Mark Chase Jr., CPA, CGMA

Mark Chase Jr., CPA, CGMA

Accounting

Member

3rd Quarter Cash Flow Planning

Good morning, PowerCore. I’m substituting for Mark Chase on Tax Day. Once the prior year tax returns are completed or at least estimated, most financial decisions are contemplated during the summer and are decided in the 3rd 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 Patriotic Holiday neighborhood BBQ and George, the micro-brew loving small business owner mentions landing a big contract, ask them how they are going to Cash Flow the Growth. Ask if they'd like to discuss how to set up a business 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

For our bookkeeping services, our clients directly interact with the bookkeepers to gather and record the transactions.

Even if we do tax adjustments, the client stays informed between the tax side and books and the bookkeepers don't automatically get access to tax returns, so the client stays in control of their books.

All of our bookkeepers have more than 10 years of experience, and that experience informs them on when to ask questions and not assume.  Many times they ask me first, but they always know they can go to the client as well, so the transactions get recorded correctly.

Referral Trigger Response

Chase CPA, LLC

Chase CPA, LLC

678-234-9161

PO Box 1044
Cassville, GA 30123

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 02/10/2025
MembershipCoOrdinator 12/04/2025
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

Accounting

Tax Planning

Tax Return Prep - Business

Tax Return Prep - Individuals

Bookkeeping

Consulting / Control Implimentation / System's Conversions

Filing Cabinet