Bobby Youakim

Running a project-based business is tough, especially with financial challenges. As your Fractional CFO, FutureView CPA provides financial clarity, strategy, and support, helping you focus on growth without financial stress. Let's break bottlenecks and achieve your goals together. #Virginia #CFO #SmallBiz #futureviewcpa #engineers #architects #design #aerospace #projectmanagement #projectmanager

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Curt Mastio, CPA, who established Founder's CPA, joins Randy for Episode 150 of The Unique CPA. They delve into Curt’s transition from Big Four to his own firm, the complexities of dealing with the blockchain and crypto industries, and FinTech niche and the unique challenges it presents for accountants. They also discuss modern firm practices, tax planning strategies including utilizing R&D tax credits, and the journey of tech startups from seed stage to exit. Listen to the full episode here: https://bit.ly/3W47s0d #theuniquecpapodcast #podcast #accounting #accountingpodcast #tucpa #randycrabtree #bigfour #practicemanagement #blockchain #crypto #tax

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Don't overlook the valuable financial opportunity of R&D tax credits! Check out our latest article to learn how your software development firm can strategically leverage R&D tax credits to reduce costs, fuel growth and maintain a competitive edge. https://lnkd.in/e6XCtCxQ #softwaredevelopment #researchanddevelopment #innovation #taxcredits #randdtaxcredits

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Cherry Tree’s monthly review of the Technology Enabled Business Services (TEBS) sector, featuring M&A transactions and public company valuations for companies that provide SaaS/Software, Business Process Services, Information Services and Infrastructure Services.    #SaaS #Tech #Technology #businessservices #M&A #privateequity #investmentbanking #middlemarket

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💰 Profit Maximization & Tax Optimization: Insights From A Financial Expert 💼 🤝 Join us as we uncover essential strategies for maximizing profits and optimizing taxes with John C. Scott, CPA, AEP , partner at Anders CPAs + Advisors 📈 🎯 With over three decades of experience, John specializes in helping businesses navigate complex financial landscapes. He's on a mission to empower clients with data-driven insights and proactive financial strategies. 💼 📚 🎙️ https://bit.ly/4aR8HF5 💡 Explore 📊 Making data-driven decisions to drive profitability. 💸 Staying in sync with your cash flow curve for financial stability. 💼 Determining "working capital" and building cash reserves. 🔑 Key factors every business owner should know for financial success. 🔄 🔊 Don’t miss out on valuable insights! Click the link in our bio or description above to learn more about John and his work with Anders CPAs + Advisors. 🔥 Listen on 🍏 Apple Podcasts: https://apple.co/30PvU9C. . . . #Taxplanning #Smallbusiness #Financialplanning #Financialadvisory #Entrepreneur #CPA #Retirementplanning #Findinggeniuspodcast #Healthpodcast #Internalmedicinepodcast #Biosciencespodcast

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When it comes to XBRL filing, precision and compliance are non-negotiable. That's why Securex partners directly with your corporate accounting team to ensure every SEC® and Interactive Data XBRL submission is flawless Our U.S.-based team of CPAs and XBRL experts simplifies the entire process, from tagging to submission. We know the stakes are high, and we're here to ensure your financial data is accurate, compliant, and on time—every time. Click here to learn more about how we process XBRL filings. https://lnkd.in/dBW2tvkN XBRLfiling #SECfiling #EDGAR #FinancialReporting #Compliance #SecurexFilings

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Cherry Tree’s monthly review of the Technology Enabled Business Services (TEBS) sector, featuring M&A transactions and public company valuations for companies that provide SaaS/Software, Business Process Services, Information Services and Infrastructure Services.    #SaaS #Tech #Technology #businessservices #M&A #privateequity #investmentbanking #middlemarket

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Cherry Tree’s monthly review of the Technology Enabled Business Services (TEBS) sector, featuring M&A transactions and public company valuations for companies that provide SaaS/Software, Business Process Services, Information Services and Infrastructure Services.    #SaaS #Tech #Technology #businessservices #M&A #privateequity #investmentbanking #middlemarket

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Big changes ahead for Tennessee businesses! 📈 Learn all about the recent franchise tax overhaul and how it's reshaping the state's tax landscape in our most recent article.   From simplifying calculations to potential tax savings, find out what this means for your business. https://lnkd.in/eR2JGxEA If you want to see how much of a refund you can get, schedule a call with our experts! https://lnkd.in/eWZk_gUT

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"My call out to the ecosystem is accountants need to be better this (of helping business to save on tax to be invested in web3), software needs to be better at this, lawyers need to be better at this so that we can do the right thing." – Ephraim Olson, Tax Attorney Don't miss our in-depth conversation with Ephraim Olson, Managing Partner at Olson & Partners Law & MoonTax, as we explore the rapidly changing tax events for digital assets tokens and transactions. Event Details: - Date: Wednesday, Aug 07th - Time: 1:00 pm EST // 10:00 am PST Click "Attend" below to receive a reminder and secure your spot. Ephraim will provide actionable strategies for navigating the intricate tax challenges in the digital asset space.

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CLA private client services brings tax and wealth advisory services together. Because decisions you make with one can impact the other. We call it Twealth. You’ll call it amazing. https://hubs.li/Q02xb0Vr0

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