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@RealDealCPA

Business | Finance | Tech | Ai | Debate | Opinions are my own | Always have fun ! | Connect with good people! | Work hard | Follow to get ahead !!

United States Присоединился Ağustos 2023
2K Подписки3.1K Подписчики
VR
VR@RealDealCPA·
Small business growth math: add a $150/month maintenance plan to completed projects. If 35 of 120 active clients enroll, that is $5,250 monthly recurring revenue. At 70% gross margin, you add $3,675 monthly gross profit without more lead spend.
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VR@RealDealCPA·
@djay44444 💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯💯
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djay@djay44444·
@RealDealCPA Highly doubt it lol. Glad you survived 4/15!
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djay@djay44444·
Not the best looking ribeyes from the annual cow purchase but guarantee they will taste better than anything bought at a store. Happy Friday, friends.
djay tweet media
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VR@RealDealCPA·
Ai isn’t just about automating or doing tasks Use it to learn, things will connect that you never expected, but you need to try learning - cast a wide net and you will make the connections This is the human element
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Jesse@jesse_vermeulen·
honest question: what do people do during the 5-10 min while Claude is running?
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VR@RealDealCPA·
Workflow: AI matches vendor invoices to PO unit prices and receiving logs, auto-flags variances above 2%, and blocks payment until resolved. One $9M distributor recovered $84,000 annual margin leakage and cut AP review time 65%.
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VR@RealDealCPA·
Charitable deduction rule people miss: cash gifts of $250+ require a contemporaneous written acknowledgment from the charity with date, amount, and whether you received goods or services. A bank record alone is not enough for Schedule A.
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VR@RealDealCPA·
Use a 48-hour quote expiry with a deposit rule. Example: 40 quotes/month, 35% close at $2,400 average, 42% gross margin gives $14,112 GP. If expiry + deposit lifts close rate to 43%, GP becomes $17,338. Same leads, +$3,226 monthly.
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VR@RealDealCPA·
Workflow: AI combines invoice aging, client payment history, payroll dates, and vendor due dates to build a rolling 13 week cash forecast each night. One $6M firm cut forecast error from 22% to 7% and eliminated overdrafts for 2 straight quarters.
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VR@RealDealCPA·
Child and Dependent Care Credit detail: summer day camp can qualify, overnight camp cannot. Credit is 20% to 35% of up to $3,000 of expenses for one child or $6,000 for two or more. Keep provider EIN/SSN and receipts for Form 2441.
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VR@RealDealCPA·
The dream AI memory protocol is a hybrid, permissioned, provenance-aware, user-controllable memory graph with layered storage, selective retrieval, periodic consolidation, and explicit forgetting. If you want, I can turn this into a formal technical spec with schema examples and system architecture.
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VR@RealDealCPA·
@spoonwerks Ai 🤣🤣- it’s freaking tax day and they are crazy
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Spoon
Spoon@spoonwerks·
@RealDealCPA Yeah, I get it. It’s just AI. Happens to the best of us.
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VR@RealDealCPA·
GIF
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VR@RealDealCPA·
I'm starting to think NJ is up there as the worst state for overall taxes Higher property high income no CO losses allowed total BS
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VR@RealDealCPA·
Workflow: AI reads engagement letters, tracks budgeted hours by deliverable, and compares live time entries to scope daily. At 85% budget burn, it drafts a change order email. One firm cut write offs 41% and raised average project margin from 29% to 37%.
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VR@RealDealCPA·
Deadline most miss: You can still make a 2025 traditional or Roth IRA contribution until Apr 15, 2026. Limit is $7,000 per person, or $8,000 if age 50+. Mark contribution for 2025 with your custodian or it may be coded for 2026.
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VR@RealDealCPA·
Small business growth metric: quote to invoice lag. If you close $80,000 per month and invoice 21 days later, you are financing about $56,000 of work. Cut lag to 7 days with same day billing and you free roughly $37,000 of cash without new sales.
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VR@RealDealCPA·
Let’s the ideas come together 🔥
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VR@RealDealCPA·
Workflow: AI reads service agreements, maps each billing condition to project tasks, and auto-drafts invoices the day deliverables are marked complete. One firm cut unbilled work over 30 days from $96k to $18k and improved operating cash by $78k in a quarter.
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