Robert J. "Bob" Zarlengo CPA, ABV, CVA, CExP

Did You Miss the April 15th Tax Deadline? THIS IS NOT A TRAINING SESSION!!! This webinar is for INFORMATION ONLY!!! Join me for a Tax Webinar on Thursday, August 22nd, 2024, at 7 pm CST. If you missed the April 15th tax deadline, this webinar is designed specifically for you. While this is not a training session, it will provide crucial information to help you navigate your tax situation. Remember, this session is purely informational, offering you guidance and clarity to take the right steps.

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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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We just published a new blog post about the June 2024 Individual Due Dates, learn more from your friends at MTS Professional Tax Service Inc. Just click below.

What is your onboarding process with new clients? As a Certified Professional Bookkeeper, you need to understand how your client runs their business because everyone runs their business differently even though they might be in the same industry. For example, every bookkeeper runs their business differently. How well are you getting to know your clients? Are you building relationships with them? How comfortable are you to call them up when they have an unusual transaction? When you understand your client’s business then you are able to process the data more effectively. It all goes back to asking questions and building relationships.

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Find out more about Michael Jackson's IRS tax challenges and the lessons that can be learned from them via our new blog post from MTS Professional Tax Service Inc. Just click below.

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Tax Savings for Your Business: Don’t leave money on the table—our expert tax services ensure your business takes advantage of every opportunity to reduce liabilities. #ColeAndCompany #TaxSavings #BusinessTax https://buff.ly/4e6lSn3

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How much do you know about the Research & Development (R&D) tax credit? >> What Is The Research & Development (R&D) Tax Credit? The R&D tax credit is a federal incentive offering a dollar-for-dollar reduction in a company's tax liability, aiming to encourage research and development activities. It is calculated based on a company's eligible wage, supply, and contract research expenses. >> Do I Qualify? R&D incentives are available for a variety of activities and expenses. These include software development, payroll expenses related to R&D activities, the creation of new manufacturing processes, and product innovation, among others. Activities that would otherwise be considered “day-to-day operations,” such as designing new products or analyzing market trends, are eligible under this credit! >> Does my industry qualify? Companies of all sizes and industries can qualify for this tax credit. Curious if your business may qualify for the Research & Development (R&D) tax credit? Then I invite you to fill out the form here: https://lnkd.in/dfJUr7UD #business #future #success

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If you're interested in finding out more about whether it is better to receive a home as a gift or as an inheritance, check out this great new blog post from the Alamo-based Fintax CPAs. Just click below.

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Bloomberg Tax , #PracticeForward is more than a service or tool that Thomson Reuters - US Tax & Accounting sells. It’s a belief system that addresses the crisis your most recent article covered, head on. At Accountability Services PLLC we are leveraging it to reimagine how our practice will grow, how our teams will thrive, and how we will continue to deliver the A+ experience that our clients are looking for.

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Value Drivers are a top focus for businesses, both for exit planning and building business now. Value drivers vary depending on the specifics of the business, but the “top ten” value drivers are common to most businesses.     The Number 1 value driver is also related to your most important and valuable asset – your PEOPLE. Without them, nothing happens. They make your business world go around and bring about your success. My blog discusses the importance of value drivers with a focus on the specifics related to your top value driver – your people!     At this season of gratitude, take time to let your greatest and most essential resource – your people – know how much they mean to you!    https://lnkd.in/gaPV_MU5 

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🤔 What makes your business shine? Is it your team, your service, or your unique offering? Discover your strengths with a SWOT analysis and leverage them for success! ✨ #MindenFinancial #Accounting #SmallEnterprise #ChurchFinance #NonProfit

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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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As we move into the second half of the year, here are some key steps to help you prepare: 1. Review your mid-year financials. Assess your income statement, balance sheet, and cash flow to understand your current financial health. 2. Adjust your budget based on the first half of the year’s performance and set realistic targets for the rest of the year. 3. Project your cash flow to ensure you have enough liquidity to cover expenses and invest in growth opportunities. 4. Review your tax obligations and plan for any upcoming payments or filings to avoid surprises. 5. Define clear financial goals for the next six months and develop a strategy to achieve them. If you have any questions about how we can help you free up more of your time while we take care of the numbers, let's set up a call! https://lnkd.in/evmUqGy5 #BusinessStrategy #BookkeepingHelp #bookkeeper #quickbooks #SmallBusiness #SmallBusinesses #SmallBusinessOwner #SmallBusinessSupport #RealEstateInvesting #RealEstateInvestor #RealEstateInvests #RealEstateInvestment #remotebookkeeper #bradfordbookkeeping

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