Tax Planning

Tax Return Prep - Business

Tax Return Prep - Individuals

Bookkeeping

Consulting / Control Implimentation /  System's Conversions

Orientation Essentials

InfoMinute Seminar

4th Q Financial Transitions - Big New Contract | PowerCore.net

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.

The Cumberland Team welcomes Nicole in the Graphic Designer seat.
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Submitted by Leida Montanez

Cumberland

Welcome Nicole Austin! 

Gathering the required information to prepare taxes and tax planning requires the client to understand the source and components that make up their tax package.&nbsp; For repeat clients, we have always offered upon request a tax organizer.&nbsp; During tax planning, in 4th quarter, we will be not only encouraging using an organizer, but also setting expectations on timing.&nbsp; This should speed up the client's data collection and help produce a return without missing key components.
Mark Chase, CPA, CGMA
678-234-9161

Tell us about the most recent extra new recipe you created for your client’s benefit.
<ul>
<li>What stimulated the idea?</li>
<li>How did you decide what to include and what to save for a separate meal?</li>
<li>Share what one client said about this new extra.</li>
</ul>
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The Workshop and The Extras | Garnish | PowerCore.net

The Workshop and The Extras | Garnish

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

10-year Pin

5-year Pin

3-year Pin

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

MentorCoOrdinator

Integration: Assists the MentorCoOrdinator.

MentorCoOrdinator 2nd

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

Mark Chase Jr., CPA, CGMA

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