Latest Posts

5 Must-Knows for Every Green Card Holder

Posted: April 30, 2019 - Blog, Tax Planning & Tips

  Every year almost half a million people obtain Green Cards (“GC”). When you become a GC holder, you have basically the same obligations that US citizens have.  US tax laws are complex and hard to understand. If you are a GC holder, understanding the US tax laws is a big challenge. Therefore, I will Read More

6 Degrees of Separation

Posted: April 30, 2019 - Blog, Sage Intacct

  Forty five years ago Stanley Milgram mailed out parcels to one hundred people in Omaha, NE working on his “six degrees of separation”. His whimsical method gave him the theory but not the proof. That changed in 2011 when the scale of Facebook proved that he was right: 99.6% of accounts were connected by Read More

Outsourcing – Is it a Dirty Word?

Posted: April 30, 2019 - Blog, Finance & Accounting

              The word outsourcing conjures up a lot of negative images, especially for small business owners. It suggests job cuts, loss of control, and lack of transparency. According to popular thinking, businesses that outsource are either extremely ruthless or especially desperate. And, because of that perception, a lot of Read More

When You Can’t Find Talent, Outsourcing is Ideal

Posted: April 11, 2019 - Blog, Finance & Accounting

                  Professionals change jobs for lots of reasons – better pay, different office environment, new city, larger role etc. What’s important to note is that professionals are changing jobs more often than ever before. A recent survey showed that 64% of professionals strongly consider a job change Read More

What Goes Up, Must Eventually Come Down

Posted: April 11, 2019 - Blog, Executive Focus

With 24/7 media coverage and so many choices to gather information we are not lacking for options when trying to forecast economic activity.  The largest discrepancy in these forecasts is the timing of the next recession.  We are in the midst of the longest running growth period and as we all know business is cyclical Read More

How to Respond to a Marketplace Appeal Notice

Posted: April 11, 2019 - Benefits Consulting, Blog

  Employers often begin to receive Marketplace Appeal Notices after the Healthcare Marketplace’s open enrollment period ends.  The letter notifies employers of employees who enrolled in Marketplace coverage and obtained an advanced premium tax credit for at least one month of the calendar year.  Each letter identifies the employer, reason for the appeal notice, the Read More

How to Use Technology to Streamline Back-Office Operations

Posted: March 18, 2019 - Blog, Finance & Accounting

  A recent survey showed that 70% of companies are either pursuing digital transformation or planning to soon. What’s digital transformation? It’s when companies rely on integrated technologies to automate or upgrade everything they do – including accounting. Using one data-driven platform to handle every aspect of accounting allows companies to streamline their entire back-office Read More

5 Best Business Practices to Follow in 2019

Posted: March 18, 2019 - Blog, Executive Focus

I recently had a brain storming session with a long time Executive Focus client of mine that is a distributor.  The topic was about how to increase sales.  Our approach was to focus on the well-being of their dealers.  What could be done to help their dealers become more profitable thus inciting sales?  Managing their Read More

Modernize Your Culture to Improve Business Strategy

Posted: March 18, 2019 - Blog, Sage Intacct

  “Culture beats strategy, so much that culture is strategy”  – Seth Godin Culture defines a company – what it does, how it adds value, and how it grows a customer base. A culture that has the ability to deliver change and add value as a best practice not only generates new customers but positions Read More