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My Concierge CPA

Accounting and Finance Blog

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My Concierge CPA
Accounting and Finance Blog



A Note From Juliet
Julieta Iglesia Rothberg CPA

Welcome to MyConciergeCPA.com, an Accounting and Finance Blog dedicated to simplifying Accounting and Finance concepts

’m thrilled you’ve stopped by. After spending over 20 years as a Certified Public Accountant in both public and private sectors, I’ve gathered a wealth of knowledge and experience that I’m eager to share with you.

Starting this blog has been a dream of mine—a way to give back by demystifying the often complex world of accounting and finance.

Whether you’re an accounting student just starting out, a seasoned professional, or a small business owner trying to make sense of your finances, I’m here to help. My goal is to make each concept as clear and accessible as possible, so you can make informed decisions and grow your financial expertise.

So, let’s embark on this learning adventure together, and make accounting a little less daunting and a lot more fun!

MyConciergeCPA Values

01.

Transparency and Clarity

I prioritize Transparency and Clarity in all my content. I aim to simplify complex accounting concepts by presenting information in a clear, accessible manner. My content is meticulously researched, aiming to empower you with deeper financial understanding and informed decision-making

02.

Education and Empowerment

I firmly believe that education is the cornerstone of empowerment. With knowledge, people can make informed financial decisions, unlocking the power to achieve their goals

03.

Innovation and Adaptability

Through exploring cutting-edge trends, emerging technologies, and best practices in accounting, I provide my readers with fresh insights and adaptable strategies. My goal is to inspire innovation and encourage proactive adaptation within the accounting community, ensuring that my audience stays ahead in a rapidly evolving industry

Latest on the blog
  • Debits and Credits Blog Post (100 x 100 px) (500 x 500 px)
    Accounting 101

    Debit vs Credit Accounting: Why They Still Confuse You

  • Overhead view of financial documents, cash, and technology on a wooden desk.
    Cash Flow Management

    Cash Flow vs Profit: What Every Business Owner Should Understand

  • Mastering Robotic Process Automation in Accounting: Key Benefits and Strategies
    Automation & AI in Accounting

    Mastering Robotic Process Automation in Accounting: Key Benefits and Strategies

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