Spencer Criddle

Are you locked in for another busy season...? Or ready to leverage all of your hard work into something with better upward mobility, work-life balance, and pay? My team and I are working with several long-time connections looking to develop top Public Accounting talent. If you find yourself... 1) Bored in public and not stimulated by the work 2) Tired of 80 hour weeks all winter/spring 3) Never wanting to touch an audit checklist again 4) Or turned off by recent layoffs (looking at you KPMG) ...Then it's time to connect with people like me and assess your options. We currently have 14 (FOURTEEN) open roles that are asking for public accountants. Even if you are 50-50 on whether now is the right time, it does not hurt to explore. You might be surprised by your options, or further convinced to stay for another busy season. Either way, we can help you gain confidence in your decision and path for the next 6 months of your career. Reach out to see what we've got... [email protected] 71/100 #BusySeason #Audit #ChicagoJobs

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What are the top 3 reasons clients hire CU Books? 1. Emergency response: When you unexpectedly lose an employee, you have to act fast to recruit, hire, and train the specialized talent needed to maintain your books. CU Books streamlines this process by giving you access our team of experienced CU accounting pros. We take the stress out of a challenging situation. 2. Team Expansion: When it’s time to strengthen or expand your accounting department, we’re just a phone call away. 3. Succession planning: When planning for the retirement, promotion, or reassignment of a long-time employee, thorough and organized knowledge transfer is vital. CU Books manages this process for you, ensuring all accounting tasks, processes, and responsibilities are documented and handed off seamlessly. Whatever situation you find yourself in, CU Books can help you continue serving your members well. Call today to find out more.

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Enjoying the fall like weather and sharing that the only thing fractional is the cost. Want to help showcase what you do then grab some gear from Accounting Couture! Backbone CFO #fractionalcfo #accountingandaccountants #smallbusiness #financeandaccounting

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Can any tax pro connections explain to me how the current administration proposes to NOT RAISE TAXES on anyone making under $400K yet let all of the parts of the TCJA expire including the QBI Deduction? I'm not a tax professional myself - I only partner with CPA, Accounting & Advisory firms on their talent management issues But no matter how I try to cut it, I don't see how the statement of "𝙒𝙚 𝙖𝙧𝙚𝙣'𝙩 𝙜𝙤𝙞𝙣𝙜 𝙩𝙤 𝙧𝙖𝙞𝙨𝙚 𝙩𝙖𝙭𝙚𝙨 𝙤𝙣 𝙖𝙣𝙮𝙤𝙣𝙚 𝙢𝙖𝙠𝙞𝙣𝙜 𝙪𝙣𝙙𝙚𝙧 $400K" can be anywhere close to valid when all of the pieces of the TCJA disappear in 2025 including the QBI which is a HUGE SAVINGS to anyone with pass-through entity income under $400K And if my assumptions are correct, why hasn't anyone asked this question of any of the current administration's talking heads? This is not a politically-driven opinion or post, just a small business owner wondering why nobody has called this out assuming my non-accountant math is right I've attached a link to a fairly simple article that explains some of the pieces of the QBI for those who like me, aren't accountants but run businesses and can get lost in the technical jargon at times Thoughts from the accounting pros out there??? Chase Birky, CPA Kelly Rohrs, CPA Yuri Kapilovich, CPA Mike Payne, JD - CPA Chris Vanover, CPA Marcus Dillon, CPA David G. Barbeito, CPA Zane Stevens CA (SA) Jason M. Blumer, CPA Jacob G. Henry Huie, CPA Mike Manalac, CPA Marcus A. Mire, CPA, CTC John Briggs ⚡️Roman Villard, CPA

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If you are getting married this year, there is a long list of things you need to be aware of and plan for before tying the knot that can have a significant impact on your taxes.

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Blake Oliver, CPA makes all sorts of fantastic points here... But I feel like the takeaway should not necessarily be whether more accountants should be in leadership positions, but rather: shouldn't our own education go a step further? Especially given that we're required to get 150 credit hours -- which I agree is a stupid rule, but for now let's set that aside -- what about taking those extra hours and studying the long-term impacts of investing in long-term intangible assets, marketing, HR, and leadership? When I think back to the difference my Masters made in the work that I do with my clients, a lot of it is related to forward-thinking strategy... and not closing my problem solving skills into the shape of a T-chart.

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The average base salary to hire a Financial Controller in California is $123k plus benefits. Hiring a Whittaker & Company CPAs Virtual Controller starts at $73k. Want to know something even better? When you hire a Virtual Controller, you gain the expertise of a whole team of specialists instead of just one individual. You get high-level strategic financial management AND multiple fresh perspectives on your business. It’s a win-win. Discover the ways a Virtual Controller or CFO can add value to your business at https://bit.ly/3vZPotU #cpa #businessowner #financialmanagement

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🎯The Secret To Tax Strategy 🎯 Everyone in the world wants these 2 things: 1. To Keep More Money 2. To Pay Less Taxes It doesn't matter what your cultural background is, where you grew up or how you accumulate your money, these 2 topics are in everyone's story. 🧠Sometimes I think there's so much written on the subject but, do people really know how to achieve these 2 goals? 📌The truth is there's no secret, it simply boils down to this. 👀There's "Really" only 2 incomes in the whole USA, which are: 1. Ordinary Income 2. Investment Income One is taxed at a very high rate and the other is taxed at a very low rate. If you have more of the lower taxed income you pay lower taxes. If you have more of the higher taxed income you pay the higher rate. Once you understand this you can make your adjustments and act accordingly. Don't be confused by all of the language people use to try and sound financially smart, it's really only 2 incomes. Any Questions or Comments...let's talk about it in the comments.... I truly enjoy working with you, Omelia

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My name is Luke Boyenger. I'm a former auditor/accountant/finance guy turned fractional CFO. My focus is on helping construction companies be more profitable and increase their cashflows. I grew up working in my grandpas construction business. So, I'm a rare CPA with hands on construction experience. I do what I do to help business owners like my grandpa because I want to see them thrive. I can almost guarantee you that you've never worked with an accounting or finance professional who does what I do for businesses. You're bookkeeper isn't doing what I do. Your tax accountant isn't doing what I do. Your controller isn't doing what I do. I'm proactively helping you: 💡 Grow your company 💡 Increase your profits 💡 Improve your cashflows 💡 Run your business more strategically I'm not showing up once a year and wishing you luck. I'm there with you every month. In the trenches. Working alongside you to help you achieve your goals. Did you know that talking to me and learning more about how I can help your specific business is totally free? When you're ready to... ❗ Stop leaving money on the table at every job ❗ Start being less reactionary and more strategic in your business ❗ Have better clarity into how your business is performing ❗ Increase your profitability ❗ Improve your cashflows ...let's chat: https://lnkd.in/gU7G5sbc

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When a shareholder of an S corporation redeems their shares directly from the company, the remaining shareholders see an increase in their percentage ownership of the company. However, this change in ownership percentage does not automatically translate to an increase in their “outside” tax basis. Why is this important? It is important because the "outside" tax basis determines the amount of gain or loss a shareholder realizes on the sale of their shares ... AND ... when future distributions are made to the remaining shareholders, there needs to be enough "outside" tax basis to absorb the distributions. S Corporation owners typically view those distributions as tax-free, but in reality, those future distributions reduce the outside tax basis ... and if there is not sufficient outside basis, the distributions may be taxable. The bottom line here is to always analyze the outside basis before proceeding with a shareholder redemption. An alternative to a redemption could be one where the remaining shareholders purchase directly the shares from the exiting owner. This is not always a preferred alternative; every situation warrants a complete analysis of the facts and circumstances of the particular company and how an exiting owner should get paid for his/her stock. At the end of the day, a decision to redeem shares may be the best option but consider the alternatives before proceeding with the payout of the exiting owner. A good business transition planner will always work with the S Corporation's CPA to determine the best way to execute on an owner's exit from the company. #businesstransition #businessownerplanning #planyourexit

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Tax Day: The Day the Prepared Sleep Easy. While many scramble in a last-minute dash, you're watching from the sidelines, calm and collected. Why? Because you didn't treat tax preparation as a once-a-year marathon. Instead, you made it a series of sprints, spread out through every season. You didn't wait for the deadline to loom over you. Monthly check-ins on your income and deductions were your secret. You knew where every dollar stood. Surprises? Not for you. Retirement contributions, HSA allocations, Roth IRA eligibility... you've been there, tracking and adjusting. While others play catch-up, you're setting the pace for your financial health. This isn't just about taxes. It's about a mindset. A strategy that keeps you ahead, not just with the IRS, but in all aspects of life. If you're nodding along, knowing you've avoided the Tax Day scramble, take a moment to share your top tip for staying ahead. Let's inspire a shift from last-minute panic to year-long preparedness. Your insights could be the beacon for someone in the throes of tax turmoil. Congrats on mastering the art of preparation. Here's to making every deadline, not a day of dread, but a milestone of triumph. ------------------- My name is Jake Heisler, CFP® and I'm making an effort to post valuable, timely content here on LinkedIn. If you like this post, do me a favor and hit the 👍 or repost. Better yet, follow me for more content like this. Thank you for reading!

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📊 Understanding depreciation is crucial for managing your business assets and taxes! Jim Conroy, CEO of The Neat Company, breaks down how depreciation impacts your bottom line and tax reporting. Learn about the key methods and benefits of depreciating your office machinery, vehicles, and more. #BusinessTips #TaxPlanning #Depreciation #SmallBusiness #Taxes 👉 Read more:

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ok this is actually pretty cool: we just dropped a full video showing how to automate dave ramsey's baby steps using sequence 🤯 no more: - forgetting transfers - manual money moves - missing debt payments - stressing about retirement contributions just set it up once and let the automation handle everything. the best part? you can customize it completely to your situation. watch the full walkthrough here: https://lnkd.in/dqhfbhQV

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Ever wonder why your CPA/Accountant is helping with tax credits at all? That frustrated me when I owned my own business. At Colorado Payroll and HR solutions we have not only identified five tax credits. We have automated the process. Curious? contact me to discuss tax credit

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Tax Day is here! If you've already filed, send me a copy of your tax return. We can look at specific strategies that may help your tax bill for 2024. Make sure you thank your tax preparers - they've been working hard! If you need some insights to prepare for next year, check out Chapter 4 of my book, Profit Not Loss. Conquer your taxes like a boss.  https://lnkd.in/gw84U5p6 #taxday #womanpreneur

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