The Scale Collective

The Scale Collective

金融服务

The Scale Collective is not an accounting practice - it is a purpose.

关于我们

The Scale Collective is not an accounting practice - it is a purpose.

网站
www.thescalecollective.net
所属行业
金融服务
规模
2-10 人
总部
Miramar
类型
自有

地点

动态

  • 查看The Scale Collective的公司主页,图片

    18 位关注者

    查看Jose Ortiz CPA CTC的档案,图片

    High-Earner Tax Strategist & CPA | Expert in Real Estate Tax Optimization | Maximizing ROI with Tech-Driven Solutions | Building Long-Term Client Relationships

    A big win for the entrepreneur! A recent court decision just shook things up big time regarding rules about being open with business info. Basically, the courts said no to the Corporate Transparency Act. This law wanted small businesses like ours to share more details about who owns and benefits from our businesses, all in the name of stopping financial crimes. That meant more oversight. We will see where this winds up but hopefully it leads to one less thing we all need to worry about... https://lnkd.in/efqk-QW4

    Small business reporting requirement found unconstitutional by Alabama federal judge

    Small business reporting requirement found unconstitutional by Alabama federal judge

    abcnews.go.com

  • 查看The Scale Collective的公司主页,图片

    18 位关注者

    查看Jose Ortiz CPA CTC的档案,图片

    High-Earner Tax Strategist & CPA | Expert in Real Estate Tax Optimization | Maximizing ROI with Tech-Driven Solutions | Building Long-Term Client Relationships

    Day 36: Missing the Strategic Accounting Puzzle Piece Reminder: We're counting down the 99 days until tax season with 99 reasons why working with a Concierge CPA like The Scale Collective can transform your financial future. Bad Client Behavior: Neglects the importance of strategic accounting in their financial plan. Why They Do It: Lack of awareness about how strategic accounting can optimize financial outcomes. Good Client Behavior: Recognizes the value of strategic accounting and actively incorporates it into their financial strategy. Bad CPA Behavior (CPA Perspective): Fails to emphasize the strategic aspect of accounting services to clients. Why They Do It: May focus too heavily on routine accounting tasks and overlook the broader financial strategy. Good CPA Behavior (CPA Perspective): Collaborates with clients to develop a strategic accounting approach, aligning financial goals and plans. Don't leave strategic accounting out of your financial puzzle! Connect with a dedicated Concierge CPA who understands the strategic importance of accounting in your financial success. ???? #TaxSeasonCountdown #ConciergeCPA #StrategicAccounting https://shorturl.at/mPUW7

    • 该图片无替代文字
  • 查看The Scale Collective的公司主页,图片

    18 位关注者

    查看Jose Ortiz CPA CTC的档案,图片

    High-Earner Tax Strategist & CPA | Expert in Real Estate Tax Optimization | Maximizing ROI with Tech-Driven Solutions | Building Long-Term Client Relationships

    Day 51: The Tunnel Vision Client Reminder: We're counting down the 99 days until tax season with 99 reasons why working with a Concierge CPA like The Scale Collective can transform your financial future. Bad Client Behavior: Focused solely on immediate financial concerns without considering long-term goals. Why They Do It: Lack of awareness about the importance of holistic financial planning or overwhelmed by short-term challenges. Good Client Behavior: Takes a comprehensive approach to financial planning, balancing immediate needs with long-term objectives. Bad CPA Behavior (CPA Perspective): Only addresses the client's current financial issues without discussing future strategies. Why They Do It: Prioritizes transactional work over holistic financial planning. Good CPA Behavior (CPA Perspective): Engages clients in long-term financial planning conversations, emphasizing the significance of a well-rounded financial strategy. Don't get stuck in the tunnel of short-sighted financial decisions. A Concierge CPA broadens your perspective, helping you navigate the financial landscape with clarity and foresight. Ready to broaden your financial horizons? Connect with us today. #TaxSeasonCountdown #ConciergeCPA https://shorturl.at/mPUW7

    • 该图片无替代文字
  • 查看The Scale Collective的公司主页,图片

    18 位关注者

    查看Jose Ortiz CPA CTC的档案,图片

    High-Earner Tax Strategist & CPA | Expert in Real Estate Tax Optimization | Maximizing ROI with Tech-Driven Solutions | Building Long-Term Client Relationships

    Day 52: The Financial Tightrope Walker We're counting down the 99 days until tax season with 99 reasons why working with a Concierge CPA like The Scale Collective can transform your financial future. Bad Client Behavior: Balances their finances precariously, taking unnecessary risks. Why They Do It: Tempted by high-risk, high-reward opportunities or lack of a solid financial plan. Good Client Behavior: Follows a well-thought-out financial strategy that prioritizes stability and long-term growth. Bad CPA Behavior (CPA Perspective): Encourages risky financial ventures without considering the client's overall financial health. Why They Do It: Pursuit of quick gains or lack of understanding of the client's risk tolerance. Good CPA Behavior (CPA Perspective): Advises clients on balanced financial strategies, considering both risk and stability, for a secure financial future. Balance is key in financial success. With a Concierge CPA by your side, you'll walk the financial tightrope with confidence, making smart choices for a secure future. Ready to balance your financial journey? Connect with us today. ???? #TaxSeasonCountdown #ConciergeCPA https://shorturl.at/mPUW7

    • 该图片无替代文字

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