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Quickbooks Tip of the Month: November 2017
It's time to update your Quickbooks 1099 vendor list. Believe or not, the year is almost over and it is a perfect time to update your 1099, miscellaneous vendor list in QuickBooks. The IRS requires all 1099 vendors to provide to the payor a signed W-9 which is to be...
Quickbooks Tip of the Month: January 2018 – Payroll and information returns
For businesses that are preparing year-end payroll and information returns from Quickbooks, the following tips are helpful in order to avoid the most common mistakes: Budget ample time and set aside uninterrupted time to prepare year-end tax forms such as W-2s, W-3,...
Quickbooks Tip of the Month: August 2017
What is the recommended Quickbooks company file (.qbw) size? The recommendation is that a Quickbooks company file (.qbw) size for Pro/Premier should not exceed 150Mb. For Enterprise the file should not exceed 1GB. If the file is larger than the recommended size, it is...
Business Health Checkup: 5 Tips to improve cash flows
One of the most important aspects of maintaining a healthy business is ensuring that the business has strong cash flows. The cash conversion cycle (CCC) is the time span between a business disbursing and receiving cash. The cycle can begin in a variety of ways...
Required Minimum Distribution
Sadly, the money that we defer from taxes in our 401(k)s and IRAs during our working lives must eventually leave the shelter of the retirement umbrella whether we like it or not. What is a required minimum distribution? The discussion below is not relevant to...
Foreign Tax Implications for Individuals
By: Terri L. Marakos, CPA With the expansion of the global economy, the involvement of taxpayers in foreign activities has become commonplace. Even not-so-sophisticated investors often hold the securities of companies with foreign activities and that pay foreign...
Capaldi Reynolds & Pelosi Paddles for Gilda’s Club South Jersey
On July 9th, 20 of our most adventurous associates, friends and family members participated in the Inaugural Gilda's Club South Jersey Dragon Boat Festival. We joined about 30 other teams from our region to paddle down the Bay at Bader Field to help raise $90,000 for...
Ways to Raise Capital
As accountants and advisors we are often asked by small business owners as to the best method to raise capital. The chart below seeks to provide some insight into various common methods for raising capital for small businesses. Please note methods, business types,...
Capaldi Reynolds & Pelosi Institutes Dress Down Friday for a Cause
This May, Capaldi Reynolds & Pelosi designated Fridays as Dress Down Day For A Cause. Each employee would have the privilege of wearing jeans for the fee of $5 per week. Proceeds collected for the month would be donated to a charity of our choice. The first...