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Carla Vaughn, MBA, Founder of Business & Financial Management Services, to be a Featured Speaker at The National Association of Tax Professionals Annual Taxposium

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Carla Vaughn, MBA, Founder of Business & Financial Management Services, to be a Featured Speaker at The National Association of Tax Professionals Annual Taxposium

Published on June 27, 2023

Carla Vaughn, MBA, is an experienced, seasoned and multi-degreed professional Accountant that operates as a Business & Tax Consultant. Her mission is to reduce the stress and pain that small businesses experience by trying to do their own bookkeeping, taxes and payroll.

Carla Vaughn, MBA, founder of Business & Financial Management Services, has been selected as a featured speaker at the upcoming National Association of Tax Professionals Annual Taxposium. The event, which gathers auditors, tax professionals, and accountants from across the nation, will take place from July 24th to 27th at the Grand Hyatt River Walk Hotel in San Antonio, Texas.

Carla Vaughn has established herself as a prominent figure in the financial industry, receiving grants from renowned organizations such as eWomens Network and the Consumers United Association. She has also shared her expertise as a notable speaker for Keller Williams real estate group and the Women’s Council of Realtors. With a strong commitment to helping small businesses alleviate the stress associated with bookkeeping, taxes, and payroll, Vaughn’s client-focused approach has garnered her acclaim and recognition.

The National Association of Tax Professionals (NATP) is a leading organization dedicated to providing comprehensive support, education, products, and research services to tax professionals across the United States. With a robust membership base, NATP assists over 11 million taxpayers each year through its network of member offices.

Comprised of highly experienced professionals, NATP members bring a wealth of expertise to the tax industry. On average, members have been serving clients in the tax business for over 20 years, demonstrating their extensive knowledge and commitment to excellence. Furthermore, NATP members possess tax/financial designations and/or college degrees, ensuring a high level of professionalism and proficiency in their practice.

The strength of NATP lies in its diverse membership, which includes over 23,000 dedicated professionals spread nationwide. This vast network encompasses various tax specialists, including individual tax preparers, enrolled agents, certified public accountants, accountants, attorneys, and financial planners. Such a broad representation of professionals allows NATP to foster a vibrant community that promotes collaboration, knowledge-sharing, and industry best practices.

According to recent industry statistics, small businesses often struggle with managing their financials, which can lead to increased stress and reduced profitability. In fact, a study conducted by the Small Business Administration found that approximately 40% of small businesses incur financial losses each year due to inadequate financial management practices. The National Association of Tax Professionals Annual Taxposium serves as a vital platform to address these challenges and equip professionals with the knowledge and tools needed to provide exceptional financial management services.

When asked about her inspiration for becoming a featured speaker at the Taxposium, Vaughn stated, “I wanted to empower professionals in the accounting field to achieve greater success. Many individuals have sought our services due to dissatisfaction with other CPAs, tax preparers, and accountants who treated them with indifference. The Taxposium presented a valuable opportunity to showcase how firms can retain existing clients and attract new ones by fostering personal involvement alongside professional excellence.”

As an extension of her dedication to empowering others, Carla Vaughn recently authored the influential book, “The Money Source.” This insightful publication explores the diverse sources of wealth and challenges readers to reevaluate their attitudes toward money. “The Money Source” delves into both healthy and unhealthy habits and emotions surrounding finances, with the ultimate goal of fostering mental and emotional liberation. 

Industry studies reveal that clients highly value personalized attention and care when it comes to financial services. According to a survey conducted by Deloitte, 71% of small business owners prefer working with accountants who take the time to understand their unique needs and provide tailored solutions. The National Association of Tax Professionals Annual Taxposium aims to debunk stereotypes about unfeeling and uncaring accountants by highlighting the importance of cultivating strong client relationships.

In anticipation of her appearance at the Taxposium, Carla Vaughn shared some profound insights: “The decisions you make today, or choose not to make, will have a lasting impact on your business for tomorrow, next week, next month, and next year.” She further emphasized the importance of continuous learning and self-improvement, stating, “Every time you help a client, you should be helping yourself by learning something about them, about yourself, and about how to enhance your business.” Vaughn encourages professionals to embrace mistakes as an opportunity for growth, advising, “The sooner you learn that you’re bound to make mistakes, the sooner you will create a plan for even greater success.”

Carla Vaughn’s extensive experience and expertise make her a sought-after consultant in the industry. As an enrolled IRS Agent and QuickBooks Certified ProAdvisor, she offers her clients a personalized and professional experience. Holding an MBA in Finance and Marketing, Vaughn has spent nearly two decades consulting with high-net-worth businesses that seek individualized treatment rather than being reduced to mere numbers.

The National Association of Tax Professionals Annual Taxposium offers a unique opportunity for industry professionals to gain valuable knowledge, network with peers, and explore innovative solutions in the field of financial management. With Carla Vaughn’s participation as a featured speaker, attendees can expect to receive invaluable insights and strategies to enhance their practices and deliver exceptional client experiences.

Learn more about Business & Financial Management Services at www.BizFinancialMgt.com

Email Carla Vaughn at bizfinancialmgt@yahoo.com

About Carla Vaughn

 Carla Vaughn is a highly accomplished and degreed professional accountant who operates as a Business & Tax Consultant. With extensive experience and expertise, including being an enrolled IRS Agent and QuickBooks Certified ProAdvisor, she offers her clients a personalized and professional experience. Holding an MBA in Finance and Marketing, Vaughn has spent nearly two decades consulting with high net worth businesses that seek individualized treatment rather than being reduced to mere numbers. Her latest achievement includes the publication of her book, “The Money Source,” which provides invaluable insights into redefining one’s relationship with money and its impact on stress, health, and overall well-being in our capitalistic society.

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Achieve Biz Explosion Conference Scheduled for October 20th-21st, 2023

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Achieve Biz Explosion Conference Scheduled for October 20th-21st, 2023

Published on October 2, 2023

Achieve Systems Pro is a Collaborative Community of Business Owners and Entrepreneurs Supporting each other and providing Solutions. Bringing Business Owners & Entrepreneurs together to acquire the success they deserve! It offers support systems, resources, revenue streams, and community to help business owners accelerate their business growth!

Achieve Systems CEO, Robert Raymond, announced that the Achieve Biz Explosion Conference for the fall of 2023 will be held on Friday, October 20th and Saturday, October 21st.

The fall conference will take place at the Best Western Premier Hotel at 4411 Peoria Street Denver, Colorado 80239.

The schedule for this event is as follows:

  • Thursday, October 19th at 5:30 pm – Welcome Happy Hour Reception
  • Friday, Oct. 20th – Leads Day Pre-Conference Event – 10am -5pm. Attendees introduce their businesses to dozens of possible customers, referral or strategic partners.  Members pay $47 material fee.  Guests of members are free!
  • Saturday, Oct. 21st – BIZ EXPLOSION Conference – 9am-5pm- 35 Plus exhibitors, Top speakers, relationship development, prizes, entertainment, leads and much more.
  • Saturday, October 21st at 5:30 pm – After Party Networking Welcome Reception – All Invited – FREE!

Achieve Systems is offering a complimentary VIP ticket valued at$497. Interested parties can get their VIP complementary ticket by registering at: www.achievebizconferences.com

Achieve Systems’ very popular Power Leads Pre-Conference Day will take place on Friday, October 20th. 

“This is a business acceleration event for small business owners and entrepreneurs. The pre-conference event is a relationship building event designed for business owners to go home with at least 25 great leads in their pocket that they can follow up with regarding collaborations, referral partnerships and power partnership opportunities. This is a high energy day with fun speed-networking and connecting.” Robert Raymond explained.

“The main event is on Saturday where we have our amazing Keynote speaker who will be focusing on how to build and maintain a property mindset followed by 5 other high-level speakers. We have 50+ vendors and business owners for you to connect with and create win-win opportunities.” Raymond added.

On Saturday, Oct 21st, the Biz Explosion conference also features a line-up of professional public speakers chosen to provide unmatched value to the attendees. These speakers include:

  • Paul Finck – The 5 Non-Conventional Keys to a 7 Figure Business, 10:00 am – 11:15 am
  • Dawn Evans – Mindset for Success, 11:30 am – 12:30 pm
  • Emily Tran – Magnetic Marketing: How to Keep a Client for 25 Years, 12:45 pm – 1:30 pm
  • David Fagan – How to Be an Affluent Influencer, 2:45 pm – 3:45 pm
  • Dr. Catrice Austin – 5 Strategies to Get Your Business Noticed and Create a Celebrity Brand, 4:00 pm – 5:00 pm

Achieve Systems Pro is partnering with globally renowned Strategic Advisor Board (SAB) to provide a VIP level of business guidance and expertise for entrepreneurs ready to scale their business to 8-figure levels and beyond.

SAB will be introduced at Achieve Systems’ October conference to registered attendees so they can envision the limitless possibilities for their business.

“We provide business owners with the most powerful tools needed included leads, a built-in community, a world class coaching system, biz building conferences, marketing systems, preferred vendors, business partnerships and revenue streams to help uplevel their business.” Raymond concluded.

For more info about Achieve Systems’ Biz Explosion Conference and for registration visit: achievebizconferences.com

For more info about Achieve Systems membership visit: https://www.achievesystemspro.com/

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Yoseph Assefa, Loan Officer with American Financing, Interviewed on the Elite Real Estate Leaders Podcast

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Yoseph Assefa, Loan Officer with American Financing, Interviewed on the Elite Real Estate Leaders Podcast

Published on October 2, 2023

Yoseph Assefa discusses navigating the mortgage industry. 

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-yoseph-assefa-loan-officer-with-american-financing/

Yoseph Assefa grew up in a family that prioritized advancement and security, even beyond their careers in education. This upbringing influenced Yoseph, leading him to pursue various entrepreneurial endeavors after college. Yoseph indicates his involvement in multiple industries, highlighting his background in entrepreneurship.

During this episode, Yoseph Assefa emphasizes the significance of trust and relationships in the mortgage and real estate business. He mentions that all his previous connections were built on trust and respect, which allowed his network to perceive him differently and provide opportunities to assist with real estate decisions. Yoseph Assefa acknowledges the challenges faced by the mortgage industry, particularly in the past 12 to 18 months.

The importance of educating clients and ensuring their understanding of the mortgage process is discussed. Yoseph Assefa emphasizes that a mortgage can have a detrimental impact on someone’s financial future if not handled correctly, referring to it as a “death grip.” He believes in taking a special approach to educate and guide clients toward making informed decisions to avoid such consequences. This approach is emphasized as crucial from the initial meeting or the closing table.

Yoseph Assefa also highlights the significance of providing accurate and trustworthy information to the community. He acknowledges the overwhelming amount of information available and stresses the need for clients to have someone they can trust for reliable advice and guidance. Assefa believes that the mortgage industry is complex, especially for newcomers, and clients require straightforward answers that are not influenced by personal interests.

Furthermore, Yoseph Assefa discusses the benefits of building long-term relationships and prioritizing the client’s comfort level, not only for the customer but also for real estate agents. Providing a clear monthly payment range, helps agents understand the client’s budget and prevents exceeding it during the home-buying process. This open communication and transparency with agents contribute to a smoother experience for all parties involved.

Yoseph shared: One of the current challenges that we’re facing in addition to historically high interest rates, is misinformation. A lot of people either don’t make the right decision or don’t make a decision at all because of bad information they’re receiving from the internet. It’s probably those short clips online that don’t give you the context of what they’re talking about. There’s just so much bad information out there.”

 

About Yoseph Assefa

Yoseph is an accomplished Mortgage Consultant with a passion for guiding home buyers to navigate the mortgage industry and process. With a career spanning eight years, he has established himself as a recognized authority in the field, known for his expertise in first-time homeownership and exceptional leadership.

As a senior mortgage consultant at American Financing, Yoseph plays a pivotal role in helping to ensure all communities are well-informed when it comes to home ownership and real estate investment. He is dedicated to driving American Financing’s mission and vision forward, consistently achieving remarkable results and delivering high-impact solutions to complex challenges.

Yoseph’s journey to excellence is marked by a strong educational foundation, holding a bachelor’s in Economics from Colorado State University. This academic prowess, combined with a relentless pursuit of knowledge, has positioned him as a thought leader in residential real estate financing. Yoseph is a passionate advocate for affordable housing and down payment assistance programs, actively contributing as a member of the CHFA lender advisory board.

Outside of the professional realm, Yoseph is an avid entrepreneur, community event producer, and public speaker. These interests enrich his perspective, fueling creativity and a well-rounded approach to serving his community.

Learn more: https://AmericanFinancing.net | 303-437-4599

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Frank Tobin, Executive Chairman of GomSpace North America, Discusses Partnering for Faster and More Assured Mission Success on The Space Industry Podcast

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Frank Tobin, Executive Chairman of GomSpace North America, Discusses Partnering for Faster and More Assured Mission Success on The Space Industry Podcast

Published on September 29, 2023

Low Earth Orbit (LEO) is becoming an increasingly difficult place to do business. In his recent appearance on The Space Industry Podcast, Frank Tobin, Executive Chairman of GomSpace North America, shares his belief that the fastest path to a successful LEO satellite deployment in this competitive environment is through collaboration.

A new race to space is happening right above our heads. But the destinations targeted today are not the Moon or Mars. Instead, entrepreneurs, nation states, and large corporations are sending small satellites into Low Earth Orbit (100 to 1,000 miles altitude) to track weather, provide broadband Internet access and telecommunications, support the Internet of Things (IoT), and perform military and security functions.

With so many potential LEO opportunities available, a gold rush mentality has driven scores of entrepreneurs and hundreds of millions of dollars of capital into the sector in recent years. Now, as the market begins to mature, investors are becoming more focused on rapid paths to profitability and less upon innovative technologies.

“The capital markets are no longer interested in funding science projects,” stated Frank Tobin, Executive Chairman of GomSpace North America on The Space Industry Podcast. “They are looking for business models that can be ramped up quickly and achieve cash flow positive status in a reasonable period of time.”

“This is why it’s critical that every company or agency planning a satellite mission focuses on their core technological competencies,” Tobin continues, “And outsources to flight-proven partners the nuts and bolts of building, launching, and managing one – or a constellation of – satellites. The sooner you can demonstrate in-orbit experience, the less equity you will have to give up in exchange for capital. Partnering accelerates that process.”

Listen to the interview:
Frank Tobin’s appearance on The Space Industry Podcast is the first in a series of such interviews he will be granting in the coming weeks and months to communicate his message of the power of partnering in space.

To listen to Tobin’s guest interview on The Space Industry Podcast, click this link.

About GomSpace North America
GomSpace is a manufacturer and operator of nanosatellites for customers in the defense, academic, government and commercial markets. GomSpace’s services include systems integration, nanosatellite platforms, constellation operations management and miniaturized radio technology.

About The Space Industry Podcast
The Space Industry Podcast features stories, educational material, and behind-the-scenes views into the real-world activity in today’s space industry. It is produced by satsearch – the global marketplace for space – which helps engineers from across the global industry find information on suppliers, products, services, and capabilities at all levels of the supply chain.

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