2024 has been an amazing year for us at What If Advice + Accounting! 🎉 Our IFA (Independent Financial Adviser) nominations can speak for themselves, but to keep things short and sweet- we've helped hundreds of our financial advice clients achieve their goals and strive to continue to transform our clients dreams into reality! What If Advice + Accounting are finalists for: 🏅 Holistic Adviser of the Year (QLD) for Luke Morris 🏅 Best Financial Advice Employer of the Year 🏅 Self-Licensed Firm of the Year 🏅 Marketing Program of the Year We've also been nominated for: Cobalt Advisers 🏅 Dealer Group Executive of the Year for Benjamin Collins 🏅 Innovator of the Year for Benjamin Collins Beryllium Advisers 🏅 Dealer Group Executive of the Year for Conaill Keniry 🏅 Dealer Group of the Year The Adviser Games 🏅 Training and Education Partner of the Year 🏅 Innovator of the Year - Company We would like to thank everyone who has supported us on this wonderful journey, and a big thank you to IFA for nominating us across 10 categories! watch this space to see what we take home!
What If Advice + Accounting’s Post
More Relevant Posts
-
Is Your DIY Approach Stalling Your Profits? It might be time to shift gears and unlock your practice or firm’s full potential. I’ll be sharing exclusive insights with successful practice or firm owners who are ready to break free from stagnant growth and elevate their business to new heights. Join Corrin Woodard tomorrow, Wednesday, October 16, 2024, at 10:00 AM EST for an exclusive FB LIVE session where I’ll reveal how a DIY approach to accounting may be holding you back—and what to do instead. Comment "LIVE" if you’ll be joining me for this high-impact training, or "REPLAY" if you’d like access afterward. I look forward to seeing you there! #accounting #profits #training #taxdeduction #Business #BusinessTaxes #TaxTalk #TaxHelp #BusinessGrowth #BusinessTips #BusinessGoals #BusinessMindset #PracticeOwners #MentalHealthProf #Lawyer #TaxTips #TaxService #TaxConcierge #TaxPlanning #TaxTipsForEntrepreneurs #AAATAX #AAAccountingAndTaxes
-
-
Thinking of selling your practice? Join us as serial acquirer Michael Ly shares an insider’s guide to preparing, pricing & selling your accounting firm. Learn how to value your firm for maximum sale price, find the right buyer, negotiate win-wins, protect clients through transition, and structure creative deals - whether nearing retirement or just exploring options. Get practical tips from an active buyer on ensuring a smooth exit on your terms. Earn CPE for “How to Sell Your Accounting Firm” by Blake Oliver, CPA and 🔥 Michael Ly on #EarmarkCPE Listen here 👇 https://lnkd.in/ghMF72eM
-
Helping Businesses Optimize Operations, Scale Profitably, Maintain Compliance, and Navigate Financial Success.
Yesterday, we introduced the MASCPA Box Method—a framework to align and optimize your business for sustainable growth. Today, let’s talk about KPIs (Key Performance Indicators). KPIs aren’t just for Fortune 500 companies—they’re the next step in financial success for small businesses. Metrics like the Altman Z-Score, which combines key ratios like working capital and retained earnings, give you actionable insights to: ✔️ Measure financial health and stability. ✔️ Spot risks before they impact your business. ✔️ Align your goals with clear, data-driven strategies. ➡️ Ready to take your small business to the next level? Let’s make KPIs work for you! Schedule a consultation with Mark A. Stiles, CPA: https://lnkd.in/e8YVMNyn. Hashtags: #BoxMethod #SmallBusinessSuccess #KPIExcellence #FinancialClarity #MASCPA
-
At Charterhouse Financial, Rachel is here to provide expert advice to help you manage your money effectively. Whether you’re looking to save for the future, invest, or protect your assets, she’ll work with you to create a personalised financial plan that fits your needs. Let’s start building your financial future together. Reach out below to start a free 30 minute chat. 📧hello@charterhouse.financial 📞 01782 479966 🌐 https://lnkd.in/egcShSdv #financialplan #finance #future planning #savings #futureplans #FinancialPlanning #WealthManagement #InvestmentStrategies #RetirementPlanning #EstatePlanning #InsuranceSolutions
Charterhouse | Smarter Accountancy, Tax & financial advice
https://charterhouse.group
-
At Crossroads Trading, the Shanahan family’s dedication and experience shine through in every aspect of the business. Watch this testimonial video to see how Sharp Accounting has supported their success. Watch the video testimonial here: https://bit.ly/4dKv4xy #AccountingServices #Testimonial #BusinessAdvisoryServices
-
-
Looking for a new CPA for the upcoming year? 🗓️ As we approach the new year, it's the perfect time to evaluate your financial needs and ensure you have the right partner by your side. A trusted CPA is more than just someone who files your taxes—they can help you build wealth, protect your assets, and grow your business. At Shifflett & Philips, we take the time to understand your unique goals, provide proactive advice, and respond promptly to your questions. We’re not just your CPA—we’re your financial partner for life’s journey. If you’re ready to work with a team that cares about your success, let’s connect and start planning for a prosperous year ahead! 📞 972-377-7078 #CPA #FinancialPlanning #TaxPreparation #BusinessGrowth #WealthBuilding #FinancialSuccess
-
-
Chartered Certified Accountant | Founder of Fortuna Accountants | Not Your Average Bean Counter
Staying updated with industry changes is crucial for providing accurate financial guidance. At Fortuna Accountants, we commit to keeping abreast of the latest regulations to help our clients thrive. Follow us on LinkedIn for updates and tips! 🌟 #FinancialGuidance #BusinessGrowth #charteredcertifiedaccountant #accountant #businessowner
-
-
🚀 Ready to Take Your Business to the Next Level? 🚀 Let TreyBridge Accountants help you with all your financial needs. From strategy to execution, we’re here to make your accounting simple, clear, and effective. Contact us today! #BusinessStrategy #TreyBridgeAccountants #FinancialSuccess
-
🚀 Ready to Take Your Business to the Next Level? 🚀 Let TreyBridge Accountants help you with all your financial needs. From strategy to execution, we’re here to make your accounting simple, clear, and effective. Contact us today! #BusinessStrategy #TreyBridgeAccountants #FinancialSuccess
-
Chartered Certified Accountant | Founder of Fortuna Accountants | Not Your Average Bean Counter
Mixing personal and business finances 🚫 Ignoring the importance of a budget 📊 Not keeping receipts 👀 Forgetting to plan for taxes 💸 You’ll save yourself so many headaches. 👍 Want to dodge these common blunders? Our team at Fortuna Accountants offers personalised support to help you gain a clear vision of your financial position. 🌟 Visit our website for insights and services and get your finances on track! 📈 #FinancialClarity #SmallBusiness #AccountingTips #charteredcertifiedaccountant #accountant #businessowner
-