JonathanJimenezCPA @FintechCPA
The fin-tech and start up CPA. Joined January 2022-
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When you join a new company in finance and accounting: Fix back office Stabilize profitability Growth
Thinking about buying a $1m+ business? I have a 30-step roadmap that gets you: 1. Quality Diligence (QoE and tax) 2. full stack accounting setup post close 3. reporting and value add strategies 4. Tax Planning RT this if you want a copy (must be following so I can DM)
.@deposits_com provides banks, brands, and communities with a solution to host modern financial experiences - without requiring programming experience. Headquartered in Dallas, Texas, Deposits was founded in 2021. #Finovate
Six Tech Startups You Need to Know: Meet FinovateFall’s Sustainability Scholarship Winners. spr.ly/6016M1t5g @DaizyApp @DebtDebbie @deposits_com @EnergyShares #Investii @MinervaAI_TO
BankingKit is a no-code digital banking suite for SMBs that comes packed with features including corporate spend cards and controls that are built-in and ready to deploy your brand, and your customers, on our cutting-edge technology. #bankingasaservice #baas #fintech
We are making moves at deposits. Check out the article on TechCrunch about our seed round. This is only the start. 🚀
We are making moves at deposits. Check out the article on TechCrunch about our seed round. This is only the start. 🚀
"On top of these basic capabilities exist higher level elements such as reconciling payments and ledgers, managing limits, handling accounts receivables and payables as well as typical finance jobs such as closing the monthly books " @SamoraKariuki frontierfintech.substack.com/p/44-b2b-payme…
Deposits.com making moves! Excited to be partners with MX!
Deposits.com making moves! Excited to be partners with MX!
Looking for a COO and a CMO. Thanks
Sabrina the SALTy CPA @IraGilligan
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231 Followers 82 Following“My husband is paid 1099 so that’s tax free, but it makes it hard to qualify for a mortgage.” Overheard at the mall. #taxtwitter
6 months and first Christmas without my little brother. Praying for all my Twitter peeps going through the holidays without loved ones who should still be with you.
@SMB_Attorney This guy takes cold showers for sure
Yesterday, I posted about how to use $100K to buy a $1M-$1.5M business generating $250K-$350K in cashflow. In this thread, I'm going to show how the numbers work using this actual example. Yes, it requires risk, hard work & you may need to quit your 9-5. But freedom...
Say what you want about me, but I acquired the world’s largest non-profit for $44B lol
The CPA business is the best business for cash flow. We have invested minimally in marketing and still get about 20-30 new consults a month. The goal is to get that to 300. We are investing in key words and planning to branch out from Houston. San Antonio is ideal for next spot.…
A buddy of mine left public accounting in January after 18 months to start his own firm. 25 years old. Going to net (!!!!!) $600k this year. 🤯🤯🤯🤯
Want a specific example of how AI can help accountants? ......⬇️
Is this level of aggression necessary? This dude probably doesn’t even weigh 150 pounds and these cops are tossing him around like they’re gonna hogtie him @Ron_Nirenberg @SAPoliceDept @Alamodome @UTSA
Why fractional CFOs make sense for many businesses: • 80% of the benefit for 20% of the cost • Cash management to reduce risk • Accurate forecasting = execute on opportunities earlier At some point ($25m-$50m) you need a FT CFO. But till then, fractional CFOs can work great.
Hey @Intuit @QuickBooks , can we talk about how you are undercutting your customers' bids for service? Because I'm not feeling appreciated 2 weeks before I fly to #QBConnect on my dime. #TaxTwitter
I haven't taken new clients all year. I told my admin yesterday we can start taking new clients as long as they have a business, just direct them to Calendly so they have to answer the screening questions and pay the retainer. Y'all, I have 4 prospect/discovery meetings this week
75M baby boomers will retire by 2030. 8 tools for finding and buying their businesses (before someone else does):
Anyone ever though about leaving accounting entirely. It crosses my mind every so often.
@emhuggins My solution is telling younger people to choose software dev over all else