Meet the Team-Nola Tolk

Nola Tolk
Staff Accountant
Certified QuickBooks Pro Advisor

Click "Full Article" to Learn More about Nola and her work with the firm.

Business & Investment Trivia

Q. The legendary investor, Bernard Baruch, sold all of his stocks and avoided the Crash of '29 after receiving financial advice from who?

1. W.D. Gann
2. A shoe shine boy on the street
3. Andrew Carnegie
4. Charles Dow

Click "Full Article" for the answer

Zero Percent Capital Gains Tax: How to Take Advantage

Timely Opportunities

Beginning in 2008, the federal tax rate on long-term capital gains and dividends dropped to zero percent for people in the lowest two tax brackets. Who can take advantage? Potential beneficiaries include recent college graduates, retirees, new business owners who have modest incomes this year and others. Parents or grandparents might want to give appreciated securities to loved ones who qualify. Click "Full Article" for details, including how the new zero percent rate affects estate planning and the "Kiddie Tax."
Copyright © 2008

Work HERE, work THERE, work ANYWHERE!

QuickBooks Pro - General

With remote Access you can enjoy greater flexibility by accessing your QuickBooks file at any time, from anywhere! All you need is a computer with an Internet connection.
Copyright © 2008

Track Repeat Business For More Profitable Sales

Sales

A five percent gain in customer retention can triple sales volume over time, so it's critical that you know how many of your customers are coming back. Click "Full Article" for tips on how to turbocharge your bottom line, along with a questionnaire that will help employees improve customer service.
Copyright © 2008

Marketing

Drop Your Third Place Customers

Concentrate your sales and marketing efforts on those gold-medal customers who generate the most profit. It's a matter of identifying the most lucrative groups. Click "Full Article" to see what data you need to collect to watch your profits soar.
Copyright © 2008