tools

TOOLS WEALTH TEAM

There are several key business tools for every successful business:                

Leverage key people by building a wealth team for your business:                    

  • QuickBooks
  • Hosting/Virtual accounting solution
  • Paper organization system
  • Business assessments
  • Automated payroll service
  • Professional Staff Profiles
  • Legal templates
  • Web/Graphic design
  • Accountant
  • Tax Planner
  • Attorney
  • Insurance Professional
  • Financial Planner
  • Banker/Lenders
  • Coach
 For a list of our top recommended tools, see below…  For a referral to our list of trusted advisors, please CLICK HERE.

 

opt in Opt-in to become a free member to access a series of free webinars designed by CPA MOMS founder and master trainers for entrepreneurs like cashflow management tools, how to read financial statements, choosing the right accounting software, understand the legal and tax strategies for different legal entities and much more… 


Below are a collection of accounting tools designed to make your life easier.  Accounting tools include electronic systems, paper organization systems, personal financial systems. Here are a few of our favorites used most frequently by the community of CPA MOMS™ when serving their clients:

accounting software quickbooks top

QuickBooks Pro 2015 Software - Enjoy $50 off! Save Time & Get Organized!

Save on all QuickBooks products

We recommend Quickbooks over any other software for new and small business owners. Quickbooks version selection guide: Click Here for Product Summaries We recommend you speak to a financial expert before selecting the version of Quickbooks that will best suit your needs. Regardless of which version you choose, you should seek professional guidance to properly setup your financial architecture, and to properly use your software on an ongoing basis.

 


bill.com top

bill.com logo_topnav_266x76Schedule a free demo today. Turn a 12 step paper bill paying process into an ultimate All-in-One online bill paying solution. Replace costly accounting fees by automating your invoicing & bill paying process. With built-in synchs with your accounting software, you keep non-accountants out of your books and online banking. You control what gets paid with a built in approval process.

Here are 10 reasons to switch to bill.com: CLICK HERE 

Monthly Plans save over 100% off retail prices ($49/m per user) and pay only $25/m for 1 client user and $3/m for each add'l client user (CPA MOMS users are free), plus $1.49/ck or $0.49/ach, plus a $49 one-time set up fee paid to CPA MOMS. For a Self guided tour visit: CLICK TO WATCH DEMO

 


payroll service top

 We have chosen to partner with ADP a national payroll service and Human Resource company who provide our CPAs and clients with the most competitive discounts in the marketplace. Aligning with our personal and customized care, a national Account Service representative has been assigned to all Agency clients ensuring the needs of our clients are met consistently and timely across the nation. For a free quote on how ADP might help save you money on your payroll services, human resource needs, and even worker's compensation insurance, click the link to talk with our ADP assigned representative.

 

 


online hosting for your quickbooks file top

cloud computing 3After researching a number of hosting solutions (including Quickbooks online), CPA MOMS has a dedicated server supported by the best 3rd party web hosting desktop solution for most of its small business clients. The web hosting solution allows all QuickBooks users to access their file from anywhere there is an Internet connection. Hosting includes the QuickBooks solution and the Microsoft suite. Additional applications may be added as needed.  

 

 

 

Below are just some of the many reasons why Business Owners are hosting these days.

 No new computers to buy or maintain
 24/7 access to your web based application and 24/7 server monitoring
 No backups to worry about
 Secure data center
 Certified on all hosted products

 

 


paper organizations system freedom filer top

CPA MOMS recommends and uses the FreedomFiler™ system for most small businesses. FreedomFiler™ provides state-of-the-art, maintenance-free paper organizing solutions for the home and office. Created by an award winning development team, FreedomFiler™ is a self-purging home filing system that forever eliminates the need to clean out and reorganize files, while dramatically reducing the time and energy required to file and retrieve papers.

 

 



wealth profile top

Take your Wealth Profile test Now!"What took me 3 years to discover through coaching, books and seminars, I was able to discover in a 10 minute assessment. I hate to consider the amount of money I didn't earn because for years I didn't know how to leverage my strengths. I focus, instead, on my excitement of how much I can help others earn more by sharing this amazing resource with my fellow entrepreneurs." – Mayumi Young, founder CPA MOMS.

For those focused on creating wealth with ease, using natural abilities, while staying in the flow versus swimming "upstream", this series of Wealth profiles is clarifying and powerful. After you take the Wealth Profile and for a full list of Wealth assessment tools, please visit their full site: Wealth Assessment Tools.


What is Your DISC Style?top
Are You A Dominance, Influence, Steadiness, or Conscientious Style?

Have you ever wondered why you hit it off with some people immediately, while with others it's like oil and water? There are four primary behavioral styles, each with a very distinct and predictable pattern of observable behavior. Once you understand these patterns, you have the key to unlock your ability to get along with nearly anyone.

Completing the DISC profile questionnaire will only take 7-10 minutes to learn what makes you tick. Once completed, you will receive your in-depth DISCself Online Report. It will describe your overall behavioral style including your strengths and struggles, needs and motivations, work style tendencies and communication preferences.

And that's not the half of it! It also provides action plans on how you can get along better with just about anybody.

 


legal templates top

Legal Zoom is a great resource for business owners who need basic legal documents and want a system for managing corporate minutes. For establishing corporate entities, filing trademarks, estate planning and other advanced legal matters, it is our professional opinion that business owners should consult legal advise. Legal Zoom is a great resource for basic business templates, but does not replace the need for a good local attorney. If you are not sure what type of corporation you should file, if there are more than one owner, manager or member for your entity, or if there are any industry specifics (e.g. licensed professionals require a different type of corporation) that should be evaluated prior to formation, you should consult a legal professional who understands your business and your business objectives.