Category: More Wins

Law Firm Partners Want to Keep Track of Personal Expenses of Partners so There is Fairness Between Partners.

Jack and Jill are 50% partners in a small law firm. They want to keep track of their expenses so they can fairly allocate profits. Many partners become angry with the other partner for taking advantage by spending more on expenses that have some pleasure involved. For example, if one partner likes to “live high […]

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The Success Pyramid will make you rich! HABIT 4 of the Success Pyramid: Understanding how repeating GOOD HABITS can make you Rich!

The Success Pyramid will make you rich! HABIT 4 of the Success Pyramid: Understanding how repeating GOOD habits can make us Rich! In Habits 1 and 2, I argue for the importance of changing our habits to eat smarter and to begin to understand that we are a product of our ancestors whose number one […]

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The Success Pyramid will make you rich! HABIT 3 of the Success Pyramid: Understanding how our fitness can make us Rich!

The Success Pyramid will make you rich! HABIT 3 of the Success Pyramid: Understanding how being fit can make us Rich! By Jeffrey Brooks, CPA, CFP, MBA for Jbrooks Wealth Advisors, PC, a Professional CPA and CFP Firm jeff@jbrookswa.com 602-292-2009 or 602-687-9900 x101 In Habits 1 and 2, I argue for the importance of changing […]

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Eat to Live by Dr. Joel Fuhrman How to have more energy, be more alert, look more fit and protect your career!

Eat to Live by Dr. Joel Fuhrman How to have more energy, be more alert, look more fit and protect your career! By Jeffrey Brooks, CPA, CFP, MBA for Jbrooks Wealth Advisors, PC, a Professional CPA and CFP Firm jeff@jbrookswa.com 602-687-9900 x101 My biggest concern is that one of these days I will not be […]

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How do you choose what to do next? The best time management tool!

Daily Action List Version 2How do you choose what to do next? The best time management tool! By Jeffrey I. Brooks, CPA, CFP, MBA for JBrooks Wealth Advisors, PC. This works! It is guaranteed to make you feel in control and successful each day! T-I-M-E Decision T=Are Technology, Tools or People available? I call this […]

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Put money aside for your retirement and to protect yourself against a downturn in the economy!

By Jeffrey Brooks, CPA Jeff Brooks is the President of JBrooks Wealth Advisors PC. a CPA and CFP firm In my opinion, this debt crisis needs to be a wake up call to start saving more money and investing more of your time to FOCUS on tax planning to increase your wealth and put “nuts” […]

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Have you checked your FREE credit report and your score? by Jeffrey Brooks CPA, CFP

By Jeff Brooks You credit is a number that reflects the information in your credit report. For example, if you pay all of your bills on time and owe only a small dollar and only have small amounts outstanding compared to your assets, you will have a higher score than someone who fails to pay […]

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What can YOU do about Social Security insolvency?

What do you think is the answer to this question? “The social security and medicare systems will avoid insolvency by: Increasing the  income tax rates and/or increasing the social security and medicare tax rates significantly and/or Reducing benefits to all of us and/or Reducing spending and creating an environment where businesses can thrive and/or Printing […]

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Reduce the number of emails that you read and send!

Ian Wooler has an exceptional 5 step process for reducing the number of emails that you receive. Get yourself off circulation/distribution lists that provide information that is not relevant to your role or key tasks (Jeff Brooks: what I do is use the key located below the right shift key, to the right of the Microsoft […]

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Happiness Exists in the NOW!

Happiness Exists In the Now By Jeff Brooks at jeff@jbrookswa.com Happiness can only be found in the present moment.  We are most happy and feel most in control when we are grounded in the present. Yet, most of the time we are stuck in a past or future mindset that causes us unnecessary mental pain.  […]

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About Jeffrey Brooks

Jeffrey Brooks, CPA, CFP, MBA since 1976 has specialized in helping clients save significant taxes, help businesses increase their cash flow, revenues and profits while increasing their control and satisfaction. Jeff and his accounting firm sincerely cares about the happiness of his clients.

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JBrooks Wealth Advisors, PC.

Certified Public Accountant
Address: 4647 N 32nd Street, Suite B245
Phoenix, Arizona 85018
Phone: 602-292-2009
Email: jeff@jbrookswa.com