"Dan, I'm so glad you posted this!
I am in the UK, and recently I needed to find a great accountant /CPA.
I didn't really know what to ask, what information to provide or how an accounting firm could help me. As I was going through, I…"
Dan Schmidt, CPA's Discussions
What do you need from your CPA?
Started this discussion. Last reply by Paul Maplesden Feb 4. 16 Replies 0 Likes
I'm doing some research and would love input from this group. As a CPA, I am curious as to what startups and small businesses need from their CPA. Is the traditional model of tax compliance (filing…Continue
Seeking Advice on Starting a Consulting Service for Startups and Small Businesses
Started this discussion. Last reply by Neil Kristianson Jan 15, 2012. 2 Replies 0 Likes
I'm new to the community, but have very much enjoyed spending my afternoon reading through some of the discussions. I'm looking for some advice on how to monetize a business idea.As background, I'm…Continue
Dan Schmidt, CPA's Page
Latest Activity
Sharon replied to Dan Schmidt, CPA's discussion What do you need from your CPA?"This struck a chord with me. My husband and I run a small business. (just he and I as employees) Our current accountant we chose because he said he'd do just what you are looking for Dan.
The reality is though.... he…"
Allan Dubon replied to Dan Schmidt, CPA's discussion What do you need from your CPA?"I think education would be a great thing. So it would be like Dan Miller does, he doesn't profit directly from his podcast/blog but he has built such a trust with us that we readily listen to what he has to say and shell out a few bucks for his…"
John Walvoord replied to Dan Schmidt, CPA's discussion What do you need from your CPA?"As a non-CPA who has worked with start ups and small businesses in the accounting area here are the biggies:
1. Expense treatment. Explain what is "Entertainment" vs. "Advertising" vs. "Office Supplies" vs.…"
Kent Haley replied to Dan Schmidt, CPA's discussion What do you need from your CPA?"Thanks for your response. I tend to agree that i probably need quite a bit more experience . In fact, Im actually not even sure I how far i Want to go with accounting. There are very few days in which I enjoy doing accounting work, which s largely…"
"I'm always up for bouncing ideas around with others! If you can get a group together, I'd be interested in joining in.
Thanks for the idea.
John"
"Kent,
In my opinion, the question is what kind of firm to you want to build and what type of clients do you want. If you want to build a typical local CPA firm (lots of individual tax returns, maybe an audit or two, etc.), I'd…"
Dan Schmidt, CPA replied to Dan Schmidt, CPA's discussion What do you need from your CPA?"Kent,
One suggestion I might have is to inquire around some local small CPA firms and see if they'd like to add a part-time staff in February - April. It would require working evenings and Saturdays for a couple months, but might be a…"
Dan Schmidt, CPA replied to Dan Schmidt, CPA's discussion What do you need from your CPA?"Wondering if you guys might be up for a conference call sometime, just to have some real-time discussion around this topic. I'm able to set something like that up easily. I do my best thinking in groups - not sure if you two are…"
Dan Schmidt, CPA replied to Dan Schmidt, CPA's discussion What do you need from your CPA?"John and Kent,
Thanks for your responses! My background is 7 years in audit, 3 years in tax and consulting, and starting several businesses while in high school and college. Kent, I think that a couple more years experience would…"
Kent Haley replied to Dan Schmidt, CPA's discussion What do you need from your CPA?"John,
Thanks for your answer. I have about 1 1/2 years experience in tax and about 2/12 in audit, for a total of 4 years. Do you think its possible to be a self employed CPA with this much experience? It seems like most CPAs out on their own have…"
"Good morning, Dan. How's the search for a new CPA going? I've been a CPA for 25 years, including being a freelancer for the last 13 years. You can get an idea of my experience in my reply to Kent below. If you think…"
"Good morning, Kent. If I had to summarize my role with my clients, I'd say I act in the controller role for several different companies. None of the companies need a full time controller, but all need more than the traditional…"
Kent Haley replied to Dan Schmidt, CPA's discussion What do you need from your CPA?"As I CPA myself, I think this is a great question. I am currently employed with the government, but am not real excited about being chained to my desk in front of the computer all day. John, what types of working are you doing for your clients? You…"
"I've been a CPA for 25 years, a self-employed freelancer for the last 13. My client list is small by design as I prefer to work all year with business owners to grow their businesses rather than preparing massive numbers of individual tax…"
Dan Miller replied to Dan Schmidt, CPA's discussion What do you need from your CPA?"Dan,
I just put the word out for a referral for a new CPA. Most I've worked with have been "reactive" - simply plugging in the figures for what has already happened. I'd love to have someone understand not only the…"
Profile Information
- How did you hear about 48Days.NET, and what do you hope to get out of being a part of this community?
- Heard about the website from Dave Ramsey and by reading 48 days. Looking to give and receive direction on entrepreneur questions.
- What is your current work situation? Employee, self-employed, generating any income on your own?
- Employee (consulting), starting my own business on the side
- And then...what is your goal/dream for your work life?
- I'm still trying to figure out what I was created for - I mostly want to make an impact on people's lives through helping small businesses to grow and thrive
- Do you have a website presence anywhere?
- http://www.EmergingBusinessCFO.com
- If you have a product or service to promote (now or in the near future) this is your shot to state it! Say all you'd like:
- Financial advisory services for small businesses
Comment Wall (6 comments)
- At 12:31pm on January 9, 2012,
Joel Boggess said… Happy New Year Dan -- Welcome to the 48 Days community. We're glad you joined.
This is the idea and social networking site for people that want to create their own opportunity.
Depending on what your interests are, there is a wide selection of discussion groups to get involved with. If you are interested in getting in touch with the purpose and calling that is on your life, here is the link to ours, finding your voice.
-joel
48 Days advisory team
- At 3:49pm on January 2, 2012,
Rob Clinton said… Hi Dan,
Just stopping by to welcome you to the amazing 48days community! Enjoy the adventure...
~Rob Clinton
- At 6:21pm on December 31, 2011,
Brent Green said… Welcome Dan! Good to have you here at 48 Days.
Brent
- At 12:19pm on December 31, 2011,
Kent Julian said… Hi Dan,
I try to take time each week to welcome new members to 48Days.Net. So, let me say "welcome" to you! I know you will find this to be a great site filled with people who are experiencing true success in both life and work.
Also, I'd like to point out that one of the best places to connect with other liked-minded people here is in the GROUPS section. There are groups for just about every interest you can think of, and if you can't find a group that interests you, you can start one. Groups are my favorite part of 48Days.Net!
Finally, if you happen to be a speaker or author (or want to become either), check out these two groups. They are two of the most popular groups on the site because of all the great conversation taking place:
* Speak It Forward -- REAL Success and Profit for Speakers!
* Write It Forward -- REAL Success and Profit for Writers!Again, enjoy 48Days.Net. It's a great place to be!
Live it forward,
Kent Julian
www.liveitforward.com
- At 12:53pm on December 30, 2011,
Connie Foster said… - Dan,
Welcome to the community. As you explore this site, you will find experienced folks full of encouragement and support. Best wishes in the pursuit of your dreams.
Connie
www.strokecaregiving.com
- At 8:20am on December 30, 2011,
Ken Gonyer said… Welcome Dan! I love the concept of a CFO for small businesses. In times like these, your guidance will be very valuable to the leaders of emerging enterprises. I hope your experience on 48Days.net is helpful!
Ken
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