MAHESH SALADI

It’s here! Our Transition Analysis Tool that simplifies complex portfolio transitions, including: ➟ Instant Overlap Analysis: Identify opportunities to leverage existing holdings & minimize unnecessary selling ➟ Customizable Tax-Budget Scenarios: Navigate tax hurdles with clear transition strategies ➟ Automated Tax-Aware Selling: Ensure tax-efficient portfolio movement over time Discover how our tool can transform your portfolio management. Learn more: https://lnkd.in/evuG-eNH #WealthTech #EnterpriseTech #AdvisorTech

26

1 Comment

Forming an LLC or incorporating a business in Delaware can save you money in fees and taxes. Learn about some of the top reasons why Delaware is one of the most popular states to incorporate a small business in and get a step-by-step guide on how to do it. https://ow.ly/91cL50Qvbkg #LLC #incorporation #businessformation #delaware #smallbusiness

1

Foster accountability, fuel success! 💪🙌 Accountability in CPA firms impacts reputation, accuracy, stress reduction, and more. Cultivate a culture of ownership in your CPA firm with these key principles: 🎯 Well-Defined Roles: Clarify tasks & expectations with project management tech. 🎯 Team Alignment: Connect employees to your firm's mission. 🎯 Effective Communication: Foster honesty & learning from mistakes. 🎯 Leadership Without Micromanagement: Build trust with transparency. Learn more by reading our full blog post! https://lnkd.in/grYWgrrQ

1

GROWTH STRATEGIES: Service Quality: The Key to Client Retention: BONUS: A list of 10 best practices. By August J. Aquila Price It Right: How to Value Accounting Services Go PRO for members-only access to more August J. Aquila. http://dlvr.it/T7MV4Z #Client #Growth #Marketing

2

📈 Is your CPA firm's traditional, transactional pricing model holding you back? Learn how transitioning to a value-aligned subscription approach can transform your practice in this episode of "Who's Really the BOSS": https://lnkd.in/d--Unit2 Key topics covered: - Analyzing internal data to develop a subscription pricing model - Conducting market research to ensure competitive pricing - Communicating value through transparent pricing - Continuously monitoring and adjusting pricing for long-term success How has your firm approached pricing strategy? Share your thoughts and tips in the comments. 💬

1

GROWTH STRATEGIES: Service Quality: The Key to Client Retention: BONUS: A list of 10 best practices. By August J. Aquila Price It Right: How to Value Accounting Services Go PRO for members-only access to more August J. Aquila. http://dlvr.it/T7NS5f #Client #Growth #Marketing

3

🌟 Exciting News Alert! 🌟 Dear A2D Community, I'm thrilled to share some insights on a crucial aspect of financial reporting that impacts every business—ASC 321: Proper Accounting for Investments. As the founder of A2D, ensuring transparency and accuracy in our financial reporting has always been a top priority. In my latest article, I dive deep into ASC 321 and its implications for investment accounting, using a real-world case study to illustrate its significance. From understanding fair market valuation to navigating impairment losses, we explore how compliance with ASC 321 is essential for maintaining financial transparency and stakeholder trust. Let's start a conversation about best practices in investment accounting. Your feedback and insights are invaluable as we strive to uphold the highest standards of financial reporting excellence. #AccountingStandards #ASC321 #Investments #FinancialReporting #Compliance #Finance #USGAAP #EquitySecurities #BusinessFinance #A2DInsights #FinancialTransparency #StakeholderTrust #Entrepreneurship #FinancialLeadership #BusinessIntegrity #A2DCommunity #FinancialDecisions #InnovationInFinance #FinancialExcellence #ASC321Compliance #InvestmentManagement #FinancialLiteracy #EmpowermentThroughEducation Looking forward to your thoughts and contributions! Warm regards, Manisha Founder, A2D

3

R&D tax credits help level the playing field for smaller firms competing with larger corporations by making research and development more affordable. 🚀 Call us at (828) 408-0762 👈 #advantages #accountingservices #spindale #aryeeaccounting #IFRSConsulting #BookkeepingServices #BusinessConsulting

1

Accounting Today's Special Report takes a deeper look at how Client Advisory Service (CAS) practices are evolving- increased intentionality, training strategies and more. Download via the link below to learn more. #CAS #advisoryservices

31

Did you know that in order to check your #CPAExam score, you will need to set up your CPA Portal account (unless you receive your score from your board). In the below video, NASBA explains how to set that up: https://lnkd.in/e-HkCG5v

2

Embedded Leases: Are you awake In the landscape shaped by IFRS 16 and ASC 842, the task of identifying embedded leases in contracts often feels like deciphering a secret code. These standards push us to look beyond the surface of a contract, challenging us to uncover whether a particular arrangement is just a service or something more—a lease hidden in plain sight. This isn't just a small tweak; it's a fundamental shift in how we understand and report financial commitments. Before these changes, many significant leases skated under the radar, tucked away in the footnotes of financial statements, effectively off the balance sheet and out of sight. The introduction of IFRS 16 and ASC 842 changed the game, compelling these hidden leases to step into the spotlight. This isn't merely about inflating the balance sheet; it's about piercing the fog of financial reporting. Think of this transformation as a response to the financial crises that blindsided so many in 2008, where obscured financial obligations caused significant turmoil. By bringing these leases into full view, we arm investors and stakeholders with the full picture of what they're getting into. This shift in reporting is less about accounting compliance and more about equipping the market with the transparency to navigate through financial complexities with confidence. Now, every company must map out its lease commitments clearly and boldly, ensuring that all who sail the corporate seas can see and understand the contours of their financial landscapes. #learnifrs

3

CPA Trendlines: How Life Cycle Changes Your Marketing: Startups have different needs than mature businesses, so the messaging must be different. By August J. Aquila Price It Right: How to Value Accounting Services Go PRO for members-only access to more August J. Aquila. http://dlvr.it/T6kWtZ #CPA #tax #accounting

1