How to fix your small business 401(k)

Posted Leave a commentPosted in 401(k), Financial Planning, News and Politics, Retirement, Small Business

This week President Obama’s administration gave a strong endorsement of the Department of Labor’s plan to impose fiduciary obligations on investment brokers and advisors working with retirement plans. The controversial proposal is based on a belief that new rules are a needed consumer protection to prevent billions in costs due to bad advice. Most consumer advocates […]

Insight into Facebook as a small business social media tool

Posted Leave a commentPosted in Small Business, Social Media

Here is an insight I picked up this weekend about Facebook’s small business media distribution policy: One of my Facebook friends Laura Jane Hawley recently posted two announcements a few days apart about her business’ participation in a local home show. Both post included interesting photos and a brief one line mention about the show. […]

ACA – The law that really wasn’t

Posted Leave a commentPosted in Employee Benefits, Financial Planning, News and Politics, Small Business

The Affordable Care Act (ACA) of 2010 really hasn’t had any significant impact on individuals and small businesses despite the volumes of  information, rhetoric and threats of penalties for non-compliance. Today the Obama administration extended the individual health insurance enrollment deadline (again) regarding the individual mandate. Last week they postponed the effective deadline for small business […]

Why I am furious with QuickBooks right now

Posted Leave a commentPosted in Accounting, Small Business

A copy of an email advertisement for Book-to-tax feature. Intuit is fond of asking me frequently if I am satisfied with their QuickBooks product and would be willing to recommend their product to others. I’ve used it for 20+ years and have been a long-time QuickBooks ProAdviser. I’ve always been clear that my loyalty is due […]

Testing small business social media marketing message for CPA/benefits practice

Posted Leave a commentPosted in Accounting, Employee Benefits, Small Business, Social Media, Tax Planning

Today I plan to test this new social media marketing message on a sample of my small business owner connections. It is meant to incorporate the components of the advice I’m reading lately on how to do this type of social media marketing. I deliberately tried to include an immediacy point, a focus on the reader, […]

When QuickBooks is a no-brainer

Posted Leave a commentPosted in Accounting, Computers and Internet, Financial Planning, Small Business, Taxes

I ran into an old friend by chance on a Philadelphia sidewalk today. We used to see each other often but now he lives more than an hour away with his three dogs at a rural country place in beautiful upper Bucks Country. He knows that I am an accountant but we’ve never “talked business” […]

Obamacare adviser blues

Posted Leave a commentPosted in Accounting, News and Politics, Small Business, Taxes

Some of the telephone and email requests I receive for professional help with Obamacare include phrases like: My theory is … I heard that… My brother-in-law says that … I have a hard time expressing in a socially acceptable manner that as a professional. I cannot and do not have any significant regard for what […]

CPA Tax Rates for 2015

Posted Leave a commentPosted in Accounting, Financial Planning, Small Business, Tax Planning, Taxes

Until now, I have used negotiated flat fees for all accounting services – including tax services – under an approach commonly called “value pricing”. These fees should have some reasonable basis and market rate or competitive pricing may be one input into this basis of pricing. We presume that there is social value in having consumers […]

What I learned this week

Posted Leave a commentPosted in Employee Benefits, News and Politics, Small Business, Social Media

I’ve adopted the habit of summarizing the things I’ve learned over the past week and posting a short note here on my personal blog. Normally I write this on Sunday but I was happy to spend yesterday at Cape May NJ walking through the Christmas displays. Several of the things I’ve learned this week focus […]

Small business marketing strategy in 2015: customer-focused content

Posted Leave a commentPosted in Small Business

This passage from “6 Small Business Trends To Watch Out For In 2015” in Forbes: Content Will Be King Content marketing isn’t a new concept, but it will be more important than ever in 2015, particularly for small businesses with limited resources to spend on advertising and media relations. More small businesses will work with […]