Books Compliance Strategic Planning 
Harness Wealth
APRIL 16, 2025
million in total purchases, enables strategic planning of major technology investments. This strategy allows effective management of tax liability by controlling when these significant deductions hit the books. Establishing a systematic approach to tax planning helps ensure adequate funds for quarterly obligations.
Harness Wealth
NOVEMBER 27, 2023
Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client. Client Accounting Services are a comprehensive set of offerings provided by accounting firms to assist both individual and business clients in both compliance matters and day-to-day financial management.
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Harness Wealth
OCTOBER 23, 2023
Accounting advisory services are a suite of strategic planning offerings that extend beyond the realm of traditional tax return preparation and filing. While there may be some overlap, accounting advisory services should not be mistaken for traditional financial planning or for Client Accounting Services (CAS).
Midstream Marketing
AUGUST 13, 2024
Because of new rules and compliance needs, financial advisors must make sure their marketing activities meet industry standards. Providing useful content, like market updates or guides for financial planning, is a good idea too. This encourages people to visit your website, book a consultation, or learn more about your services.
Good Financial Cents
AUGUST 12, 2023
As Robert Kiyosaki (2017) explains in his best-selling book “ Rich Dad Poor Dad ,” passive income can be a way to achieve greater financial independence. Understanding these rules or consulting a tax professional is vital to maximizing after-tax returns and compliance with tax laws. The post What is Passive Income?
The Big Picture
AUGUST 20, 2024
We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. So any compliance people listening, I’m just spitballing here. 00:04:02 That’s what value add software was originally. That’s Barry saying it. That’s not Mike.
Indigo Marketing Agency
MARCH 24, 2025
AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more. By reducing meeting preparation and documentation time from an hour to just 5-10 minutes, advisors can allocate more time to personalized client interactions and strategic planning.
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