Partnering with a Registered Investment Advisor (RIA) can be invaluable in helping you achieve your financial goals. Importantly, RIA’s have a fiduciary duty to act in the best interests of their client. The end of the year is typically marked by New Year’s resolutions and goals related to health, family and career. It's equally as important to assess whether 2024 financial goals were met, and then set those for 2025 and beyond. https://lnkd.in/gqeTEtYD Check out our new guest blog series we're calling The Cellar. Join Thuy Tran, Thuy Tran, Chief Investment Officer at @kyurwealth to learn more about the role an RIA can play in your investment strategy. Stay tuned for more articles, classes and other collaborations. #investing #RIA #AssetManagement #InvestmentPartners #PortfolioManagement #RegisteredInvestmentAdvisors #accountingforbusiness #liquidassets #businessaccounting #referrals #businessinsights
2LiquidAssets
Business Consulting and Services
Irvine, California 132 followers
A New Flavor of Accounting.
About us
Spicing up the traditional approach to ensure that accounting literacy is palatable for everyone. Both Nicole and Kristen are certified facilitators of Wealthvox's Lets Talk Finance workshop powered by the Color Accounting Learning System. Utilizing interactive learning tools and real-life examples to bring to life the 5 elements of accounting.
- Industry
- Business Consulting and Services
- Company size
- 2-10 employees
- Headquarters
- Irvine, California
- Type
- Partnership
- Specialties
- Accounting Literacy, Accounting Education, Consulting, Small Business, and Start-Ups
Locations
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Primary
Irvine, California, US
Employees at 2LiquidAssets
Updates
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Cybersecurity isn’t just a concern for large corporations. Small businesses are increasingly in the crosshairs of cybercriminals. 43% of cyberattacks specifically target small businesses. Despite this alarming statistic, many small businesses still underestimate their risk. In 2023, 41% of small businesses experienced a cyber breach, a stark increase from previous years. (SBA.gov, Insurance Business) Protecting your business from a cyber breach is not just about technology; it's about adopting a proactive and comprehensive approach to cybersecurity. Check out our new guest blog series we're calling The Cellar. Join Louis Van Der Westhuizen, Principal at Impact Risk Advisors to learn more about the importance of protecting your business. https://lnkd.in/gk-nM3z4 https://lnkd.in/gjHNWNPV Stay tuned for more articles, classes and other collaborations. #cybersecurity #protectyourdata #itrisk #riskmanagement #accountingforbusiness #liquidassets #businessaccounting #referrals #businessinsights
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Just a reminder to register for our next lunch and learn THIS Wednesday! Visit https://lnkd.in/g3eadxkw to register for this FREE virtual Lunch & Learn!
Join Nicole Nelson and 2LiquidAssets next Wednesday for an exciting session learning about the Color Accounting learning system! This will be an opportunity to learn about our workshop coming up on November 9th! Visit https://lnkd.in/g3eadxkw to register for next week's FREE virtual Lunch & Learn!
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Join Nicole Nelson and 2LiquidAssets next Wednesday for an exciting session learning about the Color Accounting learning system! This will be an opportunity to learn about our workshop coming up on November 9th! Visit https://lnkd.in/g3eadxkw to register for next week's FREE virtual Lunch & Learn!
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🌟 Last chance to save big! 💼 Grab your ticket now for 20% off. expires Friday, 9/13 at midnight 🌟 Join us next Wednesday for our Sip, Savor, and Collaborate event. Enjoy tasty bites, great networking, and see how fun Accounting can be! 😎 Be amongst the first to experience how to play with accounting! Location: Original Pizza, Newport Beach, California Time: 5:30 - 7:30PM Please share with your networks! Cynthia West, Ph.D., Cynthia Kirkeby Richard T. Fleming, Neuro-Architect Ryan Foland ⛵️🏝️😎 Tristen Tucker Bert Ohlig Kyle Shigekuni Imran Currim David Ochi Brian Drury 🔵Brian Jue Giovanii Jorquera, CIA Shirley Tseng Dan Jenkins Tracy Tanner, MBA Larry Wilk Jeff Greenberg Jean Ho Paul Smith MO Jones Sandy Morsi Brian Dao Allan Colman Arturo Huerta A. Cathleen Greiner PHD Jessica Ferrante Darci Collins, FNTP #EventSpecial #Networking #startups #HASOnow #startupsuccess #startupincubators
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2LiquidAssets is hosting Sip, Savor, & Collaborate. Make sure to attend it on September 18. Pre-Register on our website for $20! Price will increase to $25 at the door. We have some fun new surprises for this event so come join us!
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Feeling overwhelmed with bookkeeping? 📚 Discovering your biz isn't as profitable as you thought this quarter? Don't stress, small business owners! Let's dive into some financial insights together. We've got your back! Stay tuned for tips on navigating these challenges using the Wealthvox Color Accounting Learning System! 💼 Video Credit: Discopixel --> please let me connect 2 different facial reactions together! #HelpAStartUpOut #SmallBusinessFinancials #bookeeping Cynthia Kirkeby
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2LiquidAssets is hosting Color Accounting Lunch & Learn. Make sure to attend it tomorrow.
Register today for our upcoming Lunch & Learn on July 24! Learn more about the Color Accounting System and how it is a game changer for your business or your personal finances!
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