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The Partner Every Firm Needs: Simplifying Business Startup and Compliance with Nellie Akalp
- 2024/07/22
- 再生時間： 53 分
- ポッドキャスト
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あらすじ・解説
Episode Notes:“Our mission is to educate, inspire, and support accountants, financial advisors, and CFOs who are representing a client with a need for any type of entity filings, entity setup, entity expansion, or payroll tax registration services.” – Nellie AkalpThe finer details of this episode:Services offered by CorpNet and their benefits for accountants and clientsChallenges faced by accountants in providing comprehensive services to their clientsImportance of accountants offering entity filings, setup, expansion, and payroll tax registration servicesCorpNet’s partner program and its benefits for accountantsManaging compliance requirements for clients' business entitiesBenefits of outsourcing business filings and compliance tasks for accountants Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCheck out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/Connect with Nellie here: https://www.linkedin.com/in/nellieakalp/Check out CorpNet here: https://www.corpnet.com/ Timestamps:Introduction to podcast (00:00:00)Introduction to the podcast, mission statement, and topics covered. Overview of CorpNet.com services (00:00:58)Introduction to CorpNet.com and its services for accountants and their clients. Nellie Akalp's entrepreneurial journey (00:01:18)Nellie Akalp shares her entrepreneurial journey and the vision behind CorpNet.com. Challenges faced by accountants (00:05:06)Discussion on the challenges accountants face in offering comprehensive services to their clients. Benefits of CorpNet.com partner program (00:11:09)Explanation of the benefits of CorpNet.com's partner program for accountants. Core services offered by CorpNet.com (00:17:14)Description of the core services provided by CorpNet.com, including business filings, compliance, and payroll tax registration. Impact of COVID-19 on CorpNet.com (00:19:22)Discussion on the increased demand for services during COVID-19, particularly regarding payroll registration in multiple states. Differences in starting a company in the past and present (00:22:26)Comparison of the entrepreneurial experience in the past and present, including the challenges and differences in market entry. Client consultation and advice (00:24:29)Discussion on typical new client scenarios and advice provided when starting a new company. Educational services for new business owners (00:24:44)Nellie Akalp discusses the educational aspect of CorpNet.com's services for new business owners, including guides, webinars, and podcasts. Support for accountants starting their own firm (00:25:19)Nellie Akalp explains how CorpNet.com assists accountants in starting their own firm by providing guidance, resources, and educational materials. Benefits of partnering with CorpNet.com (00:26:41)Nellie Akalp outlines the advantages for accountants in partnering with CorpNet.com, including early client engagement, business growth, and a complete advisory service. Enhancing firm capabilities through partnerships (00:28:02)The discussion centers around the benefits of partnering with CorpNet.com for small firms to offer comprehensive services and appear as a larger, full-service firm. The mistake accountants make in not offering services (00:29:49)Nellie Akalp emphasizes the missed opportunities for accountants by not offering services like entity filings and compliance, and the potential benefits of such offerings. Corporate compliance portal for accountants (00:33:19)The conversation focuses on CorpNet.com's corporate compliance portal, which simplifies tracking and monitoring compliance requirements for accountants and their clients. Challenges and consequences of compliance errors (00:40:25)The discussion highlights the challenges and consequences of compliance errors, emphasizing the importance of staying current and the potential repercussions of non-compliance. The value of corporate compliance services (00:39:27)Nellie Akalp discusses the benefits of corporate compliance services for accountants, emphasizing the time-saving and reputation-building aspects. Initiating partnership with CorpNet.com (00:45:32)Nellie Akalp provides details on initiating a partnership with CorpNet.com, including the process of signing up, onboarding, and accessing marketing materials. Account Manager and Onboarding Process (00:47:35)Discusses the benefits of having a dedicated account manager and the importance of onboarding process for success. Client Engagement and Delegation (00:48:56)Compares the process of client engagement and delegation to the success of the program. Signing Up and Partner Options (00:49:50)Provides information on how accountants can sign up for the partner program and the various options available. Contact Information and Upcoming Event (00:51:01)Shares contact details for signing up and promotes the upcoming...