Category: Accounting
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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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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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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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Re-examining my social media strategy
Lately it seems like a hot button topic in my social media is tax shelters for W2 earners.
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40 Years of Tax Writing
I was living in Doylestown, Pennsylvania, while working for an investment banking firm headquartered in Manhattan. For convenience, I flew out of Bader Field in Atlantic City to LaGuardia Airport from my second home in Ocean City. It might sound like a cushy gig when I write it that way, but it was not. I…
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Coping with new online banking trends and terminology
“settled” “cleared”, “cancelled”, etc. do not necessarily mean what we think they mean
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Online security review for 2025
Like all financial advisers, my online security strategy is summarized in a Written Information Security Plan (WISP) that requires periodic review. The beginning of the year is a good time for me to do that. I rely on five subscription applications for digital security for my sole practitioner office and just completed a beginning of…
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Service changes for 2025
My client engagement agreements are intended to end on December 31 unless otherwise agreed. The three significant items that changed from 2024 to 2025 are: