NABA INC.’s Post

Your Remote Dream Team is ready and on top of its game Today. Come and swing by booth B17 at Accountex Manchester and let us demonstrate to you, how SBPO's Engagement Models can Elevate your Business Practice. #sustainableprofits #outsourcedaccounting #outsourcedbookkeeping #outsourcingsolutions #outsourcingservices #accountex #accountingandfinance #acxmanchester #accountingandaccountants

Strategy - Trust - Success 3 words that will underpin our announcement on Friday! As part of our offering we have regular conversations with our clients to allow us to understand the business and the person more. 💛 With what's coming we can build on that to enable better strategic direction, build trust in our relationships and our findings, ultimately aiming for the joint success of our clients and ourselves! 🙌🏻 Our Core Values are still the same and we are Stronger Together! 💪🏻 3 days to go - Follow Gravitate Accounting to keep up to date! #TeamGravitate #GravitateAccounting #comingsoon

Why do so many of the industry's top advisers attend 𝐀𝐒𝐂𝐄𝐍𝐃 - 𝐓𝐡𝐞 𝐀𝐠𝐞𝐧𝐜𝐲 𝐆𝐫𝐨𝐰𝐭𝐡 & 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐒𝐮𝐦𝐦𝐢𝐭? ASCEND delivers the skills, strategies & training that put – and keep – elite advisers at the top of their game. At ASCEND, discover & get the four 𝗡𝗲𝘅𝘁𝗚𝗲𝗻 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗦𝗸𝗶𝗹𝗹𝘀: — 𝗖𝗢𝗡𝗦𝗨𝗟𝗧𝗔𝗧𝗜𝗩𝗘 𝗦𝗘𝗟𝗟𝗜𝗡𝗚 The independent advisers taking mid-market accounts from bigger agencies & even national houses are using a consultative approach. — 𝗔𝗖𝗖𝗘𝗦𝗦𝗜𝗡𝗚 & 𝗦𝗘𝗟𝗟𝗜𝗡𝗚 𝗖-𝗦𝗨𝗜𝗧𝗘 𝗘𝗫𝗘𝗖𝗨𝗧𝗜𝗩𝗘𝗦 Top independent advisers are elevating their game to the C-Suite and having strategic, financial conversations with the CEO & CFO using C-Suite language. — 𝗦𝗘𝗟𝗟𝗜𝗡𝗚 𝗦𝗘𝗟𝗙-𝗙𝗨𝗡𝗗𝗜𝗡𝗚 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗜𝗘𝗦 Top advisers know the right language to explain & sell self-funding to CEOs/CFOs and how to move employers to self-funded plans with independent TPAs. — 𝗠𝗔𝗡𝗔𝗚𝗜𝗡𝗚 𝗧𝗛𝗘 𝗤𝗨𝗔𝗟𝗜𝗧𝗬 & 𝗖𝗢𝗦𝗧 𝗢𝗙 𝗛𝗘𝗔𝗟𝗧𝗛𝗖𝗔𝗥𝗘 Elite advisers are using the right cost-containment strategies & vendors to manage the healthcare supply chain to improve the quality of care & reduce costs by $2,000 per employee or more – in Year One alone. These are the skills that NextGen Benefits Advisers are using to win bigger, mid-market groups from bigger – even national – brokers. Discover the 𝗡𝗲𝘅𝘁𝗚𝗲𝗻 𝗧𝗢𝗢𝗟𝗦𝗘𝗧 | 𝗦𝗞𝗜𝗟𝗟𝗦𝗘𝗧 | 𝗠𝗜𝗡𝗗𝗦𝗘𝗧 for yourself at the 9th Annual 𝐀𝐒𝐂𝐄𝐍𝐃 𝐀𝐠𝐞𝐧𝐜𝐲 𝐆𝐫𝐨𝐰𝐭𝐡 & 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐒𝐮𝐦𝐦𝐢𝐭, January 16-19 in Atlanta. 👇 👇 👇 👇 𝗖𝗹𝗶𝗰𝗸 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗖𝗼𝗺𝗺𝗲𝗻𝘁 𝗯𝗲𝗹𝗼𝘄 for more info on ASCEND & to register. 👇 👇 👇 👇

Proud to finally announce, something I've been working on for a while. The launch of MedPro Financials, apart of the Alliance Advisory Group team. MedPro Financials As a spouse to a NP and partner to multiple medical associations, I understand how busy medical professionals get and the need for financial advice that is: 𝗧𝗿𝘂𝘀𝘁𝗲𝗱 𝗦𝘁𝗿𝗮𝗶𝗴𝗵𝘁-𝗳𝗼𝗿𝘄𝗮𝗿𝗱 𝗖𝗹𝗶𝗲𝗻𝘁-𝗳𝗼𝗰𝘂𝘀𝗲𝗱 𝗮𝗻𝗱 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 The financial planning process can be new or intimidating to some, that's why we will always keep it 𝘽.𝘼.𝙎.𝙄.𝘾. • 𝗕uild - A discovery meeting to get to know eachother and begin building a relationship together    • 𝗔ssess - We review your goals using data and give you a financial scorecard/MRI    • 𝗦trategize - Over the course of multiple meetings we will educate and strategize on your individual plan    • 𝗜mplement - We will present recommendations that align with your goals.    • 𝗖heckout - Wrap up action items and have a clear understanding of your plan and expectations going forward Thanks to all the people (I'm sure I am forgetting some!)  over this past year that have helped in one way or another with conversations, accountabiliy, and advice: John McDonald Michael Asbach Ashley Anchor Jonathan Sheldon Mando Sallavanti III, CFP®, CLTC® Michael Thomas New York State Society of PAs

📢 Exciting news! Just wrapped up the first of three Financial Statement training sessions tailored for CEOs across Europe and Australia at a leading software company. 💼 Big thanks to Trivière Partners for their trust and to Antonia Sarda for her dedication. 💪 #FinancialStatement #CEOTraining #SoftwareIndustry #TrivierePartners #ProfessionalDevelopment 🌟

📢 Exciting news! Just wrapped up the first of three Financial Statement training sessions tailored for CEOs across Europe and Australia at a leading software company. 💼 Big thanks to Trivière Partners  for their trust and to Antonia Sarda for her dedication. 💪 #FinancialStatement #CEOTraining #SoftwareIndustry #TrivierePartners #ProfessionalDevelopment 🌟

Here’s 1 thing I am forever grateful for: Fellow healthcare professionals. They inspire, they teach, they support, they empower. They are the reason for who I am today too. Every new lesson, Every new experience, Every new conversation, It is an opportunity to become a better person, a better entrepreneur. The joy I experience connecting with fellow healthcare professionals eager to learn about wealth growth is beyond measure. 🙌🏾 This year, anticipate even more events because I understand the significance of what we do at Pheenyx Capital Investment… We are aware of how much busy professionals and doctors lose annually to taxes and the time spent away from loved ones. Continuing to raise awareness about the wonderful assets of Multifamily real estate investing, from consistent income flow to risk diversification and wealth growth - the perks are undeniable. BUT To receive is one side of it, To give → it goes even beyond all that. Last year, I sponsored multiple events, launched a workbook, landed my first deals… All of your support, comments, responses gave me a slight grasp of reality: → When people collaborate they can make an immense positive impact Thanks to every one of you who contributed. 🙏🏾 I’m sure all of us are ready to navigate the 2024 year frontier together! P.S. Ready to embrace the future of wealth building? Keep an eye on my page this year, as I have so much to share!

📊 With the release of Mercia’s Annual Report and Accounts, CEO Dr Mark Payton reflects on a year of progress, despite a backdrop of some very challenging circumstances. Read more ➡️ https://hubs.li/Q01ZfkfG0 #AnnualReport2023 #MerciaAssetManagement

Exciting News: Zodem Consulting's Website is LIVE! 💻✨ We're thrilled to announce the official launch of our brand-new website! 🌐 You can visit us at zodemconsulting.com or click on the link in our bio! Thank you for being a part of the Zodem Consulting community. Here's to a future filled with financial success and innovation! #BusinessGrowth #BusinessMindset #BusinessSuccess #ZodemConsulting #accountingfirm #accountingservices #bookkeepingservices #taxservices #businessadvisory #canadianbusinessowners #NewWebsite #canadianbusiness