Love my wife, daughter and Cali. Founder, finnovator, CPA , CFP, overall Top 40 Under 40, Retired CPA Partner
Lethbridge, Alberta
Joined October 2017
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I'm excited to be presenting at @CPAcanada's national conference, The One, this week.
This is an excellent opportunity to learn about the cool and innovative ways our professionals are leading through change and making an impact.
Hope to see you there.
bit.ly/2N32rRs
Obed Maurice retweeted
Obed Maurice retweeted
(1/2) We are excited to kick off Get Connected Calgary! 🎉In addition to the incredible networking opportunities, we're excited to hear the latest insights from speakers like @ABilodeau_ski, @MavenBkkg, Gina Thornton, @HelinaPatience, @ObedMaxim, Martha Banner, and @JasonHastie.
Obed Maurice retweeted
Join us for a discussion at #GetConnectedCAN with @ObedMaxim, where we'll explore the challenges and opportunities associated with selling and acquiring an accounting firm.
Register today:
Vancouver - ow.ly/PsGG50Oo04T
Calgary - ow.ly/ESp850Oo04R
You don't become a CPA to have zero impact.
You become a CPA because you wanted more.
More for your life
More for your family
More for your community
More for your organization
Obed Maurice retweeted
I’ve seen the future … 😳
Using ChatGPT to write an acquisition rationale for the Board
1/5
Obed Maurice retweeted
Here's an easy way for people to manage their financial health. Hope that helps.
Spotting opportunity isn't something all CPAs are known for.
We should totally change that.
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Is everyone on the same page when it comes to your wealth?
Probably not - and that's not cool.
Check out our new team feature to power open advising.
This allows your financial professionals to collaborate, rather than compete when it comes to your financial fitness.
I almost quit being a CPA because I couldn't answer this question.
As a CPA, where do you make a difference?
Today, I have an answer.
It's helping people improve their financial situation through doing what CPA's do best.
Planning, strategy, and execution.
Old school finances aren't cool.
Easy and automated is.
We built a financial wellness calendar to make your finances cooler.
Ask your financial advisor about cool ways they can make your life easier. CliQue Advisor
People need financial advice that is more proactive and visible.
Ideally, this is personalized and delivered consistently.
Here's my contribution.
Great financial professionals and their advice should be amplified.
Low/no advice professionals should not.
#cpa
Founders and engineering would understand.
Feeling you get when that new feature you've been building works perfectly.
Master of Puppets (Remastered) by Metallica
open.spotify.com/track/54bm2…
Let's chat about disruption in finance. Specifically, the path CPAs can take to enhance client and advisor experience.
eventbrite.ca/e/fireside-cha…
