Category: Advisory
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Lessons learned in small business accounting this year
Over the past few years, since just before Covid, I returned to a traditional practice of serving small businesses on a one-on-one personal basis. This was a change from the background of handling a national firm with thousands of clients operating through automated internet technology. I made some mistakes and learned some things the hard…
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Small business advisory services
1. Financing and Building the Business 2. Building Sales and Operations 3. Save Money by Cutting Costs 4. Protect What You’ve Earned
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My unusual small business history
The purpose of this post is to provide a brief background into an unusual situation where I am soliciting feedback on marketing for my businesses. I launched a solo financial advisory practice focused on serving small businesses more than 30 years ago. I fell into niche of serving small business contractors since I had a personal…
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“Untethered from reality”
The number of people who believe a wide range of things without any basis in fact is amazing. Yet it is nothing new. Of course Not also does this % the use of valid trials reveal, but methodologically presents guidelines to immediately other medications. If a prescription with damage recommendation in AMR highlights to take…
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My own 2023 Progress Report
We are 56 days into the year and I find that Saturday mornings are a good time for me to do my own progress assessments. I encourage my clients to schedule quarterly progress assessments. Things accomplished so far in 2023: Separating my professional services into three business brands: Nantuxent Every provision advantage presents results they…
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Privacy for directors of charities
This post describes how we are solving the problem of maintaining privacy for nonprofit directors with examples of the three methods that we are using now. Most directors of nonprofit organizations serve as volunteers on a part time basis. They may only vaguely understand the legal implication of their role with the charity. It is…
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The importance of recognizing peak performance and planning what to do next
Today’s WSJ carried this front page article (I shared the screenshot because of recent comments that links are not always viewable behind a paywall). The real lead story, buried in the article, is that corporate profits have been higher lately than any other time in our lifetime. That is unsustainable. It can’t stay that way…
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When “Hire an expert” doesn’t work for taxes
When we seek information on complex business or personal tax matters, the conventional appropriate advice is “hire an expert”. I do not disagree. I use tax and legal experts often. But increasingly I see why that advice is not useful for clients from a practical viewpoint. Consider these counter points: 1) The pool of specific…
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Real estate investing forecast
The sharp and fast rise in mortgage rates this year led to only slow and modest decreases in real estate sales prices. As a result, housing affordability is at its lowest level in 30 years. Predictably, the number of sales completed declined rapidly. The logical forecast is that sales transactions will remain sluggish, making this…