Pat Roberts

I’m an entrepreneur and CPA with a passion for helping people. I also love to make connections and build relationships.

[Pat Roberts @patroberts148]

Quick tip for CPAs: Are you looking to help your clients with the #PPP2? If so, then when they run their sales report by quarter, make sure you to have them run them in the correct method of accounting (cash or accrual)! Hope this helps :)

[Pat Roberts @patroberts148]

Question for my fellow CPAs: do you think that your state is going to treat the IRS’s $300 above-the-line seduction for cash contributions as an add back to the state AGI?? 🤔 My head hurts already! 😆

[TaxExact @TaxExact1]

Have you joined our Beta Test group yet? Schedule a demo here https://t.co/eJ59g9HpW4 to find out more! #taxprep #cpafirms

[Pat Roberts @patroberts148]

Happy tax day! Not only were we done by 5 pm today, we got to offer some great tax savings opportunities to our clients at delivery- all thanks to @TaxExact1! It has transformed our review process, and we can't wait to offer this to #CPA firms nationwide in January 2021!

[Pat Roberts @patroberts148]

I don’t know about you, but this has been the longest #taxseason EVER! Less than 24 hours left before we can officially put our feet up for the first time this year. Just be sure to remember that the greatest point of value is perceived at delivery so go #makeadifference!

[Pat Roberts @patroberts148]

#CPAtip of the day: with COVID came loan assistance programs, grants, and deferments, so make sure you’re telling your business clients to #planahead and project their #cashflow because it won’t be long before deferments end, loan repayments begin and taxes are due! #CPAadvocate

[Pat Roberts @patroberts148]

#CPAtip of the day: not only should you be pointing all of your #smallbusiness clients to apply for the EIDL loan, you should especially be telling clients who hold outstanding balances with you to apply! This #onceinalifetime opportunity gets them cash and gets you paid off!

[TaxExact @TaxExact1]

Did you know #accountants can receive agent compensation for your PPP loan assistance? https://t.co/HaCyApY1u5

[Pat Roberts @patroberts148]

To my #smallbusiness #CPAs : I have a client who received PPP money, but can’t open their doors yet. Doesn’t it make more sense to risk the loan forgiveness by NOT paying their staff until the doors open than to pay them to stay home only to have no 💴 left when they reopen?🤔

[Pat Roberts @patroberts148]

In times like these, I’d like to share some #WordsOfWisdom to everyone. “Worrying is like a rocking chair. It gives you something to do, but it doesn’t get you anywhere.” I feel like I heard that before 🤔 @VancityReynolds, can you jog my memory?

[Pat Roberts @patroberts148]

The #SBA has officially released the COVID-19 relief package so now more than ever, we #CPAs have to help our #smallbusiness clients. They're looking to us to consult them through this difficult time so I think its time we #StepUpOurGame and #AdvocateOverAbdicate. #WeGotThis

[Pat Roberts @patroberts148]

As #entrepreneurs and #accountants, we need to get comfortable with the uncomfortable. Now more than ever, we need to use our talents and skills to innovate, serve our small business clients to #keepmovingforward and embrace change. God bless you all! #changeisinevitable

[Pat Roberts @patroberts148]

Over the next few weeks, we’ll be offering some valuable tips and pointers to our colleagues in the tax biz! Stop surviving and start thriving! Here’s to your success! #taxseason #eatingtaxforbreakfast #taxexact #taxday

[TaxExact @TaxExact1]

A few tips to get your tax season off to a great start! Check out our blog at https://t.co/3uuYXTmNPL for more ideas and best practices to make your firm more efficient and profitable! #taxexactforaccountants

[Pat Roberts @patroberts148]

After watching my daughter undergo brain surgery, she taught me that REAL perseverance is facing whatever obstacle is before you - HEAD ON. It’s removing all doubt and anxiety of failure and shifting your mindset to leave only one outcome on the table; the one where you persevere

[Pat Roberts @patroberts148]

@TaxExact1 Amen to that! Merry early Christmas to everyone!

[Pat Roberts @patroberts148]

Plato said it well - “necessity is the mother of invention." I started @TaxExact1 out of pure need. Hard to believe it became the biggest secret to our success! Here's the backstory.
#taxesdoneright #eatingtaxforbreakfast #innovationishere
https://t.co/ilVSPWOERk

[Pat Roberts @patroberts148]

I’m on a mission to help other accounting firms like mine achieve a better balance during #tax season while also becoming better advisors to our clients. If you had more time, could you serve your clients better?

[TaxExact @TaxExact1]

Happiness during tax season is not an oxymoron. We're on a mission to show you a tax season with minimal overtime and happier staff and clients. #taxexactforaccountants

[Pat Roberts @patroberts148]

Great time last night hanging out with Louie and Justin from #botkeeper at the #CCHUC19!