entrepreneurs free financial tools | top

For access to countless tools for entrepreneurs, click on the Free Tools button below. To see a calendar of upcoming events, click on the upcoming events button below.

accounting software quicken and quickbooks | top

Save 20% on all QuickBooks products, plus free shipping

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.

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.

online hosting for your quickbooks file | top

After researching a number of hosting solutions (including Quickbooks online), CPA MOMS recommends and uses the web hosting solution provided by myownasp.com for its small business clients. The myownasp.com web hosting solution allows all Quickbook users to access their file from anywhere there is an Internet connection.  In addition to hosting the Quickbooks solution, myownasp.com is able to host a number of different accounting software programs, including the microsoft suite.  In essence, our clients and the accounting professional team can have a virtual remote hosted desktop solution.  The online desktop solution gave our clients and accounting team the ability to share documents and files necessary to support the accounting services.  Myownasp.com is one of only three licensed Intuit hosting solutions provider and is very customer service oriented.

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

We did consider Quickbooks online.  However, we preferred the flexibility of using our desktop software programs and hosting them for online capabilities.  After comparing the cost to maintain proper security and back-up systems, it was a no-brainer to use the myownasp.com hosting solution for our company and our clients.  We recommend that you speak to one of the professionals to determine if hosting your accounting software program is the right fit for your business.

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? That's because 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.

wealth profile | top

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.  

educational products, books, games | top

Learning financial principles from story and by playing games is easy and fun.  For those who hate math or who decided a long time ago that numbers and financials weren't their "thing," I invite you to play instead of study.  CPA MOMS founder, Mayumi Young, used the  Rich Dad Poor Dad book as part of a high school financial literacy program "textbook."  For the final exam, students played the Cashflow 101 board game.  If they were able to "get out of the rat race" they would have understood the principles of the course.  You don't need to take a class to learn.  This is just one example of how we use the books and games as a teaching tool.  Though designed to transform personal financial literacy conversations, we find the tool to be extremely valuable to entrepreneurs and investors.