Advisor for Small Business

Parent Q&A

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  • 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!

    You can get free expert assistance through your local SBDC, which is probably https://www.eastbaysbdc.org/

  • 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!

    I think you’re right about how people in the financial world tend to either go the CPA/EA (enrolled agent, meaning that they can do taxes across state lines) OR the Registered Rep (RR)/CFP. BUT my finance services rep (Nini Yang 408-464-7563) has her EA, RR, and CA Dept of Insurance. Understanding the tax implications about investments and planning is VITAL! I worked with two agents before finding her and she’s the most comprehensive, well rounded financial services person I’ve found. 

    I work for a small law firm that has various attorneys specializing in estate planning, tax, real estate and business law.  And my mother was (she's retired now) a CPA specializing in personal tax and estate planning, in an accounting firm where some of her colleagues also handled business taxes and financial statements.  So you can certainly find "crossover" help, from partners in the same firm if not always from the same individual lawyer or accountant.  Also, you may very well need more than one specialist consultant - say, a lawyer to help you with the living trust and managing the income property, an accountant for tax planning and preparing your returns, and an investment advisor to consult about saving for retirement - but those people can, and very often do, talk to each other!  Sometimes even refer each other to clients, so if you find a CPA you like, that person may be able to help you find a compatible lawyer or vice versa. 

  • 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! 

    This answer will vary by type of consulting, but let's say that you (like me) are a type of consultant in a profession that doesn't require licensing - not an architect, engineer, MD, Nothing that would physically injure people if your work fails! You probably want to push back against the E&O requirement; it could well be in their template, but would be superfluous. CGL is very common and you should consider having it anyway. You can get a quote for your business insurance from whoever provides your homeowners, and do not enter into final negotiations on your rate until you have that number since typically you can't bill it out.

  • 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. 

    If it's a health-related topic you could look at surveys put out by CDC, NCHS, NHANES, etc. - which are all online and use "vetted" questions.

Archived Q&A and Reviews


Questions

A question about marketing food

Feb 2012

I have been working on making various concoctions with food since I was a child. My friends and family, who are all foodies, are very supportive of my experiments, and I really love making good, healthy food with good ingredients...Anyway, I've been working on a few ideas and I think I now have something that many people would want to buy, the problem is I have no idea where to proceed from here. I'm wondering if any of you generous souls could point me in a direction. I'm hoping for any advice about marketing gluten free, dairy free, organic foods that are easy for a busy person to take along to work... Thank you in advance for you time! Laura


Try Jan Matsuno at Mindful Food Consulting, 510-923-1939, www.mindfulfood.com Good luck


Financial consultant for small family business

March 2005

Hello: We have a small, family owned business and are looking for an advisor/conultant/cfo? We need someone who is good with numbers, honest, experienced, and interested in helping uswith cash flow, projections, analyses,etc..Since 9/11 our business like many others has been suffering and I need some good, sound advice. We cannot afford a full time CFO/COO so I thought maybe going to an experienced advisor would be abetter choice? I would appreciate any reccomendations. Thanks BE


I know a very honest hardworking husband/wife bookkeeping company that works with small businesses. They have a variety of options available depending on what you need. Their office is in El Cerrito and the info is B & T Bookkeeping 510-528 8411 or www.btbookkeeping.com
krisna


Check out Small Business Logic in Oakland, they may just be what you need. http://www.smallbizlogic.com/
suzanne