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October 2, 2019      



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2600 W. Olive Ave, 5th Floor
Burbank, CA 91505

I write a BLOG  called 'MUSINGS OF A BURBANK CPA' on Financial and Tax Items I feel are worth sharing!  You can access
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Article one discusses different ways to find your top customers   and Article two talks about ways to avoid loaning the IRS money interest free and then getting a refund of your own dollars.

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Do You Know Who Your Top Customers Are?

Every business has customers, and while all customers are important, most entrepreneurs will agree that some customers are more important than others. This may be due to the amount of revenue the customer brings in, their ability to refer new clients to you, the interesting challenges of the customer, or another factor. It makes sense to identify these clients so you can spend more time with them or at least acknowledge them in some way.
How do you find out which clients have generated the most revenue with you? If you store customer data in your accounting system, you can run a report to generate the data you need. In QuickBooks, the report is called the Income by Customer Summary Report. In Xero, it's called Income by Contact. If you do not store customer data in your accounting system, you may be able to generate a report from your billing system, shopping cart, or point-of-sale system.
The reports look like this: each row holds the customer name and the Income column holds total revenue by the customer. If your system allows you to sort the revenue field, do this in descending order. If not, you can export the data to Excel and sort it in Excel.
Once you've sorted the data, the answer is right in front of you. Your top customers based on revenue will show in order. These are the customers you may want to consider spending more time with. Schedule periodic lunches with them, give them a call on a regular basis, and send them a gift or thank you note once in a while. The report helps you organize your connection points with your top clients so you don't miss an opportunity or forget to reach out to an important customer.
Run this report on a regular basis so that you're focused on nurturing the most important relationships in your business. You can also look at trends to see if you're losing revenue over time or gaining revenue with new clients. You can reach out to clients that are spending less with you to try to save the relationship before it's too late. And you can get to know new clients that are growing with you so that you can grab even more business.
Make this report a regular activity in your business to stay close to what your customers are doing with you.


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Accounting Employment Opportunities  

Pauline Casbon of Casbon & Associates, LLC is a professional recruiter I have known for quite a while. She is very professional and can help accountants looking for work get a new position as well as find accounting professionals for business and industry.
Full Time Job Opportunities: Contact Pauline Casbon at
310 859 3805


See my Linkedin page: 
  Referral fee for any potential employee that is placed in any of the following positions.      
  Immediate Hires!    

Tax Managers, CPAs needed for West Los Angeles.  Salaries up to $200k. Work/life balance. Great benefits. Also Tax Managers for Burbank, San Gabriel Valley and Century City.
Tax Accountant for business management accounting firm in West Los Angeles, salary offered up to 100k plus great benefits. 3 years experience required and a CPA license.
Account Manager for Business Management firm in Century City, Beverly Hills,  Westwood, Encino and Woodland Hills, great career opportunities. Offering competitive salary and great benefits.

Film and TV Production Auditor for Century CIty. $110k commernsurate with experience.

Assurance Managers for great CPA firm, career path available. Locations in Century City, Woodland Hills and Santa Monica.  
Tour Assistant and Bookkeeper for Business Management firm in Encino, Sherman Oaks and Beverly Hills as well as Westwood. 

Two Senior Accountants for Encino.
Tax Manager for top business management firm in Century City, $125k range. 

Audit Manager for top CPA firm in Woodland Hills, Glendale and Santa Monica.
Tax Manager for Burbank CPA firm. Offering a great career path.

Assistant Bookkeeper for Westwood. Datafaction preferred. Salary up to $60k.  
Tax Manager with business management accounting industry experience required to handle tax planning.  Up to $150k. Salary commensurate with experience plus excellent benefits. West Los Angeles.

Bookkeeper for West Los Angeles, offering up to $75k. Quickbooks and Mac required.

Staff Accountant required to join their other young team of accountants for a business management accounting firm handling high net worth individuals in the entertainment industry, great opportunity, career path offering salary up to $80k commensurate with experience, plus OT and bonus. Business Management accounting experience preferred. Encino, Woodland Hills and Brentwood.

Assistant Bookkeeper and Bookkeepers for business management accounting firms in Century City, Westwood, West Los Angeles, Sherman Oaks, Woodland Hills and Encino. Opportunity for great career path in business management, salary range from $55k plus commensurate with experience. Datafaction required.

Audit Senior/Manager, CPA for Century City, Glendale and West Los Angeles. Competitive salary and good benefits. Career path opportunity!!

Tax Accountant, CPA for prestigious firm in Century City, Brentwood and Encino, definite opportunity for career path. Business management accounting industry preferred.

Tax Senior, CPA for prestigious CPA firm in Century City. Salary competitive and commensurate with experience. 85K plus.
Tax Seniors for West LA, Century City, San Fernando Valley and the San Gabriel Valley; CPA firm and Business Management Accounting firm, seeking potential employees looking for a career path!
Business Manager for Bus. Management accounting firm to become a Partner.  Century City. CPA Certification required.  $130k plus excellent benefits. Datafaction preferred.
 Two Audit Seniors for CPA firm located in Santa Monica and Century City. Career path opportunities.
Tax Accountant for Century City and Encino 1 to 2 years experience of tax preparation with a CPA firm and/or Business Management accounting firm.

Royalty Analyst required for firm located in Encino. 

Bookkeeper for Moorpark, must be a full charge bookkeeper.
Looking for immediate hires! 
I am looking to expand my client base, if you would like further information regarding my staffing services, please do not hesitate to call.  I am happy to visit your office which helps me gain an even better understanding of your firm's culture and staffing requirements.  Please review my website at

and/or review my Linkedin profile.

Call 310 859 3805 for further information.  Send resume(s) as a word attachment to :


Do You Really Like Loaning the Government Money?

This is a reprint of a blog I wrote over three years ago, but it still makes sense today.

 So, you have filed your income tax return with the IRS and your state, and are now waiting for the refund the government(s) owe you. You are thinking of all the things you can do with that money when you get it. Here are some things to think about as you wait: 

1. These refunds are in effect interest-free loans you have made the government(s) over the year through excess withholding. They are just paying you back the money you earned over the previous year that won't even earn interest unless you file an extension and wait even longer for your money. This is even worse than that bet that your buddy owes you because at least you know where to find him if he doesn't pay you right away. With our government you call on the phone and wait an hour for them to tell you that the refund is being processed or go on their website and find out there is a problem and you have to call anyway! 

2. You could be earning some income on this refund if you take it with each paycheck instead of putting it into additional withholding. Even with the   low interest   rates now you could be making something on the money if you transferred it each pay period into some form of savings or maybe a retirement account. 

3. When you get this refund back and blow it on some splurge purchase before it burns a hole in your pocket, you should realize if you were getting this money back on each paycheck, you would probably be earmarking the smaller amounts for some goal rather than buying a new iPhone. By automatically withdrawing the additional money from your checking and stashing it in some other account, you have a better chance of allowing it to accumulate without seeing dollar signs when you get that refund. 

Just remember, the best tax planning advice is to pay some tax on April 15, not enough to owe a penalty, but enough so you have the most use of your money and the government has the least use of it. 

If you want to call or email me we can talk about it further and maybe change your withholding so you are the borrower, not the lender in this case. 


 You Can Count On Us to Count For You!       

Brian T. Stoner, CPA 
2600 W. Olive Ave., 5th Floor
Burbank, CA 91505
(818) 333-5095  CELL (818) 317-6035
FAX (818) 333-5304