CryptoCFOs

🚀 Join us tomorrow for an exclusive CPE webinar on the future of charitable giving! Discover how multi-asset philanthropy and on-chain technologies like blockchain are transforming the way we give. Robbie Heeger, CEO of Endaoment, will guide us through key insights into donor-advised funds, generational wealth transfer, and integrating philanthropy into financial planning. Don’t miss this chance to learn actionable strategies to serve the next wave of socially conscious, tech-savvy donors. 📅 Date: December 11, 2024 ⏰ Time: 12pm EST Secure your spot now and be part of the conversation! 💡 #Philanthropy #Webinar #Blockchain #FinancialPlanning

🚨 Are you ready for the IRS compliance deadline? 🚨 Starting 1/1/2025, crypto taxpayers must shift from universal reporting to wallet-by-wallet reporting. If basis lots aren’t allocated by then, the opportunity is gone. This is a critical moment for crypto accounting professionals and their clients—don’t let it slip by. 🔗 Join CryptoCFOs to stay ahead, get expert insights, and ensure you’re prepared to guide your clients through this transition. Thanks again to Nik Fahrer, CPA of Forvis Mazars US for his enlightening insights. #CryptoTax #IRSCompliance #CryptoCFOs #DigitalAssets

🚨 CPE - Web3 Auditing and Proof of Reserves 🚨 Join us for an exclusive webinar featuring Jeremy Nau, CPA (The Network Firm) and Taylor Zork, CPA/MBA (CryptoCFOs) as they dive into the crucial topic of "Proof of Reserves" in Web3. In this session, you'll learn: ✅ The role of proof of reserves in building transparency post-FTX collapse ✅ How to verify a company’s reserves and address audit risks ✅ The regulatory landscape and compliance responsibilities for auditors ✅ How blockchain and smart contracts enable automated, continuous audits Whether you’re new to crypto or a seasoned pro, this webinar offers practical insights to enhance accountability and security in Web3 organizations. 💼 Earn 1 CPE credit while staying ahead in Web3! 📅 Date: Wednesday, November 13, 2024 ⏰ Time: 12:00pm EST #CPE #Web3 #CryptoAccounting #ProofOfReserves #TaxProfessionals

I recently interviewed Jeremy Nau, CPA of The Network Firm on proof of reserves and the importance of auditing centralized exchanges. He shares some amazing insights from his years of experience. Join us for a FREE CPE airing of the podcast episode this WEDNESDAY at noon EST. https://lnkd.in/epCNPSjN

🎉  Firm Builder Pro: Your New Growth Partner 🎉 Let’s skip the fluff. You’re busy, and I know you’d rather deal with your spreadsheets than read a novel of a post. So here’s the TL;DR: We’re scaling firms and transforming lives over here. If you’ve ever thought, “I wish I could make more money, have more free time, and work with fewer clients,” then this is your sign to take action. In just one month, 16 firm owners have joined, and they’re already building workflows, crushing goals, and streamlining their marketing. This isn’t some passive video-watching club. We’re about actionable strategies, real results, and group accountability. 🚨 What You’re Signing Up For: - 2 Weekly Group Calls: Live, collaborative, and focused on scaling your firm NOW. - Monthly 1:1 Calls with Me (first 30 members): Personalized advice tailored to your firm. - Free NASBA CPE: No boring presentations —real strategies in marketing, branding, and ops. - Community Support: Got a question? Post it, and get real answers from people in the trenches, just like you. Why Should You Care? I’ve spent 20+ years mastering marketing, operations, and scaling businesses and firms like yours. Now, I’m bringing all that expertise to Firm Builder Pro. This isn’t about patting your back and sending you on your way. I’ll tell you what you need to hear, not just what you want to hear, and together we’ll carve out a plan to hit your goals. If you’ve made it this far, you’re my kind of person. Stop lurking, start building. 👉 Sign up for your free trial now and let’s build your dream firm together! Link in the comments below. ----- I want to take a quick second to shout out Jason Staats, CPA. If you’re in the tax/accounting space and haven’t heard of him, we need to fix that immediately. Jason is the gold standard when it comes to creating content for our industry—he’s informative, entertaining, and never wastes your time. His work has been a major inspiration for me, especially in making the switch from one-on-one client work to this new high-level group model. Honestly, if you’re not following him, we might have to reevaluate our friendship. Jason, if you’re reading this, consider this your official invite to be one of the first guests on the Firm Builder podcast I’m launching. Let’s make it happen! And for everyone else, do yourself a favor: join his group, signup for his newsletter, binge his content, and maybe even buy him a coffee. Trust me, you’ll thank me later. Update: Today, Jason agreed to be on Episode 51 🎉🎉 Time to get to work!