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What a CFO Can Do For Your Agency

Duct Tape Marketing

Jason is a Co-founder of Thriveal, a firm that helps entrepreneurial CPA firms connect, learn and grow. He’s also the CEO of Blumer CPAs where they serve as an advisory firm for the design marketing and creative agency services niches. Marketing Podcast with Jason Blumer. Is that fraught with lots of challenges? I appreciate it.

CPA 73
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Onboarding Volunteer Board Directors: A Fresh Approach

Board Effect

Schedule one-to-one meeting(s) for the new member with board leadership. ​ Coordinate meetings with key staff ​so that the new board member becomes familiar with “who’s who.” Ensure strong facilitation and leadership — know what you want to get out of the meeting and stay on track.​

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Small Business and Startups: 5 Tips For Keeping the Books

crowdSPRING Blog

Enter the accounting team: you, your bookkeeper, your CPA, and (sometimes) your tax specialist.Rat. This is often driven by your choice of accountant: if your CPA uses Quickbooks , it’s a reasonable bet that you will, too. Does your CPA have the right level of industry knowledge to advise you well?

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Fortifying Profits: Strategies to Shield Your Business from Embezzlement

Duct Tape Marketing

But in a lot of small companies, the owner or the leadership team may have a very loosey goosey attitude towards it, and then that opportunity becomes more likely to be acted upon. Todd (12:05): Yeah, so the difference is most people are very familiar with that CPA relationship and their role traditionally and typically is compliance.

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The Benefits of Hiring A Virtual Assistant For Your Business Growth

Duct Tape Marketing

Rob began his career as a “Big 6” CPA and held senior positions in several entrepreneurial companies. Previously, Rob was the founder and publisher of the New York Enterprise Report, a media company that serves small and mid-size businesses, having been nationally recognized for his small business leadership.

Hiring 64
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The 4 Easiest Ways A Startup Can Fail

YoungUpstarts

Any team needs strong managerial leadership if it is to work as well as possible. Your leadership members need to know how to get people doing the right thing, in the right space of time. If you are having this trouble, it would be advisable to find a CPA lawyer who can help you out. Failure To Innovate.

CPA 100
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6 Things Female Business Entrepreneurs Must Know Before They Start That Startup

YoungUpstarts

Take a class at a community college, take advantage of free training workshops at organizations like the Small Business Administration, spend quality time with your accountant, CPA and banker and understand how business loans work because you will need this information in the future. Be Direct About What You Want. Practice makes perfect!

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