THE ELECTRONIC PAYMENTS SERIES: NO. 1 – A CHALLENGE FOR BANKS

Much like the dramatic changes impacting the taxi industry driven by ride sharing “brokers” such as Uber, Lyft, Sidecar and others; financial institutions (e.g., commercial banks, credit card companies, savings…

Read more »

SUCCESSION PLANNING RETHOUGHT

Few issues trouble a business owner more than how they are going to exit a business at retirement, to start another business (if they are a serial entrepreneur), or to…

Read more »

QUICKBOOKS CLINIC SERIES NO. 4: POPULAR ADD-ONS

In this post I address some of the most popular add-ons to the QuickBooks accounting system. Costs that spiral out of control represent one of the most serious threats to…

Read more »

HIRING BY FORMULA, A DISASTER IN THE MAKING: THE TOP FIVE VALUES DELIVERED BY THE PROFESSIONAL RECRUITER

Computers and the internet have given us unparalleled productivity improvements. Anybody remember having to write obscure code for job requirements placed in newspapers? I do and I’m thankful for that…

Read more »

INTERNATIONAL M&A: WHY TAXES MATTER EVEN FOR SMALL COMPANIES

In the past year I’ve seen an increasing amount of M&A activity especially with my international clients. Every transaction I’ve worked on has had substantial tax content to it. I…

Read more »

QUICKBOOKS CLINIC SERIES: NO. 3 ADD-ONS: CAN THEY STREAMLINE YOUR ACCOUNTING PROCESSES?

In previous installments of the QuickBooks Clinic Series, I’ve talked about issues users typically encounter in the initial setup of QuickBooks and how to avoid some of those pitfalls. As…

Read more »

TRENDING CALIFORNIA TAX NEWS: A BITE AT THE BOTTOM…NOW A BITE AT THE TOP?

California Senator Bob Hertzberg (D – San Fernando Valley) proposed January 12th, a sales tax on professional, construction, financial and agricultural services, as a part of a plan to raise…

Read more »

WHEN FREE ISN’T FREE – THE DANGERS OF VOLUNTEER LABOR

The Idea Startups and rapidly growing small businesses are often tempted to use volunteer labor or unpaid internships with young people seeking experience to help their business reach the next…

Read more »

WHY RECRUITERS ARE STILL VALUABLE IN A SOCIAL MEDIA WORLD

I’m often asked if the rise of social media and professional networking sites like LinkedIn and such has impacted my job as a recruiter. My answer is “Certainly!” But not…

Read more »

WHEN FAMILY WEALTH OUTGROWS THE FAMILY BUSINESS

Transitions in a family business are difficult. Deciding how and where to grow, changing roles and responsibilities and balancing emotions and egos are all transitions which are amplified in a…

Read more »