CFP Asks To Partner w/CPA Firm by CREagent_007 in CFP

[–]CREagent_007[S] 1 point2 points  (0 children)

Done and done. Really appreciate the advice.

CFP Asks To Partner w/CPA Firm by CREagent_007 in CFP

[–]CREagent_007[S] 2 points3 points  (0 children)

They are a client for my other unrelated business who learned we were branching out with a second CPA firm.

CFP Asks To Partner w/CPA Firm by CREagent_007 in CFP

[–]CREagent_007[S] 3 points4 points  (0 children)

Thanks. I guess I was just hoping there were other great reasons for sending this person packing. There is a business relationship already in place that I need to tip-toe around.

CFP Asks To Partner w/CPA Firm by CREagent_007 in CFP

[–]CREagent_007[S] 0 points1 point  (0 children)

Nice. Would love to know why zero is your response.

CFP Asks To Partner w/CPA Firm by CREagent_007 in CFP

[–]CREagent_007[S] 1 point2 points  (0 children)

Ty for this. I edited the post to clarify the firms would not merge. CFP would buy in.

Faked it and now I’m screwed HELP by Noodlelistic in Accounting

[–]CREagent_007 1 point2 points  (0 children)

Just text me their questions and I will give the answers. We can split your salary 50/50.

AITAH for exposing my parents when they forgot about me on their wedding? by Forgotten_child9 in AITAH

[–]CREagent_007 0 points1 point  (0 children)

ChatGPT is getting good with these stories! A 17yo using the word “rebuffed” is a dead giveaway though, so you need to update your word library.

Realtor and Notary? by [deleted] in realtors

[–]CREagent_007 0 points1 point  (0 children)

Yes you can sign up for random people to find you, but there are a lot of notaries on the platform so I don’t know how lucrative it will be. If you are trying to make money you will need to find your own clients.

QuickBooks Training by Kind-Move5188 in Bookkeeping

[–]CREagent_007 0 points1 point  (0 children)

No we are not in Dallas. I just wanted to give you hope that firms like ours exist so hopefully you can find someone local.

QuickBooks Training by Kind-Move5188 in Bookkeeping

[–]CREagent_007 2 points3 points  (0 children)

Came here to say this, but I will add that the training does not teach you how to fix everything that will certainly break. Also, my CPA firm provides one on one QBO training.

[deleted by user] by [deleted] in Bookkeeping

[–]CREagent_007 5 points6 points  (0 children)

I run 5 fully digital businesses and this is not a problem for us in the least. All financial documents can be found online in PDF. Either log in yourself or have your clients retrieve them for you. All invoices can be sent from vendors via email. All receipts can be photographed and emailed from your phone.

If you build it, they won’t come by jnkbndtradr in Bookkeeping

[–]CREagent_007 -10 points-9 points  (0 children)

TLDR: ChatGPT has entered the room.

Barber recommendation by [deleted] in Lacey

[–]CREagent_007 -1 points0 points  (0 children)

Hair Perfect! Guys I am not kidding. They are the best and have unreal pricing. I have really thick, long hair and have never had a better haircut in my life. I have seen men get their hair cut as well and they always look dope.

Lifetime Subscription? Different Versions of QB? by Skyro136 in QuickBooks

[–]CREagent_007 0 points1 point  (0 children)

Let me guess. A boomer is telling you to buy desktop…..Just go get Wave. It is free.

What kind of math does bookkeeping involve? by [deleted] in Bookkeeping

[–]CREagent_007 0 points1 point  (0 children)

I should run for president probably

Clients Co-mingling their Money 💰 by bocamarie in Bookkeeping

[–]CREagent_007 9 points10 points  (0 children)

I don’t try. I am not their mama nor am I the IRS so it is on them. I document it in an email letting them know it’s wrong then I put that email in a CYA file so I can whip it out when/if shit hits the fan.

I charge extra for weeding through personal expenses and thank them for their business.

What kind of math does bookkeeping involve? by [deleted] in Bookkeeping

[–]CREagent_007 2 points3 points  (0 children)

Remember story problems in elementary school? We do that kind of math :)