Blake Meester (@SMBTax) header
Blake Meester (@SMBTax) profile picture

CEO & Managing Shareholder, MCo Advisors. Practice Leader, Home Care Tax Advisory.

Chico, CA
Joined March 2011
📢 One Big Beautiful Breakdown of the One Big Beautiful Bill 📢 A monster thread of the most relevant parts of the newest tax law:
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Happy October 15th to all who celebrate! 🎉 We’re wrapping up our 17th tax season. I’m proud of the progress we’ve made and where our firm and team stand today. Onward and upward—time to make those changes to make next year even better! #TaxTwitter @Renew_Group
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✨Saved-You-A-Sales-Call-Sunday✨ Check out these 8 apps that pitched me on their service for accounting firms 👇 1️⃣ @mercury A bank that's a AAA SAAS product, and investing big-time in the accountant channel 2️⃣ @QuickFeeUS Get paid up-front while your clients pay on installment 3️⃣ Renew Group by @renewgroupllc An accountant community that'll dig into your client list and give you actionable next-steps to improve your firm 4️⃣ Spark by @Rightworks_ ChatGPT for the accounting profession!? 5️⃣ Kitchen Table Automations by @seattle_tax Practical AI assistant training for your whole team 6️⃣ @B4Transparency With a database of over 16,000 salary submissions they'll help accountants figure out if they're getting paid fairly, and firms ensure they're setting salaries appropriately 7️⃣ Cone Proposals, billing & payments for your firm 8️⃣ @bookkeepcom Flexible e-commerce automation because e-comm accounting is 🫠 Who won this round? Anything here you'd pick up?
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Blake Meester retweeted
Now is the season when most accountants can actually take some time off and enjoy their lives. Imagine having more of that. Imagine working 40 hours a week, and still increasing profitability. Download our free eBook: The 40 Hour Firm: bit.ly/45PVkn2 #taxtwitter
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#taxtwitter I am looking for a referral to a firm that will take on a non-filer tax prep and representation project. Any recommendations that I can point my contact to?
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What is the must read book list for GPs of real estate partnerships, funds, or syndicates? #retwit #realestateinvesting
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Blake Meester retweeted
In one hour, 1,004 accountants will receive my newsletter on how to market your advisory services. I walk through my methodology and tell you what channels to focus on (especially if you're new to this). Next week, we'll hit pricing and selling your services.
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Blake Meester retweeted
How to Create a Sense of Urgency during Tax Season – It’s Art and Science! We recently brainstormed ideas with our members on how accounting firms create a sense of urgency during tax season. Would you like them? loom.ly/IW_MOuY
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#TaxTwitter Trial Balance / Workpapers Recommendations: My wish list: Cloud-based | Reporting showing PBC/Adjusted/book- tax & AJE’s | Imports or integrates with MS/QBO/Xero | Links workpapers to support balances and AJEs | Provides for PDF annotation 6)Not overly complex - HELP?
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