Receivables management for accountants and attorneys

Posted Leave a commentPosted in Accounting, Law firm

In my first meeting with Philadelphia’s David Rubin in early 2017, he made me realize that my vision of accounts receivables management was shortsighted. His professional approach opened my eyes to the availability of a better way to manage this necessary task! I really did not know this service was available and didn’t imagine it […]

Does blogging work?

Posted Leave a commentPosted in Computers and Internet, Small Business, Social Media, Writing

Last evening I appeared on a short segment on the NBC national news. The story was rebroadcast on this morning’s Today Show. After these brief TV appearances I received a bunch of phone calls, emails and messages asking how this came about. In fact, it was just an odd random event in my patchwork schedule […]

Small business part time help matchmaker project

Posted Leave a commentPosted in Accounting, Small Business

I’ve noticed that my businesses and other local businesses are having a tougher time finding workers for occasional projects so I started a project yesterday in an attempt to address the issue. The goal is to meet more people who are looking for various types of work and assess their interests, skills and availability. Then […]

Standardized basic pricing for QuickBooks

Posted Leave a commentPosted in Accounting, QuckBooks, self-employed

This post explains my new standardized pricing for my QuickBooks services starting at $20 or $50 per month. This blog post pertains to small businesses or self-employed clients who: Do not have an automated bookkeeping system Are self-employed, have part-time ‘gig’ work or run a small business Are using a bookkeeping system other than QuickBooks […]

Head’s Up on New Pennsylvania Charity Reporting Requirements

Posted Leave a commentPosted in Accounting, nonprofit, Small Business

Executive Summary: Smaller Pennsylvania charities face revised state requirements for their submitted financial statements that may require additional advance planning. May 16, 2018 is the IRS filing deadline for filing 2017 information with the federal government for most nonprofit organizations. Some organizations haven’t had a need to focus on the details of recent legal changes affecting […]

Health insurance for illegal immigrants

Posted Leave a commentPosted in Health Insurance, immigration

It is well documented by multiple sources that illegal immigrants pay at least $12 Billion each year more in taxes that they receive in social benefits that the rest of us take for granted. These workers come to the U.S. legally, typically on short-term work visas, with the understanding that they pay regular U.S. wage taxes but do […]

Who benefits the most from tax planning?

Posted Leave a commentPosted in Law firm, Retirement, self-employed, Tax Planning

Our tax laws provide more opportunity to some people than others. I find that some people can save tens of thousands of dollars with little effort through active tax planning while others might save only a thousand dollars or so. Obviously these high impact people are the ones that tax planners like me want to […]

Sample tax services engagement agreement

Posted 1 CommentPosted in Accounting, Tax Planning, Taxes

This is a sample high-value agreement for individual tax preparation services that incorporates cost-saving technologies and procedures to save time and money while maintaining a high level of professional service.  Thank you for choosing me to help you with your taxes. My goal is to give a stress-free tax filing experience. Clear communication plays an […]