Obed Maurice
@ObedMaxim
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Love my wife, daughter and Cali. Founder, finnovator, CPA , CFP, overall Top 40 Under 40, Retired CPA Partner
Lethbridge, Alberta
Joined October 2017
I'm excited to be presenting at @CPAcanada's national conference, The One, this week. This is an excellent opportunity to learn about the cool and innovative ways our professionals are leading through change and making an impact. Hope to see you there. https://t.co/5TlsUpj6eh
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(1/2) We are excited to kick off Get Connected Calgary! 🎉In addition to the incredible networking opportunities, we're excited to hear the latest insights from speakers like @ABilodeau_ski, @MavenBkkg, Gina Thornton, @HelinaPatience, @ObedMaxim, Martha Banner, and @JasonHastie.
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Join us for a discussion at #GetConnectedCAN with @ObedMaxim, where we'll explore the challenges and opportunities associated with selling and acquiring an accounting firm. Register today: Vancouver - https://t.co/wqCDFerTcx Calgary - https://t.co/ALZpi2ov4F
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If you're stuck in a zero-impact situation (all CPAs do at some point) Go back to the career plan. 1. Learn 2. Find important problems 3. Work on the solution 4. Help others 5. Repeat Pick one and take a step towards doing more.
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You don't become a CPA to have zero impact. You become a CPA because you wanted more. More for your life More for your family More for your community More for your organization
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I’ve seen the future … 😳 Using ChatGPT to write an acquisition rationale for the Board 1/5
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Here's an easy way for people to manage their financial health. Hope that helps.
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Spotting opportunity isn't something all CPAs are known for. We should totally change that.
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Is everyone on the same page when it comes to your wealth? Probably not - and that's not cool. Check out our new team feature to power open advising. This allows your financial professionals to collaborate, rather than compete when it comes to your financial fitness.
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I almost quit being a CPA because I couldn't answer this question. As a CPA, where do you make a difference? Today, I have an answer. It's helping people improve their financial situation through doing what CPA's do best. Planning, strategy, and execution.
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Old school finances aren't cool. Easy and automated is. We built a financial wellness calendar to make your finances cooler. Ask your financial advisor about cool ways they can make your life easier. CliQue Advisor
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People need financial advice that is more proactive and visible. Ideally, this is personalized and delivered consistently. Here's my contribution.
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What set's your firm apart? Consider advice amplification and financial wellness planning.
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Great financial professionals and their advice should be amplified. Low/no advice professionals should not. #cpa
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Founders and engineering would understand. Feeling you get when that new feature you've been building works perfectly. Master of Puppets (Remastered) by Metallica https://t.co/BQrnLceomo
open.spotify.com
Metallica · Master of Puppets (Remastered Deluxe Box Set) · Song · 1986
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Something extremely bogus is going on. Was tested for covid four times today. Two tests came back negative, two came back positive. Same machine, same test, same nurse. Rapid antigen test from BD.
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Let's chat about disruption in finance. Specifically, the path CPAs can take to enhance client and advisor experience. https://t.co/CqSqDfauXl
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