Withum

JULY 21, 2021

The East Brunswick Public Library sponsored my presentation last week about Money $ecrets of the Rich and Famous and I had a slide with 10 bullet points that seemed to provide a clue to what the wealthy do, and so should most people, so am including it here with some added comments.

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Withum

JANUARY 2, 2024

My next two blogs will have additional charts. These charts will then be placed in an updated stock market booklet I will make available at a Zoom presentation for the East Brunswick Public Library later in January. I will also make the booklet available to readers of my blogs.

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Education Tax 59

Withum

AUGUST 24, 2023

Two months before then, he was the commencement speaker at my City College graduation. Sixty years ago, I also had a dream, and looking back, I feel I’ve accomplished much more than my dreams had me down for. I am in a good place with a wife my love grows daily for and a wonderful family and great friends. The books are free.

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Tax 52

Withum

FEBRUARY 14, 2024

It is a thrill when I see suggestions I’ve made become reality and make a difference in my clients’ lives and also in the lives of their personnel and stakeholders. I love assisting in the planning for my clients’ growth, anticipating what could go wrong and then working out and implementing how those problems could be avoided.

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Account accountant accounted public accounting 59

Withum

JUNE 2, 2022

I cover all of the basics and some pretty sophisticated added information written in my down-to-earth style [this blog is a sample of my writing style]. My updated version will be available Wednesday when I email it to you. No messages are necessary.

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Tax 105

Withum

FEBRUARY 22, 2021

“How to Read and Analyze a Financial Statement” is the topic of my next Take A Business Break program at the East Brunswick Public Library on this Thursday Feb. 25 at Noon.

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financial statements 87

Withum

SEPTEMBER 15, 2022

Next Thursday, September 22 at noon I will be presenting my views about what’s going on with the stock market. A PDF of my PowerPoint slides will be provided to all registered attendees. It will be on Zoom, and you must register in advance.

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public accounting CPA Start-ups Tax 111

Withum

DECEMBER 20, 2023

That’s not so good, and you have my sympathy. My first three blogs in January will have 16 charts illustrating the stock and financial markets’ performance along with inflation and a dissection of components of the major stock market indexes. When that date is set, I’ll post the free registration information on one of my blogs.

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Start-ups Tax Account accountant 59

Withum

APRIL 17, 2023

This Thursday, I will be presenting a webinar with my Stock Market Update and next Wednesday, my insights about what happened at Silicon Valley Bank. Thursday, April 20, at Noon (EDT), I will be presenting my Stock Market Update as part of the Take A Business Break Webinar Series fo r the East Brunswick Public Library.

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cpas Education Tax Account 59

Withum

APRIL 19, 2022

The program continues my Take A Business Break series at the East Brunswick Public Library and is free, but you must register in advance. 11 Stock market charts and three do-it-yourself assessment graphs will be discussed. An extensive 80-page handout will be provided to all attendees.

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Real Estate CPA Tax Account 105

Withum

MARCH 8, 2021

My “5421 Years of Taxation, Investing and Financial History” program will be repeated by me for the East Brunswick Public Library on Thursday March 11 at Noon. I presented this last month elsewhere and it was very well received. This program is free and the login information is at the end of this blog.

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Withum

MAY 10, 2022

Here is my schedule with brief descriptions. The following is being presented as part of the Take a Business Break series at the East Brunswick Public Library. Sponsored by East Brunswick Public Library and Withum. Also, I am presenting an IRA/401k webinar for the general public and not accountants or tax professionals.

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financial statements audit auditor CPA 105

CPA Practice

JUNE 6, 2023

LinkedIn Learning is my favorite professional mobile app. I enjoy the ability to learn on the go and to have access to a library of content at my fingertips. I love to travel and explore new places with my husband and our three children. What is your favorite professional mobile app, and why?

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Account accountant accounted accounting firms 52

CPA Practice

JANUARY 4, 2024

I’ve never been able to telework my whole career. Sarah Andeen heads the firm’s library and research services for attorneys working in several states. I know my staff. “The commute is beautiful, through vineyards” along the Russian River Valley, he says, “but it’s an hour out of your day.” This is kind of amazing.”

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Texas Start-ups Washington Technology 113

Withum

NOVEMBER 15, 2023

I also guarantee that my opening comment will be a shocker and will show you how you could avoid getting taken, and I’ll have nine more lies that I’ll explain. I will be presenting a program on Thursday, November 16, 2023, on some of the many lies you are being told, how to protect yourself, and what to do instead.

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public accounting Tax Account accountant 59

5 Minute Bookkeeping

MARCH 3, 2022

Since I’ve worked with hundreds of clients, I’ve certainly ‘fired’ or parted ways with my share of bookkeeping clients, but it’s not all bad news. My most memorable breakups. To start off, let’s look at some of my most memorable client breakup stories before we dig into the wisdom I took away from it. Hidden clients.

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bookkeeping Start-ups 95

CPA Practice

JANUARY 16, 2024

Whether it’s from my colleagues, my manager, or from training courses, it’s important for my growth and development.” “I am always learning new things in the office,” one millennial polled by Gensler said.

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Real Estate Manufacturing 111

Airbase

DECEMBER 6, 2023

One of the happiest moments of my accounting career was when Airbase reached out and said Guided Procurement was going live.” Airbase’s NetSuite integration gives them access to the library of amortization schedules easily and, most importantly, accurately. When Guided Procurement launched, Doximity was eager to get on board.

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NetSuite NetSuite Integration accounting and finance AP Automation 130

ThomsonReuters

FEBRUARY 9, 2022

In part 1 of my blogpost on 2022 payroll trends , I was recalling a recent weekend getaway from Hoboken, New Jersey to Miami Beach, Florida and how prevalent payroll is in our day-to-day lives. After checking into my hotel, I went for a walk to get a bite to eat. During lunch, I got a tickle in my nose from a dry breeze and sneezed.

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payroll California Connecticut Tax 98

PYMNTS

JUNE 23, 2020

Those include two big modifications to how iPhones stores and access apps: a new App Library and the release of a new “App Clips” feature. Of the two changes, the App Library is designed to most directly address the issue of iPhone clutter by allowing users to easily reorient how they store apps. I am perplexed.

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Real Estate Account accountant accounted 56

Xero

AUGUST 30, 2023

If you’re uploading a video from your phone, you will have the option to take a video or upload one from your photo library or files, which you can see in the below screenshot. As you’re putting the final touches on your pitch video(s) or application, here are my suggestions for how to make your application stand out.

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bookkeeping Technology Account accountant 95

ThomsonReuters

JUNE 16, 2023

Falling victim to a security breach can damage a firm’s reputation and result in the loss of clients, profitability, and potential penalties. “If I can’t update my system to be top-notch in all of those areas I’m going to say, ‘Ok, now it is time to really do an overhaul of the application,’” Bendele said.

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Technology Account accountant accounted 98

CPA Practice

JULY 13, 2023

Utilizing the learnings and best practices of the more than 4,000 businesses on their platform, Jirav has built a library of prebuilt solutions for each industry, including financial models, KPIs, reports, and value-driven dashboards. This allows for businesses to realize faster time to value, increased efficiency, and accelerated success.

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E-commerce accounting and finance accounting firms Finance 52

CPA Practice

JULY 12, 2023

Utilizing the learnings and best practices of the more than 4,000 businesses on their platform, Jirav has built a library of prebuilt solutions for each industry, including financial models, KPIs, reports, and value-driven dashboards. This allows for businesses to realize faster time to value, increased efficiency, and accelerated success.

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E-commerce accounting and finance accounting firms Finance 52

5 Minute Bookkeeping

JANUARY 6, 2022

That’s why I’m sharing the biggest mistakes I made in my bookkeeping business and how you can avoid them. Truth be told, I have made my share mistakes while building my bookkeeping business. But when I first started my bookkeeping business, I took on any clients for absolutely anything they needed.

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bookkeeping bookkeeping services Start-ups Account 52

Going Concern

OCTOBER 2, 2023

You have my permission to start putting up those Halloween decorations now. The interactive practice aid is intended to work in tandem with the Example Risk Assessment template (also available on the download page), which provides a starting point for each component and a library of quality risks and responses. Hey, welcome to October.

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North Dakota Account accountant accounted 110

Xero

JUNE 15, 2022

I started this business by myself so my main focus always centered on ensuring that the values we live by and the quality of our products aligned. Ensuring there was space for my vast book collection and other important, sentimental items meant everything to me and my team. . I had absolutely no experience.

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Start-ups Maine bookkeeping Technology 73

Xero

JANUARY 31, 2023

In my line of business, when the telephone rings and I’m mid-way through an invoice, I’m often having to duck away from my screen for a few minutes. When this happens and I’m in new invoicing, this work automatically saves as a draft and is constantly updating the draft version of that invoice.

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Technology audit Start-ups Gaming 78

Withum

APRIL 5, 2022

The entire 25 year run of the Almanac is still being published and various editions are easily available at online booksellers and many brick and mortar stores and public libraries. I also decided to redo my earlier version to keep it as close as possible to the manner and style of Franklin’s original word usage, phrasing and syntax.

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Start-ups Tax 98

Withum

JANUARY 24, 2024

Here are my comments: Barron’s stocks as a group made money, 9.9%, and I think that is pretty good. My gut tells me that Barron’s report card would have been more favorable, validating the choices of its authors, except for the inclusion of only one of the Magnificent 7. Each of these indexes has exchange-traded funds tracking them.

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Tax Sales Account accountant 52

5 Minute Bookkeeping

FEBRUARY 3, 2022

I love interacting with our community online, and I thought that for a change, you might want to see a behind the scenes look at how I put together the videos for my YouTube channel. I decided to start making videos to save time on writing my tutorials. What’s up with my hair? Now, I actually DIY my own hair.

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bookkeeping Start-ups E-commerce quickbooks 52

Ryan Lazanis

JULY 21, 2022

Everything that goes into an accounting engagement letter is covered, at length, in my online coaching membership, Future Firm Accelerate ®. You’ll also find my favorite template engagement letter in there.) . Note: My personal favorite is Practice Ignition. Now it’s time to talk about the contents of your engagement letters.

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Account accountant accounted bookkeeping 98

Ryan Lazanis

MAY 4, 2023

To add templates, open the Workflow Library, choose the template you need, and click add. If you’re having a hard time with this part of the app, chances are it is not worth integrating into your firm. For example, you can use this template to standardize your client onboarding process.

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Technology bookkeeping accounting software Tax 52

PYMNTS

NOVEMBER 5, 2020

While curbside pickup was borne out of health and safety concerns, even public libraries have taken it up as a matter of convenience these days. Marraccini said retailers that offer installment payments can see “huge conversion, plus I’m still relevant to my consumers and not going to be a dinosaur.”. Safe, Secure And Fast.

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ThomsonReuters

APRIL 23, 2021

I knew nothing about taxes, so I would ask people what I needed to do about my taxes, and people would tell me to find a good accountant. “At I would go to bookstores or libraries and learned about taxes. For the first couple years of being self-employed, I figured it out on my own. I realized there was a communication gap.

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accounting firms Tax Account accountant 98

PYMNTS

JUNE 3, 2019

A small group of researchers was invited to test a beta version of the API Ad Library (as it’s now known) last August, with databases created using web browser extensions that upload ad data as users browse the site. However, the social media giant assured researchers: “We’re working closely with …?stakeholders

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Account accountant accounted 41

Nancy McClelland, LLC

JULY 29, 2022

Both SCORE and BACP offer many sessions on raising capital, which you can watch on the Chicago BACP YouTube Channel , or SCORE’s Online Webinar Library. If this or any other posts on the website were useful to you, and your financial situation permits it, please consider contributing to my tip jar.

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Start-ups Education accounting and finance Finance 52