r/Accountant

▲ 2 r/Accountant+1 crossposts

Instead of paying a financial planner I want to do undergo the training of a financial planner and do it myself. Am I stupid?

My wife and I are in our early 50s, she has her own business (does well) and I'm a writer (lol take a guess). We have two kids who are going to college in 4 and 7 years. I've always done the family finances. 529s, IRAs, budgets, index funds, wills, working with accountants, and so on. Recently I put together a retirement plan showing how we'll deal with paying for college and retirement and so on. My wife says she'd be more comfortable hiring a financial planner who is an expert to make such a plan. I pushed back, because with google and my love of making spreadsheets I feel I've got a solid handle on it. So I suggested to my wife, instead of paying a financial planner what if I used free college courses online, or even paid for in person classes, and trained myself to be a planner. I don't care about getting certified and starting a business (unless it turns out I really love it), I just would rather educate myself than pay someone else.
Is this stupid? Do you read this and say 'heres another ding-a-ling who doesn't realize how hard this is" or not? And if not, do you have any suggestions for me?

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u/douggold11 — 15 hours ago
▲ 19 r/Accountant+1 crossposts

Claude Usage Management

What’s everyone doing to manage Claude use at your company? We have a growing list of pilot users, some super basic governance but I’m starting to see our usage tick up with dubious ROI.

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u/Chemist-Perfect — 7 days ago
▲ 2 r/Accountant+1 crossposts

Hello,
Where do you guys get your CPE hours from?
I am thinking for Surgents. I need some technical knowledge in Tax Preparation.

I do not work in a Big4 or a national CPA firm. I am on my own working corporate and might be starting a small CPA virtual CPA firm thus am looking for useful CPE.

Don't mind paying to get good knowledge.

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u/Elite_1988 — 5 days ago
▲ 2 r/Accountant+1 crossposts

📢 We Are Hiring: Experienced Accountants (Financial Statements)

We are looking for skilled accountants to join our team in Bonifacio Global City (BGC). Our company has a global presence, and we are expanding our operations locally.

Qualifications & Compensation:

• At least 3 years of experience in accounting/financial statements → Minimum salary: ₱50,000
• At least 5 years of experience in accounting/financial statements → Minimum salary: ₱80,000

Requirements:

• Strong expertise in preparing and analyzing financial statements
• Experience working with multinational or global companies is an advantage
• CPA license preferred but not required
• Excellent analytical skills and attention to detail

Location: BGC, Taguig City
Salary: Competitive, based on experience

Please message me so I can refer you.

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u/Background-Milk-7473 — 7 days ago