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I have several clients in multiple states.  We have one master handbook that is considered the master. Then we have state-specific amendments to the handbook for each state that the employer has employees. State employment laws and requirements change periodically and so it is critical to have someone who is on top of these changes...

The answer is yes! Even the smallest business of say two or more employees should have an employee handbook. Employee handbooks are critical for many different reasons. First, it’s a communication tool for the employees to know what’s expected of them. It tells them about pay cycles and other payroll matters, time off policies, hours...

An outsourced bookkeeper who knows your business and understands your particular industry is key.  They can look at your business with insight that you might miss because you are so close to your business.  I know when I work with clients, I make suggestions and they say, I’ve been working with so and so for...

As I mentioned in a previous video, one of the key questions to ask a bookkeeper when you are interviewing them is “What are the core components of a proper bookkeeping process?“ The components are Accounts Receivable, that is money that is due the business.  A/R consists of tracking customers, creating invoices, collecting what is...

So many times the business owner runs their business and really doesn’t think about the future. And so it’s important to take time to prepare a business, to allow that owner and their partners to exit the business.  If you’re tracking your finances the right way to start with, you’re going to be able to...

Profitability is defined as the degree to which a business or activity yields profit or financial gain.   I can share with you that for many years, while working for a previous business, that’s just how the owners operated.  They never thought about the future, they just wanted to see money in the bank, that bills...

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