All Blog Posts (406)

By: Jeffrey D. Urbach, CVA, CPA/ABV/CFF

At some point in the difficult divorce process you will be asked to fill out a CIS (Case Information Statement). The CIS is a financial disclosure document which, among other things, establishes your standard of living while married.

Schedule C of the CIS has a line where you put your historical savings/investments. Although the CIS shows monthly expenses (assuming 4.3 week/mo.), simply take your annual savings and divide…

Beyond obsolescence, Internet effect or industry consolidation, the solutions to the underperformance problems that face a closely-held company are process driven on all fronts. Beginning with the setting of realistic, attainable goals; every business does better when it has perfected a sustainable process for the critical functions that drive that business. This requires being fully absorbed in the often quoted: people, process and product success triangle.

Think of your business…

October  2016 - Keeping up with key business / technology issues in the news is difficult.  Let Jefric Consulting help you.

Click here to view the July edition of our monthly Small Business Technology Newsletter.

http://www.jefric.com/news/2016/201610.JefricConsultingNewsletter.html

All newsletters can be found here.…

Join other Jewish professionals in White Plains Sept. 27 for a breakfast networking event hosted by the Westchester County chapter of JBN!

What: Coffee, breakfast, and a chance to meet other Jewish professionals

When: Tuesday, Sept. 27, 2016, 8:15 a.m.- 9:15 a.m.

Where: Food court of Whole Foods, 110 Bloomingdale Road, White Plains, N.Y.

I'm looking forward to being a part of the core team at JBN Westchester, and I'm even more excited to meet other Jewish…

Success today requires delivering on the promise of your brand. To do that each business function must support the other. Your people and your operational protocols must meet the expectations that your sales and promotional activities are generating.

Resisting change is normal

There are a ton of reasons why businesses underperform. In a smaller…

An accounting firm that is providing bookkeeping service and individual tax filing is looking to expand to full services corporate accounting including corporate tax returns, non-profit, financial statements, payroll and more.



Our preferred setup is to create a collaboration with a person or with an accounting team who is currently in the accounting business with strong knowledge and experience in the field. 



We will assist you with all…

Could you be required to provide financial support to your parents?  

Provided by Frederick Saide, Ph.D.

Imagine your parents outliving their money. A terrible thought, right? Should this occur, there will be one of two outcomes. Either your parents will move in with you (or someone else), or your parents will become indigent.…

This post originally appeared on the SCS Creative website.

Facebook is constantly altering how events are created, how groups are run, how its news feed prioritizes posts, or how ads are distributed. Each change draws tons of debate…

August 2016 - Keeping up with key business / technology issues in the news is difficult.  Let Jefric Consulting help you.

Click here to view the July edition of our monthly Small Business Technology Newsletter.

http://www.jefric.com/news/2016/201608.JefricConsultingNewsletter.html

All newsletters can be found here.…

July 2016 - Keeping up with key business / technology issues in the news is difficult.  Let Jefric Consulting help you.

Click here to view the July edition of our monthly Small Business Technology Newsletter.

http://www.jefric.com/news/2016/201607.JefricConsultingNewsletter.html

All newsletters can be found here.…

Retirement Blind Spots

Some life & financial factors that can be overlooked.

Provided by Frederick (Fred) Saide, Ph.D.

We all have a “blue sky” vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter the course of our retirement in ways we…

Economists are telling us that in 2016 corporate profits are down and business owners are back in survival mode. In the face of a National Election quite unlike anything seen in modern history new business expansion is on hold and folks are trying to understand what the implications of FED Chairman Janet Yellen’s interest rate hikes will have on their bottom line. I…

Whether a company is hiring their first sales person or adding to their sales team, finding the right fit and giving that sales person the best opportunity to succeed is a challenging proposition.  Accomplishing this successfully requires a well thought out strategy that incorporates the new sales person's qualifications and a thorough indoctrination into the overall company, including much more than its products and services.

How can business owners ensure they acquire the right…

June 2016 - Keeping up with key business / technology issues in the news is difficult.  Let Jefric Consulting help you.

Click here to view the June edition of our monthly Small Business Technology Newsletter.

http://www.jefric.com/news/2016/201606.JefricConsultingNewsletter.html

All newsletters can be found here.…

Are you afraid to negotiate? In other cultures, the spirited marketplace is where children from a young age learn to buy. They watch as Mom or Dad hondle for goods as they hem and haw over a purchase as though their life savings depended on it, and make the poor merchant plead that his kids will soon starve before finally agreeing to pay the price.

By contrast, most…

My large architectural murals at Linda Horn Antiques "still look fabulous" according to Ms Horn.

Her Carnegie Hill store recently got a whole new look.

More info and images here.…

May 2016 - Keeping up with key business / technology issues in the news is difficult.  Let Jefric Consulting help you.

Click here to view the May edition of our monthly Small Business Technology Newsletter.

http://www.jefric.com/news/2016/201605.JefricConsultingNewsletter.html

All newsletters can be found here.…

April 2016 - Keeping up with key business / technology issues in the news is difficult.  Let Jefric Consulting help you.

Click here to view the April edition of our monthly Small Business Technology Newsletter.

http://www.jefric.com/news/2016/201604.JefricConsultingNewsletter.html

All newsletters can be found here.…

Doubt: Fear, distrust, uncertainty, skepticism, cynicism, indecisiveness, avoidance, ambiguity, complacency. The list goes on. Is there anyone who has not been plagued with selfdoubt? How many of us are truly selfconfident? In business and in our greater world today, insecurity is today’s norm.



Doubt is basically the feeling- or the non-feeling- that you…

We’ve spoken to clients who oftentimes see two options when the time comes for copy needs: they may consider “borrowing” “some” “content” from someone else on the Internet who already figured it out, or they are considering reusing the material that was created for them years before. What’s the harm in just lifting a few points and forming a convincing Franken-site from the gathered parts? Or, what’s the harm in taking the same five paragraphs and simply using them in a different…