designations

This might be one of the most important episodes of ThimbleberryU. Amy Walls with her vast experience will discuss how to conduct a beneficiary review focusing on  the importance of designating beneficiaries for your accounts to ensure the smooth transfer of assets upon the account holder's death. She’ll have a step-by-step guide as well as the best practices for maintaining beneficiary designations, such as keeping records in a secure location, informing loved ones about the designations, and reviewing beneficiaries.  

For more information you can reach Amy and her staff at 503-610-6510 or email Thimbleberry Financial at https://thimbleberryfinancial.com/

To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

We are very proud that North County Property Group has been awarded with the CRMC designation by the National Association of Residential Property Managers ( NARPM).  CRMC stands for Certified Residential Management Company and we are the only property management company in San Diego County to have this honor, only one of four in all of California, and one of less than 50 nationwide. 

So what is the big deal and why are property management designations important? 

The CRMC and other designations such as the Residential Management Professional (RMP) and Master Property Manager (MPM), shows the world and your local market that you are experienced, educated, have good processes, and have subjected yourself to an outside party for evaluation, audit, and certification.  

Would you want someone who is not a CPA to handle your tax return?  I doubt it!  Likewise, why would you want someone who does not have a designation to manage your property? Designations are an endorsement of the property manager's systems, processes, policies, and compliance with state and national landlord/tenant law.

Connect with Bob Preston
https://www.propertymanagementbrainstorm.com/

This episode is always available for listening, sharing, or download at Property Management Brainstorm. Subscribe to Property Management Brainstorm on Apple Podcasts, Google Podcasts, Stitcher, Spotify, TuneIn, iHeart Radio and YouTube.

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 Show Notes

• 01:38 – Welcome Ben Wann, CMA, CPA, and MBA to the show!
• 02:39 – Notable industry departures:
  • Matt Rissell exits TSheets amidst some corporate remodeling | BoiseDev
  • Jennifer Warawa parts ways with Sage and the accounting industry | Accounting Today
  • Blake Oliver departs FloQast | LinkedIn
• 07:46 – Seriously, you are not a tree. Move around! How career expectations have shifted from taking root in one job for decades to seeking new opportunities on the regular
• 11:08 – VC fundraising activity:
  • FreshBooks raises "most significant investment so far" from JPMorgan Chase | BetaKit
  • ScaleFactor continues to rake in some serious VC coin | Crunchbase
• 21:05 – Ben reads us a story: “Dear AICPA! I Wrote Your Concession Letter” and explains why he is bullish on the CMA versus the CPA after obtaining both
• 28:44 – Speaking of designations, where have all the CPA candidates gone? | CPA.com 
• 33:53 – According to a June ADP survey, 25 percent of accounting professionals surveyed said they would not recommend young accountants get a CPA license, or seek some other credential or advanced degree
• 35:50 – Ben talks about cheese, business process improvement, finance business partnering, and how new technology drives him to educate and help people navigate the constantly shifting accounting landscape
• 39:00 – Yet another way to Crunch some numbers with the help of freelancers | SmallBusiness.co.uk 
• 42:23 – Something’s phishy … More updates on the iNSYNQ ransomware snafu | Krebs on Security
• 47:41 – Armanino goes full crypto – first with a range of blockchain services, and now accepting payment via all forms of cryptocurrency | Armanino, LLP 

Connect with Ben

• Website: The Numbers Guys
• Twitter: @BenWann_CMA
• LinkedIn: Ben Wann, CMA, MBA, CPA
• Udemy: Ben Wann | Process Improvement Specialist-Accounting/Finance
• YouTube: Ben Wann

Get in Touch

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