Financial Accounting

Roth Conversion Secrets: The 5 Biggest Mistakes IRA Millionaires Make…and seven questions to determine if you’re leaving a fortune at the doorstep of the IRS

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The subject of converting your IRA savings into Roth IRAs seems to be very controversial – and it shouldn’t be. The established paradigms about when to convert and how much to convert are almost as useless as the popular opinions about which tax bracket one should convert into. And these false beliefs lead to several mistakes when doing Roth conversions.

After nearly four decades as a financial advisor, and more than thirteen years of specializing in Roth conversions, the author wants to reveal the biggest mistakes that are made and offer specific education to help the reader determine if they would benefit from conversions. The book is as much a ‘how to’ guide as it is a collection of real life stories that illustrate the power of getting Roth conversions ‘right’.

The Wealthy Accountant: How Accountants Can Earn More Than $1M PROFIT While Working Less Than 500 Hours

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The Wealthy Accountant: How Accountants Can Earn More Than $1M PROFIT While Working Less Than 500 Hours - ASIN B086R6NT3Y

This book is about owners of Accounting firms working less and making more. Creating wealth through your Accounting firm. Becoming your version of “The Wealthy Accountant”. As a Partner / Owner / Shareholder of an Accounting business you should be making at least $1M profit per Partner (after tax) per year while working less than 500 client hours. The methods in this book share a more modern approach about building a different style of Accounting business.
As you implement the ideas you will be adding tremendous value to your clients and building an amazing Accounting business for yourself. A business that is Fulfilling, Fun and Fruitful. The 3 F’s of a successful Accounting business. As well as creating real wealth for you and your family. The strategies in the book have all been implemented by an Accounting firm somewhere. The stories are all real. And everything works.

The book follows a flow of FIX, MINIMIZE, SCALE and LEAD. How to FIX day to day operations so you can free up cashflow and become more profitable. How to MINIMIZE time dramatically so you are more efficient and create capacity. How to SCALE your business to whatever size you want. How to LEAD your team and your firm so that all of your goals are achieved.

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