debunking Myths About Outsourcing Bookkeeping Services
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Info Graphic: Common Bookkeeping Mistakes Made By Business Owners
The post Info Graphic: Common Bookkeeping Mistakes Made By Business Owners appeared first on Remote Quality Bookkeeping.
Info Graphic: Common Bookkeeping Mistakes Made By Business Owners
The post Info Graphic: Common Bookkeeping Mistakes Made By Business Owners appeared first on Remote Quality Bookkeeping.
Goldman Sachs faces Fed scrutiny of money-losing Marcus consumer unit
What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity
2022 marks the 50th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively. Early on, the ‘financial plan’ was primarily used as a way to demonstrate a prospective client’s ‘gaps’ and […]