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Remote Tax Prep vs. Traditional Tax Services: Which One is Right for You?

The Startup Magazine

Traditional Tax Services Traditional tax services often involve hiring a Certified Public Accountant (CPA) or tax professional. Even if you have unique sources of income, such as dividends or capital gains from selling assets, a CPA can guide you correctly. These experts sit down with you, face-to-face, to go through your taxes.

CPA 158
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Multi-Channel Attribution Modeling: The Good, Bad and Ugly Models

Occam's Razor

The outcome in either scenario is a restructuring of the organization that is exquisitely geared towards taking advantage of portfolio optimization. You can even get great first-step guidance about how to rebalance your portfolio from that last column. You may be getting a lot of conversions, but the CPA can kill you.

Channel 162
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Vital Tips For Small Businesses And Entrepreneurs During Covid-19  

YoungUpstarts

How can businesses take the right steps to ride out volatility and rebalance portfolios? Titus III, CPA/PFS, AIFA is the founder of AMDG Financial and AMDG Business Advisory Services in 2002. On my website, you’ll find an article I wrote on the 10 key questions to ask a financial adviser.

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Metrics: A double edged sword

The Equity Kicker

Calculating an accurate CPA by channel is a good example of something that sounds simple, but is notoriously difficult in practice. Last night, I was talking with one of our portfolio companies which is particularly well run. So entrepreneurs do the best they can, and develop proxy metrics.

Metrics 87
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Tax Credits for Startups in New York State

David Teten

Our CFO Alex Katz just sent out a memo to our portfolio, attached below, about 2 tax credits available to companies that do business in New York State. For background, we rarely see a CPA come to us with a startup idea. Photo courtesy Shedboy.).

New York 138
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28 Entrepreneurs Explain Why They Started Their Business

Hearpreneur

Having been a journalist myself, I’ve experienced first hand the pains of sending lists of links or PDF files to editors – or, to anyone interested in my writing portfolio. Sinordo, Modern CPA Group ! #17- At that time, I wanted something simple and easy to update. Thanks to Ric A.

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6 Things Female Business Entrepreneurs Must Know Before They Start That Startup

YoungUpstarts

They don’t want to look at a portfolio or profit-and-loss statement because they don’t understand the math. Most women are afraid of the numbers.

France 165