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Latest Blog & Articles
Discussion of the latest issues affecting our clients.
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Happy ‘engagement agreement’, happy life!
There is a saying “Happy wife, happy life”. But for accountants and advisers, it should be “Happy engagement agreement, happy life”. The engagement agreement solidifies all of our work relationships, boosts communication, and helps ensure that everyone feels like a winner as a result of our work together. Our 14 page engagement agreement is longer…
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Four ways to invest at the bayshore
If you have decided to invest at the bayshore want to work with me, there are several ways to do it. Each of these four ways listed below can be successful; it is mostly a matter of meeting your specific goals. HIRE: First, there is the ‘old fashioned way”: hire me. After all, helping investors…
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Small nonprofit business security basics
Microsoft offers an easy inexpensive or free way for small nonprofits to boost their data security. Most small business nonprofits have fewer than 50 employees and lack a dedicated online security officer. These small and medium size organizations have many of the same business operation and security needs and goals as larger nonprofits. Microsoft describes…