Charles L. Bassett Jr. CPA’s Post

As year-end approaches, it’s the perfect time to evaluate whether you have the right CPA for your business. Jeff Call, CPA, PFS, CFP®, Managing Partner at Bennett Thrasher, shares his insights on what to consider when hiring a CPA. Don’t wait until the last minute—ensure your CPA has the industry expertise to guide you through your year-end tax and financial planning. #YearEndTaxPlanning #CPA #ExpertAdvice #TaxStrategy

Hi Linkedin connections! Posting to connect with any CPA/tax professionals on here that are looking to partner with a financial planning/investment firm to assist their clients with additional financial services. We have clients that are looking for professional tax advice as well. (We are looking to have you get licensed and appointed with us on an independent basis, which we can help with and is a very quick 1-2 week process) #CPA #Accounting #Accountant #finance #tax

Personalized Attention, Proactive Strategies: Your Financial Partner at Bass & Associates LLC Looking for a CPA firm that goes beyond the numbers? At Bass & Associates LLC, J. Hunter Bass and his team pride themselves on providing exceptional service and building strong relationships with our clients. Their team of experienced professionals takes the time to understand your unique financial situation and goals. They offer a comprehensive range of accounting and tax services, delivered with a focus on clear communication and proactive planning. #SanAntonioCPA #TaxPlanning #AccountingServices #FinancialPlanning

Wondering about the advantages of hiring a professional accountant for your business? Professional accountants provide valuable expertise to help you make informed financial decisions, ensure compliance, and maximize tax benefits.

Are you looking for an accountant who understands your unique financial needs? Whether it’s managing taxes, wealth planning, or ensuring regulatory compliance, finding the right expert can make all the difference. People want an accountant who is reliable, knowledgeable, and available when needed. At Ask Accountant, we connect you with certified professionals ready to provide expert advice on tax laws, accounting, financial planning, and wealth management. Our 24/7 service ensures you can get answers when you need them most. #AccountingServices #TaxAdvice #FinancialPlanning #WealthManagement #AskAccountant #ExpertAdvice

💡 We get a lot of inquiries asking for help with tax savings, but then the conversation takes a turn. 💬 When we mention we're accountants, the response is often: "Oh, we already have an accountant, we just need tax savings and filing." 🤔 This always makes me wonder—what do businesses think accountants actually do? An accountant's role is far more than just crunching numbers. We're here to help you make smart financial decisions, maximize tax efficiency, ensure compliance, and help your business grow. 📈 Tax savings, planning, and filings are part of what we do, but there's so much more we offer, from strategic advice to financial forecasting. Perhaps it’s time to redefine what it means to be an accountant in today’s business world. We're not just here for the filings—we’re your financial partner in growth! 💼💡 Curious, how do you view the role of an accountant in your business? Let me know in the comments! ⬇️ #Accountants #TaxSavings #BusinessGrowth #FinancialPlanning #TaxAdvice

Wondering about the advantages of hiring a professional accountant for your business? Professional accountants provide valuable expertise to help you make informed financial decisions, ensure compliance, and maximize tax benefits.

Wondering about the advantages of hiring a professional accountant for your business? Professional accountants provide valuable expertise to help you make informed financial decisions, ensure compliance, and maximize tax benefits.

⚖️I've preached about the power of having both a CPA and CFO on your team before. Today, let me dive deeper into why this partnership is crucial for building a complete, strategic financial roadmap that is optimized for tax efficiencies—because waiting until the thick of tax season means missing key opportunities and risking costly mistakes. Effective tax strategy demands daily financial discipline and year-round oversight—it's not something you can rush last minute. Think of your CPA as a skilled photographer who captures the perfect shot of your business at tax time.📸 But your CFO? We're the directors who make sure everything is perfectly positioned before that shot is taken.🤝 While only CPAs are qualified to provide tax advice and serve as the liaison between you/your company and your state and federal tax authorities, here's how a CFO/financial strategist supports your long-term financial journey: 1. We help implement robust financial tracking systems that make tax season smoother (and more profitable!). 2. We identify strategic profit opportunities for your business while keeping you on track for tax compliance. 3. We help navigate your daily operations to support strategic goals while optimizing tax efficiency. 4. We ensure your books are not just "reportable once a year, but functional every day". (Can you tell how much I love this quote?) 5. We help your business stay ahead of changing regulations and requirements. The IRS doesn't grade on a curve, and good intentions don't count… Having both a CPA and CFO as part of your financial team means having comprehensive support—your CPA provides essential tax expertise while your CFO helps optimize your financial strategy year-round.🔄 Need the strategic oversight of a CFO but not ready for a full-time hire? A fractional CFO might be the perfect solution. Let's connect to discuss if this approach is right for your business. #BusinessStrategy #TaxCompliance #FinancialPlanning #BusinessGrowth #FractionalCFO