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An adjuster is applying a policy to a set of facts. Most claim disputes come down to whose description of the facts was written down first and in more detail.
Continue reading The adjuster is not your enemy and not your advocate. How to work with one
The decision is usually made weeks before the conversation happens. What separates a clean parting from a lasting problem is what is prepared beforehand.
Continue reading Six things to have ready before you let somebody go, and one to skip entirely
The first meeting with a preparer is a two way interview and most people treat it as an application. The questions below take twenty minutes and settle it.
Continue reading Interviewing an accountant, and the six answers that tell you whether to hire them
Retention spending is usually decided by whichever lever is easiest to pull. The four options differ enormously in how long the effect lasts.
Worker classification is decided by how the relationship actually works, not by what either party agreed to call it. Several agencies get a vote.
Continue reading Calling someone a contractor does not make them one. Who decides, and on what
The difference between records that make a return straightforward and records that cost a weekend is not effort. It is when the effort happens.
Continue reading Fifteen minutes on Friday keeps a shoebox from becoming an April problem