January 1 is around the corner. It’s time to figure out what the new federal overtime rule means to your business. Read More
Year-End Bookkeeping Checklist: ‘Tis the Season to Wrap It Up & Put a Bow on It
It’s that time of year again. Can you sense it? Year-end is just around the corner. The weather is chillin’ and the Christmas decorations are appearin’. However, the small business owner has a lot to do before year-end arrives.
The Health Tests Seniors Need
As we age, the need for regular medical testing usually increases. Thinking about what and when to be proactive is a great way to monitor changes in your body. Following are common tests that older adults should get.
The SECURE Act: Easier & More Flexible Ways to Save for Retirement
Americans are woefully unprepared for retirement. As survey after survey has shown, the average person is simply not saving enough to provide for a comfortable retirement. That’s why Congress is currently proposing reforms to retirement plan rules.
Facebook & Instagram Changes: How to Stay Ahead of Them
Social media continues to be a cornerstone for online marketing, with growing importance as Millennials and Gen Zers gain more and more purchasing power. What once was a low-cost option for marketing and advertising, today, you won’t make much of an impact on your social platforms without allocating some money towards it. With Facebook and Instagram’s upcoming algorithm changes, plan to develop a social media budget in your 2020 marketing plan. Read More
Top Five Reasons for Tax Planning! NOW!
Halloween is over and the first snow has fallen already…and it’s way too early, in my opinion! But what it is not too early for is yearend tax planning discussion. Here are the top five reasons I would recommend an early planning discussion with my clients. Read More
Create a Reason for Your Customers to Stay
To keep customers loyal, you must be truly invested in their success. It takes staying partnered with them and continually engaged.
2020 Estimates for Social Security & Medicare Costs
The Wall Street Journal recently posted online (September 19, 2019) the estimated increase for Social Security recipients for 2020 to be approximately 1.7 to 1.8% from current. An average recipient receives $1305 a month so the increase could be approximately $27 at that level.
Top Tips to Keep Your Bookkeeping in Tip Top Shape—Final in the series
Knowledge is Power. This is the sixth and final blog in the series on Instructing and Guiding you to improve your bookkeeping procedure, getting it in shape and keeping it in shape. Don’t wait, click now to get started.
Refresher Course on Deductibility & Accounting Related to Meals & Entertainment Deductions
The Tax Cuts and Jobs Act (TCJA) made several changes to deductions for meal and entertainment expenses. I went through these changes in my blog of January 2018, explaining that many of the expenses that were either 100% or 50% deductible were changed to being only 50% or not deductible at all. The biggest change was that entertainment expenses would no longer be deductible at all.
October—National Financial Planning Month
I’m a planner. I struggle to act on a whim and be impulsive… it’s just who I am.
Job Descriptions—Why They Are Essential!
Do you have them? Are they accurate and updated? Are they carrying their weight for your business? Read More
Improve Upon Your Customer Experience Through Marketing
While planning your marketing for 2020, put the customer at the forefront of your strategy. Instead of focusing on selling customers on your product/service’s features and benefits, shift your mindset to that of your customers – Why do they want to engage with your company? Why are they reading or viewing your marketing material? How can you make it easier for them? Read More
Top Trends in Corporate Gift Giving 2019
If you want to impress your clients, members and associates with your branded gifts, here are five hot holiday trends.