#a tax strategy and preparation firm for creative professionals

[nobleinsuranceplanners]

Your Financial Security Starts With Us, Noble Tax Strategies, Zephyrhills, Florida

Noble Tax Strategies. Tax Strategy Firm

Noble Tax Strategies provides business owners and independent contractors with a full suite of Accounting, Tax, and Fractional CFO services, coupled with personal financial planning and investment management. Our team of experienced professionals is dedicated to finding creative solutions to help you reduce your tax liability, keep more of your hard-earned money and help you achieve your goals.

“Our mission is to help business owners with the way they think about their taxes, their businesses, their wealth and their legacy. We will help our clients by providing superior tax savings and wealth management services, focused to enhance their financial position”

BUSINESS SERVICES PROVIDED

Tax Planning

Tax planning is the process of looking at a person’s life, business, and regulatory requirements to legally reduce taxes.

CFO Services

Our Client Advisory Services provide a proactive plan to assess your current financial situation.

Monthly Accounting

We take care of your business finances for you so you can get back to what you love.

Tax Compliance

You get one-on-one guidance that helps manage risk and improve performance.

Tax Preparation

PERSONAL SERVICES PROVIDED

Personal Financial & Retirement Planning

Everything starts with your plan—an intricate reflection of what is most important to you and what you want to accomplish with your wealth—a clear path to your goals.

Investment Management

Investments are managed based on clear guidelines appropriate for your unique goals. They are tracked and reconciled daily and continually rebalanced to keep you on target.

Legacy Planning

It’s often surprising how much legacy planning impacts the rest of your financial plan. To protect your loved ones, it’s important that this piece is not overlooked.

Tax Preparation

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[projectcubicle1]

Risk Management Strategies for Startups: A Law Firms’ Perspective - projectcubicle

Risk Management Strategies for Startups: A Law Firms’ Perspective

In the ever-evolving landscape of business, startups face a unique set of challenges and risks. Balancing innovation with sustainability requires not just creativity and passion but also a strategic approach to risk management. This article aims to guide startups through the intricate process of mitigating risks from a legal standpoint, drawing on my years of experience as a patent lawyer and a master copywriter. We'll explore practical, tactical advice, focusing on intellectual property protection, efficient project management, and other key areas.

Understanding the Risk Landscape for Startups

Startups, by their very nature, venture into uncharted territories. This pioneering spirit, while admirable, comes with inherent risks. These include financial uncertainty, market volatility, technological advancements, and legal complexities. Navigating these challenges successfully is crucial for any startup aiming for long-term success.

Building a Strong Legal Foundation: Key to Startup Success

Moving forward, it's essential for startups to understand that building a strong legal foundation is not just a safety net but a strategic asset. This section delves into why legal preparedness is crucial and how it can be a game-changer for startups. Legal Preparedness: More Than Just Compliance Legal preparedness goes beyond mere compliance with laws and regulations. It's about proactively identifying potential legal issues and addressing them before they become problematic. This includes everything from incorporating your business correctly to understanding the implications of contracts you enter into. Choosing the Right Legal Structure One of the first legal decisions a startup must make is choosing the right business structure. Whether it’s a sole proprietorship, partnership, limited liability company (LLC), or corporation, each has its own set of legal implications, tax requirements, and levels of personal liability. The choice should align with your business goals, funding strategy, and growth plans.

The Role of Intellectual Property in Safeguarding Innovations

One of the most critical aspects of a startup's strategy should be the protection of its intellectual property (IP). In today's competitive market, where ideas are as valuable as tangible products, securing your innovations legally can be the difference between success and obscurity. Why Patents are Crucial for Tech Startups For tech startups, patents are not just a legal formality; they are a business necessity. The latest software technologies, from artificial intelligence to blockchain, are all patented, creating a complex web of intellectual property rights that every new entrant must navigate. Obtaining a patent for your software or technology does more than protect it from infringement; it also adds value to your startup, making it more attractive to investors and partners. A patent grants you exclusive rights to your invention, preventing others from making, using, or selling it without your permission. This exclusivity can be a significant competitive advantage, especially in technology sectors where innovation is rapid and easily replicable. How to Secure a Patent The process of securing a patent can be intricate, and it's often where startups need the most guidance. The first step is to ensure that your invention is patentable. It must be new, non-obvious, and useful. Conducting a thorough patent search is essential to determine if your invention meets these criteria. Once you've established the patentability of your invention, the next step is to prepare and file a patent application. This process involves detailed descriptions of your invention, claims defining the legal boundaries of your patent, and often, technical drawings. Given the complexity of patent laws, seeking professional assistance from a patent attorney is highly recommended.

Streamlining Risks Through Efficient Project Management

Another crucial aspect of risk management for startups is efficient project management. Well-managed projects are more likely to be completed on time and within budget, reducing financial and operational risks. Implementing Agile Methodologies

Agile methodologies are particularly well-suited for startups. They focus on flexibility, continuous improvement, and customer feedback. By implementing agile practices, startups can adapt quickly to market changes, identify potential issues early, and mitigate them before they escalate. Importance of Regular Reviews and Adaptation Regular project reviews and adaptation are key components of agile methodologies. These reviews provide an opportunity to assess progress, realign with business goals, and make necessary adjustments. This iterative process ensures that the project remains on track and aligned with the startup's strategic objectives. Balancing Innovation with Feasibility While innovation is the lifeblood of startups, it must be balanced with feasibility. Project management should not only focus on the creative aspects but also on practical considerations like resource allocation, timelines, and market viability. A project that is innovative but not feasible can quickly become a liability. Leveraging Project Management Tools Project management tools can significantly reduce operational risks by streamlining workflows, enhancing communication, and tracking progress. Tools like Asana, Trello, or Jira offer features that are particularly beneficial for agile project management, allowing teams to adapt quickly and efficiently.

Embracing Technology in Risk Management

In this digital age, technology plays a pivotal role in managing risks. Startups, particularly tech-based ones, should leverage the latest tools and software to mitigate risks effectively. Utilizing Data Analytics for Risk Assessment Data analytics can provide startups with deep insights into market trends, customer behavior, and potential risks. By analyzing data, startups can make informed decisions, foresee market changes, and prepare for various scenarios. Cybersecurity: Protecting Your Digital Assets For tech startups, digital assets are often their most valuable property. Implementing robust cybersecurity measures is non-negotiable. This includes safeguarding intellectual property, customer data, and ensuring compliance with data protection regulations.

Financial Risk Management for Startups

Startups must also focus on financial risk management. This involves understanding and managing the financial risks associated with running a business, such as cash flow issues, investment risks, and market fluctuations. Importance of Cash Flow Management

Effective cash flow management is crucial for the survival of any startup. It involves monitoring and managing the amount of cash flowing in and out of your business. Startups should have strategies in place to ensure they have enough cash to cover operational costs and to invest in growth opportunities.

Conclusion

In conclusion, managing risks is an integral part of a startup's journey to success. Protecting your intellectual property through patents, especially in the tech industry, is a critical step in safeguarding your innovations. Efficient project management, on the other hand, helps in keeping your operations streamlined and focused. By combining these strategies with a clear understanding of the startup landscape, you can navigate the complexities of the business world with confidence. Read the full article

[saraccounting]

Creating Enthusiasm for Your Success with Our Accounting Consulting Companies

We offer virtual CFO services as a result to help you with money management. In addition to wealth creation, we also offer KPI dashboards, succession planning, exit options, and improved process efficiency. If you're searching for state-of-the-art services and modern approaches, our Accounting Firm is the greatest choice for your Calgary organization. You will be able to peek inside your business and develop new procedures that will advance your firm with the help of our services. When it comes to corporate tax accounting, having the greatest accounting firm services and the most informed assistance is crucial. You may benefit from our team of Accounting consulting companies experts, our industry-leading technologies, and financial solutions that are tailored to your needs when you work with us, a reputable accounting firm in Calgary. We are proud to provide flexible systems and services.

We Enhance Accounting & Consulting Services for Your Business

Although it doesn't have to be, running a lucrative business can be challenging. You work hard as a business owner; accounting, tax preparation, and budgeting shouldn't be extra duties. Put the day-to-day grind aside and concentrate on the bigger vision. Set retirement goals, work with us to design the ideal retreat, and see your dreams come true.

Monitoring Corporate Taxes

As a reliable accounting company in Calgary, we promote the expansion of your company by providing excellent, custom-tailored bookkeeping and accounting services. Our main objective as Calgary's top business accountants is to support the expansion of your firm. As a reputable accounting firm in Calgary, we support businesses in creating creative financial strategies and ensure that our customers meet and surpass their challenging personal and financial objectives. Our CPA services are beneficial to businesses in every industry, including retail, oil & gas, and professional services. You might get back to what really counts and concentrate on expanding your business by implementing new software and providing insightful feedback.

[taxserviceswoodbridge]

Services for Tax Preparation: Be Ready

We are tax experts at RSP Tax and Accounting Services. Our tax preparation woodbridge include full-service tax preparation for the entire year. We give strategies and creative solutions uniquely designed to benefit you by assisting you in satisfying all taxation and compliance needs. We take tax preparation seriously and care deeply that our clients understand and are prepared for their year-end tax obligations. Regarding tax matters, we are fully equipped to handle them from companies, people, and self-managed super funds. We take great care to focus on the specific requirements of each of our customers.

High Tech Tax Preparation Services Woodbridge

RSP Tax and Accounting Services is a tax preparation services woodbridge va that uses cutting-edge technology and meticulous attention to detail to provide its clients with accurate and timely returns.

We offer assistance with the following types of services:

Tailoring business structures to optimise tax planning in light of specific client needs

Tax consolidation of company groupings;

Succession planning;

Business purchases and sales;

Obtaining small business capital gain reductions;

Minimising taxation on payouts from trusts, partnerships, and corporations;

Which Business Structure Is Right For You? 

Sole Traders

When operating as a sole trader, the business owner has complete control over the company and can make all hiring decisions alone. Another benefit of this business structure is that it allows an individual full control over their financial and commercial position. When profits are low, there are tax benefits as well.

Partnerships

Anyone from two to twenty people can form a partnership and go into business together. Having a partnership agreement in place is a good idea since it clarifies the rights and responsibilities of each partner. One benefit of working with others is the opportunity to learn from and teach each other. If the participants in the partnership are related, such as husband and wife, the partnership may be eligible for certain tax deductions and benefits.

Understanding the benefits and drawbacks of your chosen business entity is essential, no matter what kind of company you form. You may get better advice and guidance for tax returns preparation in woodbridge from the qualified professionals at RSP Tax and Accounting Services in Woodbridge. They are Woodbridge's go-to tax advisors for sound, up-to-date guidance on all things financial. Even though there are a few mediocre accounting firms in the city proper, you'll find that the Woodbridge tax agents offer the most reliable and comprehensive services for small businesses. If you need an accountant or tax advisor in Woodbridge, call RSP Tax and Accounting Services now.

Expert Small Business Tax Preparation Services

Prepare your small business taxes with the help of the experts at RSP Tax and Accounting Services. We know how crucial it is for small businesses to have accounting that complies with all tax and financial reporting regulations—providing valuable insight into your company's progress and any potential trouble spots.

We assist you in getting a handle on the essentials of running your own business while ensuring you fully grasp your tax requirements. If you need help with your taxes, look no further than RSP Tax and Accounting Services, the Woodbridge area's foremost tax preparation experts. So let us take the worry out of your taxation with our thorough with our tax preparation services. Contact RSP Tax and Accounting Services today to learn how our stress-free approach to tax preparation can make this fiscal year a breeze. With the help of our elite accounting staff, you may expand your company and fulfil all of your tax obligations without any unpleasant surprises. With reliable tax preparation services, your company can concentrate on what it does best.

[brattonlawgroup]

Navigating Estate Litigation with Bratton Law: Protecting Your Legacy

Estate litigation can be a complex and emotionally charged process, often arising when there are disputes or uncertainties surrounding the distribution of a deceased person's assets. In these challenging times, having a reliable and experienced legal team by your side is essential. Bratton Law, a well-established law firm specializing in estate planning and litigation, has garnered a reputation for excellence in handling estate-related disputes.

The Importance of Estate Litigation

Estate litigation, though not an ideal circumstance, plays a crucial role in ensuring that the wishes and intentions of the deceased are honored. It arises for a multitude of reasons, including:

Will Disputes: When the validity of a will is questioned, whether due to concerns about its authenticity or undue influence on the testator.

Beneficiary Claims: Disputes may arise when beneficiaries believe they have not received their fair share of the estate.

Executor or Trustee Misconduct: Accusations of mismanagement, fraud, or negligence on the part of the executor or trustee.

Inheritance Tax Issues: Complex tax laws and disputes over the valuation of assets can lead to conflicts during the estate settlement process.

Lack of Capacity: If the deceased was not of sound mind when creating or amending their will, it can lead to disputes regarding the document's validity.

Bratton Law: A Beacon of Expertise

Bratton Law has distinguished itself as a leading law firm in estate litigation, offering a wide range of services to address these and other estate-related issues. Their approach to estate litigation is characterized by:

Experience: With years of experience in estate planning and litigation, Bratton Law's team of attorneys is well-equipped to handle even the most complex cases. They have successfully represented clients in a wide range of disputes, earning a reputation for their expertise.

Client-Centered Approach: Bratton Law recognizes the emotional toll estate litigation can take on families. They prioritize open communication and work closely with their clients to understand their unique circumstances and goals.

Customized Solutions: Each estate litigation case is unique, and Bratton Law tailors its strategies to the specific needs of the client. They work diligently to find creative and effective solutions that align with their client's objectives.

Legal Excellence: The legal team at Bratton Law is well-versed in estate laws and regulations, ensuring that clients receive sound advice and representation throughout the litigation process.

Dispute Resolution: While Bratton Law is prepared to litigate aggressively when necessary, they also explore alternative dispute resolution methods such as mediation and negotiation to reach amicable settlements when appropriate.

The Path Forward

Estate litigation can be a trying process, but with the support and guidance of a dedicated legal team like Bratton Law, clients can navigate these challenges with confidence. By leveraging their experience, client-centered approach, and commitment to excellence, Bratton Law aims to protect your legacy and uphold the wishes of your loved ones.

In times of uncertainty and disputes surrounding an estate, Bratton Law stands as a beacon of expertise, ready to guide clients through the complexities of the legal system and ensure that justice is served. Their reputation for excellence in estate litigation makes them a trusted choice for individuals and families seeking resolution and closure during difficult times.

In conclusion, estate litigation may be a daunting prospect, but with Bratton Law by your side, you can face it with confidence, knowing that you have a dedicated team of professionals committed to protecting your legacy and ensuring that your loved ones receive the inheritance they deserve.

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[magistralconsulting1]

You can’t afford a full-time CFO? Try outsourced CFO!

Introduction

An Outsourced Chief Financial Officer (CFO) is a financial professional who delivers CFO services to other organizations. They add value to the business by providing the same level of expertise as an in-house CFO but at a lower cost. These financial professionals assist firms in managing their finances, improving financial performance, and making sound business decisions.

Traditionally, CFOs were responsible for managing the finance department, supervising accounting processes, and verifying the accuracy of financial accounts. They were also in charge of the company’s financial health and offered high-level financial advice to the management team. The CFO function has developed over time to include a greater variety of tasks. CFOs nowadays are expected to be well-versed in economics, to have strategic business expertise, and to be able to drive advancement and creativity. They must also negotiate complicated regulatory settings while dealing with rising business concerns like market volatility, technology change, and global rivalry.

Outsourced CFO services have emerged in response to shifting expectations and demands placed on CFOs. Outsourced CFOs provide firms with access to high-level financial expertise and strategic assistance without the cost and commitment of hiring a full-time, in-house CFO. This adaptable and cost-effective solution has grown in popularity among startups, small to medium-sized organizations, and major corporations.

Benefits of an Outsourced CFO

Outsourcing CFO services may assist organizations of all sizes improve their financial performance, manage risks, and meet their financial objectives while saving time and money. Needless to mention the availability of talent and worldwide access to it without incurring significant operating costs. These abilities are merely at the disposal of a third party, from which organizations might gain.

Benefits of an Outsourced CFO

Here are some of the advantages of hiring an outsourced CFO:

Knowledge and Skills

An outsourced CFO delivers an abundance of financial skills and experience to a company without the expense of employing a full-time CFO. This enables organizations to gain access to the financial management skills required to make educated decisions and achieve their financial objectives.

Reduced Expenses

Instead of recruiting a full-time CFO as part of the team and incurring the additional price of covering their salaries and benefits, you can hire an Outsourced CFO for a fraction of the cost and obtain the same level of service as if you had a CFO employee within your firm.

Adaptability

Depending on the demands of the organization, outsourced CFOs might work part-time or full-time. This enables firms to obtain the required financial management assistance without committing to full-time employment.

Prioritize Business Affairs

Outsourcing CFO services helps organizations focus on their core capabilities while experts handle financial management. Businesses can benefit from this by improving their overall performance and profitability.

Minimized Risk

A remote CFO can assist companies in managing financial risks such as credit, market, and operational risks. This can assist organizations in making educated decisions and avoiding costly errors.

Time Savings

An outsourced CFO maintains your financial strategy and aids you in ensuring you’re prepared for any financial emergency, with responsibilities for cash flow management, budget preparations, tax-saving plan, and contact with bankers, attorneys, and vendors.

Proficient

Outsourcing CFO services provide better professionalism, accuracy, and dependability in accounting service administration that meets the professional needs of enterprises and organizations.

Configurability

As a company grows, its financial management requirements may shift. Outsourced CFOs can provide scalable solutions that can adjust to changing corporate needs without requiring extra staff.

Choosing the right Outsourced CFO services

The suitable outsourced CFO should be a trusted partner who can provide your company with the financial management experience and insights it requires to succeed and develop. Outsourced CFOs can provide the business with perspectives that are unlikely to be found elsewhere. Furthermore, because of the nature of their job, they are usually up to speed on the latest software, tools, accounting standards, and trends in the industry.

Businesses can select an outsourced CFO who is the best fit for their specific needs and goals by taking these essential considerations into account:

Strategic Knowledge

Consider the outsourced CFO’s experience in the industry or market in which your company works. Look for an outsourced CFO with appropriate industry knowledge who can provide significant insights and recommendations to help the business succeed.

Services Provided

Examine the services provided by the outsourced CFO to ensure they are in line with your company’s specific financial requirements. Choose an outsourced CFO who can supply your firm with the services it requires.

Communication Skills

When working with an outsourced CFO, communication is essential. Look for a responsive outsourced CFO who communicates clearly and effectively. They should be able to convey financial ideas in simple terms to non-financial stakeholders.

Price Quoted

Consider the expense of hiring an outsourced CFO. While money is not the sole consideration, it is a crucial one. Look for an outsourced CFO who offers high-quality services at an affordable cost.

Availableness

Consider the outsourced CFO’s availability. Choose an outsourced, adaptable CFO who can meet your business’s needs.

References

Ask the outsourced CFO for references. Contact current and prior clients to learn about their experiences working with the CFO. This will allow you to conclude whether an outsourced CFO fits the business well.

Network

A capable outsourced CFO may cast a wide net for future referrals and obtain intelligent comments from their peers on a problem.

Education

A successful outsourced CFO should have a solid educational foundation in finance, accounting, or a comparable discipline, while also having extra certifications, industry-specific education, and continual professional development.

Magistral expertise in offering CFO services

Magistral provides Portfolio Management services for many types of company portfolios, such as Private Equity or a Venture Capital fund. We assist portfolio managers in centralizing their Marketing (primarily digital), Strategy (Fundraising and Exit), and Finance functions at a fraction of the cost of having specialized functions in each portfolio firm, large or small. The off-shored extended team also ensures no expertise is lost for similar projects across firms. Many company projects can run concurrently, prioritized according to the board meeting calendar. Of course, learning is interconnected across initiatives.

Magistral’s Expertise in Offering CFO Services

Our portfolio and services that we provide are as follows:

Strategy — Identifying add-on acquisitions and potential purchasers, funding, exit plan, growth strategy, and content marketing.

Analytics — Financial reporting and analysis, dashboard creation, data visualization, text cleaning and mining, predictive modeling, KPI tracking, and web scraping.

Sales — list development, CRM cleansing and administration, competitive intelligence, and social media management.

Financial planning — budgeting, predicting, and updating competitive quarterly earnings.

Procurement — Spend analysis, vendor identification and management, spend base cost reduction, category strategy, RFP support, and procurement strategy.

About Magistral Consulting

Magistral Consulting has helped multiple funds and companies in outsourcing operations activities. It has service offerings for Private Equity, Venture Capital, Family Offices, Investment Banks, Asset Managers, Hedge Funds, Financial Consultants, Real Estate, REITs, RE funds, Corporates, and Portfolio companies. Its functional expertise is around Deal origination, Deal Execution, Due Diligence, Financial Modelling, Portfolio Management, and Equity Research.

For setting up an appointment with a Magistral representative: visit www.magistralconsulting.com/contact

About the Author

The article is authored by the Marketing Department of Magistral Consulting. For any business inquiries, you can reach out to  prabhash.choudhary@magistralconsulting.com

[xoileuro]

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[medicineblr]

Medicine Interview tips (NZ)

Hi guys! Since I get quite a few questions on this I thought I might just make a massive post on how I prepared for the MMI + resources that helped me. :) x

First of all if you don’t know what the Multiple Mini Interview (MMI) is, I suggest reading this. The qualities they assess you on include the following:

Awareness of health issues

Career motivation

Communication

Conflict resolution

Creativity

Critical thinking

Cultural safety

Empathy

Ethical/moral reasoning

Quality of argument

Self-awareness

Self-care

Social responsibility

Teamwork

This MMI booklet helped me a lot in structuring how I would prepare for this interview. The booklet also has some good questions so I suggest you trying to form groups with your friends and practice! I basically divided my preparation into the following parts:

Personal bank

Having a personal bank of experiences in your mind will really help you in the interview since quite a few personal questions tend to pop up. Here are some questions/prompts you may want to consider:

Your strengths and when did you demonstrate them

Your weaknesses and how you account for them

How do you relieve stress?

What do you do for self-care?

What are some experiences that changed your outlook on life?

What makes a good leader / team member?

What are key qualities you think a health professional should have?

Why do you want to be a doctor?

Your role models and people you admire

Your goals, things that motivate you, etc

Experiences where you made a mistake and learnt from it

NZ Health system & NZ Health Issues

Being aware of NZ health issues and the health system is a key part of the interview. 

Being my nerd self, I prepared for this by reading lots of articles online and typing up some notes. I don’t suggest going overboard with this, I only wrote down information that I think is super crucial; don’t go learning numbers/statistics, etc. They don’t expect you to learn the exact laws/policies behind each one of them either; the key thing is to have a general idea of each of these issues and have a general opinion on them. 

It’s good to have a general opinion on the following issues and have reasons why (and acknowledge the opposing argument to your opinion, and why people may have this opinion):

Euthanasia

Abortion

Cannabis

Complementary and Alternative Medicine

Animal testing

Sugar tax

Vaping as an alternative to smoking

... etc

It’s important to be respectful when you get asked about the opposing argument to yours; as the Sample MMI scenarios document says, “Remember that you are not being judged on the “rightness” or “wrongness” of your answer. You and the interviewer will each have a personal point of view shaped by education, social conscience and personal experience... It is quite likely that you and the interviewer will perceive the issue differently but it is not where you stand that you are being scored, it is the way you discuss the topic and form your opinion. If, as the interview progresses, you find yourself changing your mind then don’t be afraid to say so. By the end you will have had eight minutes to think about the issue, not just two, and being prepared to shift your position shows that you are open to change and have gained something from the conversation. Any interviewer will view this positively.”

Finally, I also did some reading on NZ health issues and thought of some strategies to combat them:

Rural health crisis

Binge drinking

Maori health disparities

Poverty, Child Poverty, Homelessness, Inequality

Rheumatic fever

Housing crisis

Smoking

Obesity

... etc

Some resources:

NZ health system: 1, 2, 3, 4

NZ health issues: Wikipedia is a really good resource! (just search up e.g. “Obesity in New Zealand”)

Cultural Competence

The MMI booklet has a good section on this. As the booklet states, some key things to read up on are:

Māori health outcomes

The Treaty of Waitangi

Rongoā (Traditional Māori medicine)

MAPAS admission scheme

Health interventions targeting Māori/Pasifika groups

Resources:

Reid et al. (2017) Achieving health equity in Aotearoa: strengthening responsiveness to Māori in health research

Durie (1989) The Treaty of Waitangi and health care

Other tips

Compile a bunch of practice questions and practice with a group of friends! I personally found it really helpful to get feedback from other people. This is particularly helpful for the acting station.

Know your reasons for why you want to be a doctor - simply saying that you want to help people may not be enough; since other health professionals like nurses, etc do the exact same thing. Really think of why you want to be a doctor.

Don’t memorise answers since interviewers generally pick that up; just relax, go in and be yourself.

Relax before the interview!! Don’t go reading your notes before the interview since that will probably just stress you out. Play your favourite game the night before, light a candle, have a relaxing bath, drink your favourite drink before the interview! Motivate yourself!!

You can find acting station tips on the MMI booklet

Be careful when going to those free MMI workshops and take their advice with a grain of salt; I remember going to one in first year where they told me that it is important to stand firm when expressing your opinion because interviewers like to see that you don’t get easily swayed (which is completely untrue)

aucklandmed may run a free mock MMI, so watch out for that!

Read the Sample MMI scenarios put up by the university!

Here’s a really helpful youtube playlist.

MMI question bank

If you have any questions feel free to drop an ask. Good luck!! x

[jimmyraleigh]

14 Beautiful Details About Seminar Internet Marketing

The seminar marketing organisation is big nowadays, in demand by specific customers, companies, associations, small businesses and giant corporations alike. And although it's a fairly young industry, having only enter into its own within the last two decades, it's primed for ongoing growth and success. Every year, hundreds of countless people pay to go to meetings, seminar marketing, workshops and training programs where professional speakers motivate, inform and enliven them. Some of these folks are sent by their companies to find out brand-new abilities-- everything from time management to fundamental math smarts to extremely sales methods. Others participate in by themselves, seeking individual development-- how to interact much better with spouses, loved ones and kids; manage stress; assert themselves; or invest for the future. Still others sign up for seminars and workshops as part of a professional or social association to discover whatever from quilting to love writing to tax preparation. Running Modes As a seminar professional, you can select from amongst three different operating modes. You can: 1. act as a speaker, trainer or presenter, working directly with your audiences and scheduling your programs on your own or through a speakers bureau (which is sort of like a talent firm). 2. function as a promoter, seminar business or training firm, setting up programs and engaging other people to do the speaking, training or presenting.

3. do both, setting up programs at which you present and at which you also bring others on board to share the speaking or training chores. A lot of seminar professionals choose the first option, but you can choose any one that feels comfortable to you. Do You Have What It Takes? Not everyone is cut out to be a seminar production expert. This is not, for example, a profession for the creativity-challenged. It takes great deals of insight to find out what will be a winning program, to design and construct it so it offers, and to promote it efficiently. If you're one of those folks who had actually rather go through a root canal than have to create peppy online marketing copy, then you don't want to remain in the seminar organisation.

What is the purpose of seminar?

Function of a Seminar. A seminar may have a number of purposes or simply one function. For example, a seminar might be for the purpose of education, such as a lecture, where the individuals take part in the conversation of a scholastic subject for the objective of acquiring a better insight into the topic. This is also not a career for the time-management-deficient. Seminars need to be planned and arranged months beforehand, with whatever from the topic and speaker to the dining reservations pin down early on. And if you intend on providing your own programs, this isn't-- certainly-- a profession for the terminally shy or the terminally uninteresting. You need to be able to keep an audience interested and entertained for the length of your seminar and beyond. This doesn't indicate you require to be trained by both the Royal Shakespeare Academy and the Ringling Brothers Circus school, simply that you need to have a natural interest for your subjects and be able to communicate it. Target audience. Who goes to workshops? All sorts of individuals who hope to acquire all sorts of insights. Companies are big consumers on the seminar scene. Big corporations, having actually gone through the economic and emotional injury of downsizing, frequently decide that hiring training and motivational seminars is more economical than developing them internal. In some cases they send their staff members off-site to go to these occasions; sometimes they invite the seminar presenter into their own facilities. Smaller sized business are great seminar consumers for similar factors. They don't have the internal ways to develop training and motivational programs, so they rely on outdoors sources. s your seminar participation not as high as you would like? Do not assume it's because of a lack of interest. All to often it's the seminar online marketing that fizzles. Here are seven pointers you can utilize to increase seminar presence. " I just delivered among the very best seminar presentations of my life," stated the expert. "Too bad only 6 individuals showed up.". All frequently we hear this very avoidable lament. Firms choose to construct and market workshops. That's great. Individuals who should deliver the seminar in those firms spend days making sure they do an excellent job. That's good, too. Regrettably, in too many organizations the efforts for building seminar participation frequently miss the mark. A lot of dollars and a lot of hours are lost on participation building tactics that simply do not work. So what happens? You quit on workshops. Please, don't. One of the most effective methods to develop a professional service practice is to produce and provide brief (one-half day or less) seminars, speeches and occasions. Indeed, you will not find a lot of people disagreeing that speaking is an excellent marketing strategy. The best response to our bad expert, who had only 6 at his seminar, is not to give up the seminar, however quit the digital marketing strategies he utilized. If you do intend on making the effort and spending the money to produce, prepare, and provide a discussion or mini-seminar, here are 7 occasion marketing tips that will help you fill your room:. Marketing Timing: Usually, professionals market their occasions much prematurely. A Certified Public Accountant company we understand just recently had high service development hopes from a series of six brief workshops. They sent out really well-written letters to notify clients and prospects of the series. The 'invites' reached the customer base about 12 weeks prior to the very first mini-seminar, 14 weeks prior to the second mini-seminar, 16 before the 3rd, etc. Attendance was distinctly underwhelming. Their error remained in the mailing preparation. They were shocked when we told them that statements for creating participation for 2 hour seminars is finest done about three or 4 weeks beforehand, not 12 or 16 or 20. General rule: the much shorter the seminar the shorter the event announcement preparation.

List Targeting: In direct-mail advertising the 3 greatest signs of success are lists, lists, and lists. Prior to you send out one piece of mail, make certain you have an affordable expectation that individuals on the list will be interested in your subject. A great seminar title, mailing package, and value proposal will create absolutely no participation if you mail it to a list that is not thinking about your subject. Marketing Reaction Expectations: Easy math: number of names times reaction rate equates to participation. 2,000 names times 2% action equals 40 guests. "And why should not we get a 2% action," unskilled occasion marketers typically say to themselves. "I've seen the research study on direct marketing; 2% action is average for direct mail." Indeed, according to the Direct Marketing Association 2003 action rate research study, direct marketing actions are someplace in the 2% range usually. Think about, however, that most expert event online marketers don't measure action in percents; they measure it in response per thousand because, by and large, they just get fractions of a percent to attend. So if you're going to be an occasion online marketer, forget wondering, "What percent of our mailing will come to our occasion," and begin considering the number of per thousand might go to. Some extremely successful occasions marketed by experts don't even get a 1 per thousand reaction. Mailings for mini-seminars tend to do better than this, but not constantly by much. What's the point of the story? If you have your direct marketing reaction expectations set too high, you remain in for both dissatisfaction and low attendance. So ensure you have enough good names to mail to, and mail enough pieces to actually fill your space. Marketing Piece: Suffice it to say that sometimes a postcard is completely fine for producing presence for your events. Other times e-mail is all you require. It might be that invites will work much better for your event. Sometimes you need an invitation, a letter, a service return envelope, a white paper, and hassle-free registration on your site. This could be (and is) the topic of whole books. Simply be aware that you must investigate what kind of marketing piece may operate in your scenario, for your audience, and test various pieces on various events. Think about your audience, what their day looks like, and after that send them the piece that will make it through the sound and mess. Registration Cost: Many professionals presume their 'marketing workshops' ought to be complimentary. Here are a couple of reasons to consider charging a registration fee: a) Paid events will often produce more real presence than free events. b) Paid occasions tend to have considerably less no-shows than complimentary occasions. c) The guests you produce are normally more interested in the occasion than those attending a 'free' breakfast, lunch, or 'networking' occasion. d) Individuals come anticipating worth instead of a sales pitch. If you then provide value, you'll establish the expectation and understanding that time with you is worth the cash. Likewise note that, depending upon your service, complimentary occasions can work in addition to paid events, particularly for business-to-consumer professional services. Our final recommendations on the subject: know your audience, make good business presumptions, and test both paid and complimentary. Occasion Title: Your event title requires to clearly state what worth you will deliver at the occasion. You will likewise want it to be as short as possible (but as long as required), and appealing to the reader. Using the words "How To" in an event title has actually proven time and time again to increase participation. The title "Learn about brand-new financial investment chances" (a genuine title we recently saw), would be much more reliable if it were called, "How you can take advantage of brand-new financial investment chances." An extremely simple technique for event entitling: Make a list of a dozen or so different methods you might title the event. Ask for feedback from coworkers, customers, and potential customers. If you run the occasion numerous times, test various titles and see if one title produces more presence than the other. Marketing Partners: Marketing partners are an often ignored source for improving event participation. You can, for instance, partner with 2 other firms and swimming pool your resources and newsletter to increase reaction and after that provide together. Besides having additional names to market to, your occasion will have a multi-faceted speaker list which can often increase participation in and of itself.

You can likewise co-market the occasion with a trade association, get the event notice noted in your partner's enewsletters, deal with a college or university to sponsor the occasion, or any variety of other partner strategies. For example, a network security service firm we know partnered with the FBI to run their seminar on the new security problems dealing with companies. The occasion pulled better than anything they had ever done prior to.

How can I get ready for seminar?

Pick a good topic. Know your audience. Start with a title slide and reveal a brief outline or list of topics to be covered. Introduce your subject well. Methodology. Data presentation is the heart of a successful talk. Constantly offer a synthesis or conclusion. Answer questions completely and attentively. As a last thought, among the most overlooked ways to increase occasion registration is by delivering terrific events-providing information or tools that will be of considerable value for the attendees. If you "provide among the very best workshops of your life" each time, your events, much like your practices, will grow in reputation and participation. Who understands, someday quickly you may even be able to answer the phone and let your possible attendees understand, "Sorry, this seminar is complete, however I will register you for the next one." If you're having a hard time to fill seats at your seminar, the service can be simpler than you thought. Often all it takes is making a couple of basic changes in your marketing method. Let's take a step back and reassess your marketing procedure from start to finish. Effective direct marketing campaigns do not simply materialize based upon luck; success needs great deals of planning, planning, and modifying. Before blindly jumping into your next project, make the effort to review these tested internet marketing ideas. If you require more help, our marketing specialists can further assist you decide on a structured process that might make the distinction in your next project. 1) Seminar Invitations: Distinguish yourself from your rivals. If you're like many monetary consultants, you believe the falling response rates to your seminar mailings are because of saturation from regional completing advisors. Historically, that is not typically the case. The saturation isn't in volume of consultants, it's the volume of stock invites being used by a few local advisors. It's more typical that you may realize, since there's simply a couple of big seminar marketing companies, these companies all operate on a template-based service design. Meaning they have pre-printed templates stacked floor to ceiling, and thousands of consultants just select the template and mail off all over the country. It's pretty easy to see how this could result in confusion at the mail box. When prospects receive the exact same seminar invitation repeatedly from the many different advisors in their area, it'll definitely result in unfavorable impacts in your reaction rates. Not just will it reduce your credibility, they can't even inform you apart from the competitors. Any sense of seriousness a possibility may have from reading your welcome is lost when your rival utilized the exact same template, and the possibility didn't recognize the distinction. They're going to toss the welcome and know another deal will get here before the occasion.

The apparent service is to avoid design templates from direct mail home marketing companies. They boast about the volume of seminar they produce invites for every month, but do they inform you the number of times this month your design template was mailed out? Different yourself from the competitors and view your action rates increase. Tailoring special welcomes particular to you and your company's brand name isn't difficult. Keep your message fresh and topics current, and speak with experts like us to polish off the pieces and mail them to your list of potential customers. 2) Utilize Quality Target Lists. The leading 3 aspects that are crucial to the success of any direct-mail advertising campaign are: LISTS, LISTS, NOTES! The results you receive will only be as good as the lists you utilize. A completely composed invite with a perfect style is worthless if it's not delivered to the ideal client. Out-of-date lists that aren't constantly updated against the National Change of Address (NCOA) Database can result in mail being sent to the wrong mail boxes. The most pricey welcome is the one that costs you a meal, a seat at your seminar, and lost time. That's no longer just a seriously out-of-date list, that's a major blow to your digital marketing budget. It is very important when purchasing your lists to understand the choices you're utilizing to narrow your targets down. Numerous, such as age, earnings, workers, home ownership and others, are inaccurate models that'll differ from source to source. Ever wonder why you'll see more records with a competitor utilizing the exact same search requirements? Due to the fact that not everyone really utilizes gathered data, the factual and verifiable data that gets you the very best list. The majority of utilize those models, and some even over-model some information aspects, which costs you in the end. 3) Carry Out a Verification Process. Master the verification process that works finest for you. That's the entire point of these workshops, getting to speak to your prospects, getting them to participate in, and getting them comfortable with you and your knowledge so they stick with you. You're much more likely to develop profitable long-lasting relationships if you do not simply invite visitors, you are familiar with them. From the minute they RSVP, there are several chances for you to "touch" these prospects. Failure to followup with a solid confirmation process implies you fail to connect and "touch" these prospects. It can ultimately result in a loss of up to 50% in prospects that registered to go to.

What is an online seminar?

Web seminars enable users to take part via their computer system. ... Web seminars are likewise referred to as Web conferences. Whether called a Web seminar, Webinar or Web conference, they are all online meetings where an organizer invites a list of attendees to listen or enjoy an online discussion by several presenters. If you do not have a confirmation procedure, or require motivation on perfecting yours, here's our ideal verification procedure that we recommend to all our clients: Individual Touch # 1-- This is the initial call to thank them for signing up. You'll verify names of all guests, date, time and place of the seminar marketing ideas, and you'll ensure they're familiar with the directions to the place. At the end of the call, they need to be informed to anticipate another call the Friday prior to the event. Setting the tone for the second call, let them understand that these workshops are typically very complete with a waiting list, so by confirming a 2nd time you're just making certain everyone who wants to attend can get the chance to. Personal Touch # 2-- The 2nd call should be made on the Friday prior to the seminar the attendee signed up for. This is your second chance to personally get in touch with these potential brand-new clients. Individual Touch # 3-- This last touch happens either the morning or afternoon prior to the seminar. This is to once again confirm participation in addition to get their meal choice. This action usually increases the possibility that the RSVP shows up, reason being that they're carefully being told that the dining establishment requires counts for meals that you have actually devoted to pay for. They're now mindful you're on the hook for the food, even if they do not appear, therefore minimizing the possibility for no shows. Approaching all these interactions in a personalized way, not as somebody attempting to offer them something, is essential. By the time the visitor arrives at your seminar, they need to be calling you and your group by given names. Failure to follow up with a correct confirmation process can cost an advisor up to 20% to 40% in closing ratios. All of our clients using this process have actually seen a real drop off in no-shows and an increase in attendance and consultations set at their workshops. 4) It's All About the Time and Place.

Timing Is Whatever! Bear in mind that seminars ought to be held sometimes that are convenient for the attendees you are trying to reach. This might be complicated depending upon your target group. When targeting Boomers (Ages 45-65) or company owner, demands created by work and family responsibilities will not allow them the chance to attend an event you are holding at lunch or early afternoon. The best times for these specific workshops normally seem to be around start times of 6:00-- 6:30 p.m . If hosting senior workshops, you will have another set of problems to deal with. Driving at night or consuming too late may be a problem. You will also wish to pay very close attention to heavy traffic patterns in the vicinity of the restaurant at particular times of the day. Senior citizens will know what locations to avoid and might pass on your invite if that is a problem to them. Earlier start times, between 3:45 to 4:30 p.m. have actually shown to be the most reliable for this age range. Identifying and preparing these occasions based upon the issues of your target market will allow you to hold your seminar marketing at the most opportune times. Choosing the Wrong Restaurant You may have not seen, however you're kind of in the food business. Do not minimize the significance of a dining establishment! The location you select should match the class of potential customers you are trying to attract to your occasion, and if you do not think it does, perhaps you ought to upgrade your demographics with IPA or age and income adjustments. Keep this in mind: Try to find a dining establishment with a personal banquet space that has a door. To get the very best deal with dining establishment, dates need to be booked approximately one year in advance. Beware in choosing meals. Sticking to basic steak, chicken and a vegetarian entree are ideal. Negotiate with your dining establishment relating to carryovers for no-shows. Check with your mail house on restaurants and time suggestions. If they can't give you any, think about providing our marketing team a call, we'll walk you through the best alternatives. 5) Improve the Seminar Discussion. Cold Topics: Just as different types of investments can be found in and out of favor, so do seminar topics. In 2015's workshops are just that-- in 2015's seminars. Keeping the subjects of conversation updated can make a genuine distinction in your seminar action rates. Consider an Extra Professional Speaker: We've seen an increase in seminar presence for advisors that added another professional to the occasion lineup. Someone like a CPA or Elder Law attorney. Somebody from within your recommendation network is ideal for this. They can offer a substantial boost in response rates due to the included value of details they can offer to your audience. In addition, they can likewise be an important resource to co-op costs related to your events. Alter Your Video game: As online marketers we must embrace favorable change, so possibly altering your type of seminar might benefit you. Attempt senior seminars bi-weekly, and on off weeks hold boomer and Social Security events. A subject that's requested for a lot-- a ladies just seminar-- may restore your reputation as a speaker and professional. Like we have actually been saying, it is necessary to be various for the right factors, so keeping the details you provide existing and listening to what your audience asks of you is important for attracting your potential customers and sealing the offer on some new clients.

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Your Financial Security Starts With Us, Noble Tax Strategies

Noble Tax Strategies. Tax Strategy Firm. 

Noble Tax Strategies provides business owners and independent contractors with a full suite of Accounting, Tax, and Fractional CFO services, coupled with personal financial planning and investment management. Our team of experienced professionals is dedicated to finding creative solutions to help you reduce your tax liability, keep more of your hard-earned money and help you achieve your goals.

“Our mission is to help business owners with the way they think about their taxes, their businesses, their wealth and their legacy. We will help our clients by providing superior tax savings and wealth management services, focused to enhance their financial position”

BUSINESS SERVICES PROVIDED

Tax Planning

Tax planning is the process of looking at a person’s life, business, and regulatory requirements to legally reduce taxes.

CFO Services

Our Client Advisory Services provide a proactive plan to assess your current financial situation.

Monthly Accounting

We take care of your business finances for you so you can get back to what you love.

Tax Compliance

You get one-on-one guidance that helps manage risk and improve performance.

Tax Preparation

PERSONAL SERVICES PROVIDED

Personal Financial & Retirement Planning

Everything starts with your plan—an intricate reflection of what is most important to you and what you want to accomplish with your wealth—a clear path to your goals.

Investment Management

Investments are managed based on clear guidelines appropriate for your unique goals. They are tracked and reconciled daily and continually rebalanced to keep you on target.

Legacy Planning

It’s often surprising how much legacy planning impacts the rest of your financial plan. To protect your loved ones, it’s important that this piece is not overlooked.

Tax Preparation

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How CPAs helped save businesses during COVID-19

As the COVID–19th Pandemic changed the business environment, customers turned to their CPAs to keep their businesses alive. CPAs offering Client Advisory Services (CAS) were well positioned to help clients in difficulty stabilize and reposition their business. The term CAS can encompass everything from outsourced accounting to outsourced CFO and controller services to management consulting services. Have CPAs who offer CAS real–Time Knowing about their clients ‘finances, which gives them the opportunity to offer a better strategic perspective on their clients’ business. For example, CPAs working with customers in affected sectors used CAS to enable their customers to re-imagine what is possible.

Let restaurants cook

About 75% of Nick Swedberg’s customers are restaurants and small craft breweries in Minnesota. These types of companies were “some of the hardest hit” during the pandemic shutdown, he said.

To help his customers stay in business, Swedberg, a partner at Boyum Barenscheer in Bloomington, Minnesota, advised them on a variety of solutions, such as: to–walk Sales and deliveries. Since they had planned to start deliveries to replace In–person while eating, they had to deal with questions about the profitability and feasibility of moving, including analysis of employee compensation, auto insurance and handling tips, which are highly regulated in his state. He was able to do this with Excel, “set up some advanced formulas so there are only a few key metrics” that he had to adjust to test possible outcomes for different scenarios, he said.

Swedberg also helped its clients reach out to local government leaders for temporary exemptions from regulations. For example, some of its restaurant owner customers got permission from their cities to expand outdoors when indoor eating was banned. One city had a restaurant take over a city parking lot, while another closed its main street to allow al fresco dining. When a customer of a brewery owner asked the local health authority if beer delivery could be legalized, the board worked with the company to make it happen possible.

Swedberg supported this process by quantifying how the special permits sought by customers could save their restaurants and the jobs of their employees, and help them make convincing arguments on the spot Government.

As customers got more creative, Swedberg helped them implement their ideas. For example, a Mexican restaurant owner turned half of its space into a market where customers could buy salsa, meat, and other ingredients that they could use in preparing meals at home. As Swedberg predicts, the pivot cost has been minimal, the restaurant business has gotten a boost, and the market has done well. “It was fun to see how it comes to fruition,” he said. On the flip side, another client decided not to pursue their plans to convert their space into a home for four types of restaurants when the projected cost was too high.

“My job is to get them to put their thoughts in order and then come up with a real financial forecast,” to see if their plans were viable, Swedberg said. “Do you remember in math when you had to convert a word problem into an equation?

Maintaining the health of service-related practices

Sandy Shecter, CPA, CGMA, is the company-wide director of Rehmann Solutions, a division of 900–person Rehmann with branches in three federal states. Based in Detroit, Shecter has customers of doctors, dentists, and surgical centers that range in size from one provider to 350+. Their opening ability and patient volumes were impacted when many states ordered closures last spring.

Shecter stepped in to help clients apply for the Paycheck Protection Program and other loans or grants. Your company also worked with clients to provide data and forecasting for decision making on management issues such as: B. to provide employee leave; introducing new ways to work with patients, such as B. Telemedicine; and solving critical technology problems, such as cybersecurity or the complete outsourcing of a customer’s IT department.

Your company also assists with a variety of outsourced services, including recruiting to reduce staff costs, technology expertise that enables telemedicine, and outsourced bookkeeping and bookkeeping. “Providing these services on an outsourced basis enables customers to customize their usage as needed,” she said.

At the end of September 2020, most of Shecter’s customers were almost back In front–pandemic Patient level, but predicts permanent change. Your strategic planning with customers includes options such as making greater use of patient portals for communication and switching return–office Employees too the end–Location locations.

She advises CPAs to think beyond compliance and focus on delivering more to clients in terms of business consulting. “The pandemic underscored the value that customers place on us real–Time Information that they can use to manage their business, “she said.” This is really crucial. “For example, your customers often ask her for help with cash flow management, debt aging analysis, and budget recalculation and monitoring.

Finding the key to real estate sustainability

When rental income declined during the pandemic, Brandon Hall, CPA, who served as his clients’ outsourced CFO, conducted real estate portfolio research for clients of real estate investors to see how they could improve rental income performance. He also developed the tax minimization and costs–Demarcation Strategies to help them improve cash flow.

Hall, the CEO of 24–employees The Real Estate CPA firm of Raleigh, NC creates custom dashboards for clients using Google Sheets, spreadsheets that are easy to access and collaborate with for both him and his clients. It is possible to enter the customer’s QuickBooks online accounting data live into this dashboard. “The dashboard keeps track of what’s important to the customer,” said Hall, which usually includes information about utilization. budget–to–costs, Rehab expenses, cash income from a cash investment in real estate, return on equity and internal rate of return.

Hall was initially concerned about the economic uncertainty the pandemic was causing, as he hadn’t seen a similar disruption in his career. His business coach gave advice that he uses with his own customers and recommends other practitioners: Create a financial plan for the next 12 months that will be in one– to two–month Tranches and set the expected financial performance metrics for each tranche. Decide what action to take if you miss your metrics by 10%, 20%, and so on – for example, staff or expense savings. Once you hit your metrics, no changes will be made necessary.

Just having a plan of what to do when outcomes are good and bad can reduce customer stress and improve their response to setbacks, Hall said. “You cannot control the economy, but you can control how you react to it,” he said.

Help construction companies build stronger businesses

In northern Colorado, due to the dynamism of the local economy, the pandemic had minimal economic impact on construction customers, said Ralph Shinn, CPA / PFS, partner at nine–employees ClearPath consultant in Fort Collins. Surprisingly, the real challenge for these customers was to hire enough workers or contractors as some decided to stop working and start receiving unemployment benefits during the pandemic. When this forced clients to postpone some projects, the company helped them use that time as an opportunity to reevaluate their hiring practices.

The company also helped its customers bill and invoice additional expenses related to the pandemic or prepare quotes that include additional expenses related to the pandemic, such as the cost of personal protective equipment required on construction sites, and the additional mileage and vehicle fees that employees incur when carpooling is no longer feasible. “Lots [clients] didn’t take that cost into account, “Shinn said.

Shinn’s practice has too Professional–Services Customers ranging from physical therapists to companies providing hospital administration services. Many of these customers were unfamiliar with remote working, so Shinn’s company, which has been using remote working for more than 20 years, offered them free training on the remote control–work Environment and access to the cloud–based Packages it uses. “We wanted to show them that work in one cloud–based and a paperless environment can make businesses more efficient, effective and profitable, “Shinn said. The company also offered advice on the tax benefits of setting up home offices and training remote workers.

CPAs can step in when customers struggle

In uncertain times, many clients not only seek tax and accounting help, but also business advice. As companies grappled with the economic upheaval caused by the pandemic, CPAs stepped in to identify customers’ needs based on their existing knowledge of their companies. Offering CAS services can strengthen the role of CPAs as trusted business advisors who can provide practical and effective solutions to business challenges and valuable advice on how to make the most of opportunities.

source https://seedfinance.net/2021/08/12/how-cpas-helped-save-businesses-during-covid-19/