SMALL BUSINESS AND GROWTH PLATEAUS

As a small business grows, some changes made necessary by growth are obvious while more subtle but, no less important ones often go unattended. Take for example the need for…

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THE VALUE SURPRISE IN SELLING YOUR BUSINESS

In this post I describe a frequent problem our firm encounters with founder/owners looking to sell their business. Recently a client mentioned that she was thinking of selling her existing…

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WHAT IS THE RIGHT LEVEL OF FINANCIAL LEADERSHIP IN A RAPIDLY GROWING BUSINESS?

Rapidly growing businesses are faced with many tough decisions but one of the most challenging is that of assembling and growing a financial and accounting team that can scale as…

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THE ELECTRONIC PAYMENTS SERIES: NO. 1 – A CHALLENGE FOR BANKS

Much like the dramatic changes impacting the taxi industry driven by ride sharing “brokers” such as Uber, Lyft, Sidecar and others; financial institutions (e.g., commercial banks, credit card companies, savings…

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SUCCESSION PLANNING RETHOUGHT

Few issues trouble a business owner more than how they are going to exit a business at retirement, to start another business (if they are a serial entrepreneur), or to…

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QUICKBOOKS CLINIC SERIES NO. 4: POPULAR ADD-ONS

In this post I address some of the most popular add-ons to the QuickBooks accounting system. Costs that spiral out of control represent one of the most serious threats to…

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HIRING BY FORMULA, A DISASTER IN THE MAKING: THE TOP FIVE VALUES DELIVERED BY THE PROFESSIONAL RECRUITER

Computers and the internet have given us unparalleled productivity improvements. Anybody remember having to write obscure code for job requirements placed in newspapers? I do and I’m thankful for that…

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INTERNATIONAL M&A: WHY TAXES MATTER EVEN FOR SMALL COMPANIES

In the past year I’ve seen an increasing amount of M&A activity especially with my international clients. Every transaction I’ve worked on has had substantial tax content to it. I…

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QUICKBOOKS CLINIC SERIES: NO. 3 ADD-ONS: CAN THEY STREAMLINE YOUR ACCOUNTING PROCESSES?

In previous installments of the QuickBooks Clinic Series, I’ve talked about issues users typically encounter in the initial setup of QuickBooks and how to avoid some of those pitfalls. As…

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WORKING FROM 62 TO 74 – CIVIC RESPONSIBILITY OR IS IT JUST ECONOMICALLY SENSIBLE?

In 2010, the world had 16 people aged 65 and over for every 100 adults between the ages 25 and 64, almost the same ratio as in 1980 (http://www.economist.com/node/21601248/print). By…

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