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Business

Operating Reserves Can Help Cushion Financial Blows

The COVID-19 pandemic taught us several valuable lessons. For many nonprofit organizations, the most important lesson concerned the need to establish …

Operating Reserves Can Help Cushion Financial BlowsRead More

Category: BusinessTag: Ernst Wintter, nonprofit audit, nonprofit audit responsibilities, nonprofit audits

What Information Should Your Printed Ads Include?

“The reports of my demise are greatly exaggerated” Although the humorous quote is attributed to the great author, Mark Twain, it is just as easily …

What Information Should Your Printed Ads Include?Read More

Category: BusinessTag: digital printing services

What a Successful Call-to-Action Looks Like on Your Direct Mail

Business owners and operators have to consider several factors to execute an effective direct mail campaign. Working with a mail services company that …

What a Successful Call-to-Action Looks Like on Your Direct MailRead More

Category: Business, Small BusinessTag: custom mail services, graphic design services, plain language

Take Advantage of Lower Capital Gains Tax Rates

We get taxed in several different ways, most of which are straightforward types of taxes. Think sales and income taxes. However, one form of taxation …

Take Advantage of Lower Capital Gains Tax RatesRead More

Category: broker dealer audits, BusinessTag: 401k audit, accounting experts, accounting records, walnut creek cpa

California Nonprofit Board Meetings Should Be Short

Improve communications to different teams. Whether your nonprofit is holding video conferences or is back to in-person gatherings, you don’t want …

California Nonprofit Board Meetings Should Be ShortRead More

Category: Business, Legal Matters, Nonprofit Audits, OperationsTag: nonprofit audit committee, nonprofit audit guide, nonprofit audit responsibilities, nonprofit audits

The Basics on Donor Advised Funds

One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …

The Basics on Donor Advised FundsRead More

Category: Accounting & Tax Services, Business, Financial advisor, Small BusinessTag: accounting experts, accounting records, donor advised fund, financial advisor, financial advisors, financial assets, recordkeeping

Trade Shows- Why Your Booth Should Have Business Brochures - custom mail services - Complete Mailing & Printing

Trade Shows: Why Your Booth Should Have Business Brochures

If you’ve registered your business for a booth at a trade show, you’ll be situated in a sea of other businesses. Custom mail services can help you …

Trade Shows: Why Your Booth Should Have Business BrochuresRead More

Category: Business, OperationsTag: custom mail services

What You Need to Have Before Designing Your Marketing Materials - custom mail services - Complete Mail and Printing

What You Need to Have Before Designing Your Marketing Materials

Using print and mail services to reach new audiences and cement your relationship with current customers will power your marketing efforts. When you …

What You Need to Have Before Designing Your Marketing MaterialsRead More

Category: BusinessTag: custom mail services

Creating Personalized Thank You Notes to Build Customer Relationships - custom mail services - Complete Mailing & Printing

Creating Personalized Thank You Notes to Build Customer Relationships

Customers don’t want to be another number on your client list. They want to be seen and respected as individuals. It might be cheaper to mass-produce …

Creating Personalized Thank You Notes to Build Customer RelationshipsRead More

Category: BusinessTag: custom mail services

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