Service2Client CPA Template
🖨 Print⏱ 4 min readYou might have heard this saying, “A journey of a thousand miles begins with a single step,” which is from the Tao Te Ching by Lao Tzu. However, the principle of taking tiny steps along a path to achieve a larger financial goal is the much same. Here are a few […]
🖨 Print⏱ 4 min readThe era of artificial intelligence as a competitive advantage has hit a structural barrier – the Governance Wall. Some time back in 2024 and 2025, organizations raced to adopt AI tools to automate decisions, improve efficiency and cut costs. Now, as we move through 2026, the conversation is shifting from “How […]
🖨 Print⏱ 4 min read21st Century ROAD to Housing Act (HR 6644) – As many local governments face the problem of rising affordability and severe housing shortages, this bipartisan bill would update existing housing programs to increase the housing supply, as well as streamline federal regulations that slow construction. Among its provisions, the legislation would […]
🖨 Print⏱ 3 min readThe Customer Acquisition Cost (CAC) measures how much a company spends to obtain new, additional customers. Oftentimes, this calculation is used with the customer lifetime value (LTV) metric, that also projects the customer’s profitability to calculate the newly acquired customer’s value. It’s primarily used to measure a business’ sales and marketing […]
Continuing Appropriations Act, 2018 and Supplemental Appropriations for Disaster Relief Requirements Act, 2017 (H.R. 601) – This act temporarily lifts the nation’s debt ceiling, funding the federal government through Dec. 8, as well as delivering the first installment of emergency aid for victims of Hurricane Harvey. It also temporarily extends the National Flood Insurance Program […]
In the past, small business owners sometimes lacked the resources – both financial and human – to capitalize upon the latest productivity and customer service technologies. Fortunately, the pace of change and the proliferation of new software programs have begun to make innovative technology accessible and affordable. Chatbots – software programs that can hold a […]
How much time do your employees squander on various distractions that take their time and attention away from work? Recent surveys from staffing organizations suggest that almost half of participating employers believe the majority of their workers lose one to two hours a day in productivity due to distractions. In some instances, employers estimated that […]
This is the first of a series of articles discussing various types of high-concept investment styles. This month we start with goals-based investing. Goal-based investing became popular after the Great Recession of 2008-09. Many salaried, middle-class workers lost their jobs, had to stop contributing to their 401(k) plan or, worse yet, had to make hardship […]
The U.S. equity markets ended the third quarter of 2017 seemingly impervious to acts of nature, as major Hurricanes Harvey and Irma hit Texas and Florida, as well as to escalating tensions between North Korea and the Trump White House. Other issues that potentially affect the markets include possible changes to the Federal Reserve’s leadership […]
Whether a business owner wants to sell a website or he has been approached by an individual expressing interest in purchasing it, understanding what it’s worth is essential to a fair sale for everyone involved. Initial Factors To determine what a website is worth to a potential buyer, it needs to undergo a performance review. […]