Every Business Owner Needs a Wealth Team
CPA MOMS™ believe in a team approach to business. Spend time on your business, not in it. If we learn how to properly leverage other talented professionals, we become free to focus on our strengths.
| WEALTH TEAM | KEY BUSINESS PROVIDERS |
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There are several key people on a wealth team for every successful business: |
In addition to the wealth team, there are some key business providers that can make or break your business. |
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We can help you with the accountant and tax CPA, and can share the professionals that we use to support our business and our clients. We only recommend providers that we have used in the past or use in our present business and know add value to our clients and community. If you have used one of the services we have recommended, we invite you to post your comments so others can benefit from your experience.
If you'd like to learn more from us at one of our live events, please click here for upcoming live events: 
Legal
Legal Zoom is a great resource for setting up a new corporation, filing for a trademark, and managing corporate minutes. However, 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. | see comments from others
Banker/Lending
ACCION San Diego is a non-profit organization providing loans for primarily low-to-moderate income business owners that lack access to traditional financing. Almost $15 million dollars in loans to over 1,500 small business owners. Join us in providing economic opportunity for San Diego’s underserved business owners!
ACCION is a nation-wide, non-profit organization committed to providing loans to entrepreneurs since 1994. Loans from $300 to $35,000 are available to small business owners who are unable to qualify for traditional loans. While banks are making loans harder to get, ACCION makes lending easier. ACCION goes above and beyond a traditional lender. Providing numerous free business resources to other non-profit organizations, plus partnering with professional organizations like CPA MOMS to provide quality education and resources to the local community of small business owners. ACCION understands the needs of entrepreneurs and provides a badly needed service in the small business community.
Business Education
The Money&You® Program and the Excellerated Business School® For Entrepreneurs is the only school for entrepreneurs in the country. For over 32 years, the school has delivered business success principles to business owners from start-up to billionaire status. Graduates include Jack Canfield, Anthony Robbins, Robert Kiyosaki, Sharon Lechter, T. Harv Ecker, and many, many other successful business owners.
Every business owners needs to develop business mastery. The principles from the Excellerated system of education are taught in an engaging and fun, game-centered environment for those committed to business and money mastery. This is the first step we recommend entrepreneurs take in creating their new or revised business model and plan. | see comments from others
MasterUAcademy features trainers from every aspect of your business. Our very own founder, Mayumi Young is a mentor of Join the Scene and guest trainer at MasterU Academy. Click on the link to register for a free webinar and an amazing line-up of experts gathered in one place to support and empower entrepreneurs around the globe.
Coaching
The Ultimate Game of Life (TUG) is a coaching community designed to keep your interior world aligned with your external ambitions. A business owner’s greatest obstacle in business to overcome is six inches long…it is the space between their own two ears. As an entrepreneur, a wealth team should include the person and community who keeps the internal game straight. We believe in a values-based, whole life approach to business. A coach and a master mind community are as essential to business success as your financial professionals. While you are busy lifting everyone else in your business, who will empower you? | see comments from others
Payroll Services
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.| see comments from others
Web/Graphic Design
M&P International Network (MPINETS) specialize in cutting-edge web, e-commerce, multimedia and database development for small to large businesses/organizations and Faith-based ministries. We have experience in virtually all major programming and scripting languages, and all major database platforms. MPINETS develops web sites that are easy to use and navigate, while being efficient in operation. Our goal is to create a product that exceeds your expectations and stays within your budget. | see comments from others
