Category Archives: stock

Know the facts about IPOs

Do you know anybody who has tripled his or her money investing in the initial public offering (IPO) of a hotshot new company? It can happen. Yet the truth is, most investors don’t make money playing IPOs. It’s just that … Continue reading

Posted in 401 k, 529 plan, Financial Planning, invest, Investing, investment, IRA, retirement, stock, tax advice, tax planning, Uncategorized | Tagged , , , | Leave a comment

What Sales Orders Are and When to Use Them

They’re not as commonly used as invoices. But if you need them, they’re there. When you want to document sales that you can’t (or won’t) fulfill immediately, but you plan to do so in the future, you can’t create an … Continue reading

Posted in Business, Business Owner, customer, customer service, Inventory, New Business, Operational Accounting, Operations, quickbooks, quickbooks help, QuickBooks Online, QuickBooks Tips, record keeping, sales, stock, Supply, Uncategorized | Tagged , , , , , , , | Leave a comment

Single people need financial planning too

Whether you are a lifelong single person or you found yourself single through divorce or the death of your spouse, you have your own financial considerations and complications. Unfortunately, many single people overlook financial planning. Don’t make this costly mistake. … Continue reading

Posted in Affordable Care Act, Business Owner, Children, Employee Benefits, employees, Estate, Financial Planning, Investing, investment, IRA, retirement, save on taxes, saving for retirement, stock, Tax, tax advice, Uncategorized | Tagged , , , | Leave a comment

Ringing Out 2016 in QuickBooks

2017 is just around the corner. Now’s the time to do your end-of-year QuickBooks tasks. Since early January of this year, you’ve been faithfully creating new records, entering transactions, and recording payments. You’ve run basic reports. You’ve done your collection … Continue reading

Posted in Business, business help, Business Owner, customer, customer service, Filing Taxes, Financial Planning, guide, Inventory, New Business, Operational Accounting, Operations, quickbooks, quickbooks help, QuickBooks Tips, record keeping, sales, save money, save on taxes, stock, Supply, Tax, tax advice, Uncategorized | Tagged , , , , , , , , , , , , , | Leave a comment

Take Control of Holiday Spending

Exchanging gifts, entertaining family and friends, and extending goodwill to others are the activities that make holidays joyful. But sometimes the enjoyment is followed by financial headaches. January’s bank statements and credit card bills bring the unhappy realization that you … Continue reading

Posted in Children, Christmas, customer, Financial Planning, Gift, guide, Holiday, Investing, investment, sales, save money, saving money, stock, Supply, Uncategorized | Tagged , , , , , , , , , , , , | Leave a comment

Take Time to Review the Health of your Business

As an owner and/or manager, you probably spend a lot of time monitoring business operations and dealing with everyday problems. But a longer-term approach is also useful. Just as an annual checkup from your physician helps monitor and manage your … Continue reading

Posted in Business, business help, Business Owner, Christmas, customer, deductions, Employee Benefits, marketing, New Business, Operational Accounting, Operations, sales, stock, Supply, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment