Category: Small Business
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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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What is the status of Diversity, Equity, and Inclusion measures in 2025?
Times are changing. DEI policy execution is shifting to local, private and some state level programs. Where do we stand now?
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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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Working class men and the future of the rural marina
We are now speaking with individuals who may want to be involved as ‘sweat equity’ shareholders, casual workers or just volunteers, tax-motivated real estate investors, and environmental professionals.
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What is the purpose of a published pricing policy?
I’ve been wrestling with this issue in my accounting practice and rural marine business and spent some time investigating to learn more. I skimmed a handful of articles from Indeed, Openstax, 4Pricing.pro and Ca.Indeed on the topic, and none addressed what I was hoping to learn. It is clear that pricing policy can serve either…
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Services for individuals and small businesses
Client services are individually tailored to bring the best value at the lowest cost. Financial goals, operations, and accounting requirements vary widely. This checklist is designed to act as a prompt as to what is common and what is possible. Services fall into six categories: Obviously After the misuse of the meaning, the friends used…
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Discrimination against married business owner in New Jersey
I’ve owned and operated small businesses individually in my name as a married person for more than four decades. Until recently, they were all based in Pennsylvania or Delaware. I’ve had plenty of business financings, loans and mortgages, all without my spouse’s involvement. Recently I relocated them to New Jersey and hit a brick wall…
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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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Business Ownership Information Disclosure
Absent any last minute action this week, the federal Corporate Transparency Act of 2021 becomes effective next week. Efforts by groups including our NJCPA to delay the start seem to have failed. As with any business issue in modern life, there is as much misinformation as real information. I want to be clear that this…
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My social media experience in 2023
A summary of my own social media experience in 2023:1) Twitter has degenerated to a cesspool. I use it only to read comments from one specific small group of tax professional users.2) Facebook is blocking exposure of my posts on certain topics , especially the role of social media in politics.3) My star is rising…