Mark Chase Jr., CPA, CGMA

Mark Chase Jr., CPA, CGMA

Accountant

Member

4th Q Financial Transitions - Big New Contract

Good morning, PowerCore. I’m substituting for Mark Chase.

Once the prior year tax returns are completed, most financial decisions are contemplated during the summer and are decided in the 4th quarter.

Last week, I helped a small business owner understand how their planned expansion would affect their taxes. We discussed income, property, sales, and employment taxes, as well as workload issues. By calculating first the financial effect and then the tax effect of the changes, they could better weigh the risk vs reward.

When you are at your Holloween neighborhood BBQ and George, the micro-brew loving small business owner mentions landing a big contract, ask them if they’d like to discuss how to set up a financial plan with guidelines, so they know when their growth is going off the rails. Two things can kill a business, lack of sales and exponential sales. We can help them manage both so they can focus on growing their business, planning their cash flow, managing their tax bill and not worrying about tax forms.

InfoMinute

Two to my left is Jon Ongtingco with SOHO Data and Voice and when I see slow computer processing on a Zoom call, disconnects, file access errors, or windows update windows, I know that they need an introduction to an IT team that can correct their connectivity issues, repair or replace hardware and make technology work like advertised for once.  From personal experience, its nice to not worry about if data is secure and I can access when I need it, and it works so long as there is power.  Jon's team is an easy referral, and I can introduce him with confidence that technology will stop being a problem and start being a help. 

Referral Trigger Response

Chase CPA, LLC

Chase CPA, LLC

678-234-9161

28 Moss Way
Cartersville, GA 30120

Company

Endorsement Letters I've Received

Team

PowerLinks Certificate 11/19/2008
InfoMinute Seminar 11/14/2008
Orientation Essentials 11/05/2008

Development

Cumberland Team

Introduced by:

Richard Taylor

Richard Taylor

Joined on 07/16/2008

Leadership

ParticipationCoOrdinator 09/30/2021
MembershipCoOrdinator 02/09/2020
MentorCoOrdinator 12/07/2020
100% Club 12/22/2022

Membership

15-year Pin 07/25/2024
10-year Pin 07/25/2019
5-year Pin 06/26/2014
3-year Pin 07/12/2012

Team

Members I've Invited

Jay Frazier

Jay Frazier

Brock Cline

Brock Cline

Iliana Malinov

Iliana Malinov

Sponsorship

Financial Services | Accounting

Accountant

Tax Planning

Tax Return Prep - Business

Tax Return Prep - Individuals

Bookkeeping

Consulting / Control Implimentation / System's Conversions

Filing Cabinet