Month: October 2016
-
Unregistered Charities
Each state has laws requiring proper registration of charitable organizations, professional fundraisers and professional solicitors. The intent is to protect citizens by requiring full public disclosure of the identity of persons who solicit contributions from the public, the purposes for which such contributions are solicited and the manner in which they are actually used. Last…
-
I’m grateful for a good personal physician relationship
I had a routine annual physical exam recently. My personal physician of more than 30 years spent more than an hour doing various tests and chatting while we caught up and discussed a wide range of topics related to my health. Due to my temporary absence from the local area and other life situation oddities,…
-
Change to Privacy and Security Agreement
I made some changes to my privacy and security statements and will now request that new clients affirmatively acknowledge and accept the agreement before I make any other follow-up communication. Part of the reason is to emphasize my reliance of text, email, video conferences and document portals. Surprisingly, I still get calls from people who say…
-
Secret small business trend
Over the next few years more than half of the businesses in my target market will switch their accounting to QuickBooks Online. That is a shocking prediction considering that: a) there are more than 300 excellent accounting software programs, and b) many are opposed to remote hosted accounting now. But I believe the prediction because I…
-
Rethinking our 2017 health care strategy
Yesterday my wife reminded me that it is time to sign up for our 2017 health insurance plan through her employer and this led to a discussion of the $6,000 deductible plus co-payments that we seem to incur every year in addition to our personal contribution of $8,000 for the “employer-paid” health insurance. And while we…
-
What they don’t tell you about Office 365 for Business Premier
In September 2016 Microsoft improved the features its flagship Office platform offering for business clients. The reviews are impressive. I was having trouble with my Google for Work account at that time that I wrote about in another blog post. Microsoft Office is the platform of choice for the majority of financial service firms and nonprofit…
-
Why I switched from Google for Work to Microsoft Office 365 Premier for Business
Editorial note: After publication I was corrected and learned that Google can be used offline. The editorial is incorrect in that regard. About a month ago I dumped my Google for Work account and decided to upgrade my Microsoft from a personal account to a business account. Here are some reasons why I turned away from Google…
-
Another risk for crowdfunded products
Crowdfunding Insider warns that if a successful crowdfunded product is easy to copy, it will be copied and offered at a lower price by Chinese manufacturers. The risk is that crowdfunding companies put their best ideas online for public viewing before they have any developed markets or brand loyalty. Customers who found them online can…
-
A sneak preview of single payer health care
Small businesses and self-employed people have struggled with increasing healthcare costs for as long as I’ve been in practice. We had double-digit cost increases in the late 1980s that triggered me to focus on this issue as a core of my work for the next three decades. But the important point is that we always found…