by Leif Jensen | Apr 26, 2022 | Banking, Money Management, Running a Business |
How often do you reconcile your bank accounts? What about your brokerage accounts? I am working with a business that has neglected their cash and investment accounts for several years… I only have bank accounts in my businesses, and I seemingly don’t like to keep...
by Leif Jensen | Apr 21, 2022 | Running a Business |
By Dr. Ray Benedetto, DM, LFACHE, Colonel, USAF, MSC (Ret), Co-founder of GuideStar, Inc. and Co-author of It’s My Company Too! How Entangled Companies Move Beyond Employee Engagement for Remarkable Results The last post introduced the topic of organizational design...
by Leif Jensen | Apr 18, 2022 | Money Management, Running a Business |
We work with a number of clients who ask for our advice and then act upon that advise, usually for the better and their business grow and prosper. While there are a few outliers that have me in regularly to assist with certain tasks and then ignore my advice. One...
by Leif Jensen | Apr 13, 2022 | Money Management, Running a Business |
As strange as it may seem, we are working with a number of clients who maintain no books or records. After we created some semblance of order with their records, we could then prepare the tax returns for them. When we finally get a chance to present the returns to...
by Leif Jensen | Apr 4, 2022 | Running a Business, Taxes |
I have to admit I am not a friend of the home office. The thought of depreciating my home, only to recapture the deprecation as ordinary income when I sell it was never a warm fuzzy thought. Granted the IRS safe harbor of up to $1,500 is not a lot. But as I sit here...
by Leif Jensen | Mar 30, 2022 | Money Management, Retirement, Running a Business |
This year we picked up a number of new clients, a surprising amount have side gigs. Granted a number of them have a rental property of two. Today, I met with a couple where one had a pretty extensive e-commerce operation. They have their website, but also are very...
