2 min read
3 Ways Proactive Accounting Saves You Money
If you've followed me for any length of time, you know I believe accounting is a foundation, not a formality.
In this episode Marcus Mire, CPA interviews a founder of Retirement Tax Services Steven Jarvis, CPA, MBA. Steven talks about the importance of collaboration between retirement planners and CPAs. Learn all there is to gain and costly mistakes that collaboration can prevent.
Connect with Steven on LinkedIn
Check out the Retirement Tax Services Podcast
2 min read
If you've followed me for any length of time, you know I believe accounting is a foundation, not a formality.
6 min read
We talk a lot about thefoundation-first approach, the idea that clean, organized financial data has to come before strategy. We've shown what that...
3 min read
Every year, it happens the same way. You sit down with your CPA, or open the email from your accountant, and you see the number. And the number is...