Catherine Tindall, CPA

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In this podcast, we go deep into Accounting Conferences. Which ones we are attending and why…

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😰 Your company receives a letter that it has been selected for a sales and use tax audit. What do you do? If you receive an audit letter (and there’s a reasonable chance that you will if you haven’t been collecting and remitting sales tax)... 🛑 Stop. 🌬 Breathe. 😶 And don’t talk to the auditor without representation from an expert in sales and use tax! I fully respect the job that auditors do, we always aim to engage with them respectfully and fairly. Unfortunately though, the nature of an audit is that it’s easy to see it as adversarial and auditors’ general premise is that they have the law on their side, so the taxpayer must comply with their requests. Those requests are going to be demanding and, in some cases, unreasonable. As a taxpayer, it’s OK to push back on some of these requests! In my experience, there are very few “random” audits. The state only has so many resources, so it is likely that the company was selected for audit for a reason. Somewhere, there was a flag and it’s important to be prepared for what those reasons might be. #salestax #salestaxaudit #salestaxcompliance

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Your finances, our focus. When it comes to your business, you need to work with someone you can trust. Alloy Silverstein’s accountants and CPAs are reliable and understand that your business is your priority. Learn more about working with our team and the accounting solutions that we can offer your business on our website or contact an Alloy Silverstein advisor today. #AlloySilverstein #accounting #accountant #CPA #accountingsolutions #businesssolutions

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Overcoming Financial Challenges for Business Owners https://earmark.app/c/1936 Enhance your financial management expertise with a course covering strategic cash flow, tax planning, and financial analysis. Learn to create effective budgeting plans and conduct strategic debt audits. This course equips CPAs, CMAs, and financial professionals with skills to implement profit-first strategies under expert guidance using practical examples. It also aims to elevate an organization's financial health by aligning operations with strategic objectives in an evolving business landscape.

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How do we make accounting fit each client’s unique needs, especially for international clients? Every small business has its own unique rhythm, so I believe customization is key. → Communication Style: Some clients prefer email, others use messaging apps, and a few stick with calls. I adapt to what works best for them—it’s about making our work together easy and accessible. → Timing & Updates: With different time zones and schedules, we tailor our approach to meet each client’s needs. Some clients appreciate quick updates, while others prefer a weekly summary. Matching their rhythm keeps us in sync. → Industry-Specific Needs: On the technical side, each industry has unique financial requirements. As a team, we focus on their key goals, expectations, and how they want to see their finances evolve. There’s no “one-size-fits-all”—each client gets a customized approach. It’s about listening, adapting, and supporting our clients every step of the way. 🤝

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Ready to take control of your finances? Subscribe to my YouTube channel for expert guidance on taxes, finance, real estate, and more. 💸 Whether you're a seasoned investor or just starting out, there's something for everyone. 👉 https://lnkd.in/eWYPjufb

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At Fourlane, I enjoy helping provide powerful solutions to our clients' needs, helping them save time, alleviate stress, and grow their businesses. With QuickBooks Enterprise - and our team's knowledge and experience - we are able to do just that! This was the result of one of our recent case studies. Check it out! #Fourlane #QuickBooksEnterprise

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Earning more is great, but keeping more? Even better! 🎉 Find out how an S corp structure put $10K back in our client's pocket. 🫰 Looking to boost your tax skills and offer superior service? Sign up for our FREE session on effortlessly transitioning an LLC into an S corporation - https://lnkd.in/ezNQ9TPX #cpa #llc #scorp #realtor #taxes #revenue #structure #training #savings

At TheCPATaxProblemSolver, we begin with a complimentary, no-obligation consultation for every new client. This initial meeting, lasting approximately 30-45 minutes, allows taxpayers to discuss their tax issues with Keith and his team without any commitment. We meet with clients virtually from the comfort of their home or office. During this session, you can share your concerns and explore potential solutions for your tax issues. We'll outline possible actions and explain the process, emphasizing that every case is unique. We pledge to only recommend services you truly need, steering clear of a one-size-fits-all approach, understanding that each client's situation varies. Our goal is to secure the best possible outcome for your situation. This requires a skilled tax professional. After agreeing on a resolution strategy, we submit it for approval, advising you on the expected timelines and strategies to potentially enhance your case's success. We support our clients through the completion of this phase, helping them resolve their tax issues once and for all. Ready to tackle your tax troubles? Schedule a no-cost, no-obligation discovery call today to explore if you qualify for tax relief. Don’t navigate the daunting world of tax issues alone—let us guide you to a solution that works for you. Click the link on the comments below to book your discovery call and take the first step towards securing your financial future! https://lnkd.in/eVmXX223

Monthly fees, quarterly meetings, tax prep—advisory services are all about value! Learn how to structure your pricing, protect your time, and keep your clients happy. 👍 Want to scale your tax practice quickly and efficiently? Schedule a FREE demo call with our team and learn how the certification can level up your business - https://bit.ly/3XhHO7z #cpa #advisory #pricing #services #value #prep #fees #clients #time #taxes

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Sometimes you need to hire someone to enter data because it is not in your budget to hire a bookkeeper. If this is the case, I highly recommend that you take your books and have a bookkeeper review it before you send it to your accountant. There is a difference between using a Certified Professional Bookkeeper and hiring someone to assist with data entry for your business. When it comes to your books, you want a professional who understands the different types of entries and how to handle them. Or at least have them review the books for you. The reason why this is so important is because if your books are not done correctly, they can cost a lot of time and money to fix them. How much better is it to have them done correctly the first time?

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💡 Essential Compliance Reporting for Small Business Owners in Connecticut and Florida 💡 Navigating compliance reporting is crucial for maintaining your business's legal standing. Here’s how our services can help you stay on top of these requirements in Connecticut and Florida: Connecticut Compliance: Penalties and Waivers: Familiarize yourself with Title 12 regulations, which outline penalties for non-compliance and conditions for possible waivers. Regular Updates: Connecticut updates its regulations quarterly, ensuring you need to stay informed about any changes that might affect your business. Florida Compliance: Electronic Reporting: For businesses with 10 or more employees, electronic filing for certain tax reports is mandatory. Alternative Forms Reporting: If using software for tax form generation, ensure it meets state approval for compliance. Our Compliance Services: Let us handle the complexity of compliance reporting. We ensure all necessary reports for Connecticut and Florida are tracked and filed accurately and on time, safeguarding you from potential penalties. Interested in hassle-free compliance? Contact us today to ensure your business meets all regulatory requirements efficiently! ❤ Share this post to help fellow business owners! Follow us for more updates on business compliance and management. #SmallBusiness #ComplianceManagement #ConnecticutBusiness #FloridaBusiness #BusinessGrowth #lucysledgers

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Question for my accountants: What does your ideal practice look like? What type of clients do you want, and what engagements would you love to focus on helping your clients with? What has prevented you from creating your dream practice? #Accounting #PracticeDevelopment

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Can we discuss this issue real quick? I see it far too often where the real professional are fighting against half truths or complete false information just bc the person posting has alot of followers Can we make this a thing of the past? #taxes #cpa #bookkeeping #accounting

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