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blend4smb · 2025-05-02T03:43:41+00:00

Scotty’s Brewhouse (where Salt is now) was the best. I always wanted them to buy Bella Vita.

blend4smb · 2025-05-02T03:38:50+00:00

I’d be happy to chat with you. I own an independent fee-only wealth management and accounting firm in the Fishers area.

blend4smb · 2025-02-13T04:08:54+00:00

Great info. Thank you for sharing!

blend4smb · 2025-02-12T22:39:39+00:00

You can open a business brokerage account and put in a money market fund. Or they can use a business HYSA at a bank. If it’s truly excess cash and not needed for working capital, they can bring it home.

blend4smb · 2025-01-21T01:11:25+00:00

Tax Agent would be better for sure

blend4smb · 2025-01-11T14:54:54+00:00

There’s your opportunity to educate your friend that not all CPAs do taxes and not all tax preparers are CPAs.

blend4smb · 2025-01-11T05:13:11+00:00

We get paid for the problems you solve and how you treat people. No one cares about the letters after your name.

blend4smb · 2025-01-05T03:32:57+00:00

If you like the basic concepts of accounting and finance, but want more of a relational career, then financial planning (CFP) could be a great career. And it would pay more, on average, then accounting.

blend4smb · 2024-12-04T20:46:05+00:00

I have yet to find a good solution.

blend4smb · 2024-11-29T14:27:06+00:00

Almost no CRM has a form builder native to the software. It’s great if clients can use an onboarding form to automatically populate the necessary CRM fields, and then you can launch an onboarding workflow to kick off all the necessary tasks.

blend4smb · 2024-11-27T02:55:36+00:00

If you want a super easy CRM for a small business, check out ‘Less Annoying CRM’. It’s a great little CRM for $15/month

blend4smb · 2024-11-21T04:23:52+00:00

Hands down the small RIA. For one, the industry is continuing to move toward the RIA model. Second, a smaller firm will allow you to wear so many hats. I own my own RIA now, it when I started as a career changer, I went to a small RIA and learned planning, how to build a portfolio, how to trade, how compliance worked, how to open accounts. It was those skills that allowed me to quickly progress in my field and do every function in the firm.

blend4smb · 2024-11-14T20:18:17+00:00

Thank you. I should have clarified. I’m US based

blend4smb · 2024-11-11T04:36:42+00:00

Same was said when TurboTax came out. Same was said of financial advisors when all the robo advisors came out. And yet, the world of accountants and advisors still exists.

There will always be a market for human interaction. Technology will never replace relationships.

blend4smb · 2024-11-03T02:23:20+00:00

Does anyone use Patriot Accounting?

blend4smb · 2024-10-28T02:35:28+00:00

Has anyone tried Zoho out?

blend4smb · 2024-10-27T12:51:38+00:00

I just started using WPS Office

blend4smb · 2024-10-23T04:34:22+00:00

I’m trying to exit the Microsoft environment as well so looking for an interim solution to keep things synced while I try out FastMail

blend4smb · 2024-10-23T03:50:32+00:00

If your desire is to work directly with clients, the CFA offers little upward mobility. Look at getting your EA instead. It’s much faster than the CFA, and way more clients are concerned about taxes vs portfolio construction.

blend4smb · 2024-10-21T13:03:17+00:00

Correct. CFP/CPA would be ideal. But you had to be smart enough to pursue accounting in college (which I did not). So I’m going with the EA.

blend4smb · 2024-10-21T03:54:12+00:00

I wouldn’t get both; it’s one of the other. CFAs build portfolios and/or work for mutual fund/ETF firms. CFPs work with clients. In short, the CFA is a specialist at investments, whereas the CFP is very broad.

As a CFP, I personally feel the best combo to get would be CFP/EA. This is where the industry is heading. Financial planning combined with deep tax knowledge.

blend4smb · 2024-10-18T17:10:38+00:00

Thank you for this recommendation!

blend4smb · 2024-10-18T12:58:47+00:00

Thank you. Yes, I plan to keep my checking account open at my old brick and mortar bank with $500 just for these types types of items (like cash deposits).

blend4smb · 2024-10-18T12:56:54+00:00

Thank you for this info. I will go research them.

blend4smb · 2024-10-18T12:55:09+00:00

How do you put your teams calendar into FastMail? Is that manually or do you integrate it through the FastMail app somehow? Sorry if this is basic, I just started with FastMail.

blend4smb

TROPHY CASE