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Alerts
How friendly is your State's tax code?
One reason a business might not be able to build equity or see sings of new revenue growth is the taxes imposed at the state level. If curious, read the following report from the Tax Foundation.
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The Communication of Fear
There is a troubling trend, especially through emails, of fear being communicated with false or incomplete information. How do you protect yourself?
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IRS to Discontinue Paper Coupons
In an effort to transform America to paperless electronic filing, regulations are being prepared yo require the deposit of payroll and other taxes by January 1, 2011 through the EFTPS system. You can read more in the Journal of Accountancy article link.
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2010 Health Care Act - Premium Assistance Credits
Read the attached family office memorandum on the premium assistance credit under the 2010 Healthcare Act.
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2010 Health Care Act - Penalties
Read the attached family office memorandum on the penalties of the 2010 Healthcare Act.
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Services
Technology Planning and Support

A technology plan has become a major component to the successful outcome of an overall business plan. We invest heavily into technology as a means of internal efficiency and delivery to our family clients. We invest heavily into providing the technology tools and education for our staff to be efficient and to work as team and to exceed your expectations.

Data Security and Recovery

For many our data is our livelihood and accessibility supports our decisions. Yet, we rarely plan for the unforeseen. Talk to survivors of Katrina and quiz them on the deficiencies of their disaster recovery plan.

Failures of IT Planning

Not planning for necessary upgrades, replacements and their implementation has a direct correlation to the attraction and retention of human capital. Failure to plan also affects a business ability to compete. Failure to plan and implement can affect the ultimate price a willing buyer will negotiate for your business. Failure to enact budgetary reserves can leave businesses scrambling to find the necessary funds for emergency technology infrastructure demands.

Substandard Efficiency and Increased Cost of Ownership

A business might invest heavily into technology and still not achieve the results it seeks and incur future cash outflows as a result of the cost of ownership.

Due Diligence

Often businesses fail, just as in legal, accounting, tax and investments decisions, by not performing the necessary due diligence before implementing a technology strategy. We stress risk management in our financial planning services and technology due diligence is no exception.

Outsourced Services

Due to the complexities and changing dynamics of information, telecommunications and security technologies, we outsource the sales and support of products and services to our trusted IT provider - BNB Technology. But, we work in conjunction with BNB to develop, budget and document your IT strategy and structure, and provide a complete history of all services rendered accessible in your personal extranet site.

We also outsource our data redundancy backup and recovery to Global Data Vault.

Our Services

Planning and Monitoring - where we step in for our Family clients is the assistance of planning, budgeting, implementation, coordination and the documentation of your IT strategy as explained above.

Intranet Development - we can assist with the development of both your family and business Intranet with. We develop Intranet sites with Adobe's Dreamweaver and we provide trainign an support, in person and through our Client Reference Center.

An Intranet is an internal site utilizing the tools of the Internet. We hyperlink to your data and activate the necessary business applications for easy retrieval and work flow efficiency. The Intranet is the starting point for the creation of a paperless environment to communicate both business and family goals, to communicate business policies and procedures, employee responsibilities and for the immediate access to data. We develop specialized audio/visual guides accessible from your Intranet to provide a library of eGuides for you, your family and employees.

Not sure how to visualize what an Intranet can do for you? Arrange an office visit or watch our ePresentation in the Technology Center of the Client Reference Center.

Office Efficiency - we develop, support and train on vital office efficiency applications found in Microsoft's Office Professional, including: Word, Excel, Access, Publisher, Powerpoint, Outlook and Visio. We also provide complete support on Adobe Acrobat Professional for paperless document and colloborration.

Intuit QuickBooks - being a Certified ProAdvisor for years allows us to provide non-clients through a paid subscription access to our complete QuickBooks training and support center in our Client Reference Center.

Decision Support Center - finally, we provide complete 24/7 global support through our "Client Reference Center", or CRC for short. The CRC demonstrates just a few of the technology applications we utilize and that you could be utilizing to your benefit. Request trial access to CRC for a complete listing of our services and pricing.



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