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Trusted Answers From Licensed Business Professionals

Small Business Financing Webinar With Fundation

We recently had the pleasure of co-hosting a small business financing webinar with Fundation. We discussed small business loans and how they can benefit accountants, advisers and their clients. Read More.

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How Your Business Can Benefit From Mobile Point Of Sale

Retailers are incorporating technology into more and more of their business processes. Independent of the obvious cost-reduction and efficiency reasons for utilizing technology, their customers require it. As such, retailers need to consider the benefits for utilizing mobile point of sale systems. Learn how your business can benefit from this system. Read More.

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Should We Use QuickBooks Online or Xero for Bookkeeping?


While there are many options and factors to consider in making a decision, there are two cloud-based solutions that come up more frequently than others; QuickBooks Online and Xero. .
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Your business may be on the smaller size, but that doesn’t mean you have any fewer responsibilities than big business owners do. In fact, you probably have more on your plate. Chances are you’re involved in operations, human resources, development, marketing – and, of course, finance. Read More.

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What Qualities Should I Look For In A CEO?


It's refreshing to learn that you have immediately recognized that you are not the right person to lead the company. I admire that as its one of the key qualities of a leader; being able to recognize your weaknesses and address them with those that are more capable and qualified. .
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What Forms Do I Need To File To Hire Employees?


There are a whole host of administrative tasks that you will need to consider as you begin to hire employees. It varies by state, but we've provided a list of legal and tax requirements that you should start to think about to ensure compliance at the federal and state levels. Please note that there are payroll and professional employer organizations that can assist with these requirements. .
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Tips For Forming a Board of Directors For Your Business


Many companies need guidance and support from the board of directors in order to survive. It's up to the management team and specifically the CEO to come up with the best possible combination of directors to become part of the board. Yet, many CEOs, including Steve Jobs, failed to identify the most appropriate board members to govern. .
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The Importance Of Understanding IRA Rollover Rules


A recent U.S. Tax Court case provided us with another reminder of how important it is to understand the IRA rollover rules. It was originally reported by The Wall Street Journal that the ruling in question had, "long been blessed," by the IRS. While we agree with the importance of the ruling, we believe this rule has already been in place. Here's why. .
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Are You Planning To Acquire A Small Business?


If you are in search or have identified a small business that you would like to acquire, there are suggested best practices to follow. In addition, it's important to note that while the current owner will want to have peace of mind that the business they put their blood, sweat and tears into doesn't become a 'going concern' a year after the sale, price will usually dictate the sale. So, how to does one go about approaching a small business as a potential acquisition target? .
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Do You Have The Best 401K For Your Employees?

Retirement accounts are typically your employees’ most valuable financial asset, with the exception of their homes. Yet, employers don’t always select a 401(k) plan that provides the most value and has the lowest fees. The consequences can be devastating to your employees’ retirement accounts. Read More.

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