MazumaBusinessAccounting

MAY 27, 2021

Financial reports can be an incredibly helpful tool for small businesses. They can help you determine how much money you can pay yourself each month. Or they can help you decide if it’s time to expand your business. As helpful as financial reports are, they can only help you if you understand how to read them. Luckily, Ben Sutton, Mazuma’s co-founder and CPA, took the time to explain how an income statement and balance sheet work.

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Indigo Marketing Agency

MAY 24, 2021

Do you have a “tee box” branding statement? Ya know, that one-sentence answer you give when you’re about to tee off at the golf course and someone asks, So, what do you do? So many advisors don’t have an answer to this question—and they stumble over their words when trying to articulate who they are and what they do. But by creating a one-sentence, “tee box” branding statement, you ALWAYS have a short and sweet answer ready to go—one that piques people’s interest, helps you connect with them,

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Brown Advisory

MAY 28, 2021

U.S. Expat Series: The Top 7 Pitfalls and What You Need to Know jharrison Fri, 05/28/2021 - 06:26 We have worked with U.S. connected clients living in the U.K. for many years and have identified the top 7 pitfalls we see time and time again. Georgina Guy and Billy Mathews walk through these pitfalls and discuss what you can do to avoid them, and what can be done (if possible) to get out of them.

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Taxes Clients Communication Consulting 52

Fortune Financial

MAY 26, 2021

I have long been a proponent of investing in the defense and tobacco industries, which offer investors the unique combination of ‘quality’, typically measured by such things as low debt and low earnings variability, and ‘value’, or undemanding valuations. That this is unique to defense and tobacco can be seen in the scatterplot below, where other high-quality businesses in technology and consumer staples, – both stalwarts of the broad ‘quality’ universe

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Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Yardley Wealth Management

MAY 25, 2021

The post 5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement! appeared first on Yardley Wealth Management, LLC. 5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement! By Michael J. Garry, Founder/CEO. Yardley Wealth Management . Don’t Get Distracted. The 24-hour news cycle can be a bit insane these days, especially in 2020 when the pandemic dominated the news and murder hornets were on the way.

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Financial Advisor Retirement Wealth Management Retirement Planning 52

MazumaBusinessAccounting

MAY 10, 2021

Even though we’re accountants, we get that financial reports aren’t at the top of every small business owner’s to do list. Most small businesses run on slim budgets and personnel staff of one or just a few. But whether you keep your own books or employ the services of a bookkeeper or accountant, understanding the numbers can help your small business just as much as it could help a large corporation.

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Indigo Marketing Agency

MAY 3, 2021

FMG Suite is arguably the largest financial advisor marketing platform out there. It’s no surprise that when people find Indigo Marketing Agency, their first question is: What makes us different from FMG Suite? Believe it or not, I used to work at FMG Suite before I started Indigo Marketing Agency. And while there is a little bit of overlap between our services, we couldn’t be more different.

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Financial Advisor Compliance Media Clients 59

Brown Advisory

MAY 28, 2021

U.S. Expat Series: The Top 7 Pitfalls and What You Need to Know. jharrison. Fri, 05/28/2021 - 06:26. We have worked with U.S. connected clients living in the U.K. for many years and have identified the top 7 pitfalls we see time and time again. Georgina Guy and Billy Mathews walk through these pitfalls and discuss what you can do to avoid them, and what can be done (if possible) to get out of them.

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Taxes Clients Communication Consulting 52

C2P Enterprises

MAY 19, 2021

We all know how time-consuming and difficult it can be to collect and organize all of your client documents. We’ve all been there and have all tried different strategies to help with this process. That’s why in this episode of The Bucket Plan On-Demand Series, Dave Alison sits down with business partner and fellow financial [.]. The post Build Client Relationships with the Family Estate Organizer appeared first on Clarity 2 Prosperity.

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Banking

Mauldin Economics

MAY 14, 2021

When it comes to the US jobs situation, the “One of these things is not like the others” song from Sesame Street comes to mind. We have two competing narratives. Official data says millions are unemployed and seeking work. At the same time, businesses say they can’t find enough workers. A skills mismatch between the workers who need jobs and the job openings themselves isn’t unusual.

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Marketing Marketing Retail Healthcare 52

Fortune Financial

MAY 4, 2021

Deborah Cadbury’s Chocolate Wars is a wonderfully detailed history of the chocolate industry and the struggle for global market share among the titans of confectionery. While Ms. Cadbury, a descendant of the Quaker patriarchs of the Cadbury corporation (now part of Mondelez), focuses much of the early parts of the book on the Cadburys and their initial struggles to build their company, she also writes skillfully on the histories of Milton Hershey, Henri Nestle, and Forrest Mars, who, alon

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MazumaBusinessAccounting

MAY 17, 2021

Tax day has come and gone and you didn’t have time to file your taxes. As long as you filed a tax extension, you have an extra six months to get your tax return to the Internal Revenue Service (IRS). The IRS will allow you to file an extension for any reason, as long as you file form 4868 by the original tax deadline or they will automatically grant you an extension if you have paid your taxes by the original deadline.

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SEI

MAY 5, 2021

Military Friendly also recognized SEI as a 2021 Military Friendly Spouse Employer.

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Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Brown Advisory

MAY 25, 2021

Inflation in the U.S. Economy: Risks & Recommendations ajackson Tue, 05/25/2021 - 08:12 Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response.

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Economy Clients Economics Portfolio 52

MazumaBusinessAccounting

MAY 9, 2021

We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.

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Accounting Numbers Taxes Sales 59

Brown Advisory

MAY 25, 2021

Inflation in the U.S. Economy: Risks & Recommendations. ajackson. Tue, 05/25/2021 - 08:12. Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response.

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Economy Clients Economics Portfolio 52

Brown Advisory

MAY 11, 2021

Moving Forward: 2021 Sustainable Investing Perspectives ajackson Tue, 05/11/2021 - 13:33 Our new publication, “Moving Forward: 2021 Sustainable Investing Perspectives”, by Erika Pagel and Elizabeth Hiss, is now available. The publication is a comprehensive discussion of the sustainable investment risks and opportunities we see in today’s markets, and how we are positioning our clients’ balanced portfolios in response.

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Investing Investments Portfolio Valuation 52

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Financial Planning

Brown Advisory

MAY 11, 2021

Moving Forward: 2021 Sustainable Investing Perspectives. ajackson. Tue, 05/11/2021 - 13:33. Our new publication, “Moving Forward: 2021 Sustainable Investing Perspectives”, by Erika Pagel and Elizabeth Hiss, is now available. The publication is a comprehensive discussion of the sustainable investment risks and opportunities we see in today’s markets, and how we are positioning our clients’ balanced portfolios in response.

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Investing Investments Portfolio Valuation 52

MazumaBusinessAccounting

MAY 11, 2021

We talk with clients everyday about their business and we love it. As accountants, we spend a lot of time with the books and we love the numbers and details, but we get that not everyone does. Part of growing your business is knowing when to pull the lever to hire a professional rather than continue to DIY things yourself. So when is the right time to hire an accountant?

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Accounting Compliance Government Financial Advice 52

MazumaBusinessAccounting

MAY 8, 2021

You’ve got a small business. You’ve got a great product or service. You may even have a pretty steady cash flow and are doing ok growing your business. But what do you know about marketing – and even better, what are you doing about it? Knowing when you need marketing help for your small business or side hustle is a pretty complicated decision.

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Marketing Marketing Media Accounting 52

Brown Advisory

MAY 7, 2021

CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead jharrison Fri, 05/07/2021 - 14:37 As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. Drawing on experiences as technology and consumer analysts, respectively, during the bubble of the late 1990s for perspective. The vantage point allows for insights in investing in frothy markets and avoiding pockets of overvaluation.

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Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker

If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!

Management

Brown Advisory

MAY 7, 2021

CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead. jharrison. Fri, 05/07/2021 - 14:37. As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. Drawing on experiences as technology and consumer analysts, respectively, during the bubble of the late 1990s for perspective.

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Clients Taxes Investing Investments 52

MazumaBusinessAccounting

MAY 7, 2021

We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.

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Accounting Insurance Banking Clients 52

MazumaBusinessAccounting

MAY 6, 2021

We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.

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Accounting Banking Taxes Clients 52

Mauldin Economics

MAY 3, 2021

If you own a home or you're thinking about buying one, I have some bad news. Even after you pay off the mortgage , you still don't own the property. Not fully, anyway. From a philosophical standpoint, you're renting the house from the government. That payment comes due in the form of property taxes. Property taxes are the worst kind of taxes. However… I'm Happy to Pay Another Kind of Tax It isn't income taxes.

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Taxes Sales Government Economics 52

Speaker: Lynnette Khalfani-Cox, The Money Coach®

Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services. How can you better connect with these consumers?

Clients

MazumaBusinessAccounting

MAY 2, 2021

We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.

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Accounting Manufacturing Taxes Clients 52

MazumaBusinessAccounting

MAY 2, 2021

As a business owner, you spend a lot of time finding and presenting your business to the right customers. You spend hours meticulously arranging your products, perfecting your pitch, or figuring out how to connect with your clients to close the deal. These are all important ways for you to present yourself to your clients. However, you may be missing a strong online presence. .

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Accounting Clients Numbers 52

MazumaBusinessAccounting

MAY 1, 2021

We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.

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