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Course Level :Basic
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Credits :0.2
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Instructional Method :Nano Learning
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Pre-requisites :None
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Advance Preparation :None
Published : November, 2024
Do you know where your money goes each month? While many of us diligently monitor our income, we often overlook regular expenses, allowing costs to accumulate unnoticed.
In this CPE nano-learning course, we’ll explore how hidden fees and recurring charges can silently drain our finances, both personally and professionally. From automated subscriptions to unnoticed service charges, it's easy to lose track without a system in place. We’ll look into practical strategies to help you keep a closer eye on your expenses, identify where costs are mounting, and implement better budget management. Join us to learn how effective expense tracking can lead to greater financial clarity and decision-making.
Major Topics:
Note: Please be aware that not all state boards universally recognize Nano-learning. If you are unsure about your state board's acceptance of Nano-learning, it's advisable to seek clarification from them or visit the NASBA registry for further information.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Edie Gardner is living out her career dream of feeling free to own her own business. "Wait, I thought you were a social worker?" "Didn't you say you are a CPA?" Yes and yes. Edie began her professional career as a public auditor with one of the then Big 8 accounting firms, Arthur Young, in San Jose, CA. After working in audit and tax and getting licensed, Edie went back to school to get her Masters and became a Licensed Clinical Social Worker (LCSW). While that seems like a major departure from accounting, her auditing experience proved invaluable as a lifelong student of what makes people tick and stress management. With two different career licenses Edie combined them by working extensively with non-profit organizations.
Edie lived out her next bucket list item by being a stay-at-home mom, but as a hockey mom, she was rarely at home. In 2012, Edie put her shingle out with her own business. Initially Edie took on accounting work for small business accounting using QuickBooks and personal bookkeeping. In 2017, Edie decided to add counseling services to her shingle. In 2022, Edie started presenting webinars for helping professionals on how to manage their accounting books. Her first webinar on taxes had 8,500 registrants; clearly, private practitioners are starving for knowledge on the books of their business. In addition to running her counseling and coaching practice, Edie now offers trainings for accountants to have their own business, no matter the size, specializing in the books for those in helping professions.
In 2012, Edie formed her own business, Edie Gardner & The Learning Club, as a one woman shop that offers accounting support in the services industry, counseling services in California, and trainings in accounting and psychological subjects. As a CPA and EA, Edie helps private practitioners in the healing arts with thriving in their practices. Currently Edie is expanding her training to help licensed accountants have their own businesses working with helping professionals.
