Alan Pepperdine, Cpa

Alan Pepperdine, Cpa Email and Phone Number

💡 CEO’s and CFO’s >>> Remarkable companies do more than just make money—they make a difference. Here’s how a simple, underutilized wellness program can transform your company from the inside out.💡 @ AKP Business Advisors
Alan Pepperdine, Cpa's Location
Dallas-Fort Worth Metroplex, United States
Alan Pepperdine, Cpa's Contact Details

Alan Pepperdine, Cpa work email

Alan Pepperdine, Cpa personal email

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About Alan Pepperdine, Cpa

Imagine what your business could achieve with an influx of capital—capital you didn’t even know you had. I help U.S.-based businesses with 30+ employees uncover hidden cash flow through strategic expense reduction and innovative employee well-being programs. Whether you're looking to boost your bottom line, expand your workforce, or enhance employee retention, I provide solutions that deliver tangible results—guaranteed.• What I Do: You’re a leader, focused on the big picture, but there’s one thing that keeps you up at night: cash flow. You might have the sharpest CFO in the game, but even they could be missing out on opportunities to save—significant opportunities.• Here’s the deal: most businesses are bleeding cash without even realizing it. There are dozens of areas where you could be overspending. I conduct forensic audits, at no upfront cost, to identify savings in the top 3 expense categories.• The Impact: In just 15 minutes, I can set your company on a path to saving six to seven figures annually. • Impact Beyond Savings: Consider the impact of redirecting just a fraction of these savings towards your strategic goals. Could this be the key to expanding your sales team or launching that community project you’re passionate about? How does empowering your business and supporting your community with no extra cost sound?• Employee Well-being as a Strategic Asset: How much more productive would your workforce be if every employee felt valued and cared for? What if you could attract and retain top talent by offering zero out-of-pocket cost benefits that enhance their quality of life? Our Wellness Benefit Plan includes Guaranteed Issue Universal Life Insurance and comprehensive wellness programs that address mental, physical, and financial health.This isn’t just an add-on to your existing benefits; it’s a game-changer. The best part? You could save up to $639 per employee annually on FICA taxes.• Why Work with Me: I’m not here to sell you a product—“I literally have nothing to sell.”“And you are never going to pay me a penny out of your pocket. We only make money when you save money. What could be more fair than that?• Next Steps: What would it mean for your business to not only save money but to generate value in ways you hadn’t imagined? Let’s explore what’s possible for your organization. I invite you to connect and start a conversation about how we can uncover hidden opportunities together.Email: Alan@AKPBusinessAdvisors.comPhone: 817-587-0747Book a Discovery Call: https://calendly.com/apepperdine/20minconsultion

Alan Pepperdine, Cpa's Current Company Details
AKP Business Advisors

Akp Business Advisors

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💡 CEO’s and CFO’s >>> Remarkable companies do more than just make money—they make a difference. Here’s how a simple, underutilized wellness program can transform your company from the inside out.💡
Alan Pepperdine, Cpa Work Experience Details
  • Akp Business Advisors
    Business Advisor
    Akp Business Advisors Mar 2024 - Present
    Dfw
    • Create a Healthier More Reliable Workforce;• Net Zero Cost to the Business;• Incentivize Employees with Guaranteed Issue Universal Life Insurance;• FICA Tax Savings for the Business;• Be More Competitive in the Marketplace to Recruit and Retain Employees;• Help Reduce Medical Expenses for Both the Business and the Employees.Benefits are in addition to current healthcare plan
  • Imedia Marketing Solutions Dba Imedia Connections
    Business Advocate
    Imedia Marketing Solutions Dba Imedia Connections May 2011 - Jul 2024
    Dallas/Fort Worth Area
    As the backbone of the U.S. economy, small businesses (ranging from 5 to 100 employees) play a pivotal role in fostering growth and innovation. My journey has been dedicated to partnering with local businesses and professionals, developing tailored growth strategies that leverage their unique strengths. Specializing in these areas, particularly after selling my CPA practice, has allowed me to guide business owners and professionals in expanding their operations, minimizing tax burdens, and securing their retirement futures.The challenges posed by COVID-19 have brought to light the paramount concern shared by many business owners: the attraction and retention of quality employees. It's clear that while health and wellness programs offer a solution, the financial feasibility of such initiatives remains a hurdle for small enterprises when compared to their larger counterparts. This is where my focus has shifted. I am committed to demystifying the process and showcasing practical, cost-effective strategies for small businesses to implement comprehensive health and wellness programs.Discover how your business can compete on a level playing field, enhancing employee well-being and loyalty without the financial strain typically associated with large-scale programs. Let's navigate this journey together.
  • Ertc Express
    Strategic Business Consultant
    Ertc Express Jan 2022 - Mar 2024
    United States
    https://ERCTaxGroup.com - We know exactly what it takes to improve your ability to receive the Employee Retention Tax Credit. Allow us to help you 1-find out if you qualify for this tax credit (not a loan) that will bring cash flow into your business and 2-get your application processed before the $$s are gone or the deadline has passed.
  • Greig Wells Marketing
    Account Manager/ Business Development - Specializing In Lead Generation For Business Coaches
    Greig Wells Marketing Mar 2020 - Mar 2021
    United States
    My value proposition is simple and logical “If you were using better messages on LinkedIn, you would be getting better results,” right?You see people call my partner @GreigWells the LinkedIn’s #1 copywriter, and by people I mean Tony Robbins, Fast Company Magazine, and over 4,235 clients we’ve helped.In this 6 minute video, you’ll see case studies of how we generate 10-25 qualified phone conversations a month, and get especially great results for coaches just like you.Go now to www.GreigWells.com/leadsAt the end of the video there is a link to Greig’s calendar to schedule a call to explore hiring us to bring you a consistent flow of clients from LinkedIn so you don’t have to worry anymore.Remember, when you decide to work with us, we are so confident in our results that we work on a performance basis. If we do not deliver the results promised, you don’t pay.
  • Pepperdine Retirement Planning, Inc.
    Retirement & Financial Planner
    Pepperdine Retirement Planning, Inc. Jan 2000 - May 2011
    Dallas/Fort Worth Area
    After helping my clients for a number of years in my CPA practice I began receiving more and more requests and questions on what they should do with the money they were earning. So I obtained my CFP (Certified Financial Planner) and PFS (Personal Financial Specialist) designations so I could better help answer these questions. I then provided retirement planning solutions for clients including tax reduction strategies, wealth accumulation, income, and estate planning. Essentially I Helped clients retire younger, richer.
  • Pepperdine & Company, Cpas
    Certified Public Accountant / Business Consultant
    Pepperdine & Company, Cpas Jan 1979 - Nov 2008
    Helping professionals and small business owners grow their businesses. We did this through the use of thorough business planning, installing effective business software systems, using a state of the art CRM (Customer Relations Management) program and offering Business Coaching Services.
  • Chantico Publishing Company
    Chief Financial Officer (Cfo)
    Chantico Publishing Company Apr 1988 - Nov 1989
    Dallas, Tx
    As a multi-million dollar publishing company Chantico was one of my larger clients and was the first time a client of mine came and asked me to become their acting Chief Financial Officer since I had started my new CPA company. The project I was assigned to as their CFO was to update and install updated internal controls, budgeting, and accounting software systems. Over the course of 20 months, we installed and trained personnel on the use of a brand new accounting software programs which improved productivity, employee morale, and reduced the potential for fraud. Simultaneously we collaborated on the need for an updated CRM system. Getting more done in less time and stress through the use of systems and technology became a byword for my company after this wonderful experience.
  • U.S. Bancorp
    Senior Auditor
    U.S. Bancorp Jul 1980 - Jun 1982
    Dallas, Tx
    This was my second job after college and provided much of the background I used to start my own CPA practice later in my career. Here I had the opportunity to visit, interview business owners, and audit their companies ranging in size from $250K to $10MM per year in annual revenues. I was exposed to many types of accounting systems, operational programs, and client acquisition methods. Since we were determining whether these companies were viable financially and operationally and therefore suitable for a loan from US Bancorp it was important to gain a complete and thorough understanding of the business, the industry, best practices and the capabilities of management. This was indeed a great learning experience.

Alan Pepperdine, Cpa Skills

Strategic Financial Planning Finance Tax Strategic Planning Small Business Business Planning Budgets Auditing Accounting Microsoft Office Investments Income Tax Financial Planning Financial Planners Leadership Estate Planning Retirement Planning Financial Analysis Cpa Entrepreneurship Business Strategy Cash Flow Powerpoint Quickbooks Start Ups

Alan Pepperdine, Cpa Education Details

Frequently Asked Questions about Alan Pepperdine, Cpa

What company does Alan Pepperdine, Cpa work for?

Alan Pepperdine, Cpa works for Akp Business Advisors

What is Alan Pepperdine, Cpa's role at the current company?

Alan Pepperdine, Cpa's current role is 💡 CEO’s and CFO’s >>> Remarkable companies do more than just make money—they make a difference. Here’s how a simple, underutilized wellness program can transform your company from the inside out.💡.

What is Alan Pepperdine, Cpa's email address?

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What is Alan Pepperdine, Cpa's direct phone number?

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What schools did Alan Pepperdine, Cpa attend?

Alan Pepperdine, Cpa attended California Polytechnic State University-San Luis Obispo.

What skills is Alan Pepperdine, Cpa known for?

Alan Pepperdine, Cpa has skills like Strategic Financial Planning, Finance, Tax, Strategic Planning, Small Business, Business Planning, Budgets, Auditing, Accounting, Microsoft Office, Investments, Income Tax.

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