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Jeff Zellmer shared thisOne of the best white papers Armanino has published. Sharing with any SMB clients running legacy systems on their own servers. Multiple affordable alternatives available.Jeff Zellmer shared thisIs your ERP powering progress or just keeping things running? The right ERP isn’t one-size-fits-all. It’s the one that aligns with your strategy, scales as you grow and automates the work that slows you down. From core financials and multi-entity consolidation to industry modules and built-in AI, there’s a lot to weigh. Follow our step-by-step guide to compare options and see which ERP best fits your business: https://ow.ly/r5i550X5lFs
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Jeff Zellmer posted thisVery proud of our team that supports this amazing organization with such a high moral purpose. Humbled by Michael Fairbanks, Daryl Drummond, Jackie Drummond and their team! https://lnkd.in/gVrtxCZx
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Jeff Zellmer shared thisThis what I have been for 4 1/2 years. Love our clients and our teams that deliver for them!Jeff Zellmer shared thisWhy I’m Fired Up About What We’re Building at Armanino 🚀 Over the past few years, we’ve seen the pressure on internal teams skyrocket. Finance, tax, accounting, HR—everyone’s expected to do more, faster, and with greater precision. But here’s the truth.......You can’t scale performance by just working harder. You need to work smarter. That’s exactly what we’ve built at Armanino. 💡 What Makes Our Managed Services Different? We’re not just outsourcing tasks—we’re delivering outcomes. Our AI-enabled Managed Services model combines people, process, and technology to own entire functions for our clients—from accounting and finance to tax and HR. Instead of scrambling to hire internally (and replace/rehire) or manage multiple vendors, our clients plug into a best-in-class department that scales with their business. 📊 Real Results: From Tasks to Transformation One of my favorite examples is a fast-growing manufacturer that partnered with us for full accounting support. The outcome? ✔️ Faster, more accurate reporting ✔️ Real-time financial visibility ✔️ More time for leadership to focus on growth ✔️ And most importantly—peace of mind “We weren’t just outsourcing—we were upgrading our capabilities.” 🧠 What We Deliver Across the Board ✅ Tax Managed Services - An extension of your team with predictable pricing (no surprises) - Year-round access to seasoned tax advisors - Proactive planning at local, state & global levels - Automated workflows for speed & accuracy ✅ Finance, Accounting & HR - Month-end close, payroll, forecasting, budgeting - Scalable talent support - Strategic reporting and insight delivery ✅ Built-in Automation & AI - Less manual work, fewer errors - Cloud-based visibility into operations - More agility in decision-making 🎯 The Outcome? Confidence and Focus. When we take the back-office burden off our clients’ shoulders, they’re not just saving time or money—they’re gaining peace of mind. And that peace of mind gives CFOs and executive teams the space to do what they do best: Lead, grow, and scale. If you’re ready to shift from fire drills to focus, let’s talk. Our team is ready to make that happen today. #ManagedServices #CFO #TaxTransformation #AccountingInnovation #FinanceTransformation #AI #Automation #HRTech #PeaceOfMind #Leadership #Armanino #positiveimpact Armanino Dean Reema John Alexis Matt Neely
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Jeff Zellmer shared thisTransform your business decision-making with real-time insights. 🪄 Our AI-powered 13-Week Cash Flow Model is a game-changer for businesses seeking to improve their financial forecasting. Instantly categorize and analyze over 25,000+ transactions in mere minutes. Make the shift to proactive cash management and start driving better outcomes with the precision that our model offers. From identifying emerging cash flow challenges faster to gaining a granular understanding of your financials, our model redefines the way you manage your cash flow. 💼 Contact our experts today and give your business the foresight it deserves to not just survive but thrive: https://ow.ly/mQiz50R1Msy #CashFlow #CashFlowManagement #CashManagement
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Jeff Zellmer shared thisCongratulations Jenna !Jeff Zellmer shared thisPlease join all of Chisholm Chisholm & Kilpatrick LTD in congratulating CCK Partner Jenna Zellmer, who has been named a "40 Under Forty" honoree by Providence Business News! Awardees are selected based on their career success and involvement within their communities. We are honored to see one of our partners receive this recognition with some of the best and brightest Rhode Islanders in their respective industries. #40under40 #lawfirm #TeamCCK #thoughtleadership #inthenews #veteransbenefits
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Jeff Zellmer shared thisWe can deliver so much value. Love my clients and still amazed how I can reach into the rest of Armanino to find solutions for anything they need.Jeff Zellmer shared thisOutsourcing isn't just about cutting costs - it's about boosting growth, efficiency and getting access to the best talent; however, despite the many perks of outsourcing, it is not a one size fits all. If you need help determining whether outsourcing is right for you, take a look at our Outsourcing FAQs. http://ow.ly/TzTl104H0Nb
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Jeff Zellmer shared thisgreat insights!Jeff Zellmer shared thisCCK Partner Jenna Zellmer writes for Providence Business News about the importance of teamwork over individual success in order to best serve our clients: "By emphasizing teamwork over individual success, you can encourage diversity of thought and creativity. Whether an employee joined last month or last decade, help them feel comfortable sharing new ideas and asking questions and to see each other as collaborators rather than competitors." https://lnkd.in/g3CT7k-Y #teamwork #lawfirm #lawfirmleadership #teamworkmakesthedreamwork #thoughtleader #thoughtleadership #teamcck
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Jeff Zellmer shared thisHave really enjoyed working with my nonprofit clients since joining Armanino. This new service will bring great value.Jeff Zellmer shared thisDid you know that 75% of nonprofits have less than 6 months worth of capital reserves? Fundraising is a constant challenge for nonprofits, which is why Armanino has launched the Strategic Development Outsourcing service designed to help nonprofits formulate a better, long-term fundraising strategy using data and predictive analytics. To learn more about how our SDO service implements long-term fundraising strategies that focus internal resources most effectively for nonprofits, read our press release: https://lnkd.in/gf2UBmnBArmanino Announces New Service Empowering Nonprofits to Fundraise Using Predictive AnalyticsArmanino Announces New Service Empowering Nonprofits to Fundraise Using Predictive Analytics
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Jeff Zellmer shared thisJeff Zellmer shared thisWhat's the secret to nonprofit success in today's climate? The answer may surprise you: not doing it all! Armanino's Nonprofit Strategic Development service helps you focus internal resources more efficiently and effectively thanks to our deliberate development approach powered by data and analytics. See how our approach can help you refocus in 2023 and beyond: http://ow.ly/T8Ez50M5Ig6 #Nonprofits #Fundraising
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Jeff Zellmer liked thisJeff Zellmer liked thisNot getting your first choice can be the best thing that ever happened to you. I've been thinking about this since jogging past a shiny, vintage VW Cabriolet last weekend when I was out of town with my husband. I had to stop and take a photo of it because it brought back such strong memories for me. When I was a teenager, that was the car I wanted (preferably in white). My parents didn’t see its charms. A convertible made zero sense for a girl living in snowy Massachusetts. They handed me the keys to a sensible Nissan Maxima. (I knew I was lucky to have a car at all. But that didn't make it feel less disappointing.) That car took me on several long road trips, never failed me on errands, and reliably shuttled me and my pals to countless events. The car wasn't the real lesson. That came later, early in my career, after law school, when I was at Bain. I loved the work, I was good at it, and I had every intention of making partner. When I was told that wasn't going to happen, I felt like I’d had the air kicked out of me. It was one of the most difficult moments of my professional life. And one of the most clarifying. Instead of crushing me, it sent me on a genuine soul-searching journey—the kind you can only take when the path you assumed was yours suddenly closes. What I found on the other side, after about 150 conversations with people in all kinds of professions, was the career I was actually meant to have. Executive search. Work that combines everything I love: people, strategy, relationships, and the belief that great leadership changes everything. I would never have found it if I'd gotten what I thought I wanted. It's college admissions season, which means a lot of people are sitting with disappointment right now. (I know how it feels. I got rejected from my first-choice school.) To them—and to anyone who just didn't get the role, the promotion, or the “yes” they were counting on—here’s what I have to say: Let it fuel you, not define you. Your second choice might be leading you somewhere your first choice never could. From where I sit now, I know I went to the best school for me. And for what it's worth, when I turned 30, I bought myself an even better convertible. 😊 What "no" turned out to be the best thing that ever happened to you? #tothetop
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Jeff Zellmer liked thisJeff Zellmer liked thisIt's hard to say goodbye when working with good people. Celebrating Tom!!! #armanino
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Jeff Zellmer reacted on thisJeff Zellmer reacted on this“To those who know Notre Dame, no explanation’s necessary. To those who don’t, no explanation will suffice.” -Coach Lou Holtz
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Jeff Zellmer liked thisJeff Zellmer liked thisHad a great time leading a Volunteer Vacation. Thank you to Armanino, Armanino Foundation for partnering with Honor Flight Chicago. We were all paired up with a veteran and visited all the the Washington D.C. monuments on a tour bus. We also saw the changing of the guards at the National Cemetery. I want to personally thank the team of volunteers who joined me Treana Kay Chartier, Lizz Sather, Meagan Tong, Justin Tolchinsky, Lisa Hagen, SHRM-SCP, Timothy Wilson, Michelle Howard, CPA, Mike Favetti, Safiyyah Salahuddin, Ryan Wells, and all of our volunteer guests. I hope we have the opportunity to do it again soon! #Armanino, #UniqelyArmanino, #HonorFlight
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Jeff Zellmer liked thisJeff Zellmer liked thisThis Growth Director walked away from $240K. He had a mortgage, two kids, and bills to pay. But he chose $185K instead, here's his math. He wasn’t naïve about money. He had a mortgage to pay and two kids to take care of… A very clear sense of what his experience was worth. But when I asked why he’d take the cut, he didn’t hesitate: The $240K role required four days a week in the office… In a city two hours from where his family lived. He’d done that commute before. Two years of it. And described that period simply as “the years I missed.” The $185K role was fully remote. Leadership measured outcomes instead of looking at attendance. They had a product he believed in. And offered him the freedom to be present for his kids. In a way the other role structurally wouldn’t allow. The commute alone for the higher-paying role would cost him roughly $18K a year in travel and lost time. Relocation or split-living would cost more… Financially and emotionally. So that $55K gap started shrinking fast. Because income and compensation aren’t the same thing. Top growth marketers are increasingly making this calculation. They’ve already chased the higher salary… They know what it costs on the other side. Instead, now, they’re comparing trade-offs. Time. Autonomy. Energy. Presence. If strong candidates keep choosing elsewhere, it’s not always because someone paid more. Sometimes it’s because someone asked for less of their life.
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Jeff Zellmer liked thisExcited to participate on this Women in Technology panel with other NVIDIA leaders during Women's History Month! #NVIDIA #WITxNVIDIA #WomenInTechJeff Zellmer liked thisAre you interested in learning more about life at NVIDIA? This Women’s History Month, we’re leaning into Gain to Give—and what it looks like in action at NVIDIA. Join our Women in Technology (WIT) community for a conversation about growth, mentorship, and how investing in one another fuels innovation. If you’re curious about building a meaningful career, learning from leaders who give back, and seeing what life at NVIDIA is really like, this is a session you won’t want to miss. 🔗 Register today: https://bit.ly/4rsPktt
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Jeff Zellmer liked thisJeff Zellmer liked thisI have accepted the role of Growth Director at RSM US LLP and am looking forward to the new chapter in my professional career. I am refreshed, energized and ready to take on new challenges. After an amazing 12-year career at BDO, and my first role in Business Development, it was time to take a break and try something new. I took 3 months off and spent most of it with my 80+ year-old parents in Kenya, where I grew up. I was there with and for my parents with no other responsibility except for being with them and hosting a party to celebrate my parents, with 350 of their friends and relatives. It was a special time, too, to be there with both of my siblings. I highly recommend spending focused time with parents and showering them with lots of love. It is one of the best things I have done in a very long time. I am truly grateful to BDO and especially Brian Minnihan and Nicole Ward for taking a chance on a finance guy to become a sales guy. That gamble paid off, resulting in the last 10 years being on top of the sales leader board across the firm. I am forever grateful! My sincere gratitude to RSM for moving at lightning speed to create a new role for me with a promise to support and experiment with my ideas. It is a testament to the great culture that exists at RSM, a leading provider of audit, tax, and consulting services focused on the mid-market. I am excited to be working with amazing leaders like Rod Reimann, Bryan Szilagyi and Ahmad Ejaz. I am rested, refreshed and ready to put my energy into doing what I love - fostering relationships and helping people succeed. It aligns with the RSM purpose to “Instill confidence in a world of change.”
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Jeff Zellmer liked thisJeff Zellmer liked this“Stop waiting for someone to tap you on the shoulder and say it’s your turn.” Shellye Archambeau, Fortune 500 board member, former CEO, and author, delivered that powerful reminder as she accepted her Women of Power Legacy Award last night. You own your career. Period. #WomenofPower
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Jeff Zellmer liked thisJeff Zellmer liked thisThe Long Form is the number one Anglophone podcast in Africa. Dr. Daryl Drummond and I were interviewed by Sanny who asked questions about our credibility, the science, our motivations, finances, and what could go wrong. We also discussed what this means for AFRICA if we succeed.Rwanda’s $75M Gamble to Build a $2 Billion Pharma CompanyRwanda’s $75M Gamble to Build a $2 Billion Pharma Company
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Peter Cullen
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For California entity owners, it's a good idea to subscribe to the FTB's Tax News Flash. Take a look at this most recent announcement regarding the 12-character entity ID number for your entity. You will need it many times when preparing various tax and compliance filings. https://lnkd.in/dWFdzftD
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Gary Lu, CPA
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A Big Win for the Future of Accounting and for the Next Generation of CPAs in California Governor Newsom just signed Assembly Bill 1175, modernizing how CPAs become licensed in California. Starting January 1, 2027, aspiring accountants in California will no longer need to complete the dreaded traditional 150-credit-hour requirement, a barrier that’s discouraged countless talented students from pursuing the CPA route. Instead, the new pathway emphasizes what really matters: • A bachelor’s degree with an accounting concentration • Two years of accounting experience • Passing the CPA exam As a CPA myself, I see this as a long-overdue reset for our profession. The fifth year of education has been one of the largest deterrents for entry, adding cost, debt, and delay at a time when the profession desperately needs new blood. Accounting didn’t “fall out of favor” because the work lost meaning, it fell out because the path became unnecessarily rigid and expensive, while other industries made their entry points faster and more flexible. AB 1175 recognizes that we can uphold quality without gatekeeping access. Even better, the bill strengthens mobility for out-of-state CPAs, streamlining practice reciprocity and reflecting how interconnected today’s business environment really is. And that’s how we revive the CPA pipeline not by lamenting the decline, but by evolving to meet the moment. If you’re a student, young professional, or considering a mid-career shift, drop me a note if you want to talk about what a modern accounting career looks like (especially in a transformation-oriented environment). I'm all for it. 💪 #Accounting #CPA #Finance #Leadership #TalentPipeline #FutureOfWork #California #CBA #PublicAccounting #LicensureReform #CareerDevelopment #ForgeOptima
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Jude Mathew Irimpen, ICSE, B.Tech, MS, Author
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To deliver true value to the modern C-suite, CA firms must evolve from being historical bookkeepers into forward-looking strategic partners. CEOs don’t just need to know their tax liability; they need to understand the "why" behind the numbers through professional, high-impact MIS reports. Instead of delivering dense, raw spreadsheets, firms should prioritize structured reporting that highlights growth trends, departmental performance, and cash flow health at a glance. By providing clarity on where capital is tied up or which business units are driving revenue, a CA firm moves from being a compliance cost to an indispensable part of a leadership team's decision-making process. The future of the profession lies in the marriage of financial expertise and data storytelling. CA firms should focus on delivering actionable insights that translate complex trial balances into clear business narratives for executive leadership. When a report identifies a 12-month profit trajectory or a hidden cost surge before it becomes a crisis, the accountant is no longer just a service provider, they become a business strategist. For any CEO, the most valuable partner is the one who stops simply reporting on the past and starts providing the financial intelligence required to navigate the future. #MISReports #Graphs #Analytics #Kerala #CAFirms
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Charles L.
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Yes, referrals are valuable, but they don’t scale, and they rarely lead to high-paying tax planning or Fractional CFO clients. The AICPA found that 91% of firms doing $10M+ are advertising online and serving clients beyond their geography. If your market feels too small, it’s not your skills holding you back, it’s your strategy. Expand beyond your zip code, and you’ll unlock clients who are ready to pay for strategic services.
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News: IPA: Blueprint CFO Joins GHJ to Expand Strategic Client Support: Los Angeles-based IPA 100 firm GHJ (FY24 net revenue of 63.67 million) has announced that Blueprint CFO, a fractional CFO services firm, joined the firm effective Nov. 1. The combination expands GHJ’s ability to support clients with strategic financial guidance across all stages of growth. Founded by Jim Downes, Blueprint CFO provides fractional CFO services to growing businesses seeking financial […] The post Blueprint CFO Joins GHJ to Expand Strategic Client Support appeared first on Inside Public Accounting. http://dlvr.it/TQthTH #accountant #accounting #tax #CPAfirm #CPA
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News: IPA: Blueprint CFO Joins GHJ to Expand Strategic Client Support: Los Angeles-based IPA 100 firm GHJ (FY24 net revenue of 63.67 million) has announced that Blueprint CFO, a fractional CFO services firm, joined the firm effective Nov. 1. The combination expands GHJ’s ability to support clients with strategic financial guidance across all stages of growth. Founded by Jim Downes, Blueprint CFO provides fractional CFO services to growing businesses seeking financial […] The post Blueprint CFO Joins GHJ to Expand Strategic Client Support appeared first on Inside Public Accounting. http://dlvr.it/TQthT8 #CPA #accountant #accounting #tax #CPAfirm
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Bruce Hall
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Christian Frantz Hansen
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What are CFOs really prioritizing in 2026? This report shines light on just that. I just came across the 2026 Financial Management Priorities and Challenges Report from APQC, based on input from 308 finance professionals across industries. What stood out to me is not a dramatic shift in direction, but a deepening commitment to the same core themes shaping the modern CFO agenda. My take aways from studying this report is: 🔷Digital transformation remains the number one focus area, with 73% highlighting it as a top priority in 2026. Financial reporting and accounts payable and receivable are seeing the greatest benefits, especially through reduced manual processes and improved accuracy 🔷Data analytics is now foundational. 80% use analytics to provide accurate KPI insights, and most organizations are leveraging it for forecasting and fraud detection. Advanced visualization is increasingly tied to real time decision making 🔷 Cash flow discipline is intensifying. Inflation, late customer payments and economic volatility are the top challenges, and 58% prioritize analyzing accounts receivable to protect liquidity 🔷 Risk management is broadening beyond finance. Market risk remains dominant, but cybersecurity and technology resilience are emerging as the most effective mitigation investments What I find particularly interesting is that the biggest barriers to digital progress are people related, lack of skilled talent, resistance to change and managing the transition, not budget constraints. This reinforces that transformation is as much about leadership and capability building as it is about technology. For CFOs, the mandate is clear, strengthen data governance, accelerate intelligent automation, protect liquidity and build resilience, all while upgrading the digital skills of the finance team. Where are you placing your biggest bets in 2026, efficiency, AI enablement, cash flow resilience or risk management? __ 👨💼 I'm a partner at Implement Consulting Group. 🤝 I specialize in CFO Services & Finance Transformation 📘 Get my book: “Communicating Financials to Executives” #Finance #FinanceBusinessPartner #CFO #FPandA #Controlling #FinancialAnalysis
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Neal McNamara
Virtas Partners • 6K followers
Last month Virtas sponsored the PEI Operating Partners Forum in Napa Valley. I moderated a panel on Accelerating Finance Transformations from due diligence to the first 120 days. Here is a clip where Anthony C. Cassano discusses the standardization that his team puts into the first 120-day planning process. Some great best practices to consider for platform acquisitions in #pe. I definitely had the easiest role on the panel just asking questions and then enjoying some Virtas Reserve while the panelist brought the real insights... #PEI #finance #duediligence #privateequity #virtaspartners #financetransformation #officeofthecfo
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Bailey Spell
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51% of CFOs think they’ve adopted AI, but only 19% of their controllers agree. That’s a 32-percentage-point perception gap between the C-suite and the people actually doing the work. CFOs see automated dashboards, board commentary generators, and scenario modeling tools. Controllers see the same spreadsheet exports, manual data fixes, and number stitching they’ve always done before AI can even start its analysis. The tech isn’t the problem. However, the foundation definitely is. AI works great at the presentation layer. It makes beautiful reports. It generates sophisticated commentary. But if your underlying processes are still manual, you’ve just automated the last mile while ignoring the first nine. One controller put it perfectly: strategic commentary looks automated, but finance teams still export spreadsheets, fix data manually, and stitch together numbers before AI tools begin their work. This explains why 80% of CFOs plan to increase AI spending while their teams are drowning in the same manual work as before. You can’t dashboard your way out of broken processes. The companies getting AI right start with workflow automation, not reporting automation. They’re using AI to reconcile investor statements and process tax forms before they touch executive dashboards. If your finance team is still manually prepping data for your AI tools to analyze, you haven’t adopted AI. You’ve just added another step.
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Keith Fox
2K followers
CA Board-Directed Operating Reset (Detailed Recommendations) 1. Revisit the Legacy Tax Code Conduct a comprehensive review of California’s tax structure to reduce volatility, complexity, and punitive marginal rates. Shift from short-term revenue extraction toward predictability, competitiveness, and long-term economic growth. Align tax policy with capital formation, entrepreneurship, and retention of employers and skilled labor. 2. Prioritize Citizen and Employer Cash Flow Evaluate all legislation and regulation through a cash-flow impact lens. Policies should preserve the ability of households and businesses to earn, invest, hire, and remain solvent. Government should not treat citizens and employers as unlimited funding sources. 3. Narrow the Role of Government Programs Refocus government activity on essential services the private sector cannot reasonably deliver—public safety, infrastructure, water systems, courts, and core social services. Avoid crowding out private innovation with duplicative state-run programs. 4. Reevaluate and Sharply Limit NGO Funding Reassess all funding to non-governmental organizations. NGOs should not function as extensions of the state without public accountability. Limit funding to narrowly defined, outcome-based engagements with independent audits and sunset provisions. 5. Reprioritize Safety, Security, and Risk Reduction Make public safety foundational. Increase focus on law enforcement support, wildfire prevention, emergency response readiness, and insurable risk mitigation. Economic stability depends on physical safety and predictable risk environments. 6. Reduce Redundant Education Spending; Focus on Outcomes Audit education budgets to eliminate administrative bloat and duplicative programs. Redirect funding toward classroom effectiveness, teacher quality, and measurable student outcomes. Spending must correlate with performance. 7. Invest Strategically in Water Infrastructure Expand and modernize reservoirs, storage, conveyance, recycling, and groundwater recharge. Ensure reliable water supply for agriculture, clean drinking water, and wildfire suppression. Water security is economic security and public safety. 8. Eliminate Current Spending Levels Supporting Illegal Residents Phase out state-funded benefits and services provided to individuals residing unlawfully in the state. Public resources should prioritize lawful residents and core state responsibilities. 9. Enforce Border Policy in Partnership with the Federal Government Actively cooperate with federal authorities to enforce immigration law and reduce illegal entry. State policy should reinforce federal enforcement and remove incentives for unlawful residence. 10. Reform Legal Work Visa Structures Modernize legal work visa participation by requiring employers who benefit from foreign labor to fund associated healthcare and social service costs. This aligns incentives, protects taxpayers, and supports lawful workforce needs.
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MatrixMindz Financial Consultants
186 followers
🔹 Washington State Tax Alert: Key Updates You Should Know 🔹 👉 At MatrixMindz Financial Consultants, we stay ahead of critical tax developments so you can focus on growing your business. Here's a quick roundup of major Washington State and Local Tax (SALT) changes impacting businesses today: ✅ Software Sales: New guidance clarifies eligibility for Multiple Points of Use (MPU) exemptions on mixed software maintenance agreements. ✅ Debit Card Fees: Debit card processing fees paid directly to banks are not subject to B&O or sales tax. ✅ Surcharges: Tariffs, fuel charges, and other surcharges must be included in taxable sales prices — even if listed separately. ✅ Investment Income: The Washington Supreme Court ruled that investment income deductions are only allowed if incidental (less than 5% of revenue). ✅ Childcare Providers: New B&O tax exemption available for businesses offering childcare services (effective through 2034). ✅ Employee Ownership: Credits available for companies converting to employee-owned structures like ESOPs and cooperatives. ✅ Capital Gains Tax: Washington’s 7% capital gains excise tax is here to stay following the U.S. Supreme Court’s decision to let it stand. ✅ Emerging Areas: Rules are evolving for NFTs, heavy equipment rentals, and marketplace facilitators. ➡️ At MatrixMindz, we help businesses navigate complex tax rules and unlock opportunities in an ever-changing landscape. 🔹 Need help with Washington state tax compliance, sourcing rules, or incentives? 🔹 Planning a business conversion or investment strategy? 📩 Reach out to us at Info@MatrixMindzFin.com — we're here to support your next move. #MatrixMindz #TaxStrategy #SALTUpdates #BusinessTax #WashingtonState #TaxCompliance #EmployeeOwnership #CapitalGainsTax #FinancialConsultants #Retail #Accounting #Salestax #excisetax
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Cathy Trinh ✴️
ISG International Service… • 15K followers
I just pulled the latest compensation data for corporate controllers in Southern California. Here’s what jumped out: • Median base for a controller at a $50M–$500M manufacturer in LA/OC: $170K–$175K • PE-backed companies are paying 15–25% above market to get controllers who can handle rapid close cycles and M&A integration • Time-to-fill for these roles: 90–120 days. That’s 3–4 months of your books being managed by a patchwork team • Controllers with CPA + ERP experience (SAP, Oracle, NetSuite) are commanding 10–15% premiums The takeaway? If you’re a controller in SoCal manufacturing, your skills are worth more than you think. And if you’re a company still offering $130K for a controller who can run multi-entity consolidations, manage SOX compliance, AND partner with operations — you’re going to keep losing candidates. I put together a two-page 2026 SoCal Controller Comp Report with the full breakdown by region. DM me to schedule a Virtual Coffee to discuss. 📊 #CorporateController #SoCalFinance #ManufacturingJobs #AccountingCareers #Hiring
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Ina Masten
Masten Accounting Advisory… • 3K followers
"Nexus" issues, mismatched bank balances, and "Quality of Earnings" reports. If these terms keep you up at night, your books aren't audit-ready. An audit isn't always a sign of trouble—sometimes it’s a requirement for a high-value exit or a major bank loan. However, if your financials aren't "bulletproof," even a routine verification can become a liability. In my latest post, I break down the specific triggers for: 🔹 IRS Audits: Mismatched balances & excessive deductions. 🔹 Financial Statement Audits: Required for bank stability & investors. 🔹 Sales Tax Audits: The risk of unrecorded Sales Tax registrations (Nexus). 🔹 Due Diligence (QofE): Verifying your business value during a sale. Stop playing defense and start building a bulletproof foundation. Full Article: https://lnkd.in/dEFxBhdZ #FractionalCFO #AccountingServices #AuditReady #DueDiligence #BusinessGrowth #FinancialLeadership #MastenSolutions
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Mark Barbour
Specialty Tax Advisors, Inc. • 8K followers
We are thrilled to share the impressive results of our recent cost segregation study for the owner of a luxury car dealership in Southern California. By leveraging our expertise, the owner was able to unlock an additional $1,750,000 in first-year tax deductions. Cost segregation is a strategic tax planning tool that allows businesses to accelerate depreciation deductions by reclassifying certain building components and improvements. This results in significant tax savings and improved cash flow. Additionally, we were able to save the dealership an additional $400,000 annually on their payroll taxes. #CostSegregation #TaxSavings #TaxPlanning #RealEstate #TaxStrategy #Automotive #CarDealership #payrolltax #smarttaxmoves #taxplanning #reducepayrolltax
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