General Archives |

Passive or active marketing

When I meet with clients, I like to take a holistic approach to their business. Yes, we review their Financial Dashboard: reviewing the various metrics, as well as the prior year comparisons and industry comparisons if pertinent. But I also spend time discussing...

Why target small/medium businesses for a cyber-attack?

Barkly.com in 2017 shared the following information on small business cyber-attacks. Small to medium sized businesses typically pay the ransomware for the release of their data. The average ransom demand was $1,077 22% of the businesses that experienced the ransomware...

Unemployed and the ACA

We had a call come in from someone we did not know.  They were unemployed for over a year, but received health insurance from the ACA exchange.  They were getting the subsidy and did not want to have to pay it back. So they were looking for ways to show income without...

Industry Cyber Targets

I was at a seminar and during it the Symantec 2017 survey of “Industry Cyber Targets” was shared. This is the top 10 sectors breached by the number of incidents; the data was based upon 2016 occurrences. Rank Industry Breaches Percentage 1 Services 452 44.2% 2...

Death and Taxes

The old saying goes “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.”  The IRS is proving this point. The IRS has also made a modification to this. ...

You got fired

Last tax season we picked up a new client. The client had moved a couple of miles to a new location.  In doing so, their prior CPA stated that they could not travel that far to continue to work with them. Basically the client was fired from the prior CPA and not aware...

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