Blog

  • January 12, 2021

    Over/Under Billing Work in Progress (WIP)

    I get a lot of calls on this topic. Some clients compile this information every month; others wait for mid-year bank financials or yearend tax preparation. Overall, the idea of these reports is to review the progress of the job and confirm you’re on track to meet your profit goals. From the accounting standpoint, it’s […]

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  • January 06, 2021

    How We Love: Book Review

    How We Love: Book Review As business owners and managers, we work hard all day and strive to do our best. But at some point, we go home to our families. This book is focused on our relationship with our spouse, although these ‘styles’ play out in our other family relationships, too. While looking back […]

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  • December 30, 2020

    An Audit by the Dept. of Labor

    An Audit by the Department of Labor (Ouch!) Recently a client reached out because they are being audited by the Department of Labor. They were looking for some help to find specific reports they needed to provide to the auditors. That can be a daunting task, so we were happy to help. We also suggested […]

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  • December 22, 2020

    M365 – Lots of Hype

    M365 – Lots of Hype So many people talk about ‘Office 365’ or ‘Microsoft 365,’ but when it comes down to knowing what these actually are and what they do, most people are pretty fuzzy. First of all, it’s changed a LOT over the last few years (that’s what happens when you focus a lot […]

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  • December 15, 2020

    Extreme Ownership: Book Review

    In recounting their intense missions in the US effort to re-take Ar Ramadi, Iraq, these two NAVY SEAL leaders weave together their intense SEAL training with the lessons that brought them success in these difficult venues. They share their experiences with their teams, leadership successes and failures, and the ownership concept. The format keeps the […]

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  • December 11, 2020

    FFCRA wages for W-2’s, 2020; required!

    Always something new that we have to cram into our packed yearend process! Well, this year is no different. Now we have to report the wages our employees received under the special COVID Sick pay benefits. If you haven’t already heard, you’ll have to report these COVID-related wages on the W-2 for 2020. There were […]

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  • December 09, 2020

    A Couple of Updates

    Interested in a Surface Pro? We are now authorized to sell the Microsoft Surface Pro computers and we couldn’t be more excited.  In fact, we’ve ordered one that should arrive any day. Stay tuned to hear about the new features and share the fun we plan to have with this new computer! CFMA—A Great Resource […]

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  • December 02, 2020

    New Barrage of Scams

    Ugh! An Onslaught of Phishing  I have to say, we’ve seen an increase in phishing attempts. Here are a few examples—please share them with your staff, family, and friends.  DocuSign Phishing Scam Larry was expecting a DocuSign document via email. He noticed one in his Junk, so he decided to take a look. This looked […]

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  • November 24, 2020

    Working From Home, Still

    Some of our clients took their workstations home when their offices decided (or were told) to close. Others already had laptops, so they were mobile. The rest decided to use their computers at home. For those who wound up working from a home computer, there were a variety of issues; how to log into their […]

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  • November 18, 2020

    No Regrets: Book Review

    No Regrets: Book Review I have the book because Darren Hardy wrote the forward, and I really enjoy his books and daily video blogs, so I decided to read No Regrets, and I’m glad I did; it’s more than I thought. The book starts with how to develop your ‘Why, What, When and Won’t’ list. […]

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