Susan Echard

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.

5

Relationships are the core of the accounting industry, but it’s not just clients that we should be paying attention to.  The relationship between an accountant and their software is the beating heart of the: 🥇Value 📈Profitability  🚀Efficiency Of every practice.  And – let’s be honest–some of the relationships are… not great.  Particularly when it comes to reporting apps.  What do you think is the #1 shortfall of reporting apps built for finance professionals?  Read more: https://lnkd.in/ecMHzZU6

2

What's the "accountant's trap?" And how do you escape it? 🤔 Adam Lean came with the answers on episode 81 of the Another Not Another Accounting Podcast: https://hubs.la/Q02ZycT-0

12

2 Comments

Goals-based financial planning is one of the many recent improvements built into our planning software. The new-ish dedicated Expenses functionality providers Advisors with: ✅ Cash-flow and goals-based expense planning capabilities ✅ Quick visualization of expense goals for specific years ✅ Categorized expenses: non-discretionary, discretionary, major goals ✅ Total control over which expenses appear in reports and charts ✅ Clear, client-friendly visuals of cash inflows vs. expenses ✅ Easily demonstrate and show visually that all goals and expenses are covered 💡 What can you accomplish with these new functionalities? 🌟 Tailor and label major expense goals 🌟 Highlight expenses for enhanced transparency 🌟 Enter expenses jointly or individually for couples .... and more. It's all about making financial planning more personalized, precise, and powerful. Check it out.

1

"New Intuit QuickBooks Technology Survey Calls for Improvements in Three Key Areas" Christopher Picciurro, CPA, MBA, PFS, ARA was just featured in this great article showcasing how much tech impacts the accounting and bookkeeping world! #Teach #Accounting #Tax #TaxPro #News #Release #Update

1

Partnering with a CPA who *gets* agencies is a game-changer. Here's what we mean: 🧑‍💻With years (even decades) of experience working with companies just like yours, our team understands the unique financial challenges and opportunities agencies face. Experience matters. 💰We know how to maximize your tax savings. With tax codes that specifically apply to marketing agencies, we can save you thousands. Our expertise ensures you’re taking advantage of every deduction and credit available to your business. 🤝We believe in more than just meeting at tax season. Our team is dedicated to regular strategy sessions, working with you year-round to keep your financial strategies aligned with your goals. When you work with us, you’re not just getting a CPA—you’re gaining a strategic partner committed to your success. Let’s turn financial complexities into clear, actionable strategies together. Ready to see how we can help your agency thrive? Let's connect! 💬

1

April's blog post is up! Its a quick read and you may learn a thing or two about accounting software. https://lnkd.in/gEfZKi9s #accounting #certifiedpublicbookkeeper #taxes #finance #money #bookkeeping #entrepreneur #business #smallbusiness #bookkeepingtips #bookkeepingblog #smallbusinessowner #AccountingSoftware

1

⏳ Deadlines are looming! ⏳ The Beneficial Ownership Information (BOI) Report deadline is fast approaching—and businesses are looking to their tax & finance professionals to help them cross the finish line. Don’t wait until it’s too late- get proactive today and let FileForms help you manage your client’s compliance. At FileForms, we’re here to make BOI reporting simple and stress-free with automation, bulk uploads, and a seamless client experience. Set up and submit your account using efficient API integration with FinCEN! Let us handle the paperwork, so you can help your clients, and generate even more revenue! Stay compliant and stay focused on growth. 📄💼 Need help tackling the BOI? Check it out now: https://bit.ly/48yUNHh #FileForms #CTA #BOI #accountants #finance #cpa

7

Will the STR Loophole be a viable tax strategy in 2025? With bonus depreciation at 40% (under current law), increasing STR regulations by state and local governments, and a competitive market, some are concerned that it might not. 👇 And the answer is: it depends. The reality is that there are always deals to be had in any market as long as you're willing to put in the due diligence and treat it as a real business: 👉 Tips: 1️⃣ Find the right market(s) unlikely to face unfavorable STR regulations with healthy demand. 2️⃣ Acquire the right property, not just any property. 3️⃣ Optimize your property, pricing strategy, and listings to stand out in a crowded marketplace. 4️⃣ Keep an eye out for changes in bonus depreciation now that the election is over. 5️⃣ Attend our Year-End Tax Impact event this Friday for expert insight: https://lnkd.in/e-GYxQpt If that sounds like work, that's because it is. Running a STR business is not usually a passive endeavor.

5

Episode 27: Survey results reveal top challenges for accountants—tech shifts, client expectations, and a new taxpayer privacy bill. Tune in!🎙️ https://bit.ly/4bHpSc1

2

The long awaiting update to our financial review module is now live! Check out some of the details below 👇

2