Jason Archambault, CFP®, CPA/PFS

ISPA co-founder Thomas "Jeff" Faulkner encourages financial planners and other advisors to augment their expertise, such as accounting or tax planning, with the holistic knowledge gained through the Certified Succession Planner™ designation. Read more 👉 https://lttr.ai/AT7NR #Advisory #WealthManagers #SuccessionPlanning #CertifiedFinancialPlanner #CertifiedSuccessionPlanner #FamilyBusiness #GrowBusiness #GenerateLeads #ExitPlanning #CPA #FinancialPlanners #BroaderSkillSet

CMPAS: Planning Treats Each Goal As Its Own Financial Plan Most financial planning software allows clients to differentiate goals between needs, wants, and dreams. CMPAS works differently by treating each goal as its own financial plan with independent funding sources. How do we do it? CMPAS enables advisors to set a probability of success for each goal priority. With CMPAS, even in the worst-case scenarios, clients' goals can still be achieved. It's about securing their financial future no matter what the market throws their way. Ready to revolutionize your financial planning approach? Book a demo today: kplant@caravelconcepts.com #ClientPlan #FinancialGoals #FinancialSoftware #Retirement #Planning

Can an outsourced bookkeeping firm like Supporting Strategies | North Shore, MetroWest, Central & Western Massachusetts help a small firm be more Profitable? Certainly! Bookkeeping firms play a crucial role in helping small services firms become more profitable. Here's how: 1. Financial Insights: Bookkeepers provide insights into the overall financial health of your company. By maintaining accurate records, they help you understand your revenue, expenses, and profit margins. It is often less expensive for a small firm to use us rather than have their central management team become their bookkeepers, robbing the firm of potential sales and management decision making. 2. Cash Flow Management: Effective bookkeeping ensures precise tracking of cash flow. By monitoring inflows and outflows, bookkeepers help you identify patterns, manage liquidity, and make informed decisions. KPI ( key performance indicators) dashboard creation , reporting and assistance. 3. Expense Control: Bookkeepers assist in tracking expenses, identifying cost-saving opportunities, and optimizing spending. This helps small businesses maintain healthy profit margins. 4. Tax Compliance: Proper bookkeeping ensures accurate tax filings. By organizing financial data, bookkeepers help you claim deductions, avoid penalties, and maximize tax benefits. 5. Business Organization: Bookkeeping keeps your financial records organized. This allows you to focus on core business activities while ensuring compliance with financial regulations. Supporting Strategies makes great use of Teams, Office 365, automated a/p and expense control and Sharepoint for you to have a more organized back office. In summary, bookkeeping firms contribute significantly to a small services firm's profitability by providing financial clarity, efficient cash flow management, and adherence to tax requirements. So, yes, we can indeed help your business thrive! #bookkeepingservices #bookkeeping #smallbusinessbookkeeping #outsourcedbookkeeping

Can an outsourced bookkeeping firm like Supporting Strategies | North Shore, MetroWest, Central & Western Massachusetts help a small firm be more Profitable? Certainly! Bookkeeping firms play a crucial role in helping small services firms become more profitable. Here's how: 1. Financial Insights: Bookkeepers provide insights into the overall financial health of your company. By maintaining accurate records, they help you understand your revenue, expenses, and profit margins. It is often less expensive for a small firm to use us rather than have their central management team become their bookkeepers, robbing the firm of potential sales and management decision making. 2. Cash Flow Management: Effective bookkeeping ensures precise tracking of cash flow. By monitoring inflows and outflows, bookkeepers help you identify patterns, manage liquidity, and make informed decisions. KPI ( key performance indicators) dashboard creation , reporting and assistance. 3. Expense Control: Bookkeepers assist in tracking expenses, identifying cost-saving opportunities, and optimizing spending. This helps small businesses maintain healthy profit margins. 4. Tax Compliance: Proper bookkeeping ensures accurate tax filings. By organizing financial data, bookkeepers help you claim deductions, avoid penalties, and maximize tax benefits. 5. Business Organization: Bookkeeping keeps your financial records organized. This allows you to focus on core business activities while ensuring compliance with financial regulations. Supporting Strategies makes great use of Teams, Office 365, automated a/p and expense control and Sharepoint for you to have a more organized back office. In summary, bookkeeping firms contribute significantly to a small services firm's profitability by providing financial clarity, efficient cash flow management, and adherence to tax requirements. So, yes, we can indeed help your business thrive! #bookkeepingservices #bookkeeping #smallbusinessbookkeeping #outsourcedbookkeeping

Can an outsourced bookkeeping firm like Supporting Strategies | North Shore, MetroWest, Central & Western Massachusetts help a small firm be more Profitable? Certainly! Bookkeeping firms play a crucial role in helping small services firms become more profitable: 1. Economic Insights: Bookkeepers provide insights into the overall economic health of your company. By maintaining accurate records, they help you understand your revenue, expenses, and earning margins. It is often less expensive for a small firm to use us rather than have their central management team become their bookkeepers, robbing the firm of potential decision making. 2. Capital Flow Management: Effective bookkeeping ensures precise tracking of capital. By monitoring inflows and outflows, bookkeepers help you identify patterns, manage liquidity, and make informed decisions. KPI ( key conduct indicators) dashboard creation , reporting and assistance. 3. Expense Control: Bookkeepers assist in tracking expenses, identifying expenditure-saving opportunities, and optimizing spending. This helps small businesses maintain healthy earning margins. 4. Tax Compliance: Proper bookkeeping ensures accurate tax filings. By organizing economic data, bookkeepers help you claim deductions, evade penalties, and maximize tax benefits. 5. Business Organization: Bookkeeping keeps your economic records organized. This allows you to focus on core business activities while ensuring compliance with economic regulations. Supporting Strategies makes use of Teams, Office 365, automated a/p and expense control and Sharepoint to have a more organized back office. In summary, bookkeeping firms contribute significantly to a small services firm's profitability by providing economic clarity, efficient capital flow management, and adherence to tax requirements. So, yes, we can indeed help your business thrive! 😊 Learn more about Supporting Strategies, bookkeeping and controller services: https://lnkd.in/ewZR3n2C Schedule a quick call here: https://lnkd.in/ecXX-dbV #bookkeepingservices  #bookkeeping #smallbusinessbookkeeping  #outsourcedbookkeeping #sellingyourbusiness #smallbusinessowners

Can an outsourced bookkeeping firm like Supporting Strategies | North Shore, MetroWest, Central & Western Massachusetts help a small firm be more Profitable? Certainly! Bookkeeping firms play a crucial role in helping small services firms become more profitable: 1. Economic Insights: Bookkeepers provide insights into the overall economic health of your company. By maintaining accurate records, they help you understand your revenue, expenses, and earning margins. It is often less expensive for a small firm to use us rather than have their central management team become their bookkeepers, robbing the firm of potential decision making. 2. Capital Flow Management: Effective bookkeeping ensures precise tracking of capital. By monitoring inflows and outflows, bookkeepers help you identify patterns, manage liquidity, and make informed decisions. KPI ( key conduct indicators) dashboard creation , reporting and assistance. 3. Expense Control: Bookkeepers assist in tracking expenses, identifying expenditure-saving opportunities, and optimizing spending. This helps small businesses maintain healthy earning margins. 4. Tax Compliance: Proper bookkeeping ensures accurate tax filings. By organizing economic data, bookkeepers help you claim deductions, evade penalties, and maximize tax benefits. 5. Business Organization: Bookkeeping keeps your economic records organized. This allows you to focus on core business activities while ensuring compliance with economic regulations. Supporting Strategies makes use of Teams, Office 365, automated a/p and expense control and Sharepoint to have a more organized back office. In summary, bookkeeping firms contribute significantly to a small services firm's profitability by providing economic clarity, efficient capital flow management, and adherence to tax requirements. So, yes, we can indeed help your business thrive! 😊 Learn more about Supporting Strategies, bookkeeping and controller services: https://lnkd.in/ewZR3n2C Schedule a quick call here: https://lnkd.in/ecXX-dbV #bookkeepingservices  #bookkeeping #smallbusinessbookkeeping  #outsourcedbookkeeping #sellingyourbusiness #smallbusinessowners

Are you thinking about working with a financial advisor but don't know who to hire? Check out our latest blog article discussing the different types of advisors and planners you could partner with! Fee-Only vs. Fee-Based Financial Planners: What's the Difference? #retirement #financialplanning #financialadvisor #retirementplanning

Many of you know that Guidance Point Retirement Services works with institutional clients and their financial needs, including retirement plans, pensions, and endowments. But what types of clients are bad fits for us? Check out our blog to find out! https://hubs.ly/Q02ztdmy0 #401k #403b #retirementplans

Looking to transform your advisory practice with tax-efficient planning? This week on The Breakthrough Advisor™, Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager, and top Carson Wealth advisor, explains why tax planning should be a cornerstone of your practice: https://lnkd.in/g-GxZbYX In the meantime, explore how Roth conversions and business tax deductions can create significant client value by playing this preview you cannot miss! ⬇️ #TheBreakthroughAdvisor #FinancialServices #TaxEfficiency #ClientStrategies #AdvisoryGrowth

In this episode, Sev talks about many of the topics that could be test on the CFP® exam. Topics such as adjustments, deduction and credits, below market-rate loans, IRA deductibility, investment interest expense and kiddie tax rules are just some things Sev will talk about. https://lnkd.in/g9bdThrW #cfpexam #cfpexamprep #cfpexamtutor #incometaxplanning #kiddietax