Author: Tony Novak
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QuickBooks and Mailchimp integration in microbusinesses and small nonprofits
Intuit, the owner of QuickBooks, acquired Mailchimp in 2021. Since then, the firm encouraged its Proadvisors to boost their knowledge of the integration between the two platforms. I spent some time learning but have not found it so effective for my businesses, my clients, or associated nonprofits outside of periodic newspaper use. (That is another…
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Coping with Financial Insecurity Caused by Government
A lot of us learned this past month that our lives are not as financially secure as we believed. Today’s news and emails are buzzing with fears of individuals facing strongly worded government demands to pay back money that they never received. Small business farmers in our South Jersey region had spring contract payments cancelled,…
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Who pays $1500 for a simple tax return?
Last year I stopped charging for tax returns and worked since then to repackage my messaging. This post continues that effort. Almost nobody pays $1500 for just a simple tax return. That’s the point of this post. Yet lots of people want the confidence gained from the benefits of a strong relationship with a versatile…
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AICPA update: relevant for us?
The new head of the AICPA, Mark Koziel, shared his thoughts about the profession. These are not issues that have much affect sole proprietor firms like mine serving the small business market. Still, I pay attention to understand larger industry trends. A few takeaways:
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Ten tips to prevent bad gas
Smart handling of gasoline is part of many small business operations and a disaster preparedness plan. Gasoline contaminated with water can significantly impair engine performance, resulting in rough idling, reduced power output, higher fuel consumption engines that just won’t start or stay running. These problems not only compromise the efficiency of autos, boats, and equipment…
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38 years of small business struggle
In February 1987 I left one of Wall Street’s richest and most successful firms of that era, Drexel Burnham Lambert, led by junk bond king Michael Milliken, because I saw how this was destroying middle income Americans, small businesses, and our local towns. I set up a company Freedom Benefits that eventually became an early…
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After-the-fact payroll 2025
After-the-fact payroll is common necessity in micro-businesses doing late tax planning. There are a few points that complete the process easier.
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Will AI catch up to the speed of life?
Some in the advisory fields are raving about new AI research tools. I have yet to be convinced of their real value in my life. A few days ago I noticed an issue with workflow using Perplexity AI Deep Research. I was answering a client’s email in the early morning where he made a strange…
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Wind at the shore
Sustained high winds caused more shoreline erosion and property damage than any other force of nature over the past two years. Wind persisting for days is clearly more of a problem here lately than just storms or flooding. That was my repeated observation and often triggered my comments here on social media. Yet I have…