If you are a sole trader or consider yourself to be self-employed you will need to declare your income and expenses to HMRC at the end of each tax year through a self-assessment tax return. Even if you earn income in addition to being employed and receiving pay through a payroll from your employer you […]
Podcast: Roth conversions and the proposed SECURE Act
Podomatic | iTunes In this episode, Bob Keebler, CPA/PFS discusses the SECURE Act and retirement planning strategies, including Roth conversions. He answers the questions: What are the relevant proposed provisions? Which clients would be impacted? What planning strategies and tactics will be effective? What is the advantage of Roth conversions under the proposed SECURE Act? […]
My monthly bookkeeping system in 5 steps
[embedded content] By following my 5 step monthly bookkeeping system, you’ll be able to have much more success doing your own books, because you’ll actually know what you’re supposed to be doing every month when you work on your books. It’s not just about entering transactions in QuickBooks Online. It’s actually about following a system […]
Webcast: Optimizing Social Security Benefits for Your Clients
1 year ago · 1 hour 44 min watch SECTION EXCLUSIVE Slides Social Security is the base of everyone’s retirement yet is the least understood by most clients. learn the ins and outs of the system and how to best advise your clients of the optimal claiming strategies. Learning objectives: Learn how best to advise […]
Employing a young person
With the school summer holidays just around the corner you may be wondering if you can employ a young person to help you out in your business. The benefits for both you, as an employer, and the potential employee can be valuable. The young person will learn useful life as well as workplace skills, gain […]
The 3 biggest mistakes bookkeepers make in their bookkeeping business
[embedded content] What are the 3 biggest mistakes that bookkeepers make in their bookkeeping business? Mistake #1 Number one is in pricing. I think most people under price their services, and I think that mistake comes from fear. I certainly can understand that, because I have definitely pulled my hair out trying to figure out […]
Ryan’s Bookkeeping Journey Begins
The newest recruit to our bookkeeping team joined us at the beginning of May. Ryan is a trainee currently about to complete his Level 3 exams. I know Ryan is really enjoying the variety of work we do and being able to learn from our experienced bookkeepers but I thought it would be interesting if […]
Financial Planning and Tax Advisory Podcast Series
Step 1: Why should I offer tax & financial planning advisory services?4/19/19 Podomatic | iTunes CPAs and financial planning have been around for over a century. Not because we’ve stayed the same, but because we evolve and adapt to finding new ways to better serve clients. You are forward-thinking and relationship-oriented professionals. These are […]
Podcast: How the Kaestner decision may impact your clients
In NC Department of Revenue v. The Kaestner Family Trust, the Supreme Court determined whether the US Constitution’s due process clause prohibits states from taxing trusts based on trust beneficiaries’ in-state residency. In this episode, Bob Keebler, CPA/PFS interviews Anna Moody and David O’Neill answers the questions: What was the Supreme Court’s ruling? In which […]
Can a CPA start a successful bookkeeping business?
[embedded content] Can a CPA have a successful bookkeeping business? Well, I’m here to tell you that yes, a CPA can! As a matter of fact, I am a certified public accountant here in the United States, and I have a successful cloud accounting business in which I work with clients throughout the United States […]