David R. Wesner

Why should you consider hiring a fractional CFO? 𝗜𝗻𝘁𝗲𝗿𝗶𝗺 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 Fractional CFOs can step in during transitions, such as when a company is searching for a full-time CFO or during a leadership gap. This ensures continuity in financial management. #powerCFO #fractionalCFO #CFO #Support #Expertise

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Capital Counsel is my free weekly series designed to help law firm owners develop a CFO Mindset. Episode 7 comes out this week, but let’s look back at the intro episode, which explains what this is all about.

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Visionaries, Integrators, Implementors that run on EOS Worldwide - How is it that we only get 30 minutes for our financial measurables on the 2 day annual planning ? As a visionary I have found that a bit stressful. Especially if you don't have the RPRS in the finance seat. We are talking about: 1) The 3 year plan 2) The 1 year plan 3) The quarterly measurables 4) Scorecards And these are important to predict well as they are an indicator of business success relating to your data. You know what I am talking about........ "on track or off track" I want to help. Go to www.neweconomycpa.com to schedule a half hour with me to get you prepared for your measurables as part of your 2 day annual plan. We can meet in the van. 🤙🚀❤️ #EOS #Visionary#Integrator#Implementer

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Visionaries, Integrators, Implementors that run on EOS Worldwide - How is it that we only get 30 minutes for our financial measurables on the 2 day annual planning ? As a visionary I have found that a bit stressful. Especially if you don't have the RPRS in the finance seat. We are talking about: 1) The 3 year plan 2) The 1 year plan 3) The quarterly measurables 4) Scorecards And these are important to predict well as they are an indicator of business success relating to your data. You know what I am talking about........ "on track or off track" I want to help. Go to www.neweconomycpa.com to schedule a half hour with me to get you prepared for your measurables as part of your 2 day annual plan. 🤙🚀❤️

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🎯 Lead magnets: a high ROI approach for your practice. 🎯 Get them one step closer to sitting across from you: 5 ways lead generators can help your firm grow. 📈 Join us for a free webinar discussing the benefits of lead magnets for your law firm. You’ll discover how lead magnets can: 🔹 Improve conversions on your website 🔹 Help you build an email list of qualified leads 🔹 Improve the ROI of existing content marketing and ad strategies Don’t miss out on this free webinar to learn about lead magnets and how you can leverage one for your law firm. 💼✨ Save Your Spot! 👉 https://lnkd.in/eWnwPdNN

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🎯 Lead magnets: a high ROI approach for your practice. 🎯 Get them one step closer to sitting across from you: 5 ways lead generators can help your firm grow. 📈 Join us for a free webinar discussing the benefits of lead magnets for your law firm. You’ll discover how lead magnets can: 🔹 Improve conversions on your website 🔹 Help you build an email list of qualified leads 🔹 Improve the ROI of existing content marketing and ad strategies Don’t miss out on this free webinar to learn about lead magnets and how you can leverage one for your law firm. 💼✨ Save Your Spot! 👉 https://lnkd.in/eWnwPdNN

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🎯 Lead magnets: a high ROI approach for your practice. 🎯 Get them one step closer to sitting across from you: 5 ways lead generators can help your firm grow. 📈 Join us for a free webinar discussing the benefits of lead magnets for your law firm. You’ll discover how lead magnets can: 🔹 Improve conversions on your website 🔹 Help you build an email list of qualified leads 🔹 Improve the ROI of existing content marketing and ad strategies Don’t miss out on this free webinar to learn about lead magnets and how you can leverage one for your law firm. 💼✨ Save Your Spot! 👉 https://lnkd.in/eWnwPdNN

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🎯 Lead magnets: a high ROI approach for your practice. 🎯 Get them one step closer to sitting across from you: 5 ways lead generators can help your firm grow. 📈 Join us for a free webinar discussing the benefits of lead magnets for your law firm. You’ll discover how lead magnets can: 🔹 Improve conversions on your website 🔹 Help you build an email list of qualified leads 🔹 Improve the ROI of existing content marketing and ad strategies Don’t miss out on this free webinar to learn about lead magnets and how you can leverage one for your law firm. 💼✨ Save Your Spot! 👉 https://lnkd.in/eWnwPdNN

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Financial data is crucial in decision-making processes, and a Virtual CFO can help manage and develop finances through strategic planning and cost control. Hiring a CFO who can make appropriate financial decisions for a startup or small corporation is critical, as it reduces the risk of making bad decisions. 🤝 Don't Wait...Take Control Of Your Business Finances Today. Contact us today to discuss a customized solution for your business. 📞 +1 904 834 5249 #cfo #ceo #abm #accounting #finance #business #virtualcfo #entrepreneur #accountingservice #accountingservices

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Should You Start An #LLC?👀😬 —————————————————————————— It’s crucial to consider factors like cost, liability protection, administrative burden, and tax obligations before starting an LLC to ensure it aligns with your business needs and financial goals, minimizing risks and unexpected challenges. These considerations help you choose the best structure for long-term success. Are you looking to start an LLC? Comment any questions you have below💃🏾 #LLC #smallbusinessowner #startingabusiness #taxprofessional #taxexpert #entrepreneur #karladennis

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By leveraging the expertise of a Power CFO, you can make informed decisions, maximize your resources, and achieve your business goals. Imagine having a financial expert by your side who not only understands your industry but also offers tailored solutions to elevate your business. The insights and strategies provided by a Power CFO can turn financial challenges into opportunities for innovation and growth. Ready to take your business to the next level? Let's make it happen together. Partner with us and experience the difference that expert financial leadership can make. #PowerCFO #FinancialExpertise #StrategicPlanning #BusinessGrowth #ExpertGuidance #OperationalEfficiency

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At Portfolio Tax and Accounting, we understand the importance of planning for the future. Our Estate Planning Done Right services are designed to help you protect your assets and ensure your wishes are honored, providing peace of mind for you and your loved ones. Why Choose Us? Expert Guidance: Our experienced team offers tailored advice to help you navigate the complexities of estate planning. Comprehensive Solutions: From wills and trusts to tax implications and asset protection, we cover all aspects of estate planning. Personalized Approach: We work closely with you to understand your unique needs and create a plan that reflects your goals and values. Whether you're just starting to think about your estate or looking to update an existing plan, Portfolio Tax & Accounting is here to help. Our goal is to provide you with the tools and knowledge you need to secure your legacy. 👉 Learn more about our Estate Planning services by clicking below. Let's ensure your future is in good hands. Contact us today to schedule a consultation! #EstatePlanning #LegacyProtection #PortfolioTaxAndAccounting #YourFinancialFuture #WeCanHelp

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When to hire a CFO? Here is an opportunity to substantially increase cash flow and margins in your business! Here are 5 simple questions to ask yourself to discover if you are ready to hire a CFO. Most business owners will look at the cost. What you must do instead is look at it as an investment. The simple truth is that most CFOs want to substantially improve margins and cash flow for their clients. Click below to schedule a meeting to discuss whether you are ready to scale your business! Video https://lnkd.in/gKk8fbgC Calendly https://lnkd.in/g8c2aqKW

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Understanding the S-Corp Structure: Maximize Tax Benefits and Protect Your Business 💼💡 Learn how the S-Corp structure can save you money, protect your assets, and help your business thrive! #aba #appliedbehavioranalysis #abatherapy #abainbusiness #abaconsulting #businessblueprint #businessgrowth #entrepreneurship #cfo #accounting #tax

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Understand the pros and cons of debt financing for venture-backed startups. Learn how this financing strategy can influence your business’s growth and financial outlook. 📈 (Link in the first comment)

Over the last several weeks I have been asked many times "what is EOS"? To put it simply, the Entrepreneurial Operating System (EOS) is a people operating system that harnesses human energy and helps you implement a set of simple tools and principles across your business. EOS helps you get more of what you want our of your business. Learn more 👇 https://lnkd.in/gntSEbPH

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