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Part-time & Project CFO Services in the Philadelphia, PA area
Product Review — QuickBooks 1099 E-File Service
The beginning of the year marks that dreaded time of year for many small businesses when 1099-MISC forms have to be sent. These forms are sent to vendors and contractors from whom services were purchased in the prior year. This year they are supposed to be mailed to recipients by tomorrow, February 2, 2015. Although there […]
Healthcare Exchange Sign-up – Post-Mortem
February 24, 2014
My apologies to the three of you who were following my tale of woe late last year in attempting to get my client health insurance quotes through the Federal healthcare exchange web site. Year-end closing activities prevented an update until now. Shortly after my last post in early December, we gave up on the Federal […]
Posted in: Healthcare Reform
Healthcare Exchange Sign-up – Yet Another Update & Yet Another Apparent Failure
December 3, 2013
Yesterday afternoon, after the announcements over the weekend by the Obama administration that many of the issues with the Federal healthcare exchange website had been fixed, my client once again tried to submit an application. In my prior posts I have described our experiences in unsuccessfully attempting to submit an application via web site on numerous occasions since […]
Posted in: Healthcare Reform
Healthcare Exchange Sign-up Update
November 19, 2013
It’s been two weeks since my last update on my client’s trials and tribulations in attempting to submit an application on the Federal healthcare exchange. I can report there has been no change–we continue to be unable to submit the application. The scenario has been fairly consistent over the past two weeks. At least every […]
Posted in: Healthcare Reform
Healthcare Exchange Sign-up Update
November 7, 2013
It’s been a week since my last update on my client’s attempts to submit an application for individual health insurance on the Federal healthcare exchange website. We’ve attempted many more times in the past week to submit an application and continue to be unable to submit it. The (only) good news is that the system remembers all […]
Posted in: Healthcare Reform
Healthcare Exchange Sign-up Update — Still Waiting…
November 1, 2013
Last week I described being teased by the Federal healthcare exchange web site–a client and I thought we had submitted an application to get him a health insurance quote, only to discover the next day that the application was still “In progress” (translation: incomplete) for reasons unknown. Since then, we’ve tried repeatedly to log back […]
Posted in: Healthcare Reform
Healthcare Exchange Sign-up Review – An Unscientific Sample of One
October 22, 2013
Yesterday I had the chance to test the new healthcare exchange web site, coincidentally the same day that President Obama admitted that the web site had “kinks in the system.” A small business owner client wanted to compare the cost of his own personal health insurance on the exchange to his current rates in his company’s group […]
Posted in: Healthcare Reform
How We Budget – Overview
October 4, 2013
This is the second in a series of articles on small business budgeting. In a recent post, we laid out the case for why we think small businesses should use budgets. We now turn in the coming weeks to how to actually create a budget. In this post, we’ll give a brief overview of our process. […]
Posted in: Budget
Product Review – Transaction Pro Importer 5.0 for QuickBooks
September 23, 2013
Last week a client had an urgent need to import a batch of bills into QuickBooks from data that resided in Excel. We helped them to successfully complete the import using Transaction Pro Importer 5.0 from Baystate Consulting. This product takes Excel data with transactions organized in rows and imports the data into QuickBooks. It eliminates […]
Posted in: Product Reviews, QuickBooks
Healthcare Reform – New Requirement to Provide Notice to All Employees Starts October 1
September 21, 2013
Most employers have two new obligations that commence over the next two weeks related to the new healthcare exchanges that will become available on January 1, 2014. First, employers are required to provide a notice to all existing employees by October 1, 2013. There are two form notices–one for employers who offer health insurance and […]
Posted in: Healthcare Reform, HR
Stratton Ltd 
February 1, 2015
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