Advisor for Small Business

Seeking help setting up Quicken for small business & home expense management 

I've been manually tracking expenses using a spreadsheet for tax accounting for years. It's a painful, time-intensive process. I know using Quicken would be much easier, once set up. Can anyone recommend someone who can help assess my needs and configure a system on Quicken, then teach me how to maintain? I expect this is something I could figure out on my own, but I know that it will take less time if I outsource the setup. Possible I might even want to pay someone to maintain it throughout the year. It's mostly to track expenses across several separate entities (real estate). Thanks for any recommendations!

I run a small e-commerce business that I am looking to grow. I would like to hire someone with marketing expertise to help me create and implement a marketing strategy that includes digital and social media marketing. My business is focused on helping postpartum moms so this would be a really great fit for someone coming back after having kids who wants to begin to rebuild their freelance career. I would expect this would be a part-time project that would last about 6 months. I don't have a huge budget but would be eager to talk to anyone who might be interested. Thanks!

We are small business owners who have been creeping along for years with a decent but not awesome accountant (business and personal) and no one else to advise us. We had a living trust done ages ago, but now I suspect the lawyer was not the greatest for various reasons. I feel like we need to be more mature about our current assets and future planning as we are growing older. We don't have much to speak of socked away for retirement but do own some income property. The accounting/tax/legal stuff feels very interconnected, but it seems you can only consult one specialist (tax or legal or accounting) at a time, like professionally these don't really cross over. Is that true?

I'd like us to be more aggressive with our taxes (meaning our accountant is very 'cut and paste' and does not seem well versed on the changing tax laws), learn how to put some money away for a rainy day and make sure our legal docs like a trust/medical directive are up to date. I'd like to find a combination of tax person/accountant and lawyer to work with. Does this kind of unicorn even exist? We would greatly appreciate some recommendations! Thanks in advance!

Hello, I will be starting my first consulting gig. My client is a former employer who requires I carry insurance (general liability, E&O, etc.). This is new ground.

I will be a sole proprietor business, and my consulting services include leading meetings, synthesizing information, general strategy work, some admin. All work is done remotely, no physical space, no other employees. Any guidance or insights from fellow self-employed consultants on insurers, rates, etc. would be appreciated! I feel like I don't know what I don't know.

Thank you BPN! 

Hello,

I am looking for help creating and editing a survey on a touchy subject.  I am concerned that we ask the right questions and screen for bias.  Is there a grad student out there or other that can help?  Other resources?

Thank you in advance.