Oberlander & Co

Oberlander & Co Sharing thoughts regarding taxes, finance, and small business best practices.

01/31/2023
How effective is your business strategy? Are you analyzing your numbers to make better decisions for the future?I was in...
03/28/2022

How effective is your business strategy? Are you analyzing your numbers to make better decisions for the future?

I was interviewed on these topics and much more by Meny Hoffman on the Let's Talk Business Podcast.

Listen and let me know if you have any follow-up questions! 

Link in bio or copy link below

Does it matter what time of the year we hire a Virtual CFO?There is a Chinese proverb, "The best time to plant a tree wa...
02/15/2022

Does it matter what time of the year we hire a Virtual CFO?

There is a Chinese proverb, "The best time to plant a tree was 20 years ago, the second best time is now." Using this analogy - there is no better time than today; however, we do find many business owners starting on the journey of hiring a Virtual CFO before the new fiscal year.

Hiring before the new fiscal year will help you plan out the coming year. Of course, there is nothing wrong with starting in the middle of the year, if that works better for you and your business.

Does it matter what time of the year we hire a Virtual CFO? We do find business owners starting to hire a Virtual CFO before the new fiscal year.

Seven Steps to Getting Your Books in Order
07/28/2021

Seven Steps to Getting Your Books in Order

Simply put, if your books are garbage, then the output will be garbage. Here we list seven steps to getting your books in order.

The SBA is increasing EIDL limits up to $500,000. Here are the details.
04/13/2021

The SBA is increasing EIDL limits up to $500,000. Here are the details.

The EIDL loans were previously limited a maximum of $150,000. The SBA recently announced a change that significantly increases loan limits up to $500,000.

John and Jane Doe are happily married with three kids. They decide that it’s time to set roots and buy a home. They sit ...
01/19/2021

John and Jane Doe are happily married with three kids. They decide that it’s time to set roots and buy a home. They sit down and run the numbers. They can afford to pay a mortgage; however, they don’t have the money for a down payment. John reaches out to his parents, and his parents are generous enough and are offering to help them out with a down payment as a gift.

The above scenario happens a lot, so we wrote this blog post to answers five common questions that often get asked.

If you’d like to read the article, log on to our website under the “inside” section.

Our ERC/PPP Eligibility Analyzer Tool is now live!You can use this tool to check if you are eligible for ERC!
01/14/2021

Our ERC/PPP Eligibility Analyzer Tool is now live!

You can use this tool to check if you are eligible for ERC!

With the ERC tool, you can calculate and see if you should apply for PPP2 now or wait and use ERC before!

01/14/2021

The SBA just opened PPP Round 2 and many business owners would like to take advantage and apply. Although you would like to obtain desperately needed funds as soon as possible, applying right now might be a mistake as you may miss out on a different available credit.

https://www.oberlanderandco.com/erc-eligibility-analysis

To quote Mike Tyson “Everybody has a plan until they get punched in the mouth,” 2020 has been a challenging year. Despit...
01/05/2021

To quote Mike Tyson “Everybody has a plan until they get punched in the mouth,” 2020 has been a challenging year. Despite many businesses getting a beating, we all tried to make the best of it. In the past year, we were forced to be reactive. Now is the time to retake the helm and be strategic.

Reach out to us to get a copy of our latest newsletter.

Amazon Seller: Are the Sales Projected on My Sales Dashboard Accurate?
12/16/2020

Amazon Seller: Are the Sales Projected on My Sales Dashboard Accurate?

Amazon Sellers Dashboard; The numbers shown on the dashboard are often inaccurate and do not account for returns, commissions, and shipping costs.

Over the years working with business owners like you, we have found that a business without a very clear focus on sales ...
12/06/2020

Over the years working with business owners like you, we have found that a business without a very clear focus on sales generally underperforms and does not reach its planned growth goals. Through trial and error, we set up a structure that helped our clients stay focused on sales and meet, better yet, exceed their goals by having a well thought out sales process. If you follow these steps, you most likely will see improvements in your sales!

Here is the link for full article https://www.oberlanderandco.com/insights/pipeline-follow-steps-to-grow-sales

Address

17 Main Street Suite 311
Monsey, NY
10952

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

Telephone

+18452626685

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