These are the slides for a presentation on 2/28/2023 stepping though our adult relationship with money, the dominant external influences on out finances, and the evolution of my own practice model.
SouthJersey CPA
You and Your Money: The CPA as an Agent of Change in Your Relationship
Recent Post
-
Nonprofit checklist for IRS exam
-
Accounting procedures for New Jersey candidates for public office
-
How to allow TD Bank to send us accounting data
Have Any Question?
Send a text or call to plan a conversation.
- (856) 314-6525
- onlineadviser@live.com