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.
&nbsp;
Submitted by Leida Montanez

Cumberland

Welcome Nicole Austin! 

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.&nbsp; 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.&nbsp; 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.&nbsp;

A catcher uses a system of hand signs to communicate with the pitcher and infielders during a baseball game.&nbsp;
&nbsp;
Count two to your left:
What would you see your client do that would signal they are ready for an introduction to this Member?&nbsp;
Members: this is InfoMinute Green Card information. Use it to get more referrals.
&nbsp;

Keep Yourself In The Triangle | Catcher's Signals

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

100% Club

15-year Pin

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

Equality: Assists the ParticipationCoOrdinator.

ParticipationCoOrdinator 2nd

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.

Mr. Mark Chase Jr., CPA, CGMA

News