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Eric Pierre is a second-generation CPA and former professional basketball player, Eric brings the same competitive edge to finance that he brought to the court. He graduated with a Master of Professional Accountancy from Stephen F. Austin State University and holds CPA licenses in both Texas and California. While many CPAs stick to basic moves, Eric sees the entire board, anticipating challenges and opportunities far in advance. His strategic approach to wealth preservation has caught the attention of major media outlets, with Eric being quoted or mentioned in Forbes, CNBC, and Bloomberg Tax. Eric's expertise allows him to navigate the complex world of finance with the precision of a seasoned pro. For those seeking to protect and grow their wealth, he offers more than just accounting services. Eric provides comprehensive strategies, always thinking several moves ahead to ensure his clients win in the high-stakes game of financial success. What You Will Learn: Who is Eric Pierre? Why is effective tax management considered essential for business owners? What unique challenges do high net worth individuals face regarding taxes? What specific tax strategies are discussed, such as the "Augusta Rule" and vehicle depreciation? How can real estate investments impact tax liabilities and benefits for business owners? What qualifications must someone meet to be considered a qualified real estate professional for tax purposes? What common misconceptions about wealthy individuals and their tax issues are addressed in the conversation? What tax rule allowed the host to expense major capital expenditures like roofing through business entities? How does cost segregation and bonus depreciation work for property owners? What common misconceptions do people have about IRS audits and tax-related issues? What are some common mistakes or oversights consumers make regarding tax management? How can tools like QuickBooks assist business owners in tracking their expenses effectively? What is the significance of the Opportunity Zone legislation in tax planning? What are the main topics covered in Eric's book, "The Great Tax Escape"? What tax planning strategies should people consider as the year-end approaches to prepare for tax season? Eric shares how everyone can contact him. Additional Resources from Eric Pierre: Website: http://www.pierreaccounting.com/ Email: eric@pierreaccounting.com Phone: 619-997-2750 LinkedIn: http://www.linkedin.com/in/pierreaccounting Facebook: http://www.facebook.com/pierreaccounting/ Instagram: http://www.instagram.com/pierreaccounting/ X: http://x.com/PierreCPA YouTube: http://www.youtube.com/channel/UCO1XWRM-KZpjtlrbHnrYGFg Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Today, we revisit a classic episode with Mike Pine, CPA, exploring how you can effectively leverage the tax code to unlock many opportunities for maximizing your tax benefits. Discover valuable tips on tax offsetting in real estate, the Internal Revenue Code, and the importance of collaborating with someone you trust. Stroll down memory lane with us as we dive into these insightful topics.WHAT TO LISTEN FORAn excellent walkthrough on the 3 types of incomeHow real estate investing offers amazing tax advantagesWhy you need guidance from a tax expert What to do to qualify for the Real Estate Professional Status (REPS)The value of expanding your knowledge and maximizing its potentialRESOURCES/LINKS MENTIONEDTax-Free Wealth by Tom Wheelwright https://amzn.to/3cZqp0qRich Dad Poor Dad by Robert Kiyosaki | Paperback https://amzn.to/3PFfCqL and Audiobook https://amzn.to/3L445PPABOUT MIKE PINE, CPAMike is a Certified Public Accountant and founding partner of Pine & Company CPAs in Keller, Texas. Since 2000, he has been helping individuals and businesses pay the taxes they legally owe, but not a penny more. Mike obtained his bachelor's in Business and master's in Professional Accountancy from Montana State University. After beginning his career in Big 4 and large regional firms, Mike realized he wanted to provide clients with more effective, comprehensive, and personalized services. In 2008, he founded his firm. Mike and his team at Pine & Company CPAs provide the attention and proficiency that only a small firm can offer. Yet, the impact they make on their clients' finances is anything but small. They help clients nationwide get a clear picture of their current finances, discover how the tax code can benefit them, and receive a detailed plan to use taxes as a tool to gain financial freedom.CONNECT WITH MIKEWebsite: Pine & Company CPAs https://www.pinecocpas.com/CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Follow us on Facebook: Cityside CapitalFollow us on Instagram: @citysidecapital_tim_lyonsConnect with us on LinkedIn: Tim LyonsConnect with us via Email: greg@citysidecap.com | tim@citysidecap.com
#Ep.039 The recently concluded “Power Summit 2023”, the largest power sector event in Nepal, took place on the 18th and 19th of April 2023. The need to expand Nepal's green energy market to South Asia and beyond is urgent given the country's quick transition to an energy surplus, the worldwide shift to green energy, and its enormous potential. The Power Summit 2023 examined the opportunities and difficulties in developing Nepal's green energy market, offering a fantastic forum for policymakers, business executives, financiers, and experts to talk about green energy options, market trends, scientific developments, and business opportunities. In today's episode, we have PEI Colleague Saurab's conversation with Abhigya Malla on the recently concluded Power Summit ‘23 and How to Broaden Green Energy Markets in Nepal. The two discuss some of the major topics that were discussed during the Power Summit ‘23 which had the theme, “Broadening Green Energy Markets.” They further discuss how the milestone event can contribute to the evolution of the Nepali electricity sector in the conversations of cross-border electricity trade, climate change, improved policy and regulations, social inclusion, and attracting foreign investments into the sector. Ms. Abhigya Malla is a professional accountant and a hydropower development professional associated with Union Mewa, Hongu Khola HPP, and Upper Tamor A Hydro Power Projects. She is also an Executive Committee Member of the Independent Power Producers' Association, Nepal (IPPAN). She has a Master's in Professional Accountancy and a Master of Commerce in Finance from Macquarie University, Australia. She also serves as the Vice President of a hydro construction company named High Himalaya Hydro Construction Pvt. Ltd (3HC). Click here to support us on Patreon!!
Heart Of The Matter - A Podcast On Legal Developments From Around The World
As M&A activity continues to surge across many sectors, so too have the disputes resulting from post-transaction troubles. These issues often arise when an acquirer and target negotiate earnout clauses as a contingent payment in order to bridge any gaps between the value they each ascribe to the deal's enterprise value. Although these terms are negotiated prior to transaction closure, problems can still occur following completion that negatively affect the financial performance of both parties involved — ultimately leading them down a path of costly and time consuming legal proceedings. To provide much needed insight into this complex area of law, in this episode, we explore how earnout agreements can lead to M&A disputes and some strategies for preventing such differences from forming in the first place.To find out more, visit MDDOur GuestsEddy LeeEddy is a Regional Managing Director and Head of Disputes and Litigation Asia.He specialises in the areas of business valuation, economic loss quantification, cost verification, minority shareholder disputes and solving complex accounting issues.Eddy provides expert financial advice in cases of litigation and international arbitration. He has been appointed both as a valuation and an accounting expert on numerous occasions and has given oral testimony.Eddy is a Fellow of The Institute of Chartered Accountants in England and Wales who, during his 17‑year career, has led, managed or consulted on a diverse array of issues including identification and quantification of lost profits, the valuation of businesses and financial assets including shareholdings, intellectual property, and of wasted costs.Eddy has also advised clients on regulatory matters, market assessments, and brand valuations and is regularly invited to speak at conferences and deliver training on a variety of economic damage quantification and other financial topics around the region.Jerome has over 10 years of experience in Forensic Accounting. He joined MDD in 2015 and is Director of their Litigation Support Services in Hong Kong.He focuses on matters related to business valuation, business disputes, loss of profits and fraud & investigations. He has extensive experience in litigation support and has acted as an expert witness in Hong Kong and UK court proceedings.In business valuations, Jerome has advised clients and acted as an expert witness in a variety of assignments including shareholder disputes, divorce proceedings, and valuations of start-ups and mature businesses. The assignments relate to parties from various jurisdictions including Hong Kong, Singapore, PRC, Korea, Cayman Islands and United Kingdom.Jerome McDonaghJerome has been involved in numerous damage quantification matters including loss of profits, post-M&A breaches of warranties and aborted contract claims.Jerome's loss of profit experience extends to catastrophe services experience from his involvement in assignments related to the Tianjin explosions in 2015 and Typhoon Hato in 2017.His expertise spans a wide range of industries including financial services, manufacturing, textiles & apparel, IT, property, shipping & freight, telecommunications, casino and gaming.Jerome is the creator of the MDD Duxbury Calculator, an online, subscription-based calculator designed to enable Duxbury calculations to be completed quickly and cost-effectively. He has presented various seminars and workshops on business valuation, financial statement fraud, losses from aborted contracts and Duxbury calculations.Fluent in Cantonese and conversant in Mandarin, Jerome graduated from Manchester University (UK) with a Bachelor of Economic Science degree and the University of London (UK) with a Master of Science degree in Professional Accountancy. He holds various professional qualifications and affiliations
If you're like me you get on with your busy life not really thinking about our local hospital-- until you need it. It's then you hope you're getting truly superior care.But what I hadn't considered until recently is the incredible role fundraising plays in the quality of front-line care you and I receive.I'm so very pleased to welcome Stacey Corley, President Sarasota Memorial Health Care Foundation (SMHCF).In this episode, you'll learn...One thing most people don't know about Stacey.Why she chose philanthropy as a careerWhat some people get wrong about healthcare fund-raisingThe tremendous importance SMHCF plays in the quality of our local healthcare systemGame-changing projects she and the hospital are working on now... and much, much, more!Thank you for listening in today as it is my hope you will listen .. learn ... and connect!Stacey Corley joined Sarasota Memorial Healthcare Foundation as president in September 2022. The Healthcare Foundation is the philanthropic partner of Sarasota Memorial Health Care System, providing the hospital with critical resources through grants in the key areas of patient care, education, clinical research, technology and facilities. Prior to joining SMHF, Ms. Corley served as VP for Advancement at Ringling College of Art and Design. She originally joined that organization in 2012 as a Sr. Development Officer, becoming AVP for Strategic Philanthropy in 2014. Previously, she served as Assoc. Dir. for Development for FSU Foundation/The Ringling. She also worked for Bristol-Myers Squibb in various roles including Sr. Hospital Business Manager. She has held leadership positions with organizations including RCLA, AFP, Junior League of Sarasota, and is a member of Sarasota Women's Alliance. Stacey holds a Bachelor of Professional Accountancy and MBA from Mississippi State University.TwitterFacebookInstagram
Heart Of The Matter - A Podcast On Legal Developments From Around The World
When it comes to disputes involving contracts, two aspects come into play - representation and warranties. Representation and warranty clauses are widely used in commercial agreements, as they help protect a contracting party's interests by setting out specific promises made by one party to the other. Through these assurances, parties can be assured that what is being agreed upon will be delivered faithfully or risk repercussions if not fulfilled. In this episode, we'll discuss how representation and warranty clauses work when dealing with contract-related disputes and why they are necessary for successful business transactions.To find out more, visit MDDOur GuestsEddy LeeEddy is a Regional Managing Director and Head of Disputes and Litigation Asia.He specialises in the areas of business valuation, economic loss quantification, cost verification, minority shareholder disputes and solving complex accounting issues.Eddy provides expert financial advice in cases of litigation and international arbitration. He has been appointed both as a valuation and an accounting expert on numerous occasions and has given oral testimony.Eddy is a Fellow of The Institute of Chartered Accountants in England and Wales who, during his 17‑year career, has led, managed or consulted on a diverse array of issues including identification and quantification of lost profits, the valuation of businesses and financial assets including shareholdings, intellectual property, and of wasted costs.Eddy has also advised clients on regulatory matters, market assessments, and brand valuations and is regularly invited to speak at conferences and deliver training on a variety of economic damage quantification and other financial topics around the region.Jerome has over 10 years of experience in Forensic Accounting. He joined MDD in 2015 and is Director of their Litigation Support Services in Hong Kong.He focuses on matters related to business valuation, business disputes, loss of profits and fraud & investigations. He has extensive experience in litigation support and has acted as an expert witness in Hong Kong and UK court proceedings.In business valuations, Jerome has advised clients and acted as an expert witness in a variety of assignments including shareholder disputes, divorce proceedings, and valuations of start-ups and mature businesses. The assignments relate to parties from various jurisdictions including Hong Kong, Singapore, PRC, Korea, Cayman Islands and United Kingdom.Jerome McDonaghJerome has been involved in numerous damage quantification matters including loss of profits, post-M&A breaches of warranties and aborted contract claims.Jerome's loss of profit experience extends to catastrophe services experience from his involvement in assignments related to the Tianjin explosions in 2015 and Typhoon Hato in 2017.His expertise spans a wide range of industries including financial services, manufacturing, textiles & apparel, IT, property, shipping & freight, telecommunications, casino and gaming.Jerome is the creator of the MDD Duxbury Calculator, an online, subscription-based calculator designed to enable Duxbury calculations to be completed quickly and cost-effectively. He has presented various seminars and workshops on business valuation, financial statement fraud, losses from aborted contracts and Duxbury calculations.Fluent in Cantonese and conversant in Mandarin, Jerome graduated from Manchester University (UK) with a Bachelor of Economic Science degree and the University of London (UK) with a Master of Science degree in Professional Accountancy. He holds various professional qualifications and affiliations
Mergers and acquisitions are a common occurrence in the business world. Although beneficial for many, there are often disputes between firms once an M&A event takes place. These post-M&A disputes can be particularly damaging if not addressed quickly and properly. In this episode, we'll take a closer look at the different kinds of post-M&A disputes that can arise, their causes, and how to resolve them effectively so you can avoid conflicts later on down the line.To find out more, visit MDDOur GuestsEddy LeeEddy is a Regional Managing Director and Head of Disputes and Litigation Asia.He specialises in the areas of business valuation, economic loss quantification, cost verification, minority shareholder disputes and solving complex accounting issues.Eddy provides expert financial advice in cases of litigation and international arbitration. He has been appointed both as a valuation and an accounting expert on numerous occasions and has given oral testimony.Eddy is a Fellow of The Institute of Chartered Accountants in England and Wales who, during his 17‑year career, has led, managed or consulted on a diverse array of issues including identification and quantification of lost profits, the valuation of businesses and financial assets including shareholdings, intellectual property, and of wasted costs.Eddy has also advised clients on regulatory matters, market assessments, and brand valuations and is regularly invited to speak at conferences and deliver training on a variety of economic damage quantification and other financial topics around the region.Jerome has over 10 years of experience in Forensic Accounting. He joined MDD in 2015 and is Director of their Litigation Support Services in Hong Kong.He focuses on matters related to business valuation, business disputes, loss of profits and fraud & investigations. He has extensive experience in litigation support and has acted as an expert witness in Hong Kong and UK court proceedings.In business valuations, Jerome has advised clients and acted as an expert witness in a variety of assignments including shareholder disputes, divorce proceedings, and valuations of start-ups and mature businesses. The assignments relate to parties from various jurisdictions including Hong Kong, Singapore, PRC, Korea, Cayman Islands and United Kingdom.Jerome McDonaghJerome has been involved in numerous damage quantification matters including loss of profits, post-M&A breaches of warranties and aborted contract claims.Jerome's loss of profit experience extends to catastrophe services experience from his involvement in assignments related to the Tianjin explosions in 2015 and Typhoon Hato in 2017.His expertise spans a wide range of industries including financial services, manufacturing, textiles & apparel, IT, property, shipping & freight, telecommunications, casino and gaming.Jerome is the creator of the MDD Duxbury Calculator, an online, subscription-based calculator designed to enable Duxbury calculations to be completed quickly and cost-effectively. He has presented various seminars and workshops on business valuation, financial statement fraud, losses from aborted contracts and Duxbury calculations.Fluent in Cantonese and conversant in Mandarin, Jerome graduated from Manchester University (UK) with a Bachelor of Economic Science degree and the University of London (UK) with a Master of Science degree in Professional Accountancy. He holds various professional qualifications and affiliations
We've all thought of ways to reduce our taxes. But is there a way to prevent them in the first place? Would you believe me if I say you can? Well… YOU CAN!We always assume the taxman is our enemy and we can't avoid paying taxes, but that is not COMPLETELY true! There are strategies that can help you do exactly just that.And if you're wondering how to use the full potential of trust strategies, we've got you covered. In this podcast episode, Moss brings in his tax expert friend, who has an overwhelming knowledge of tax and trust strategies. Sohail Merchant is in the house! And they will help us not only understand these concepts but also to outsmart them!TRUST US! This episode is worth listening to! Episode Highlights:00:00 Welcome to the Helpmebuy Property Podcast01:01 Discussing Tax Strategies Before Investing in Properties03:50 What is the Difference Between Positive Cash Flow and Positively Geared?06:01 Identifying the Depreciation Trap09:35 Beating the Taxman at His Own Game14:05 Light Capital Gains Exemption15:33 How to Successfully Use Trusts21:20 Cons of Trusts in Property Investing24:07 A Trust Can Have Its Borrowing Capacity in the Future25:56 Multiple Trusts Mean Multiple Thresholds27:24 Difference Between a Unit Trust and a Family Trust Resources:Visit the Investor Partner Group website (https://helpmebuy.com.au/) Join us on our FREE Facebook Group (Property Investment Australia * https://www.facebook.com/groups/helpmebuyau About the Guest:Sohail Merchant took up his master's in Professional Accountancy at the University of Canberra and his Post Graduate Diploma of Business (IS) at Edith Cowan University (ECU). He is the Managing Director of Taxvisors Financial Group, an SMSF expert, a Tax Agent, and a Property Developer.Visit Taxvisors Financial Group: https://www.facebook.com/TaxvisorsFinancialGroup/ Connect with Sohail's LinkedIn: https://www.linkedin.com/in/sohail-merchant-0a4950200/ You can also connect with us on LinkedIn * https://www.linkedin.com/in/helpmebuyinvestmentproperty/. For more podcast episodes, subscribe to our Youtube Channel at Moxin Reza * https://www.youtube.com/@moxinreza.Keep smiling, be kind, and continue investing. Peace out!See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.
Luxury Listing Specialist - Dominate High End Listings In Any Market
In this episode, Collin Kelley shares how he gives his clients the best experience, how he creates urgency on properties, and what differentiates him from the crowd when it comes to marketing. He'll also share some of his success stories. All buyers want to have the ultimate buyer experience. They want to feel special and valued. The big question is, how can you offer them such an experience as a Realtor? Grab your notebook and pen. Collin is about to spill the beans. Don't forget to look out for my math for earning $500,000 annually. Listen and learn. “When buyers see each other coming and going, that creates urgency, which is a good thing, and it benefits the seller.”- Collin Kelley Things You'll Learn from the Episode: • Buyers and sellers always want to feel special and valued. • When it comes to marketing, you must choose the least chosen paths. It will make you stand out. • Always be authentic and transparent with people. • How to earn $500,000 annually. Guest Bio: Collin has a B.S. in Accounting and Information Systems and a Masters's Degree in Professional Accountancy from Central Washington University. Before getting into real estate, he spent 3 years in the world of public accounting and consulting, which has given him a rich perspective on financial strategy. Connect with Collin Kelley: Email: collin@foundersgroupnw.com Phone: 208-597-3700 Connect with Michael LaFido: YouTube: @MarketingLuxuryGroup TikTok: @LuxurySpecialist Instagram: @LuxuryListingSpecialist Have a real estate question? Be sure to join me live on Luxury Fridays! Visit www.LuxuryFridays.com for more information. Hope to see you there!
Believe it or not, you could be paying more taxes than you owe, and Mike Pine, CPA is here to teach us about taking advantage of the Tax Code and the incentives and opportunities it offers! You'll learn about Section 1031 of the Internal Revenue Code, tax offsets, the benefits of having a CPA who cares about your taxes, and more. Stay tuned!WHAT TO LISTEN FORAn excellent walkthrough on the 3 types of incomeHow real estate investing offers amazing tax advantagesWhy you need guidance from a tax expert What to do to qualify for the Real Estate Professional Status (REPS)The value of expanding your knowledge and maximizing its potentialRESOURCES/LINKS MENTIONEDTax-Free Wealth by Tom Wheelwright https://amzn.to/3cZqp0qRich Dad Poor Dad by Robert Kiyosaki | Paperback https://amzn.to/3PFfCqL and Audiobook https://amzn.to/3L445PPABOUT MIKE PINE, CPAMike is a Certified Public Accountant and founding partner of Pine & Company CPAs in Keller, Texas. Since 2000, he has been helping individuals and businesses pay the taxes they legally owe, but not a penny more. Mike obtained his bachelor's in Business and master's in Professional Accountancy from Montana State University. After beginning his career in Big 4 and large regional firms, Mike realized he wanted to provide clients with more effective, comprehensive, and personalized services. In 2008, he founded his firm. Mike and his team at Pine & Company CPAs provide the attention and proficiency that only a small firm can offer. Yet, the impact they make on their clients' finances is anything but small. They help clients nationwide get a clear picture of their current finances, discover how the tax code can benefit them, and receive a detailed plan to use taxes as a tool to gain financial freedom.CONNECT WITH MIKEWebsite: Pine & Company CPAs https://www.pinecocpas.com/CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Follow us on Facebook: Cityside CapitalFollow us on Instagram: @citysidecapital_tim_lyonsConnect with us on LinkedIn: Tim LyonsConnect with us via Email: greg@citysidecap.com | tim@citysidecap.com
Seamus joined the army as young man, working his way up the ranks to Commandant. At age 56 he retired. Encouraged by Mrs O' Sullivan Seamus decided to embark on the professional accountancy route. .He approached this like a military campaign. He shares his tactics here, Enjoy!
Receiving a higher education is an exciting time for individuals. You have the opportunity to pursue a passion and start on a path that hopefully will eventually lead to a fulfilling and successful career for you. There's no denying the price tag for a college education is high and continues to grow. Which emphasizes the importance of creating a plan. Listen to ways you can start preparing for the soaring prices. Hosts:Gary W. James, CFP®, AIF®, CPA | Vice President Gary James is a Financial Advisor for Summit Wealth Group. He manages Summit's Meridian, MS office, serving clients all over the southeastern part of the United States. He also serves as Vice President at Summit. Gary James' entire career has been devoted to financial planning and management. Upon graduating from Mississippi State University in 1983 with a Bachelor of Professional Accountancy degree, Gary began his professional career working for a CPA firm in Meridian, Mississippi. Based on this experience he later served as a bank auditor and then controller for a regional shopping mall real estate development firm.During the 1990's Gary worked for James River, now Koch Industries, and Avery Dennison, both Fortune 500 companies. He served in various capacities performing cost analysis for capital projects, plant construction/expansion, and product costing. During this period of time, he also earned his M.B.A.Gary began a successful career working with clients in the financial services industry from 2000 to the present day. He attained his CERTIFIED FINANCIAL PLANNER™ certification in 2006 to complement his skills. He is an Investment Advisor Representative of Commonwealth Financial Network. Gary also holds the Accredited Investment Fiduciary®, (AIF®), designation, which represents a thorough knowledge of and ability to apply fiduciary practices. Stephanie Brinkman | Marketing Administrator Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN. Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
About Jennifer Henderson and Jengar Bookkeeping Solutions: Jennifer Henderson is a Chartered Certified Accountant and a Fellow of a Global professional accounting body “The Association of Chartered Certified Accountants (ACCA)”, in the United States and London. Originally from Jamaica, Jennifer migrated to the United States with the purpose of advancing her professional career as an accountant and bookkeeper. After years of improving her intellectual knowledge and professional skills Jennifer now holds a Master's degree in Professional Accountancy. In addition, she has over 20 years of experience and has held numerous accounting positions in different industries such as Legal, Financial and Health. Because of her innate love for numbers and her extensive professional and educational background, Jennifer felt a deep desire to assist businesses big and small as well as individual. Her focus is to help them achieve their financial goals as they dominate their industries. As a result, Jengar Bookkeeping Solution (JBS) was birthed. JBS is a client-oriented and results driven bookkeeping company that provides broad-based services at affordable fees with excellent customer service to ensure clients get value for their investment. Our clients' best interest is a priority and everything we do is guided by our core values and professional ethics as we aim to exceed our clients' expectations at all time. Jennifer is confident in her abilities as she helps entrepreneurs' especially small businesses and startups understand whether they're making money, where they should focus their dollars, where to reduce cost and how to increase their revenue. “What enlightens me about bookkeeping is assisting entrepreneurs start their financial systems from scratch. I enjoy knowing that in 5 years they will still have the same systems in place and their businesses will be successful,” ~ Jennifer Henderson. Jengar Bookkeeping Solutions help Christian Entrepreneurs to eliminates financial stress and confusion, by implementing our 9 STEP Elevation Blueprint ™ which reduces tax liability, improves profitability, and increases understanding of business finances, so that they can make better decisions that impact their lives. We are committed to the highest level of excellence, and we handle your bookkeeping and accounting correctly from the start. Our clients' best interest is a priority and everything we do is guided by our core values and professional ethics, as we meet and exceed our clients' expectations at all times. Some of the services we offer include: • Accounts payables and Accounts receivables • Chart of Accounts Review/Set-up • Recording monthly transactions • Financial Reporting & Review • Variance Reports • Metrics and KPIs Report • Analyzing General Ledger Accounts • Bank and Credit cards Reconciliations • Month-end and Year-End Closure • Review operating processes • Budget Review MISSION STATEMENT To satisfy the clients' bookkeeping and accounting needs that exceed their expectations through providing timely, reliable and trustworthy financial records. VISION STATEMENT To build a number one brand in bookkeeping services that focuses on offering first class client experience. Our core values demonstrate integrity and commitment, trustworthiness and excellent customer service.
Spirited stories and storied characters are interwoven in the Southern fabric, as are top-notch authors to flesh out its most entertaining and intriguing threads.Panelists:Jim Crockett is Professor Emeritus of Accountancy at the University of Southern Mississippi (USM), and an Adjunct Professor of Accountancy at The University of Mississippi. He earned the BBA and MBA degrees from the University of Mississippi and the DBA from Mississippi State University. Dr. Crockett has served on the faculty of the University of West Florida and as Chairman of the its Department of Finance and Accounting. He also served as Professor and Director of the School of Professional Accountancy at USM. In 2012 he served as Visiting Professor of Accountancy at Western Kentucky University (WKU. Crockett has been an active member of the Mississippi Society of CPAs (MSCPA), the American Institute of Certified Public Accountants (AICPA), the Institute of Management Accounting (IMA), and the Institute of Internal Auditors (IIA). He was the MSCPA's Educator of the Year in 2005 and Treasurer of the MSCPA in 2006-2007. Crockett has presented many continuing professional education programs on a national basis. He has published three books with the University Press of Mississippi (Operation Pretense, Hands in the Till, and Power Greed Hubris), two monographs, and numerous articles in professional and academic journals. Crockett retired as a Lt. Colonel from the U.S. Air Force Reserve. He is married to the former Dorothy Douglas and they have two grown sons and four grandchildren. Jim is a life-long sports fan.Jennifer V. O. Baughn is Chief Architectural Historian at the Mississippi Department of Archives and History and the author of numerous articles on the state's historic buildings. Michael W. Fazio was Professor Emeritus of Architecture at Mississippi State University and coauthor of The Domestic Architecture of Benjamin Henry Latrobe and Buildings across Time: An Introduction to World Architecture. Mary Warren Miller is Executive Director Emeritus of the Historic Natchez Foundation and coauthor of The Great Houses of Natchez.Lee Harper Artist and model maker based in Oxford, MS. Created small models of old Oxford during the pandemic and with the help of photographer Pableaux Johnson, put the collection together in book form, tiny oxford.Melanie Henry received her BBA from the University of Mississippi and her MBA from Mississippi College. She was the Associate Executive Director of The Mississippi Bar for 32 years. Melanie served as Managing Editor of the Mississippi Lawyer magazine, producing over 175 issues. She organized the annual Convention, Lectures, Forums and Workshops, was the Website Content Manager and Elections Manager. She served as Liaison to the Public Information Committee and the Women in the Profession Committee. In 2007, Melanie was the author of The Mississippi Bar's 268 page coffee table book, "A Legacy of Service," celebrating the Bar's 100th Anniversary. In 2020, she authored her second book, "The First 100 Women Lawyers in Mississippi," published by the Nautilus Publishing Company. She retired in 2020 and is enjoying life.Vincent Venturini is a native of Jackson, having grown up in the southern section of the city. He attended school at St. Therese elementary School and St. Joseph High School. He earned degrees at Mississippi State University (BA) the University of Southern Mississippi (MSW) and the University of Alabama (Ph.D.) Dr. Venturini is the retired Chair of Social Work and Associate Provost at Mississippi Valley State University. He remains busy in his retirement working on local histories of the Jackson area.Moderator: Sarah Story, Executive Director of the Mississippi Arts Commission. See acast.com/privacy for privacy and opt-out information.
Guest Aileen Edgar has masses of experience in training and writing for the professional exams that accountants take. She shares her tips on what to look for in an accountant and how to get into the profession and discusses the importance of the professional bodies with host Rachel Eden You can connect with Aileen on LinkedIn: https://www.linkedin.com/in/aileenedgar/
Lightbulb moments are Megan Dahle's favorite thing. When clients finally SEE what the numbers mean, it’s like watching a video where colorblind people put on those special glasses and can see color for the first time. It’s magical! Megan (who has a minor in Interior Design) earned her Masters of Professional Accountancy after falling in love with how numbers became so tidy within accounting systems. For her, it just clicked. But what she discovered when translating financial information to others is that they couldn’t see the picture in her head that the numbers created. So she needed to find ways to paint that picture for them, and Getting Your Money Right was born. Megan will share: "Offense" vs "Defense" in businessThe question "What do I need to know?" and how business owners can use itCash forecasts help you sleep at nightCreativity, Grace and Courage - her favorite valuesThe other half of goal-setting Find Megan Dahle on the web:Website | Facebook | LinkedIn
Megan Dahle helps creative entrepreneurs fall in love with their numbers, thus strengthening business owners’ decision-making chops. By making their data visual in an engaging, relatable way, Megan’s clients begin to lean on their data to grow a healthy business. With a Masters of Professional Accountancy and extensive creative experience in the arts, marrying data and visual appeal is a natural fit for Megan. After working in the private sector as an accountant and controller for over 15 years Megan decided she could have a bigger impact by helping small business owners find the keys to successful business practices within their own financial statements. She became a Certified Profit First Professional in 2018 to add greater impact for her clients. Currently Megan coaches small businesses how to grow into healthy cash machines. By first implementing Profit First to build a fortress around what is working in a business, clients are trained to use their data to explore the right opportunities for growth using financial models and fast action for the greatest impact. When not helping clients have a “huge and immediate impact on [their] bottom line,” Megan can be found teaching Profit First to anyone who will listen, coaching First Lego League Robotics, planting native flowers in her gardens, or playing bridge. Website*: megandahle.com Facebook Link: https://www.facebook.com/MeganTDahle/ LinkedIn Link: https://www.linkedin.com/in/meganmdahle/ Buy the Book: https://amzn.to/2NavSmu Sponsored by: Shield Bar Marketing - Saving business owners time, money and frustration when it comes to website and graphic design. Learn more at http://shieldbar.com Music courtesy of Daniel Hoshor - AwakenedYouth.co
Zoelle Cacia, candidate for the degree Master of Professional Accountancy, gives one of the student addresses at the UC Davis Graduate School of Management commencement ceremony, June 15th, 2019 at the Robert and Margrit Mondavi Center for the Performing Arts on the UC Davis campus
Petrina Bloodworth is an Internal Audit Leader with over 15 years of combined experience in Big 4 public accounting, radio broadcast media, manufacturing and financial services industries. She is a Certified Fraud Examiner and has a Masters in Professional Accountancy. She sits on the Board of the Atlanta Gay & Lesbian Chamber of Commerce where she serves as the current President Elect. Emma Foulkes is a Certified Financial Planner professional and business owner with over 18 years of dedicated financial services experience. Emma is the past President of the Atlanta Gay & Lesbian Chamber of Commerce. She volunteers for various non-profits and has been featured in Atlanta Magazine, Forbes magazine, and the Wall Street Journal. She is an Army veteran and a published author. Petrina and Emma were the first same-sex couple in the United States to wed on June 26, 2015 when the Supreme Court lifted the ban on gay marriage. Peeling Back the Layers of Your Life® Podcast Creator, Host, and Producer: Loronda C. Giddens www.lorondacgiddens.com
Anna Lam, candidate for the degree of Master of Professional Accountancy, gives one of the student addresses at the UC Davis Grduate School of Management commencement ceremony on June 17, 2017.
Author Background: Paul Allen is a Professor Emeritus at Mississippi State University. He holds a CPA, DBA (Doctor of Business Administration), MBA, BPA (Bachelors of Professional Accountancy) and previously worked as a senior accountant for 5 years with Exxon Co. USA . He has been widely published in accounting, finance and marketing journals.
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