Search results for: “engagement”
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CPA Mobility
This past few weeks I learned more than I care to know about CPA mobility; that is, the ability of a CPA to provide services in a different state than the state where I am licensed. We should hope as professionals and as consumers that this is a clear and easy-to-understand issue. It is not. This…
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Financial service highlights for 2007
Changes affecting small business acccounting and related services in 2007
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What is in accountant’s permanent file
Flexible, experienced and affordable online advisory service.
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Sample professional payroll service agreement
What do you get when you hire a professional accountant to handle your payroll accounting and wage tax issues? This is certainly a fair question since the level of service seems to vary widely between providers. Some payroll service providers, I understand, do not even put the details of their services in writing. The professional…
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A small business marketing resolution
I’ve written recently how I cancelled a small business marketing firm’s contract because my client did not achieve the specifically stated objective of the marketing program which was to show evidence of one lead generated within the first six months of the program. The lead could have been a phone call, an email or an…
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Which of these is different than the others?
Comments about a marketing services sales video Remember those questions on cognitive aptitude test asking you to identify which item in the group is different than the others? Here’s one I ran across today in a video presentation: Item 1 – Marketing message from a daycare Item 2: marketing message from jeweler Item #3 – marketing…
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Testing a new social media marketing message
I plan to test a new social media marketing message in this last week of June. The volume of incoming phone calls to my office that I rely upon to keep my practice in operation has dropped off since the end of tax season. This is partly due to seasonal variation but I also sense that…
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Fraud in crowdfunding
“There was a time when a fool and his money were soon parted, but now it happens to everybody on crowdfunding sites.” I modified this quotation from Adlai Stevenson to fit our modern times. The late statesman who died in 1965 would have no way of knowing the overwhelming challenges we face in dealing with…
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How to format a Profit and Loss Statement for a small business
An accounting question came up yesterday while I was preparing a compilation of year-to-date profit and loss statement for a new small business client. The business is just started and has some income to report but had incurred little actual expenses yet. The expenses were summarized simply listed as “Operating expenses” as a single line item…