Matt Chiappetta | The Solopreneur CPA @MattChiaCPA
CFO turned Solopreneur building a lifestyle biz in 30 hours/week | CPA helping Solopreneur’s simplify their finances and boost tax efficiencymattchia.cpa Need a CPA? →Joined July 2011
I came across a hypothetical portfolio suggestion for a 20 year old... and, I actually liked it!
Hats off to @MarketPalmer_ - here's a deeper dive into his portfolio suggestion and additional thoughts on allocation tips.
In the last 7 years, we’ve paid $6.9 million in profit sharing to the ConvertKit team.
While most companies hope to return money to shareholders in a moonshot acquisition, we’ve created a unique model to help our team think like owners.
Here’s how our compensation model works:
Soooo first major tax season (in quite some time) is nearly in the books.
It feels like a celebration is in order.
What do you do to celebrate?
#TaxTwitter
If you’d like to acquire a business, be selective.
Especially in the accounting space, where pricing is horrendous.
I acquired two small sets of clients when I started after looking at hundreds of listings.
One was a success and the other, not so much.
The one worked because…
If you’d like to acquire a business, be selective.
Especially in the accounting space, where pricing is horrendous.
I acquired two small sets of clients when I started after looking at hundreds of listings.
One was a success and the other, not so much.
The one worked because…
Eventually, the benefits of lifestyle improvements surpass financial gains, yet we often fail to recognize this Clearly.
Admittedly, I lost sight of it this tax season (shocker), but this was a great reminder.
Eventually, the benefits of lifestyle improvements surpass financial gains, yet we often fail to recognize this Clearly.
Admittedly, I lost sight of it this tax season (shocker), but this was a great reminder.
ANNOUNCEMENT: I made a website that’s Yelp for accountants: samslist.co
I am looking for a new accountant. Finding one that’s good + fit my needs is hard and time consuming.
So, I tweeted out asking who has a good accountant.
• +150 people replied w/ an…
Shoutout to @thesamparr and his team for creating samslist.co.
Being on this list with so many incredible accountants is an absolute honor!
Thank you for making the onboarding experience incredibly easy.
Shoutout to @thesamparr and his team for creating samslist.co.
Being on this list with so many incredible accountants is an absolute honor!
Thank you for making the onboarding experience incredibly easy.
Today at 10:30am PT I’m releasing The F.I. Playbook for FREE to everyone signed up to my email list.
Special thanks to:
@Matthew_Garasic@DecadeInvestor@money_cruncher@camp_wealth
For helping me make this happen!
Sign up link below 👇
Tailwind is looking for great writers!
If you're interested in getting paid to write newsletters and learning from one of the most experienced teams in the medium - hit me up in the DMs.
(Huge bonus points if you have experience writing for marketers & B2B)
Mega Backdoor Roth is the best loophole for tax-free growth and withdrawal.
But 99% of people have no clue how it works.
Here is all you need to know about it:
A Solo 401(k) is the best retirement account for Solopreneurs.
It gives you the flexibility to:
• Pay taxes now OR
• Defer taxes to a later date
Anticipate income increasing? → Focus on Roth or Mega Backdoor Roth*
In the highest tax bracket? → Focus on Pre-Tax*
*Granted,…
The responses here are fascinating.
There's nothing wrong with comparing prices, but someone else's price should NOT dictate your price.
You decide based on what's best for your business and the market then decides whether or not to accept it.
For me, winning every single…
The responses here are fascinating.
There's nothing wrong with comparing prices, but someone else's price should NOT dictate your price.
You decide based on what's best for your business and the market then decides whether or not to accept it.
For me, winning every single…
Sometimes penny pinching costs you…
- Drive to Costco Gas: 20 minutes
- Trips per year: 26
- Extra time spent: 9 hours
- Money saved annually: $52.04 🎉🎉
The implied hourly rate for my Costco drive time….
Making decisions as a business owner feels different.
Your decisions carry more weight.
At first it feels uncomfortable, but you get used to it.
You start to understand that each decision is directly connected to the life you want to build.
And the possibilities are endless.
180K Followers 559 FollowingI help SMBs simplify their finances so they can grow their business. 10+ yrs as SMB CFO. Join 40k learning finance concepts weekly: https://t.co/OxWSQCNxfS
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463 Followers 693 FollowingAdvanced FP&A and Consolidation for QuickBooks Online 📈🕚💰
LiveFlow turns your Google Sheets or Excel spreadsheet into a live FP&A dashboard in minutes.
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Licensed in Georgia and Texas only. Tweets are not legal or tax advice!
3K Followers 3K Following✨ Fractional CFO & Veteran - Turning complex numbers into clear strategies for business owners 🚀 Passionate about faith and finance
711 Followers 199 FollowingI help Self-Improvement Coaches get clients on autopilot w/ Educational Email Courses | Mindset Master | Obsessed with mental mastery. Sharing my path to 20k/mo
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2K Followers 1K Following20+ starts, 4 exits. Fmr Partner Rentobo (Y-Combinator S11.) 8fig call center exit 2019. Call Centers, Staffing, General biz. Now growing a Call Center to $100M
4K Followers 761 FollowingSaving her real thoughts for Twitter. I’m not giving you advice. I’m giving you a piece of my mind. Don’t confuse the two. (Also, self-proclaimed influencer ✌️)
837 Followers 1K FollowingPartner, National Practice Leader - State and Local Tax at Frazier & Deeter, LLC | Author & Creator of LEVERAGE SALT Blog | https://t.co/ca2fpaNKdJ
4K Followers 3K FollowingWriting about creativity + business. Sharing lessons from my journey from foster kid to author and founder of @creatorscounsel fka/aka Jon Tobin
979 Followers 2K FollowingEnrolled Agent | Author | Tax Preparer and Advisor
My sites: https://t.co/sI1SL1hPXM
Buy The Crypto Tax Book on Amazon: https://t.co/OF4zUTZEpL
32K Followers 606 FollowingWe're here for all of your crypto tax needs! We offer crypto reports, tax returns, consultations, and a crypto tax course 🇺🇸 [email protected]
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Live consulting every Fri on The Koerner Office: https://t.co/hhubrEwmxo
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294K Followers 194 FollowingHelping you understand and meet your tax responsibilities.
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