What Your CPA Wants You to Know

80. Accepting New Clients! The Benefits of a Monthly Accounting Plan


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What if you had a personal trainer for your business finances? In this episode, we introduce our Monthly Accounting Plan, designed to help business owners stay ahead of their accounting and tax duties, and budget for accounting services!

This monthly accounting plan is a proactive, year-round CPA service. With consistent monthly consulting calls and annual tax projections, this membership-based service is here to provide ongoing support and strategic guidance, ensuring better financial health for your business.

We focus on how this structured approach can lead to significant cost savings and more informed financial decisions. If you're a business owner looking to transform your financial management, this is your chance to learn how to secure one of our limited client spots!

Reach out to us at: [email protected]t

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What Your CPA Wants You to KnowBy Carson Sands, CPA & Teran Sands, MBA.

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