Nicole, Here Are Your Articles for Monday, May 15, 2023
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  • Is This Your Situation: Customizing Templates in QuickBooks Online

    Your invoices, estimates and sales receipts in QuickBooks Online could use some customization, but you don’t know how to get started. Fortunately, this is not that difficult and help is available. Click through for step-by-step instructions.

    Saved on 11-15-2021 - Remove
  • Coronavirus: The Business Management Angle

    The coronavirus is a health crisis, but it has also become a business issue as well. Managers need to know what their responsibilities are regarding their employees. Click through for some essential workplace guidance.

    Saved on 04-20-2021 - Remove
  • Family Member Care and the IRS

    Do you have a private nurse taking care of a parent in your home? You don't only have a health issue, you also have a tax issue. Click through to be on top of the additional tax responsibilities that come with home help.

    Saved on 04-20-2021 - Remove
  • Is This Your Situation: Trying to Streamline Your Business with Cloud-Based Accounting

    Cloud-based accounting provides all the benefits of having a staff accountant without having to hire an employee. Click through to learn about this affordable small-business solution.

    Saved on 04-20-2021 - Remove
  • The CARES Act: The Basics of EIDL and PPP Loans

    There are many kinds of financial relief coming out of Washington, and one especially useful provision for businesses is the SBA loan program. Click through to learn how the program can help you and what conditions you have to meet.

    Saved on 04-20-2021 - Remove
  • The 4 QuickBooks Reports Small Business Owners Need

    Yes, QuickBooks takes charge of your data, but the real value is in the reports the program generates from all that information. Click through for insights into the key reports and how they can help you.

    Saved on 04-20-2021 - Remove
  • Is This Your Situation: Deciding Between Cash and Accrual Basis

    You're ready to start recording business transactions. Now it is time to decide whether to use cash-basis or accrual accounting. Click through to learn how to make the right choice.

    Saved on 11-15-2021 - Remove
  • Employee Retention Credit: Further Guidance

    This significant credit received a boost earlier this year, and the IRS recently issued additional guidance. This new information is essential for employers. Click through to make sure you aren't leaving anything on the table.

    Saved on 03-01-2022 - Remove
  • Is This Your Situation: Looking for Financial Reporting in QuickBooks Online

    Financial reports from QuickBooks can help you make important business decisions. Should I buy that building? Should I expand my product line? Click through to learn where some of the most common — and critical — reports are located in QuickBooks Online.

    Saved on 04-21-2021 - Remove
  • 5 Ways to Lower Your SUTA Tax Rate

    An employer’s SUTA tax rate is susceptible to fluctuation. If yours is escalating, contrary to popular belief, you actually might be able to reduce it! Click through for five strategies to curb your SUTA tax rate.

    Saved on 11-16-2021 - Remove
  • How To Be a Manager

    Few people train to be the boss. More often, they're promoted to a management position because they did well in a lower-level job. Soon they find that management requires a completely new set of skills. Click through to read some hard-earned advice on how to be a manager.

    Saved on 04-16-2022 - Remove
  • Using QuickBooks to Pay Employees

    QuickBooks can do lots of payroll-oriented tasks, if you know which buttons to press. Click through to learn all about setting up your system so you can efficiently pay your staff.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: Recording Refunds in QuickBooks

    Your client returns a product and wants a refund, but you have no idea how to record the transaction in QuickBooks. But if If you know the process, QuickBooks can handle a task like this easily and ensure the accuracy of your financials.

    Saved on 03-27-2021 - Remove
  • 5 Flexible Work Arrangements That May Remain

    "Flexibility" has been the word of the season, as companies and employees invent new ways of working. Click through for an introduction to a range of flexible work arrangements — which may continue even after the pandemic is over.

    Saved on 04-16-2022 - Remove
  • How To Win An Unemployment Claim Against Your Company

    When an employee files an unemployment claim when they don't deserve a payout, you can end up paying higher premiums.  Click through to see your options for fighting back.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Interpreting Your Financials

    Despite your best efforts, you do not understand what financials really say about your business. Click through to learn how QuickBooks can help you grasp your debits and credits and take charge of your data and financial reports.

    Saved on 04-16-2022 - Remove
  • SBA Gives Guidance and Form for PPP Loan Forgiveness

    One of the key features of the SBA's popular Paycheck Protection Program is a forgiveness provision for companies that maintain their workforce levels. Click through for information on the forgiveness application.

    Saved on 04-16-2022 - Remove
  • Streamlining PDF Creation in Microsoft Excel

    It's very handy for presentations to save a spreadsheet as a PDF, but the process can be cumbersome. Click through for some tips on simplifying transition.

    Saved on 04-16-2022 - Remove
  • Post-Pandemic: Time for a Career Change

    How has the pandemic hit your career possibilities? Depending on your situation and the state of your industry, it might be time for a major change. Click through if you're thinking about changing careers.

    Saved on 04-16-2022 - Remove
  • How Workers Can Return

    Some jobs cannot be done from home on a long-term basis, so businesses may gradually bring employees back to offices. Click through for tips on how best to do this to protect everyone's well-being as the pandemic subsides.

    Saved on 04-16-2022 - Remove
  • Meal Expenses: What's the Story?

    There's a lot of confusion and misinformation surrounding business meals and how and when you can deduct them. Click through for a brief history of meal deductions, and an intro to the current situation.

    Saved on 04-16-2022 - Remove
  • Home Equity Loans Are Deductible -- Sometimes

    The ability to deduct interest on home equity loans has always been one of their great advantages. That provision is still in force, but there are severe limitations. Click through to see if your plans align with the rules.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Your Company Is Not Well Served By Your Accounting Firm

    You feel like your accounting firm is not really focused on the kind of company you own. Click through to learn how to find an accounting firm that’s geared toward your business.

    Saved on 04-16-2022 - Remove
  • The SBA EIDL and PPP Loans and Their Tax Implications

    The Small Business Administration has refreshed an old loan program and launched a new one for pandemic-affected businesses—but there are a lot of complexities. Click through for the inside story, and the important tax implications.

    Saved on 04-16-2022 - Remove
  • How to Address Ergonomic Needs

    Employees are working at home. And even as companies prepare to slowly reopen, they may need to rearrange workspaces for health reasons. Click through to learn how to maintain ergonomic safety in every situation.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Continually Worrying About Accounting

    A lot goes into running a small business. You started it because you’re good at what you do. But what about those administrative duties that aren’t your strength? Click through to learn more about the tasks an outsourced accountant can handle on your behalf.

    Saved on 04-16-2022 - Remove
  • Touchless Payments: A Result of the COVID-19 Pandemic

    Touchless payments have been around for a while, but the pandemic may give them a boost, as businesses and consumers both want to avoid physical contact. Click through to learn about how they work, and their advantages.

    Saved on 04-16-2022 - Remove
  • Save Time with Excel Chart Templates

    Excel's ability to create charts from data is one of its best features, but it can be time-consuming if you don't know the details. Click through to learn some useful shortcuts.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Keeping Track of Project Expenses

    QuickBooks Online Plus has a feature you can turn on called Projects. Click through to learn how to organize your financials based on all the jobs or projects you’re managing as well as how to track invoices, expenses and transactions related to those jobs.

    Saved on 04-16-2022 - Remove
  • Tax Scams: The Pandemic Edition

    With all the things that are changing in 2020, there is one constant you can count on: Tax scams are still with us. Click through to learn what to watch out for as scammers find ways to incorporate the pandemic into their schemes.

    Saved on 04-16-2022 - Remove
  • What to Know About Education Credits

    An education credit helps with the cost of higher education by reducing the amount of tax owed on your return. Click through to get details on the American Opportunity and Lifetime Learning credits.

    Saved on 04-16-2022 - Remove
  • The Pomodoro Technique: Rethinking Time Management

    With so many people working at home instead of in a 9-5 office setting, we're seeing a new focus on time management. Click through to learn about the Pomodoro Technique, which makes it easier to accomplish more while working less.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: You're Having Cash Flow Problems

    Many business owners don't fully understand cash flow. This confusion can harm or even destroy their businesses. Click through to learn how you can take charge of your cash flow management.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Choosing Key Management Reports

    Determining whether your law firm is on the right track may be more complicated than it sounds. Click through for some insights into the reports law firms need to review to ensure that they're profitable.

    Saved on 04-16-2022 - Remove
  • What Are the Rules on Hazard Pay?

    Since the arrival of COVID-19, whether employees should receive hazard pay has been much discussed. Are there rules or best practices? Click through to learn about hazard pay and whether you should provide it.

    Saved on 04-16-2022 - Remove
  • Special Tricks for Entering Data Across Rows in Excel

    Where does your cursor go next? It seems like a small thing, but when you're entering data across rows, rather than columns, it can be maddening. Click through for some quick tricks to simplify data entry.

    Saved on 04-16-2022 - Remove
  • Examples of Common Email Scams

    Worried about email scams, and confused about whether a particular email is legitimate? Click through to learn about the most common email scams.

    Saved on 04-16-2022 - Remove
  • Is Your Computer Really Safe from Electronic Disasters?

    Do you feel safe because you always plug your computer into a surge protector? You're not as safe as you think. Click through to learn how to really protect your computer.

    Saved on 04-16-2022 - Remove
  • 5 Best Practices for Online Video Meetings

    Although many employers used videoconferencing before the pandemic, in recent months, its use has soared. Still, many users are confused about how best to use it. Click through for tips on hosting successful video meetings.

    Saved on 04-16-2022 - Remove
  • How to Connect Your Bank & Credit Card Accounts

    Click through for a video on how to connect your bank and credit card accounts in QuickBooks.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Worried About the Monthly Close

    Do you dread those end-of-month tasks? How do you ensure that your monthly financial statements are accurate and timely? Click through to learn how to simplify this tedious task.

    Saved on 04-16-2022 - Remove
  • Filing Responsibilities With Income or Loss From Business

    In these uncertain times, many taxpayers who normally were on staff have turned part time or full time to the "gig economy." This means they have to file Schedule C as part of their tax return. Click through for an introduction to the tax requirements.

    Saved on 04-16-2022 - Remove
  • Managing Risk in Estate Planning

    "Risk" is both a mathematic and emotional concept, a gauge of the likelihood that your estate plan will achieve its goals. Click through for an introduction to this important but often misunderstood concept.

    Saved on 04-16-2022 - Remove
  • Reporting FFCRA-Qualified Leave on Form W-2

    Are you required by federal law to offer paid leave because of the coronavirus pandemic? If so, you must report the payments on the recipient's Form W-2 or in a separate statement. Click through for reporting details.

    Saved on 04-16-2022 - Remove
  • Changing Culture to Manage Future Disruptions

    Companies that are structured to be resilient and agile are more likely to succeed through disruptions such as the current pandemic — and any future disruptions. Click through to learn how to operate under an agile model.

    Saved on 04-16-2022 - Remove
  • Effective Communication in Difficult Times

    More than ever, in a rapidly changing business environment where telework is the new norm, effective communication is a skill every leader should have. Click through for three strategies to enhance communication at work.

    Saved on 04-16-2022 - Remove
  • Helpful Tech Apps for Working at Home

    You can find scores of programs to aid in working at home. Below are a few that we thought are especially helpful and that might not be familiar. Click through to get a sense of all the help that may be available for you online.

    Saved on 04-16-2022 - Remove
  • The Ultimate Work-at-Home Guide

    There's no single formula to learn how to work at home, and the practical and cultural issues in each company will make a difference. However, there are some generalities. Click through to learn how to become an efficient and happy online employee.

    Saved on 04-16-2022 - Remove
  • How to Use the Cash Flow Planner

    Click through for a video on how to use the cash flow planner in QuickBooks.

    Saved on 04-16-2022 - Remove
  • Excel Worksheet Navigation Tricks

    Excel is a fantastic tool, but once the spreadsheets start getting big and complicated, it can be easy to get lost. However, there are solutions. Click through to learn about some great navigation tools.

    Saved on 04-16-2022 - Remove
  • IRS Introduces the New Form 1099-NEC

    Although the rules on paying freelancers haven't changed, the paperwork has. The IRS has rolled out Form 1099-NEC, which businesses must use for paying nonemployee compensation. Click through to learn how it works.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: QuickBooks Reconciliation Balance Doesn’t Match My Bank Statement

    Whether it’s off by a penny or by several hundred dollars, if the QuickBooks beginning balance doesn’t match your bank statement's beginning balance, it’s a problem. The sooner you find and fix the issue, the better. Click through to learn how to resolve this matter.

    Saved on 04-16-2022 - Remove
  • Great Shortcuts in Excel

    Click through for a video on great shortcuts in Excel.

    Saved on 04-16-2022 - Remove
  • The 7 Reasons to Hire an Accountant

    Most working professionals can use the help of an accountant. Click through for seven reasons to hire an accountant for your personal finances.

    Saved on 04-16-2022 - Remove
  • QuickBooks: Easy Tips for Solving Problems

    As with everything in life, there are shortcuts to increase efficiency. And QuickBooks is no exception. Click through to explore certain tips and tricks to writing checks and bank reconciliations.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: You're Overwhelmed Entering Data

    You're tired of wasting time and money manually entering hundreds of transactions into QuickBooks. Click through for some suggestions on greatly reducing the hours spent keyboarding.

    Saved on 04-16-2022 - Remove
  • Payroll and Budgeting for Seasonal Construction Jobs

    Concerned about financial issues when work is seasonal? Click through to learn how to manage your budget in the lean months.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Confused About Choosing Accounting Software

    When selecting accounting software, you have several options. How can you choose the best option for your business? Click through for some tips on getting started.

    Saved on 04-16-2022 - Remove
  • Wishing You Happy Holidays and a Season Filled with Peace and Joy

    Wishing you a season of peace and joy! May you enjoy warm memories with loved ones, and may the spirit of the holiday season fill your hearts. Click through for a special greeting.

    Saved on 04-16-2022 - Remove
  • Head of Household Filing: Who Is Eligible?

    When filing each year, taxpayers have to figure out what their filing status is. The head of household status is typically the most advantageous—is it right for you? Click through to find out the qualifications.

    Saved on 04-16-2022 - Remove
  • The Future of Notarization

    When it comes to signing financial and legal papers, you often have to go through the tedious process of finding a notary — and the pandemic has made that even more difficult. Click through to learn how notarization is changing.

    Saved on 04-16-2022 - Remove
  • Paid Sick and Family Leave: The Tax Rules

    More and more jurisdictions are mandating paid sick and family leave, and many companies offer it even if it's not required. But the tax rules can be complex. Click through to make sure you're in compliance when offering this popular benefit.

    Saved on 04-16-2022 - Remove
  • 6 Tips for Handling Virtual Layoffs

    It's never pleasant when layoffs become a necessity, and now the pandemic has turned the process virtual. Conducting layoffs through online meetings is the new norm. Click through for six ways to navigate layoffs in the virtual sphere.

    Saved on 04-16-2022 - Remove
  • Are Your Accounts Receivable Piling Up?

    Accounts receivable are the bane of businesses even in good financial times. Now, in this difficult times, managing account receivables is more important than ever.  Click through to learn how to take control of cash flow.

    Saved on 04-16-2022 - Remove
  • Business Coaching for a New World

    Business owners are trying to thrive in a world that is very different from the way it was a year ago. Coaches may be able to observe and guide you to success. Click through to learn how to use this time-honored, and newly relevant, technique to up your game.

    Saved on 04-16-2022 - Remove
  • What Is a Family Office?

    You may have heard about family offices but aren't sure what they are. They are essentially firms that provide complete asset management and planning services. Are they right for you? Click through to learn what constitutes a family office.

    Saved on 04-16-2022 - Remove
  • New Stimulus Has Plenty for Small Business

    The pandemic relief measure provides $325 billion in small-business funds and gives businesses another bite at the PPP apple. Click through for the details on what's available to make sure you get the cash you're entitled to.

    Saved on 04-16-2022 - Remove
  • Advanced Pivot Table Tips in Excel

    Click through for a video on various advanced pivot table tips and tricks in Excel.

    Saved on 04-16-2022 - Remove
  • Filing Taxes for the Deceased

    Tax responsibilities don't end with death. Indeed, it's an important part of the executor's job to file the deceased person's state and federal final income tax returns for the year of death. Click through to address specific tax filing responsibilities.

    Saved on 04-16-2022 - Remove
  • How To Raise and Maintain a Credit Score

    More than ever, in today's tumultuous world, it is important to maintain a good credit score, even while economic difficulties make it tough. Click through to learn how to build and maintain healthy credit habits in good times and bad.

    Saved on 04-16-2022 - Remove
  • Techniques for Custom Sorting in Excel

    Click through for a video on custom sorting in Excel.

    Saved on 04-16-2022 - Remove
  • General Overview of Business Deductions

    Business expenses are the cost of carrying on a trade or business, and there may be some tax breaks there. But a lot has changed in recent months, and the rules can be complicated. Click through for an overview of business tax deductions.

    Saved on 04-16-2022 - Remove
  • The SEP-IRA: Just Right for Small Businesses

    Traditional pensions plans and 401(k)'s may not be appropriate for small businesses and the self-employed. However, that doesn't mean there are no other options. Click through to learn about the powerful and adaptable SEP-IRA.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Confused About the Difference Between Categories of Workers

    Our clients or other government contractors often use "subcontractor" and "independent consultant" interchangeably; however, these terms are not synonymous. Click through to better understand the difference between these categories as well as full-time employees.

    Saved on 04-16-2022 - Remove
  • Are Your Employees Cross-Trained?

    The COVID-19 pandemic has wreaked havoc with staffing at companies of all sizes. Can you prepare for any new disasters that lead to major layoffs? Click through for some thoughts on cross-training, which can ensure all tasks are covered.

    Saved on 04-16-2022 - Remove
  • Stay Healthy on Office Return

    What will returning to the physical office mean for businesses and their employees? It's going to be a group effort, with both management and rank-and-file employees working together. Click through to learn how everyone can create a safe environment.

    Saved on 04-16-2022 - Remove
  • What's the Story With an IRS Offer in Compromise?

    An offer in compromise allows you to settle your tax debt for less than the full amount you owe. And in this complicated tax year, you may want to know more about it. Click through to understand how to take advantage of this program.

    Saved on 04-16-2022 - Remove
  • Propel Productivity with QuickBooks Online Advanced

    Gain deeper insights, streamline workflows, and boost productivity for your clients.

    More insights. More flexibility. More productivity.

    Click the PHOTO to read more.

    Saved on 04-16-2022 - Remove
  • SSA Announces COLA and Max Earnings for 2021

    The SSA has published its COLA increases for 2021 as well as a new ceiling for earnings subject to OASDI. Click through to learn the details on which numbers are changing — and which are not — and how you're affected.

    Saved on 04-16-2022 - Remove
  • What To Know About S-Corp Returns

    S-Corps are a special kind of business entity, and they have their own special tax rules, which can get complicated. Are you making sure you're following all the filing rules? Click through for an intro to the complex world of S-Corp taxation.

    Saved on 04-16-2022 - Remove
  • Employment Records Retention: What Are the Federal Laws?

    Keeping employment records is not only good business practice but also legally required. The rules are specific and can get complicated. Click through for federal laws mandating employment records retention.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Wondering How to Work With an Outsourced CFO

    Accounting experts can do it right and do it cost-effectively, allowing you to concentrate on what you do and leave the financial functions to your outsourced CFO. Click through to learn how this highly effective system can work.

    Saved on 04-16-2022 - Remove
  • New: Special PPP Loan Provisions for Small Businesses

    On Feb. 22, the White House published some changes to the PPP program that makes it more accessible to small businesses. Click through for details on the special application process and modifications on various restrictions.

    Saved on 04-16-2022 - Remove
  • Combine Data from Multiple Sheets in Excel

    Click through for a video on how to combine data from multiple sheets, an advanced pivot table technique in Excel.

    Saved on 04-16-2022 - Remove
  • Can Employers Mandate Vaccinations?

    Vaccinations may be the key to jump-starting the economy, but not everyone is convinced. What can a company do if employees refuse to get vaccinated? Click through for an introduction to this thorny legal issue.

    Saved on 04-16-2022 - Remove
  • How to Track & Pay Sales Tax

    Click through for a video on how to track & pay sales tax in QuickBooks.

    Saved on 04-16-2022 - Remove
  • Construction: How to Manage Your Cash Flow

    Uncovering where your cash comes from and where it goes can be eye-opening — especially in a complex business like construction. Click through to learn how to use cash flow to effectively manage your business.

    Saved on 04-16-2022 - Remove
  • What's in the New 2021 Stimulus Bill?

    The American Rescue Plan Act has been much tweaked and much debated. But what's actually in it and who benefits from it? Click through for a summary of the main provisions of this landmark 600-page bill.

    Saved on 04-16-2022 - Remove
  • Steps to Business Profitability

    Profitability determines whether your business stays in business. That seems obvious, but it's more complicated than it seems. Click through to learn about the different ways to analyze profitability.

    Saved on 04-16-2022 - Remove
  • QuickBooks Advanced

    If you’re a growing business seeking more organized financial and accounting in the cloud, QuickBooks Online Advanced was built just for you...Click PHOTO or TITLE for more...

    Saved on 04-16-2022 - Remove
  • What Consumers Need to Know About HIPAA

    Keeping patient information private is the basic idea behind the Health Insurance Portability and Accountability Act (HIPAA), and the pandemic has once again highlighted this important rule. Click through to learn its privacy and security requirements.

    Saved on 04-16-2022 - Remove
  • Reskilling and Upskilling: Employee Retention Tools

    The pandemic has made employees anxious about the future. However, helping employees gain new skills that are likely to be necessary in the post-COVID-19 landscape can make them not only more productive but also less anxious and likelier to stick with your company. Click through to read more about what company leaders can do to make their employees feel more secure.

    Saved on 04-16-2022 - Remove
  • Business Insurance Primer

    The most common insurance policy for small business is the Business Owner's Policy (BOP). What exactly does it include? Click through to learn how to combine coverage for property and liability insurance risks into one package.

    Saved on 04-16-2022 - Remove
  • How To Handle Cash Payments

    There's nothing wrong with dealing in cash, but you do need to know that cash transactions of more than $10,000 need to be reported to the IRS. Click through to get facts about reporting such payments.

    Saved on 04-16-2022 - Remove
  • DOL Withdraws Independent Contractor Rule

    In January 2021, the Department of Labor issued a rule clarifying the standard for employees versus independent contractors under the Fair Labor Standards Act. It has now withdrawn the rule. Click through for a review of what this means.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Considering Outsourcing Bookkeeping

    Is the burden of managing your own bookkeeping catching up to you? Are you wondering whether there's a more efficient solution? Click through to get rid of the dreaded task of keeping numbers up to date with outsourcing services.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: You Need To Get Information From Your Financials

    There's a lot of great business intelligence buried in your financials, if you know where to look and how to interpret it. Click through to learn how to get value from your profit and loss statements, balance sheets and past tax returns.

    Saved on 04-16-2022 - Remove
  • Learn About Property Tax Calculations

    So many homeowners pay property taxes, yet few give a lot of thought to how the local taxing authority figured out the amount. Click through to understand how the system works, so you can see if your assessment is accurate.

    Saved on 04-16-2022 - Remove
  • What Retirement Plans Must Report

    Once you offer retirement plans, you'll have reporting and disclosure requirements — reports and forms that the IRS and the Department of Labor want to receive. Click through to see how your obligations depend on the type of plan.

    Saved on 04-16-2022 - Remove
  • How Not To Look Bad On Zoom

    The word is out — the right lighting can make a big difference in how you look on your video calls. The good news is that you don't need to be a pro to look great! Click through for advice on lighting to make you feel better about those online meetings.

    Saved on 04-16-2022 - Remove
  • What Is GAAP?

    GAAP refers to a common set of accounting principles, standards and procedures issued by the Financial Accounting Standards Board. Click through to see how it can improve the way companies can communicate their financial position.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: You Need Accurate Monthly Financials

    Do you want to make sure you're getting accurate and actionable financial reports each month? Click through to learn how to get an overview of your company's financial status so you can map out future plans.

    Saved on 04-16-2022 - Remove
  • Tax Treatment for Family Members Working in the Family Business

    When you include family members in your business operations, there are tax treatments and employment tax rules that need to be applied. Click through to learn the right way to hire a family member.

    Saved on 04-16-2022 - Remove
  • Good Habits Prevent Identity Theft

    As more and more of our life is lived online, it’s more important than ever to protect your accounts and information. It’s especially vital when tax season rolls around. Click through to learn why that is and how to protect yourself.

    Saved on 04-16-2022 - Remove
  • What To Know About Pricing Strategies

    It can be one of the hardest aspects of starting and running a business: deciding how much to charge. You want to be competitive, but you also need to show a profit. Click through to learn how to think strategically about pricing.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Feeling Overwhelmed by Payroll

    There are few things more important in your company than ensuring that every employee is paid the right amount and on time. But handling this uses up a lot of your workweek. Click through to learn about the possibilities of outsourced payroll.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: You're Overwhelmed by Financial Duties

    Although you may be pleased your company has grown so quickly, you likely are now spending more time managing finances instead of managing sales. Click through to learn how to solve your problem without adding staff.

    Saved on 04-16-2022 - Remove
  • How to Indirectly Edit PDF Documents in Excel

    You may commonly receive PDF reports with data, but how to do you get the information into Excel? Third-party tools can be awkward, but Excel can do the trick. Click through to see how Excel can "translate" PDF.

    Saved on 04-16-2022 - Remove
  • IRS Turbocharges the Employee Retention Tax Credit

    Last year the government created an employee retention tax credit to keep employees on their payroll. Recent tweaks have made it even more attractive. Click through to see if it's something your business should take advantage of.

    Saved on 04-16-2022 - Remove
  • Market Research: The Key to Business Decisions

    In business, it is crucial to obtain good data before making major decisions. Click through for some tips on how to employ market research to better identify marketing strategies.

    Saved on 04-16-2022 - Remove
  • Juneteenth Becomes Federal Holiday

    June 19 is the commonly accepted date for the end of slavery in the United States, and now, by act of Congress, it's an official holiday. Click through for a brief discussion of the history and the significance of this change.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: You're Worried About Recordkeeping at Your Manufacturing Company

    Recordkeeping is essential for any business, but it is especially critical for your manufacturing company. How can you be sure you're in compliance? Click through to learn more about recordkeeping within a manufacturing setting.

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  • Is This Your Situation: Keeping Track of Inventory

    Most businesses that manage their accounting use QuickBooks. But if a company needs to handle inventory or manufacturing costs, additional tools may be needed. Click through to learn about solutions for tracking inventory.

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  • How to Track What Customers Owe You

    Click through for a video on how to track what customers owe you in QuickBooks.

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  • Is This Your Situation: You Don't Know How to Figure Out Your Breakeven Point

    As a business owner, it is essential to know how much you need to sell to cover all of your costs. Click through to learn how to perform this important task using QuickBooks.

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  • How To Offer Internships

    Internships provide real-life training to recent college graduates and workers transitioning to new careers. But there are rules: You can't simply use interns as underpaid workers. Click through for best practices and labor law requirements.

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  • S Corporations and PPP Loan Forgiveness

    S corporations are passthrough entities created for tax purposes. However, their status raises some problems around how the relief packages passed in response to the COVID-19 pandemic are taxed. Click through for a review of the key provisions that apply to this special situation.

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  • Is This Your Situation: Figuring out Tracking in QuickBooks

    Do you need to track additional details about your business transactions beyond just the category? You may want to keep track of your income and expenses in multiple ways. Click through to learn how to use classes and locations in QuickBooks.

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  • Learn the Nuances of Excel's Find & Replace

    Find & Replace can be a huge time saver in Excel, but sometimes is the source of unending frustration. You need to know the details. Click through to learn how to get the most out of this essential but complex function.

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  • How to Protect Your Identity and Credit

    Thieves have more opportunities to steal your financial identity than ever before. However, there are things you can integrate into your daily routine to keep yourself secure. Click through to learn how to protect your identity and credit.

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  • Seasonal Employment: Laws and Best Practices

    Do you rely on seasonal employees to fill staffing shortages during holidays or busy periods? Click through for insights into navigating seasonal employment.

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  • Is This Your Situation: You Don't Have a Business Plan

    Developing and sharing a business plan can help you see whether you have a viable way to make money. Click through to discover why a solid business plan can mean the difference between success and failure.

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  • Is This Your Situation: You Want QuickBooks to Help Prevent Fraud

    Have you ever wondered whether theft is occurring in your business? You don't need a private eye to find out. Click through to learn how QuickBooks can help you uncover fraudulent activity.

    Saved on 04-16-2022 - Remove
  • Creating a Default Workbook Template in Microsoft Excel

    Many Excel users find themselves making the same changes to their workbooks repeatedly. For instance, you may always change the font name or font size for your workbooks. Click through to learn how to do this easily.

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  • How to Record a Bank Deposit

    Click through for a video on how to record a bank deposit in QuickBooks.

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  • FLSA Mistakes To Avoid

    Most employers must adhere to the Fair Labor Standards Act. But the FLSA can be complex — and mistakes are common and costly. Click through for a quick list of common FLSA errors you should avoid.

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  • Introduction to Pivot Tables in Excel

    Pivot tables are one of Excel's most useful features, and yet many users are afraid of them, thinking these tables are too advanced for them to understand. It's not true! Click through for some pivot table basics.

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  • Is This Your Situation: Handling the Matching Principle

    Your business operates on an accrual basis, but how do you record that in QuickBooks? Click through to ensure that you're reporting expenses correctly on your income statement in the same period as the related revenue.

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  • Cybersecurity: Essential for All Transactions

    Cybersecurity is essential in all situations, but especially in high-level transactions. Have you taken the right steps to ensure security? How about your business partners? Click through for some tips on corporate cybersecurity.

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  • What Does Cloud Computing Mean to Your Business?

    Did you move to the cloud quickly in the wake of the pandemic, because it was the only way to keep going? Click through to learn how to determine, now that some time has passed, what the overall impact has been for your business.

    Saved on 04-16-2022 - Remove
  • Protect Yourself from Online Fraud

    Email, online banking, social media — over the past few decades, resources we use every day have migrated online. How can you keep your information safe? Click through to learn some best practices.

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  • Business Deductions: A Quick Review

    Business expenses are the cost of carrying on a trade or business. Sometimes, the IRS gives you a tax break for your expenses. Click through for an introduction to the complex world of business tax deductions.

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  • QuickBooks: Managing Bills from Vendors

    No one likes paying bills! On top of everything else, you have to manage the paperwork, keeping track of all the invoices. But it can be simplified. Click through to learn how QuickBooks can help you manage vendor bills.

    Saved on 04-16-2022 - Remove
  • Creating Self-Expanding Charts in Microsoft Excel

    Almost everyone who has used Excel has taken advantage of its chart-making function. But are you getting the most out of it? Click through for some tips in creating charts that can easily be updated as the sets of data change.

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  • Home Office Tech Tips

    Office-friendly tools for your workspace can help you enhance efficiency and decrease stress. Click through to learn what remote workers look for among new gear and apps.

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  • Should You Pay an Employee Who Resigns With Two Weeks' Notice?

    When an employee hands in their two-week notice of resignation, it triggers payroll questions, including whether the employee should be paid at all. What are the rules and best practices for this situation? Click through for information to help you create a policy.

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  • Managing Your Business and Staff After the Pandemic

    Can you lay a strong foundation for a flourishing, long-lasting small business in the post-pandemic world? Click through to learn how to seek out and seize opportunities and integrate resilience into your business plan.

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  • Ransomware Attacks Continue to Rise

    As ransomware software grows more affordable and more ubiquitous, small and midsize companies are in more and more danger. Click through to learn what the IRS and FinCEN have to say about protecting yourself from scams like these.

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  • Is This Your Situation: Wondering If You Have the Financial Experience to Grow

    A small business is almost always a passion project, but no matter how dedicated you are, you will need some help. Click through to learn how the right accountant can assist you through every step of your firm's future.

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  • Recordkeeping: The Key to Smooth Tax Transactions

    Generally, you should keep tax records for three years after you file a return, but there are times when you’ll need older files. Click through to learn how to be prepared.

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  • The IRS Is Watching Out for Padding

    The IRS warns tax filers to avoid falsely inflating deductions or expenses on tax returns. This isn't a minor infraction that gets winked at. Click through to learn which areas the agency is zeroing in on.

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  • Should You Go with a Medicare Broker?

    A Medicare insurance broker is an independent agent who represents multiple carriers. Click through to see why brokers can be a great source for an unbiased opinion on your Medicare plan options.

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  • Do You Have Operational Efficiency?

    When operational efficiency is healthy, your business can cut down on unnecessary costs while increasing revenue. Click through for some thoughts on how you can make your business more efficient.

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  • Fake Charities: A Favorite Tool of Scammers

    When you get a call from a charity seeking donations, you might not ask too many questions. But you should be as skeptical of a charity as of any other company, according to the IRS. Click through to learn why that is and how to check a charity's bona fides.

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  • Should You Introduce Profit-Sharing — and How?

    Profit-sharing is a group incentive plan for employees to share in profits. Click through to change your culture from "Let’s get it done" to "We’re all in this together."

    Saved on 04-16-2022 - Remove
  • The Ins and Outs of Small-Business Insurance

    Can small-business insurance help you with your pandemic losses? Click through to find out.

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  • Is This Your Situation: Trying to Give Your Accountant Access to QuickBooks

    Your QuickBooks file contains a lot of business intelligence to help you grow your business. To understand this information, you need your accountant to analyze it. Click through to learn how to share this information easily.

    Saved on 04-16-2022 - Remove
  • Business Valuation Checklist

    Every business should have a baseline business valuation. Several factors are included in this calculation. Click through to read more about what a business valuation entails, so that you can prepare for the process.

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  • What to Know About Incorporation and Taxation

    Are you considering incorporating or forming an LLC? What are the practical and financial implications for you and your heirs? Click through to learn the advantages of moving beyond a sole proprietorship.

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  • Is This Your Situation: Tracking Employee Time

    Make time tracking easy with these five ideas for keeping track of employee work. Click through for details on making what could be a tedious chore into a seamless process.

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  • How to Filter Reports by Customers, Vendors & Products

    Click through for a video on how to filter reports by customers, vendors & products in QuickBooks.

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  • QuickBooks Transitions to a Subscription Model

    Like so many other software packages, QuickBooks recently transitioned to a subscription model. That means it's time for current and potential users to review the company's new offerings. Click through for an overview of QB's current model.

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  • Is This Your Situation: Having Trouble with Debit Card Purchases

    Debit cards can be convenient, and many business rely on them to make purchases. But their use can be problematic for your bookkeeping staff. Click through to learn how QuickBooks can help keep track of these expenses.

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  • How To Snag Your Part of the Attention Economy

    Looking to win the battle for consumer attention? Click through to find out how to captivate customers.

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  • IRS Announces 2022 Limits for Retirement Plans

    The IRS has released maximum amounts for 401(k) plans and phase-out ranges for traditional IRAs. Most—but not all—numbers have gone up, and the rules can be confusing. Click through for an overview of the new numbers.

    Saved on 04-16-2022 - Remove
  • Preventing Duplicate Entries in Excel Spreadsheets

    Do you know about Data Validation? It can be very powerful in keeping you from accidentally entering the same value in a specific area of a spreadsheet. Click through for the step-by-step instructions.

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  • Are Your Employees Really Employees?

    There has long been confusion about the distinction between employees and independent contractors, even though it's essential for businesses to get it right. Click through for some tips from the IRS.

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  • Is This Your Situation: Deciding How Long to Keep Tax Records

    Know what tax information to keep and how long to keep it, to both avoid future hassles with the IRS and save on file cabinet space. Click through to learn the details of what the IRS may want to see in the event of an audit down the line.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: You're Spending Too Much on Bookkeeping

    You'd like to keep the money your business generates for expansion, but you find that just keeping the books eats up time and cash. It doesn't have to be like this. Click through for tips on reducing bookkeeping costs.

    Saved on 04-16-2022 - Remove
  • Do You Need a Forensic Accountant?

    Forensic accountants can value a business as well as calculate losses and potential legal damages. Might they be able to help you? Click through to learn when you need to employ a forensic accountant and how forensic accounting works.

    Saved on 04-16-2022 - Remove
  • 7 Ways To Manage the Worker Shortage

    It seems like the worker shortage is here for a while, and business owners in every sector need to find ways to cope. Are you battling a worker shortage? Click here to read about seven ways to help alleviate it.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Travel and Expense Recording Out of Control

    All of the documentation from a business trip can be a major hassle for traveling employees and the accounting staff back at the home office. Click through to learn how to use QuickBooks to streamline this process.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Facing Your Concerns About Revenue Management in Construction

    Managing revenue can be a complicated process and presents a major challenge for construction companies, especially in a modern economy. Click through for insights into this important aspect of construction management.

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  • How to Collect & Record Sales Tax

    Click through for a video on how to collect & record sales tax in QuickBooks.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: You Want a Paperless Payroll

    The payroll process is always evolving. Paperless payroll is now the new norm.
    Are you still issuing paper checks? Click through to discover how the paperless payroll system works and why it may be right for you.

     

    Saved on 04-16-2022 - Remove
  • How To Ensure Your Company's Financial Statement Assertions Are Accurate

    Taking the step of preemptively examining internal controls before closing financial statements gives company chief financial officers the assurance that their assertions are accurate and complete. Click through for key reporting advice.

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  • Is This Your Situation: Concerned About Time Management

    The pandemic led to an always-changing mix of remote and in-office operations. This may become a new business standard, and the fluid boundaries may lead to time-management issues. Click through to learn about the Pomodoro Technique, which makes it easier to accomplish more while working less.

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  • Quantitative vs. Qualitative Financial Forecasts: What's the Difference?

    No financial forecast is perfect, which is why there are so many different methodologies, each with its own strengths and weaknesses. Predicting your business outcomes starts with understanding which forecast is right for you. Click through for an overview of the different kinds of forecasts and how they work.

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  • QuickBooks Can Help Prevent Fraud

    Have you ever wondered if you have theft occurring in your business? You don't necessarily need a private eye. Click through to learn how QuickBooks might be able to uncover fraudulent activity.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Unable to Find Qualified Candidates

    Have you ever posted a position, but never gotten a response back from someone who fits the bill? Finding the best person for the job takes luck, but it also takes skill. Click through to find out how to make the right kind of impression.

    Saved on 04-16-2022 - Remove
  • Do You Need an Outsourced CFO?

    Whether your firm is experiencing rapid growth or struggling financially, you can turn to expert advice without expanding head count. Click through for information on hiring a CFO for a set period to get yourself on track.

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  • A New Normal in an Uncertain World

    Strategizing for an uncertain future is not easy. But businesses that take a closer look at their response to the pandemic can learn how to do just that. Click through to learn about strategic planning in today's environment, which also can help you in the future.

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  • What Exactly Is a "Tax Year"?

    Tax years are based on annual accounting periods in which you keep records and report income and expenses. A tax year may not be a calendar year. Click through to discover the myriad annual accounting periods you may or may not adopt.

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  • Planning Issues for Blended Families

    Are you part of a blended family? You will have special estate planning challenges, both financial and emotional. Click through for some tips on creating a plan that is equitable and makes sense for your situation.

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  • Credits vs. Deductions: What's the Difference?

    Many people think that tax deductions and credits are the same, but they're not. Tax deductions reduce your taxable income, but tax credits reduce your tax bill dollar for dollar. Click through to find out what that means and when it matters.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Performing Background Checks for Small Businesses

    Make sure that what's on a candidate's resume is fact, not fiction. Click through to learn how to conduct simple background checks with these quick tips.

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  • What's the Tax Deal on IRAs?

    IRAs are tax-favored personal savings accounts that set aside money for retirement. Most people have heard of them, but not everyone knows the tax details. Click through to make sure you understand how the tax advantages work.

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  • IRS Announces Mileage Rates for 2022

    Each year, the government announces the mileage rates taxpayers can use when applying for reimbursement. Click through for the new rates and for information on when you can legally take the deductions. 

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  • Deducting Business Expenses: Separating Fact From Myth

    Few business tax issues are as confusing or as subject to misunderstanding as what you can deduct. Mistakes can lead to wasted money and serious legal trouble. Click through for an introduction to what is and what is not deductible.

    Saved on 04-16-2022 - Remove
  • What To Know About Backup Withholding

    Everyone knows standard paychecks are subject to tax withholding, but other kinds of payments may be subject to withholding as well. Click through for an introduction to withholding rules that affect both payer and payee.

    Saved on 04-16-2022 - Remove
  • Increase Diversity at Your Business

    When you hire diverse people, you demonstrate inclusion, which helps both employees and employers. Click through to see how you can increase workplace diversity by acknowledging bias and taking strong action to create a company that respects and celebrates differences.

    Saved on 04-16-2022 - Remove
  • When Do You Need a Trust?

    Do you need a trust, or is a will enough? Many people think that trusts are just for the very wealthy, but even those with modest incomes may find them useful. Click through to learn whether a trust is right for you.

    Saved on 04-16-2022 - Remove
  • Advertising Costs: More (and Less) Deductible Than You Realized

    Recent guidance from the IRS highlights the tricky nature of advertising costs. Some peripheral expenses are deductible, in fact, while a few seemingly acceptable ones are not. Click through for the details on advertising deductions.

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  • What To Know Before Signing a Business Lease

    Even in these days of virtual transactions, most businesses still want a place to set up shop. It's essential to find the right premises with the right amenities. Click through for a list of items to consider before signing.

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  • How To Choose Homeowners Insurance

    Almost all homebuyers will need homeowners insurance, but with all the choices insurers give you, choosing the right policy can be complicated. Click through for some useful background to know before you sign on the dotted line.

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  • IRS Allows Electronic Filing of Form 1040-X

    Filing an amended return can be a nuisance, but the IRS has made it a little easier by allowing taxpayers to file Form 1040-X electronically for the first time. Click through to see how this change simplifies the process.

    Saved on 04-16-2022 - Remove
  • The Pros and Cons of a Remote Office

    The pandemic has changed the way we think about remote work. Are you thinking of letting your employees continue to work from home even after offices open up? Click through to see why this benefit is not only trendy, but may even be a draw for workers.

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  • The Tax Implications of Independent Contractors

    Not everyone who works for you is an employee. Some may be independent contractors. This means a simpler tax situation for you, so the distinction is important. Click through for tips on figuring out what kind of workforce you have and how to handle your tax responsibilities.

    Saved on 04-16-2022 - Remove
  • Hybrid Workplaces Present Unique Challenges

    As employees head back to the office, managers have to decide who comes back now, who comes back later and who might continue to work from home permanently. Click through for thoughts on running a hybrid office.

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  • Taxes and Business Startups

    New entrepreneurs think about production, marketing, sales and human resources — but often forget the tax angle. You need to be on top of your IRS situation from day one. Click through for an overview of taxes for new businesses.

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  • Intro to the Accounts Payable Process

    It doesn't matter whether your business brings in $50,000 a year or $50 million — it needs an effective bill-paying system. Click through for some tips on building and managing an efficient accounts payable process.

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  • Trusts: Good for a Variety of Families

    Contrary to popular belief, you don't need to be a Silicon Valley billionaire to create a trust. How do you know if a trust is the right tool for you? Click through to see why a trust can be a useful estate-planning tool for lots of people.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Your QuickBooks Files Are Too Big and Slow

    Are you working in a QuickBooks file that includes data for nearly 20 years? Are you holding onto data longer than necessary? Click through to learn how to simplify your data management.

    Saved on 04-16-2022 - Remove
  • Resilience and Agility Means Moving to the Cloud

    Those who successfully navigate the first wave of a business disruption understand the value of being agile in the face of extreme disruption. Click through to examine the benefits of moving to a cloud-based environment.

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  • How To Start a Charity

    The IRS recognizes a couple dozen different kinds of nonprofits, but the most common is probably the 501(c)(3), a tax-exempt charitable organization. Click through for an overview of the complex process of launching one.

    Saved on 04-16-2022 - Remove
  • Is This Your Situation: Facing Problems in a Family-Owned Business

    You're running a family business, and it's progressing well, but you are facing special management problems. Click through to learn how to address these types of issues.

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  • Flexible Work Is Key to Retention

    The traditional 9-to-5 job is getting rarer by the minute as employees clamor for flexible work. This new trend, if managed right, can benefit everyone. Click through to see how flexible work influences retention.

    Saved on 04-16-2022 - Remove
  • Three Ways to Create a Series of Numbers in Microsoft Excel

    Sometimes you have a need to create a series of numbers in Excel. Fortunately, there's more than one way to skin a cat! There are actually three ways to create a series. Click through for the step-by-step details.

    Saved on 04-16-2022 - Remove
  • Coronavirus: Remote Work from Virtual Offices Could Go on for Months or Longer

    Accounting firms and other types of small businesses face different kinds of challenges every day, but right now they’re both having to prioritize one initiative: enabling employees to work from home. Click photo to learn more. 

    Saved on 11-16-2021 - Remove
  • Is This the Right Time to Build an E-Commerce Business?

    The idea of launching a new business in the midst of the COVID-19 pandemic may seem like a radical thing to do. In the long run, however, it may help to keep your business viable well into the future. Click through for some compelling advice.

    Saved on 11-16-2021 - Remove
  • PPP Loan Update 6/4/2020: 

    The U.S. Senate passed the Paycheck Protection Program Flexibility Act of 2020 and it is expected to be signed by the President over the coming days...Click PHOTO or TITLE for more...

    Saved on 11-16-2021 - Remove
  • Budgeting Tips for Managers

    It may not be the most entertaining part of your job, but it's often one of the most essential: budgeting. Is there a way to make it less painful? Click through for some tips on managing your department's budgeting responsibly.

    Saved on 11-16-2021 - Remove
  • Welcome to Siegel Solutions Newsletter!

    Welcome to our firm's newsletter! We plan to give you helpful information every two weeks. Click through to learn all about the valuable free information we'll be sending.

    Saved on 10-05-2021 - Remove
  • Special Report: How to Manage Cash Flow

    Special Report: How to Manage Cash Flow

    Saved on 10-05-2021 - Remove
  • Using Excel's VLOOKUP Function for Exact Matches

    It's one of the most useful features of Excel, but can seem a little confusing. Still, it's worth taking the time to learn it, and it's easier than you thought. Click through for some tips on the VLOOKUP function.

    Saved on 10-05-2021 - Remove
  • Fixed-Rate Versus Adjustable-Rate Mortgages: Pros and Cons

    Home mortgage loans come in two flavors: fixed rate and adjustable rate. Which is right for you? It's not always an easy answer. Click through to see the pros and cons, which are based on costs and your long-term plans.

    Saved on 10-05-2021 - Remove
  • How to Handle COVID-19-Related Layoffs

    It's a double hit: The new coronavirus has led to the enforced shuttering of many businesses, and the resulting market plummet has led to major retrenchment elsewhere. Click through for some help in managing layoffs at your company in these extraordinary times.

    Saved on 10-05-2021 - Remove
  • How to Maximize Excel's Show Formulas Feature

    It sometimes seems as if Excel's formulas are hidden. This can be a problem if you inherit someone else's spreadsheet -- what are its mysteries? Click through for a reveal feature that can save you hours.

    Saved on 10-05-2021 - Remove
  • Coronavirus: Why Small Businesses Still Need to Prioritize Security

    It’s overwhelming. Social distancing, guarding against the deadly coronavirus, stocking up on enough food for a potential lockdown … all the while trying to keep a small business afloat during one of the strangest and most uncertain periods of the last 100 years. Click photo to learn more.

    Saved on 10-05-2021 - Remove
  • Why Coronavirus Might Be the Best Reason Yet to Move to the Cloud

    It’s hard to say at this point whether the building global panic surrounding COVID-19 coronavirus is justified, but one thing is certain: the disease is changing the lives of millions, possibly billions, of people. Click photo to learn more. 

    Saved on 10-05-2021 - Remove
  • Know Your IRS Rights

    Anyone who has received a tax audit knows the terror of imagining a meeting with the IRS. But it's not a one-sided fight! Click through, take a deep breath and read about your protections in the Taxpayer Bill of Rights.

    Saved on 10-05-2021 - Remove
  • Use Apprentices at Your Business

    An apprentice system is not a 19th-century relic. It is working today in a win-win situation for businesses and employees. Click through for more on this training concept that can help your business prosper.

    Saved on 10-05-2021 - Remove
  • The EITC: Helpful But Misunderstood

    The earned income tax credit gives an enormous helping hand to working families, but many wrongly assume it doesn't apply to them. Click through for insights into the powerful EITC to learn if you can take advantage of it.

    Saved on 10-05-2021 - Remove
  • Tips for a Quicker End to Your Mortgage

    All homeowners look forward to the day when their mortgages end. With a little planning, you can make that day come sooner. Click through for some advice on how to pay off your mortgage sooner than you expected.

    Saved on 10-05-2021 - Remove
  • Learn the Ins and Outs of Payroll Deductions

    With a mix of state and federal rules, figuring out what to deduct from your employees' wages can get complicated. Click through for an overview of the taxes you have to deduct, and other paycheck issues.

    Saved on 10-05-2021 - Remove
  • What Is OCBOA — and Can It Work for Your Business?

    U.S. Generally Accepted Accounting Principles — GAAP — is not the only game in town. Other Comprehensive Basis of Accounting might be a better choice for your business. Click through for the details so you can make the right choice.

    Saved on 10-05-2021 - Remove
  • Is This Your Situation: Needing to Send Invoice Reminders via QuickBooks

    Have you ever wondered what to do when you send an invoice to a client but have not been paid after a few weeks? Click through to learn how to set up invoice reminders in QuickBooks Online.

    Saved on 12-25-2021 - Remove
  • Nonresident Aliens and Tax Returns

    Are you a nonresident alien engaged in a trade or business in the United States? There are some special tax rules for you. Click through to learn about what your responsibilities are and the basics of Form 1040-NR.

    Saved on 12-25-2021 - Remove
  • How to Choose a Guardian for Your Child

    Although no one likes to think about it, an important responsibility of parenthood is making sure your children are provided for if you're not around. Click through for a quick guide to making those crucial plans.

    Saved on 12-25-2021 - Remove
  • Retirement Plan Startup Costs Tax Credit

    You may be able to claim a tax credit of up to $5,000 when you set up a SEP IRA, a SIMPLE IRA or a 401(k) plan. Click through to see how the tax credit reduces the amount of taxes you owe.

    Saved on 12-25-2021 - Remove
  • Reverse Mortgage: Right for You?

    A reverse mortgage can be the perfect solution for seniors who want to stay in their homes, but there are some long-term drawbacks. Click through for a review of the pros and cons of this popular financial technique.

    Saved on 12-25-2021 - Remove
  • It's Time To Check Your Withholding

    You may have been advised to check your tax withholdings at least once a year. But in 2021, considering all the pandemic-related changes, it’s a good idea to check more frequently. Click through for some IRS withholding advice to forestall any surprises at tax season.

    Saved on 12-25-2021 - Remove
  • What Makes a Successful Bonus Program?

    Bonuses are one of the best ways to motivate employees. But to actually work, a bonus program must be thoughtfully designed. Click through to learn about characteristics of an effective program.

    Saved on 12-25-2021 - Remove
  • Do You Have a Hobby or a Business?

    Have a hobby that's also a source of income? The line between business and hobby can be a thin one, and the rules are complex. Click through for some insights that will help you make sure that you're in compliance and that you're not missing any allowable deductions.

    Saved on 12-25-2021 - Remove
  • What a Will Should NOT Do

    We are often urged, with good reason, to make a will to help put our lives in order. It’s a responsible and worthwhile thing to do — but not the only thing. Click through to learn when a will is not the best route.  

    Saved on 12-25-2021 - Remove
  • What Is a Life Settlement and How Does It Work?

    A life insurance policy is considered property, and that means it can be sold. This can prove advantageous in difficult circumstances. Click through to discover what life settlements can do and what they can't do.

    Saved on 12-25-2021 - Remove
  • When To Use a QTIP Trust

    Do you want to provide for a surviving spouse yet maintain control of how your trust's assets are distributed once that spouse dies? The qualified terminable interest property trust may be the tool you need. Click through to learn what a QTIP trust lets you do.

    Saved on 12-25-2021 - Remove
  • PPP: IRS and SBA Issue New Guidance

    The IRS and SBA continue to release additional guidance on the PPP that is applicable to those applying for loans and those who already have them. Click through for key clarifications in this important but complicated program.

    Saved on 12-26-2021 - Remove
  • Know the Tax Rules for Employee Loans

    Companies may allow workers to take a draw against commissions or give them some other form of salary advance. It's perfectly legal, but employers need to know the rules. Click through for the tax implications of employee loans.

    Saved on 12-26-2021 - Remove
  • When to Use a Collection Agency

    What can you do to get clients and customers to pay up? Are you just stuck with an uncollected account? Not necessarily. Click through to see how to deal with the pesky customers who get behind on their payments.

    Saved on 12-26-2021 - Remove
  • How to Choose Automobile Insurance

    When shopping for auto insurance, you want the best coverage for the cheapest price, but you have a lot of options to sort through. Click through to get accurate quotes by providing some basic information.

    Saved on 12-26-2021 - Remove
  • Getting Representation Before the IRS

    It's one of the fundamental rights of all taxpayers: You're entitled to have representation in dealings with the IRS, even if you choose not to appear at the interview in person. Click through to learn how to retain an authorized representative for that help.

    Saved on 04-19-2022 - Remove
  • Encourage Your Employees To Review Federal Withholding Each Year

    Each year, employees may undergo life changes that could affect their income tax withholding. This is why it’s important to remind your employees to review their withholding every year, especially as they're currently filing income tax returns. Click through to learn what employees should do once a year.

    Saved on 04-19-2022 - Remove
  • Consider These Tips for Early Retirement

    Contributing to your workplace retirement plan, avoiding withdrawals, paying off debts, and setting up multiple sources of income are four ways to retire sooner. Click through for more ideas on how to put your work life behind you at a younger age.

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  • What To Know About Business Financial Ratios

    Understanding key financial ratios can make you a better manager. Once you know what the numbers reveal, you can take actionable lessons from them. Click through for an introduction to how ratios can offer important insights for your business and your investments.

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  • When Is It Time To Refinance a Home?

    You can refinance a home to save money or make it easier to pay your monthly bills. But it can be tricky to figure out when a refi makes sense. Click through for details that will help you make the right financing decision.

    Saved on 01-22-2022 - Remove
  • When Should You Take Your Company Public?

    Is the lure of taking your company public becoming irresistible? Maybe it's time, but there's a lot to think about first. Click through to read an introduction to this complex and risky step so you know what you're getting into.

    Saved on 01-22-2022 - Remove
  • Special Tax Rules for Rehiring Staff

    In these rapidly changing times, you may want to rehire, at least on a temporary basis, staff who have formally retired. But does that change their pension status? Click through to learn how to follow the complex tax rules in this situation.

    Saved on 04-29-2022 - Remove
  • What It Means To Die Intestate

    Are you settling an estate for someone who didn't leave a will? This can lead to problems, but they're not insurmountable. Click through to become familiar with intestate succession laws that control who inherits property if no will exists.

    Saved on 04-29-2022 - Remove
  • What Is FATCA?

    The Foreign Account Tax Compliance Act requires that U.S. individuals who hold foreign financial assets must report those assets to the IRS. Click through for an overview of your responsibilities under FATCA rules.

    Saved on 04-29-2022 - Remove
  • How to Manage Inventory

    Whether you sell gardening supplies or computer components, inventory can be a nightmare, especially in this era of disruptions related to COVID-19. Click through for some tips to manage your inventory in a productive way.

    Saved on 04-29-2022 - Remove
Siegel Solutions Inc
Siegel Solutions Inc
(781) 487-7000
info@siegelsolutions.com
144 Gould Street Suite 205
Needham, MA 02494
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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