Questions about TechSoup

Posted 1 CommentPosted in Accounting, Nonprofit, technoogy

My largest block of clients are charitable organizations. In that nonprofit field the company TechSoup is a popular vendor of technology services. A few recent events cause me to ask more questions. I’ve made a few purchases for clients through them. TechSoup markets “donated and specially discounted technology offers”. But lately I’ve noticed that specific […]

Five tech tools to boost small business income

Posted Leave a commentPosted in Accounting, Small Business

There are two approaches to boost the income of your small business: Increase revenue, or Decrease expenses. If your experience is like mine, there is no shortage of people willing to help you raise income. Marketing experts, business coaches, networking specialists, branding experts, and so forth. My inbox is overflowing daily from so many offers […]

A survey of state-specific continuing professional education ethics courses for Delaware CPAs

Posted 1 CommentPosted in Accounting

Editing note: After initial publication I added noted on an unlimited CPE package if offered. Most Certified Public Accountants, like me, take continuing professional education (CPE) courses from a variety of sources on a range of topics of business interest or specialization over time in the normal course of business. I subscribe to several providers […]

Three nonnegotiable points on CPA verification letters

Posted 1 CommentPosted in Accounting, Small Business

CPAs are commonly asked to verify business information including ownership, finances and available funds. This is a useful part of business operations and often part of the bank lending process There are three simple, clear and nonnegotiable points, however, to these CPA verification letters: CPAs may verify facts, not opinions. A CPA who attempts to […]

An accounting niche opposite the AICPA trend

Posted Leave a commentPosted in Accounting, Financial Planning, Small Business, Wealth Management

An advertisement by a top-qualify national information publishing firm joined up with a prominent AICPA event to deliver an educational program designed to prepare CPA firms for imminent change. The bullet points describing the course content are: End-to-end, automated cloud-based tax preparation AI-enhanced, highly intuitive tax research A cloud-driven, Integrated Audit Approach that focuses on […]

Ten million people with tax debt can still move forward with a normal financial and personal life

Posted Leave a commentPosted in Accounting, Financial Planning, Taxes

Millions of Americans are saddled with tax debt that prevents them from moving financially. That financial struggle impacts other aspects of life including mental and physical health and relationships. I’ve observed that the key to resolving these problems – even when they seem insurmountable in the beginning – is to establish a supportive professional relationship […]

Two tips for new nonprofit organizations

Posted Leave a commentPosted in Accounting, Cannabis, Nonprofit

There are more than a million nonprofit businesses in the U.S. with more every day. State requirements that new cannabis companies be in nonprofit form bring more attention. Yet most nonprofit organizations are small volunteer-driven businesses with small budgets. They still need to make smart business management decisions, beginning with the business start-up. Starting out […]