Quick: Tell me what your business does in under a minute and a half. Can you do it? Probably not—for one of two reasons. First, we can’t hear you. And second, you may not have nailed down your entrepreneur elevator pitch yet. Concisely articulating your business idea or business is hard. It takes significant practice, […]
#FASuccess Ep 177: Career-Changing To Become A Financial Advisor In The Midst Of A (Financial Crisis And) Bear Market, with Sara Stanich
Executive Summary Welcome back to the 177th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Sara Stanich. Sara is the founder of Cultivating Wealth, an independent RIA based in the New York City area that oversees nearly $50 million of assets under management for 95 ongoing client households. What’s unique about Sara, […]
Kiwi bookkeepers supporting small businesses on the road to recovery
We are incredibly proud of our bookkeeping community who have stepped up to navigate and interpret government subsidies in addition to providing their normal services while in lockdown. The past few months have completely changed the way small businesses work. For many, it’s been a stressful time having been forced to close, for others – […]
DST to “blossom” post coronavirus
On May 4, the OECD outlined its updated work on the digital services tax (DST) as it announced that its final report addressing the tax challenges of tech giants will be released in October – a leap from its initial July 2020 deadline. During the discussion, Pascal Saint-Amans, director of the OECD, said the increased […]
If The S&P 500 Falls To 2,000: How Financial Advisors Can (And Should) Be Preparing For The Next Crisis
Executive Summary Over the past several weeks, the major stock indices have experienced both the fastest crash and the most robust market bounce ever seen. In the process, financial advisors have watched their clients transition from abject panic to outright relief and have worked hard to keep their clients focused on their long-term goals… while […]
Why eating well is the key to improving your wellbeing
Whether it’s the stress of running a small business, or the anxiety you might be facing at an accounting firm, there are a lot of things out of your control right now. There are some things however around wellbeing that you can take control of today. In our recent wellbeing series, we’ve been looking at […]
Weekend Reading for Financial Planners (May 16-17)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the big industry news that Goldman Sachs is acquiring small-RIA custodian Folio Institutional… and setting off an industry debate about whether Goldman is aiming to compete for small RIAs, repurpose Folio into a breakaway offering for […]
UK to lose top talent if start-up scheme is not amended
Launched in May, the Future Fund scheme announced by Rishi Sunak currently excludes tech start-ups that have participated in a US accelerator programme – meaning the UK could lose top start-ups as a majority will look to move abroad. “Having the intention of being in the UK and coming into the market means they will […]
What Is Gross Margin, and How Can it Help Determine Profitability?
As a business owner, you calculate a variety of figures to determine your company’s financial health. One of these figures to keep on your radar is gross margin. Read on to learn what is gross margin and how it can help you set prices for your goods or services. What is gross margin? Gross margin […]
Xero and MNP: Helping Canadian businesses succeed
We’re thrilled to announce a new agreement with MNP, one of Canada’s largest national accounting, tax and business consulting firms that serves 150,000 small business customers. Our partnership provides accountants across MNP’s 80+ offices in Canada with access to cloud accounting ledger and financial management tools and services anytime, and on any device. MNP has […]