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ProInsight
101 members • Free
Apex Bookkeepers & Accountants
298 members • Paid
4 contributions to ProInsight
Jun 11 •
Attention Real Estate Agents & Brokers!
Is Your Business Entity Costing You Thousands? 💸 Choosing the right business structure isn’t just a technical decision — it’s a profit strategy. The wrong entity could be draining your income through unnecessary taxes, missed deductions, or legal risk. ✅ Is your entity protecting your income—or leaking it? ✅ Are you maximizing every tax benefit available to you as an agent? ✅ Do you know what structure best fits your 1-year, 5-year, or retirement goals? Join us for a practical, eye-opening presentation that will help you: ✔ Understand the real impact your entity has on your bottom line ✔ Compare LLC, S-Corp, Sole Prop, and more—without the jargon ✔ Learn simple steps to confirm if your current setup is right for you ✔ Walk away with tips that could save you thousands in taxes this year, most of the Wrong Entity Webinar. June 17, 2025 9:00 - 9:30 am PDT Online Event Register here
1 like • Jun 12
@Meagan Peer I won't be able to attend today, but Rhonda will be there on my behalf. I look forward to hearing all about it later today when I meet with Rhonda. Thanks, Meagan!
0 likes • Jun 12
@Meagan Peer Thank you!
May 19 •
The Hiring Fix: Simple Steps to Build the Right Team
Hello Fellow Business Owners! Have you encountered difficulty in hiring, let alone putting together the right team? I'd love to help. Tomorrow I'll do a short 30-minute training and I'd love for you to join. Here is a link for more details. I'd love to connect with you there.
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May 8 •
New to ProInsight!
Hey everyone! I’m new here and excited to be part of this community! I run an accounting firm that focuses on educating clients to make smart financial decisions—not just during tax season, but all year long. I’m passionate about helping business owners understand their numbers so they can actually use them to grow. Outside of work, I love to paint and I'm usually reading a great business book. love talking strategy, and always enjoy connecting with people who are growth-minded. Looking forward to learning from all of you—and contributing wherever I can. 😊 Would love to hear: What's one thing you're working on right now that you're excited about?
0 likes • May 9
@Shay Bachelder Fantastic! I look forward to meeting you!
0 likes • May 14
Thank you so much for the warm welcome! You’ll mostly see Rhonda Fee stepping in for me during the Thursday morning mastermind calls. It sounds like you have an incredible group doing great things together. After 21 years in the business, I’ve been fortunate to build a team that manages the day-to-day, which allows me to focus on speaking engagements, and leading webinars for business owners. In addition, I've created a mastermind group for other accounting firm owners to help them achieve the goals they've set for themselves. I’ve recently launched semi-monthly online Business Owner Trainings, and I’d love for you—and any business owners in your network—to join us. Rhonda has all the details and would be happy to share them with you.
May 9 •
Mastermind Accountant's Workshop - May 14
You're invited to a free mastermind workshop built exclusively for six-figure accounting firm owners. Step out of the day-to-day and into a space where strategy, clarity, and action come together. Join us and take a deep dive into your firm. https://www.adminbooks.com/accounting-mastermind
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@jennifer-daggett-4319
AdminBooks Founder/CEO. We specialize in bookkeeping, tax prep & planning, payroll, and support for QuickBooks Online users.
Active 87d ago
Joined May 8, 2025
California
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