Joris van Huët

Grow Your Boat

Still figuring out where your revenue comes from as a Fashion brand running on Shopify doing > 30K MRR? Read on 👇

We do this:

Connect your marketing data sources,
>>>
Ask questions,
>>>
Act upon clear and actionable insights.

We cure frustrated DTC brands of their inaccurate data analytics.

It's really that simple.

Founder & CEO

marketingupgrade.pro

People call me when their marketing broke or it's slowing down. We then have a fun call after which a usually equally fun follow-up meeting takes place. By then we've narrowed down what needs to be down and how much time will be needed to get there.

Owner - Performance marketeer - EN, FR & NL

Marketing Advisor - NL

Scaled DTC brands in the Netherlands doing 1Mio+ ARR.

- Paid Social performance marketing execution.
- Growth Manager of a performance marketing team (5).

Senior Growth Specialist - NL

Helped design, build and operate inbound - and outbound marketing systems.

Digital Marketeer - NL & EN

Helped validate and / or soft launch MVP's designed by R&D departments of AAA's in the F&B, GM/HBC and Financial Services industries.

Corporate Venture Marketeer - EN & FR

Helped with the definition, conception, implementation and execution of Marketing, PR and Sales strategies. Together we aim to further establish Briqwise as a global brand.

Chief Marketing Officer - Briqwise - NL & EN

Your tournament starts here.

Easily manage your tournament with Tournify. Your own tournament format, a drag & drop scheduler and beautiful live presentation view.

App out now!

🤖 https://lnkd.in/gDNJist
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Helped Tournify with the definition, conception and execution of Marketing, PR and Sales strategies. Together we aim to further establish Tournify as a global brand.

Chief Marketing Officer - Tournify - EN, FR & NL

I worked as a research assistant for Rijkswaterstaat, the Dutch executive agency for public works and water management. My main task was to conduct a research project on how to scale the use of second hand furniture in the Netherlands to bolster sustainability in the industry.

The research project involved:

- Reviewing the literature on the environmental and social benefits of second hand furniture, as well as the barriers and drivers for its adoption by consumers and businesses.

- Conducting interviews and surveys with various stakeholders, such as furniture manufacturers, retailers, resellers, refurbishers, NGOs, and customers.

- Analyzing the data and identifying the best practices, opportunities, and challenges for scaling the use of second hand furniture in the Netherlands.

- Developing recommendations and strategies for Rijkswaterstaat and other relevant actors to promote and facilitate the circular economy of furniture.

The research project was a valuable learning experience for me, as I gained insights into the complex and dynamic system of furniture production and consumption, and the potential for circular solutions to reduce waste and emissions, while creating social and economic value. I also improved my skills in research design, data collection and analysis, report writing, and stakeholder engagement.

I enjoyed working with a diverse and motivated team of researchers, consultants, and experts from Rijkswaterstaat and other organizations. I am grateful for the opportunity to contribute to this important and innovative project.

(a.i.) Marketing Advisor - Rijkswaterstaat

Whether it’s a card game for two players with battling animals, a tactics game for your PC or your favorite digital board game on mobile, Grumpy Owl Games wants to turn your game experience into something that puts a smile on your face.

Smiling is a lot easier if the game you’re playing is easy to understand, nice to look at and makes you come back for more. That is why we create beautiful, accessible and high-quality games for your screens and tabletop.

Anima Cloud Efflux helps Grumpy Owl Games with the definition, conception and execution of Marketing, PR and Sales strategies. Together we aim to further establish the Grumpy Owl Games brand worldwide.

(a.i.) Marketing - Grumpy Owl Games - EN, FR & NL

Huispedia aims to democratize the real estate industry and give the power back to whom it's all about: the homeowners.

Anima Cloud Efflux helps Huispedia further establish their brand among homeowners in the Netherlands.

(a.i.) Marketing Advisor - Huispedia - NL

INNOVATE is committed to finding and supporting the Most Innovative Student in the
Netherlands. The grand ideas of tomorrow should be given a stage today. That’s why
we are looking for students with either an idea or a functioning start-up, who aim
to solve social and environmental issues. Ideas that tackle macro problems and are
being worked on to produce a head-on solution. Social inequality, climate change, the
relationship between essential data and privacy: in order to face the societal challenges
of the future, we have a hunch you’re out there coming up with innovative solutions.

(a.i.) Marketing Manager @ Innovatiefste Student van Nederland - INNOVATE

INNOVATE has the power to inspire people, and to show that innovation is something you should do, especially when things go wrong. That is why INNOVATE was there in 2020. This time we mainly manifested ourselves digitally, and not in the form of all kinds of large physical events. We developed into an online platform where others can present themselves, and organized no fewer than 5 online (live) INNOVATE Meetups with dozens of innovative parties from the Arnhem, Nijmegen and Wageningen region. This formula provided connection, inspiration and activation. In 2021, we will continue to work from that online vision for the time being. There will also be a number of offline activities, where regulations allow.

Anima Cloud Efflux helps INNOVATE with the definition, conception and execution of Marketing, PR and Communication strategies. Together we aim to further establish the INNOVATE brand, mainly in the Netherlands.

(a.i.) Marketing Manager - INNOVATE

It is only logical to use existing materials and to produce locally with fair conditions and transparent payments while designing products that last. We see waste materials as a mountain full of potential, and by simply maximizing the lifespan of materials we aim to reduce the waste pile, one bag at a time.

Introducing our bag made out of banners, car seatbelts and inner tubes from bicycles. For every occasion, we got your bag!

Co-Founder - Het Nieuwe Logisch - EN & NL

The Bin creates products from waste. With us, any company in any industry can become part of the new economy. Simluator of the circular economy.

Anima Cloud Efflux helps The Bin with the definition, conception and execution of Marketing, PR and Sales strategies. Together we aim to further establish the The Bin brand, mainly in the Netherlands.

(.a.i.) Marketing Lead - The Bin

Health organizations and insitutes come to Amulet for custom eHealth platforms, (web)apps, portal and websites. Thanks to a broad range of clients we are familiair with a number of technologies and innovations, which we can apply in each industry. Our belief is that tech is a tool the bring joy to hard-working individuals.

Anima Cloud Efflux helps Amulet with the definition, conception and execution of Marketing, PR and Sales strategies. Together we aim to further establish the Amulet brand, mainly in the Netherlands.

(a.i.) Marketing Lead - Amulet

Start-up minded companies come to IGNE for platforms, (web)apps, portal and websites. Thanks to a broad range of clients we are familiair with a number of technologies and innovations, which we can apply in each industry. Our belief is that tech is a part of your team. When your tech starts to show it's limitations, it is like a team that is not performing well. How do you start optimising your tech? IGNE guides you towards the answer.

Anima Cloud Efflux helps IGNE with the definition, conception and execution of Marketing, PR and Sales strategies. Together we aim to further establish the IGNE brand, mainly in the Netherlands.

(a.i.) Marketing Lead - IGNE

An organization commited to helping children regain inner peace and calmness in an age of information overload.

Anima Cloud Efflux helps Stichting Glimlach in je Hoofd with the definition, conception and execution of Marketing, PR and Sales strategies. Together we aim to further establish the brand among Dutch schools.

(a.i.) Marketing Specialist - Stichting Glimlach In Je Hoofd

Scanfie lets your guests order quickly and easily.

Did you know that the biggest annoyance among visiting guests the long wait for service? Sometimes guests visiting a (dining) café even have to wait half an hour before they can place their first order.

Would you stcik around around after having your patience tested like this?

This summer there were even several beach tents, cafes and other catering companies that had to close off part of the terrace or drastically shorten their opening hours due to staff shortages. An unnecessarily big disappointment for your guests and an unnecessarily large impact on your turnover.

Avoidable, with Scanfie.

Anima Cloud Efflux helps Scanfie with the researching and realization of (new) strategic partnerships for Scanfie. Together we aim to further establish the Scanfie brand in the Netherlands.

(.a.i.) Business Development Manager - Scanfie - NL

Searious Business creates business solutions aimed at increasing sustainability and limiting plastic waste. To that end, Searious Business collaborates with companies to solve plastic waste.

Anima Cloud Efflux helps Searious Business with the definition, conception and execution of Marketing, PR and Sales strategies. Together we aim to further establish the Searious Business brand in Europe.

(a.i.) Chief Marketing Officer - Searious Business - EN, FR & NL

Positive change starts from education. The BD School believes that everyone deserves a chance to build the future of their dream. The mission is simple: to enable individuals and ambitious founders to acquire the skills and knowledge they need to leave their mark in society.

Anima Cloud Efflux helps The BD School with the definition, conception and execution of Marketing strategies. Together we aim to further establish the BD School brand around the globe.

(a.i.) Chief Marketing Officer -  The BD School - EN

Stichting Oogfonds Nederland

Het aantal mensen met een oogprobleem stijgt. De oplossing ligt in voorlichting, preventie en meer oogonderzoek. Het Oogfonds financiert wetenschappelijk oogonderzoek naar het voorkomen en behandelen van oogproblemen. En steunt patiëntenverenigingen in het verbeteren van de kwaliteit van leven voor mensen met een visuele beperking.

Senior Online Marketeer

internationovel

This projected was terminated. 

- Concept was successfully validated.
- Follow-through to expand operations was more arduous than expected.
- Will be repeated in the future!

The world is changing. The way we consume literature is changing. But our mission remains the same: to bring you the best stories, from the finest writers, every single day. Sign up now and receive our novel one page a day in your inbox for free.

The Writers

Our young writers were carefully selected to form an international team composed of vastly various backgrounds. Each playing an instrumental part in this project.By signing up, you'll get access to the novel for free! You'll receive one page a day directly in your inbox.In our messages, we'll give you opportunities to support our writers (should you become a fan of their work).

The Story

Each writer narrated the story of their own protagonist. Making it that they all come from different worlds (like in real life!)In this epic fantasy tale, five unlikely heroes are brought together by a shared touch of fate.Be it so remedy their own misery or to fight for something much bigger than themselves: their convergence was no coincidence.

Founder

Infi

Infi believes in the strength of long-term and balanced collaborations. Together with our customers, we seek out the most effective and efficient road to success. Their dreams become ours, as do their problems. "Growing together" defines us best. My mission within Infi takes form with the following tasks;

- Marketing strategy
- B2B community management
- Business development
- Developer community management
- Content & social media marketing
- Brand management
- Storytelling 
- Partnership management
- Event management

In a nutshell: Infi takes pride in building loved products with our awesome clients, by writing beautiful code with their team of amazing developers. Both in Utrecht, as in Amsterdam.

#infinl

Chief Marketing Officer - EN & NL

Rotterdam University of Applied Sciences

Topics within Online Marketing; 

- Consumer Behavior 
- Content Marketing
- Influencer Marketing
- Programmatic Marketing
- Social Media Marketing (B2C / B2B)
- Storytelling in Marketing

Guest Speaker - EN & NL

United Wardrobe

Tasked with the cultivation and and nurturing of United Wardrobe's presence in France.

- Business Development
- Campaign Data Processing & Analysis
- Content Production Management
- Imagineering
- Influencer Campaign Conception
- Influencer Campaign Management
- Influencer Partnership Management
- Multichannel Storytelling Strategy

Influencer Marketeer - BE & FR (directly contributed to EXIT)

Omnicom Media Group

Tasked with with the trafficking, set-up, optimalisation and evaluation of programmatic media trading campaigns. 

- Contribution to Content Marketing
- Contribution to Copywriting
- Contribution to Translations

Account(s): Bacardi, EasyJet, Levi's, Monsterboard, PepsiCo and Renault.

Programmatic Media Planner / - Buyer & AdOps Specalist (OMD NL) - BeNeLux

Publicis Groupe

Tasked with with the trafficking, set-up, optimalisation and evaluation of programmatic media trading campaigns. 

Account(s): L'Oréal & Film1.

Digital Executive (Zenith NL) - Programmatic Media Planner / - Buyer & AdOps Trainee - BeNeLux

WeTransfer

Tasked with the acquisition of new potential advertisers in designated regions, as well as the negotiations and management of branding campaigns.

- Account Management
- "Artvertising"
- Business Development
- Channel Management
- International Sales
- Key Account Management
- Media Trading
- Sales Process Optimization (Eastern Europe, APAC, GCC)

Sales Manager - APAC, EEU, FR & GCC

We cure frustrated DTC brands of their inaccurate marketing analytics. || Founder Grow Your Boat. || Freelance End-to-End DTC & SaaS Growth Strategist.

Let's be honest, most marketing tools are stuck in the past. 

You just want that helping hand to do your thing, but tools nowadays...

They give all the credit to the 'last click' like some kind of participation trophy. 

Who cares about the last pat on the back?

You need to see the whole customer journey, 
from the wide-eyed browsing to the 'buy now!' moment.

But those old-school tools? 

Blind to all that juicy data.

This means:

→ Hidden growth opportunities waving goodbye.

→ You waste money on ineffective marketing.

→ Your competitors get ahead with better data insights! 

We clearly don't want that, 
right?

Enough is enough, 
my friend. 

We get it. 

You deserve better.

That's where we come in. 

Grow Your Boat isn't your old-school marketing tool. 

We go beyond the limitations of those old school tools and help you to see the complete customer journey, 
identify hidden growth opportunities, 
and optimize your marketing spend.

All you need to do is connect your data, 
talk to it, 
get insights,  
act upon them and generate profitable growth. 

The result? 

We've seen our clients scale their marketing from 30k MRR to 500k MRR. 

Typical problems we solve entail questions such as;

"What are the consequences if I turn off Pinterest ads? The ROAS on other channels is much better, but is Pinterest perhaps contributing to those somehow?"

+7% renvenue growth in Q1 2024.

"My return rates are eating my margins, what customer segments should I be targeting per channel to reduce the liklihood of returns?"

+3% margin increase in Q1 2024.

See where I'm going with this?

You can throw any problem at Grow Your Boat and work it out together.

That's a clear advantage you can't afford to ignore.

Until then, ask yourself:

What are your customers REALLY telling you? 

Do you know what you DON'T know?

Book a free demo to find out. 

It's a no-brainer (probably the best decision of your week).

((yes, we truly think so.))

(((jump on a call with us and you'll hear our irresistible offer.)))

((((man, even I want to get on a call with us now.))))

The world is changing. The way we consume literature is changing. But our mission remains the same: to bring you the best stories, from the finest writers, every single day. Sign up now and receive our novel one page a day in your inbox for free.

The Writers

Our young writers were carefully selected to form an international team composed of vastly various backgrounds. Each playing an instrumental part in this project.By signing up, you'll get access to the novel for free! You'll receive one page a day directly in your inbox.In our messages, we'll give you opportunities to support our writers (should you become a fan of their work).

The Story

Each writer narrated the story of their own protagonist. Making it that they all come from different worlds (like in real life!)In this epic fantasy tale, five unlikely heroes are brought together by a shared touch of fate.Be it so remedy their own misery or to fight for something much bigger than themselves: their convergence was no coincidence.

Chris Johnson, CPA, CCIFP

CJ CPAs

Chief Executive Officer

Generating Joy Co.

Pic2Print

Co-Founder

Slattery Perkins Ramirez P.C.

Audit Director

RSM US LLP

Supervisor

Padgett, Stratemann & Co., LLP

Supervising Senior

BKD CPAs & Advisors

Senior Associate

🌟CEO at CJ CPAs | Construction & 401k Auditor | Tech-Savvy Innovator 🌟

With over a decade of experience in the world of accounting, I'm dedicated to helping businesses in the construction industry and those requiring employee benefit plan audits navigate their compliance needs in the effective and efficientway possible. 

In my role at CJ CPAs, my focus is on providing exceptional client service, fostering strong relationships, and utilizing innovative technology to deliver outstanding results.

I'm passionate about staying up-to-date with industry trends and embracing new technologies to create more efficient and effective solutions for our clients.

Outside of crunching numbers and analyzing financial statements, I'm a husband to my amazing wife Kimberly, father to two beautiful children, a jiu-jitsu hobbyist, tech enthusiast, avid YouTube learner, and a proud Texan. 

I'm always eager to connect with fellow professionals and share insights and ideas, so feel free to reach out!

🚨 I'm giving away the most comprehensive Construction Accounting guide for QuickBooks Online ever created. For FREE. 🚨 (No catch. I don't want your email 😂)

https://lnkd.in/gzqPdFTN 

After years of working with contractors, I finally got fed up watching good companies struggle with bad books.

So I built the guide I wish existed.

Here's what's inside:

📊 53 files. 33,000+ lines. Everything you need.
This isn't a blog post. This is a complete system.

Core Construction Accounting: 
→ Job Costing setup that actually tracks profitability 
→ WIP Schedules (the ones your bank and surety actually want) 
→ Progress Billing with AIA G702/G703 walkthrough 
→ Retention tracking (both AR and AP - most guides miss half of this) 
→ Change Order management from identification to final billing 
→ Budget vs. Actual variance analysis with corrective actions
→ Contract Types:  T&M, Cost-Plus, GMP, Fixed,  Unit Price 
→ Cash Flow & Forecasting: → 13-week rolling cash flow model 
→ Why contractors go broke while showing profit 
→ The billing-to-collection gap that kills companies

Compliance & Audit Prep: 
→ Prevailing Wage & Certified Payroll (Davis-Bacon, WH-347) 
→ Sales & Use Tax for construction (state-by-state variations) 
→ Bonding requirements (what sureties actually evaluate) 
→ Audit preparation for CPA, surety, bank, and insurance audits 
→ 1099 compliance and subcontractor management

Operational Checklists: 
→ Daily routines 
→ Weekly reconciliations 
→ Month-end close (10-day calendar) 
→ Year-end close with 1099/W-2 processing

Plus: 
→ Ready-to-Use Templates
→ 60+ term glossary 
→ 22 common mistakes (and how to fix them) 
→ Troubleshooting FAQ with 50+ real problems solved 
→ GAAP principles explained in plain English (ASC 606, matching principle) → Migration guide from Desktop to QBO

Who this is for: 
✅ Contractors trying to understand their numbers 
✅ Bookkeepers new to construction 
✅ Office managers handling the books 
✅ CPAs serving construction clients 
✅ Anyone using QBO for a construction company

Who this is NOT for: 
❌ People looking for shortcuts 
❌ Anyone who thinks "close enough" is good enough

This guide explains the WHY behind every procedure. 
Not just which buttons to click - but the accounting principles and business reasons that drive every decision.

Link in comments.
 
100% free. No email required. No catch.

Share this with a contractor who needs it. 🏗️

#ConstructionAccounting #QuickBooksOnline #Contractors #JobCosting #SmallBusiness #Construction #Bookkeeping #CPA #CFO #WIPSchedule #ConstructionIndustry

🌟CEO at CJ CPAs | 401k Auditor | I'm "button-clicking" the whole dang thing 🌟

My team and I are going to revolutionize the accounting industry. And if we get to the end of this thing sitting on top of big piles of money but looking back at divorces and children we don't know? We've lost.

We would have lost sight of what matters.

Yes, we'll revolutionize the accounting industry.

But we'll do it in the excess.
In the overflow.

Here's what that means:
I'm going to ask anyone that gets close to me in 
this journey to be great in all areas of life.

Not just at work.
In your marriage.
With your kids.
In your community.
In your health.
In your growth.
In your character.

This is my expectation:
This will be the hardest thing you'll ever do.
And if it isn't?

I see that as me having failed you.

Let me be clear:
This has nothing to do with hours at work.

It's about becoming the best versions of ourselves.
Building something revolutionary
while building lives worth living.

Winning at business AND winning at home.

Most leaders will tell you to sacrifice 
everything for the mission.

I'm telling you the opposite.
The mission fails if we sacrifice what matters.

I'm going to start giving stuff away for free. And it's going to get nuts.
Starting with a resource for the construction folks:

The CJCPAs Ultimate Construction Accounting Database
is now live on GitHub and ready for action.

🔗  https://lnkd.in/gx26eGCr 

What is it?
A comprehensive, searchable knowledge base
covering everything GAAP construction accounting—
from fundamentals to advanced audit procedures.
30 detailed guides organized into 6 major sections.

What's inside:

📋 Construction Accounting Fundamentals
Revenue recognition (ASC 606), job costing,
WIP schedules, billing methods, equipment accounting

🏗️ Industry-Specific Topics
Bonding & insurance, contract types,
change orders, subcontractor accounting

📊 Financial Statement Audits
Full audit playbook—planning, internal controls,
substantive procedures, revenue/cost testing

📝 Financial Statement Reviews
SSARS framework, analytical procedures, inquiry guidance

📄 Financial Statement Compilations
Complete compilation procedures and reporting

🚩 Common Issues & Red Flags
Fraud risk factors, going concern indicators,
related party transactions, estimate manipulation detection

Why you'll love it:
Practical & actionable—real examples, calculations, checklists

Standards-based—ASC 606, SSARS, SAS all baked in

Construction-specific—bonding capacity calcs,
progress billing, WIP schedules, industry fraud schemes

Well-organized—numbered sections, easy navigation

This is just the beginning.
More free resources coming.

We're building in public.
And we're giving it away.
Everyone eats 

Let me know what you think. 🏗️

Open article: GitHub - CJCPAs/CJCPAs-Ultimate-Construction-Accounting-Database by github.com

Contribute to CJCPAs/CJCPAs-Ultimate-Construction-Accounting-Database development by creating an account on GitHub.

GitHub - CJCPAs/CJCPAs-Ultimate-Construction-Accounting-Database

Someone call Guinness. We just broke a world record 🏆
In the past 5 days, I've given away 195,429 lines of valuable accounting resources.

For free. 
Forever.

Here's why:
Because knowledge shouldn't be hoarded.
Because we stand on the shoulders of giants, and we want to lift others up.
Because the accounting profession has gatekept information for too long.
And because we're playing a different game.

What's now live on GitHub:
💼 Ultimate 401k Auditor Database 
📋 Ultimate SSARS Library 
📊 Ultimate FASB Guide 
🏗️ Ultimate Construction Accounting Database (for Auditors) 
📘 Construction Accounting QBO Mastery (for Clients/Bookkeepers) 
💰 Tax Strategy Database

A note on the tax repo, we're not even a tax firm. 
But we built it anyway. 
If tax pros find value in it, they can help make it incredible.

That's the beauty of open source.
Go explore. Use it. Build on it. Make it better.

All 6 links are in the comments 👇

***These are free,  living documents. They arent perfect. But dang they are good. You take responsibility for using them. If you catch an error, leave an "issue" and it gets better for the next person!!!*** 


#CPA #Audit #Accounting #Construction #401k #EBP #QBO #Tax

I did it! I just made 37,000 lines of AWESOME 401k Audit Guidance. And I'm giving it away for FREE. 

After years of conducting ERISA 103(a)(3)(C) audits, I got tired of piecing together guidance from 47 different sources. 

So I built what I wish existed when I started.

What's inside (37,000+ lines):
→ Complete 103(a)(3)(c) audit programs 
→ Ready-to-use engagement letters & rep letters 
→ Materiality, sampling & ADP/ACP calculation templates 
→ Fraud risk assessment framework (AU-C 240 compliant) 
→ 150+ term glossary 
→ 15 decision flowcharts 
→ 12 real-world case studies with solutions 
→ Quality control checklists 
→ State-specific guidance for all 50 states 
→ 2025 IRS limits & SECURE 2.0 provisions
AND my favorite
→ A MASSIVE library of Financial statement note disclosures and templates

Whether you're a first-year staff or a seasoned partner, it's all there.

Why free?
We gotta get with the times. 
We NEED to transition to an open source mentality in our industry. 

Every auditor deserves access to quality guidance
Not just large firms with proprietary resources.

If I win, everyone is going to win. 

Check the link👇
https://lnkd.in/gZEYnbQu 

#CPA #Audit #401k #ERISA #Accounting #AuditSeason #EBP #401kAudit

Open article: GitHub - CJCPAs/CJCPAs-Ultimate-401k-Understanding-Information-Database by github.com

Contribute to CJCPAs/CJCPAs-Ultimate-401k-Understanding-Information-Database development by creating an account on GitHub.

GitHub - CJCPAs/CJCPAs-Ultimate-401k-Understanding-Information-Database

Calling all tax folks. Roast my resource 🙏🙏
Giving this away for free but I don't know nothing about tax. 🤷

https://lnkd.in/g56rDS9m 

Shoutout to Henry Huie, CPA for the recommendation! 

I just built what might be the most comprehensive open-source tax strategy database on the internet (according to Claude 😅😅):

85+ strategies across 18 categories

All updated for 2025-2026 with effective dates and TCJA sunset planning.

Here's what's inside:

📋 Estate Planning - GRATs, SLATs, IDGTs, Dynasty Trusts, QPRTs, Portability Elections

🏢 Business - S-Corp Compensation, Section 754, Asset vs Stock Sales, NOL Planning

🏠 Real Estate - Cost Segregation, 1031 Exchanges, STR Loophole, Self-Rental Rules

💼 Exit Planning - QSBS, Section 338 Elections, Installment Sales

🌍 International - GILTI, Subpart F, Tax Treaties, FEIE

💰 Specialized - Crypto, Oil & Gas, Energy Credits, Split-Dollar Insurance

Each strategy includes:

Requirements & client fit criteria
Implementation steps
Case studies with actual calculations
IRC references
2026 sunset implications

Why am I giving this away?
Because I had a couple days off. 
And I wanted to see what i can give back to help others out. 

So... what did I miss? 
What did I mess up? 
What would you add?

#tax #cpa #taxplanning #estateplanning #accounting #tcja #wealthmanagement #taxstrategy

Open article: GitHub - CJCPAs/CJCPAs-Ultimate-Tax-Strategy-Database by github.com

GitHub - CJCPAs/CJCPAs-Ultimate-Tax-Strategy-Database

I'm giving away the most comprehensive SSARS resource I've ever built. For FREE. 

What is SSARS? 
Statements on Standards for Accounting and Review Services - the professional standards that govern how CPAs perform compilation and review engagements. If you prepare or report on financial statements without an audit, SSARS is your rulebook.

After days of intense work, the CJCPAs Ultimate SSARS Library is ready - and I'm making it available to every CPA who needs it.

What's inside:
📚 9 Complete Standards Guides (AR-C 60-120 + SSARS 26 & 27)
📋 11 Peer-Review Ready Workpaper Templates
🏥 Industry Guides for Healthcare, Nonprofit, Construction, Real Estate & Restaurants
📖 24 Real-World Case Studies
📝 150+ Term Glossary
⚠️ SSARS No. 26 Quality Management guidance (Dec 15, 2025 deadline is coming!)
⚠️ SSARS No. 27 plain paper financial statement guidance for 2026

Every section includes official AICPA language AND plain English explanations.

Why free?

Because good enough isn't good enough. 
Our profession deserves better resources.

Link: https://lnkd.in/gY88bmvA

MASSIVE shoutout to Charles B. Hall, CPA, CFE, MACC
He has lifted so many  people up with his dedication to our industry. 
This is massively inspired by what Charles has 
been doing for everyone for years. 

Drop a comment if this helps your practice. 
Share it with someone who needs it.

#CPA #Accounting #SSARS #CompilationAndReview #AccountingStandards #Assurance

Open article: GitHub - CJCPAs/CJCPAs-Ultimate-SSARS-Library by github.com

Contribute to CJCPAs/CJCPAs-Ultimate-SSARS-Library development by creating an account on GitHub.

GitHub - CJCPAs/CJCPAs-Ultimate-SSARS-Library

After years of digging through FASB codification, Big Four guides, and scattered resources... I built The Ultimate FASB Guide — and I'm making it completely FREE.

https://lnkd.in/gPgVA7jn 

What's inside:

📚 70+ comprehensive ASC guides covering the entire codification (100s-900s)

✅ Revenue Recognition (ASC 606) 
✅ Leases (ASC 842) 
✅ Credit Losses / CECL (ASC 326) 
✅ Business Combinations (ASC 805) 
✅ Fair Value (ASC 820) 
✅ Stock Compensation (ASC 718)
✅ And 60+ more...

Each guide includes: 
→ Plain English explanations (not just codification jargon) 
→ Practical journal entry examples 
→ Disclosure requirements 
→ Common audit issues 
→ Links to official FASB and Big Four resources

Built specifically for Private Company CPAs:

Goodwill amortization? 
Simplified hedge accounting? 
VIE exemptions? 

It's all there with practical examples 
and sample disclosure language.

This was all made with publicly available information. 
Just brought it into one place. 

Like this? 
Share it with your team.

Dont like it? 
Let me know why and we'll tweak it 👍

Open article: GitHub - CJCPAs/CJCPAs-Ultimate-FASB-Guide by github.com

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Looking for a someone to send tax referrals to. 
Ive got one of the highest rated firms in San Antonio on Google....and I dont do tax 😅

Folks call us alot to ask for tax help. 
Looking for someone who'd be interested in getting those referrals. 

This referral would be for someone who wants to sift 
through the tire kickers to find their clients. 

I'd say it's great opportunity for someone with a newer firm that 
cares about customer service and wants to raise their floor on leads. 

I don't do referrals fees in or out so its free. 
My only ask is that you treat them great.

Please let me know if you're interested or tag a friend 

Logan Graf, CPA Henry Huie, CPA taggin y'all as I think you'd know a person or two that might be a good fit here 👍

Dude f#$% it! Should I just made a an open source pdf extractor for accountants and auditors? One where any accountant can go in and drop in a template a
pdf. 

I'd have a bot that sits and looks 
at files that are dropped in. 

It would analyze it.
Turn it into a template, auto add 
the template to the database. 

Then you have open source code on how
to extract that template forever!

We get enough people using it, we eventually 
cover all the invoices out there. 

I think I could make the working MVP 
of this from my phone in under 15 minutes 🤔🤔🤔

A good excuse is still an excuse. 
No more excuses.  Get out there and making amazing happen. 

Focus your thoughts.  
Pick one thing. 
Point all your brain juice at it. 
Be relentless.  
This is your life. 
What do you want at the end of it? 
Sitting on a mountain of what ifs and 
untapped potential?? 

Empty the tank. 
The way you empty the tank on a life
is by emptying the tank on a day. 

Give this day everything you got.
Go to bed tired. 

I want to see you do AMAZING things! 
Stop blocking yourself with that BS excuse. 
Let it go and go chase greatness 🔥🔥🔥

Wooo I made something I've been wanting to make for over a year! 
It's silly. But I've been wanting to do it as a side project for a LONG time.

When I am done with a conversation with someone,
all I have to do is say, "Run It!", and within 3 minutes, I have 
a studio quality grade song about the interaction I just had 🤣🤣🤣

Fun little Friday night @n8n project!

The only thing that remains the same is everything changes.

Time is a river.
Change flows with it.
We've got a choice.

Option 1: Be a post.
Dig in.
Plant your feet.
Try to stay exactly where you are.

The river keeps flowing.
You keep getting hit.
You keep getting worn down.
Eventually, you break.

Option 2: Be a boat.
Go with the flow.
Add some flotation.
Build a rudder.

You can't stop the river.
But you can navigate it.

Most people choose to be the post.
They fight change.
They resist progress.
They exhaust themselves staying still.

Smart people build boats.
They move with the current.
They steer where they want to go.
They use the river's power instead of fighting it.

The river doesn't stop.
Time marches on. 
Be a boat.

What database do you want me to make? I figured soemthing out. And I can make a really solid database over anything FAST. 

Comment requests.
And I'll make a github repo. 
You tell me if its awesome or not.  

It can literally be anything.  
> GAAP Accounting 101
> Greatest Sports library 
> How to do....literally anything

Hit me with some suggestions.
Get your mindblown.
Redefine your perception of possible.

Man, how lucky am I to have these problems?

Every life has problems. 
And I'm lucky to have mine.

Don't get me wrong....mine still suck.
But I'm grateful. 

Because Ive been in those other places. 
I've had those worse problems. 
And these aren't those. 

So going to take some 
time to sit in gratitude🙏🙏🙏🙌🙌🙌

Yesterday was incredible. We hit a few wins. One of the coolest was gaining access to the API for our audit software.

We're able to reach into our audit software
and click buttons from outside of it.

We can now automate actions that used to
require manual clicking through the interface.

This pairs extremely well with 
our firm's risk pooling strategy.

We're able to risk pool jobs by similarities
and save an incredible amount of time.

Instead of treating every audit as a unique snowflake,
we group similar engagements and process them together.

We can build a front-end experience so tailored
for our firm and our needs that no external
vendor could ever beat.

We're not limited to their interface anymore.
We're not limited to their workflow.
We're not limited to their vision of 
how auditing should work.

We control the experience.
These are the kinds of wins that lay the 
groundwork for the automated audit firm.

Piece by piece.
Integration by integration.
API by API.
It's all coming together.

Shoutout to Caseware cloud for building out the groundwork with their api 👏👏👏

I am in such awe of our world and this experience.
It is something else.

If we sit back and look, the amazement 
surrounds us in everything we do.

> A microwave is incredible. Mind blowing.
> A radio is incredible.

> The fact that I can have a face to face conversation 
with my team in the Philippines and we can 
hit goals together is incredible.

There is so much more in the seemingly mundane.

As adults we posture to impress.
We pretend not to be excited about 
things we think we should already know.

We lean into this assumption of understanding. 
But behind closed doors admit we don't  actually know. 
(sometimes we blind ourselves so deeply we can't 
ever admit it 😥)

We lose joy and the ability to 
see how amazing this really is.

But it is. It is amazing. All of it.
A car. A light bulb. A car. A process.

I am sitting in deep gratitude for our 
world and for the doers and makers.

It has been a long journey, and 
I am excited to join the club. 

I'm going to leave this place better than I found it ♥️

It starts with just being in the room.
Want to be a billionaire? 
Sit in a room with a billionaire.

Want to be an incredible chef? 
Sit in a room with a master chef.

Want to be a world-class athlete?
Sit in a room with world-class athletes.

Want to change the world?
Come to the CJ CPAs office.

I've been recording myself since March 2023. I pointed AI at my conversations and told it to make a website about my story. Holy moly. 🤯

It created a living timeline of my journey.
My thoughts on entrepreneurship, 
family, and building something that matters.
The evolution of my ideas over nearly 2 years.

It pulled themes I didn't even know I had.
Connected dots I hadn't connected myself.
Turned thousands of hours of raw audio into my story.

Welcome to the future.

Not AI replacing humans.

AI helping us understand ourselves better.
AI preserving what matters.
AI making sense of the chaos.
_______________________________

I started recording for my kids
so they'd have a record of who their dad was,
what he believed, how he thought.

Digital immortality.

In the meantime, this level of detail can provide 
incredible benefit of having an AI analyze journey.

**The future is going to be wild.**

Do amazing things every day.

Check it out:

Open article: CHRIS JOHNSON by cjs-story.netlify.app

Laminar flow vs. turbulent flow. It's a fluid dynamics concept. And it perfectly explains what I'm doing with the automated audit.

**Laminar flow:**

When you control the initial conditions so perfectly
that water flows in smooth, parallel layers.

No turbulence.
No chaos.
Just perfect, predictable motion.

Think: those fancy fountains where the water 
looks like a glass rod flowing through the air.

That happens when you eliminate every source of disturbance.
Perfect nozzle design.
Steady pressure.
No vibrations.

The water just... flows perfectly.
_____________________________

**Turbulent flow:**

Chaotic.
Swirling.
Unpredictable eddies and vortices.
Energy wasted fighting itself.

This is what happens when initial conditions aren't controlled.
_____________________________

**Traditional audits = turbulent flow.**

Every engagement feels different.
Constant firefighting.
Manual processes creating chaos.
Team members colliding with problems.

You're fighting turbulence on every single audit.
_____________________________

**Automated audits = laminar flow.**

Control the initial conditions so perfectly
that the work just flows smoothly.

Standardized inputs.
Predictable processes.
Eliminated disturbances.
No manual friction.

The audit flows through the system
like water from those fountains
smooth, predictable, beautiful.

_____________________________

**Here's what most firms miss:**

They try to fix turbulence with more controls.
More oversight.
More processes.
More people. 

But that's like adding obstacles to turbulent water.
It just creates more chaos.
_____________________________

**The real solution?**

Engineer the initial conditions.

Perfect the inputs.
Eliminate the disturbances.
Remove the friction points.

Create conditions so perfect that laminar flow 
is the natural result.

_____________________________

We're not just automating audits.
We're engineering the conditions for laminar flow.
From chaos to perfect motion.

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Joris van Huët

Chris Johnson, CPA, CCIFP

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The Battle

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Chris Johnson, CPA, CCIFP

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Chris Johnson, CPA, CCIFP's LinkedIn Performance

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