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Posts By: Zinner & Co.

While some people struggled trying to figure out what to do while stuck at home due to Ohio’s “Stay at Home” order, Eileen Saffran was busy starting a new business, MTN Strategies.

The founder and former CEO of The Gathering Place, Saffran retired in 2019 after 20 years with the non-profit organization.

In her final years at The Gathering Place, she knew it was time to move on, as the organization was in good hands and was in a great financial position. Saffran wanted to find a new purpose. She was grateful for her Gathering Place community, but it was time for a new challenge.

Since April, Zinner & Co. staff members have worked hard to maintain regular communication with their clients during the COVID-19 pandemic.

During some of our conversations, we have heard many uplifting stories of how our clients are making the most of the “Stay at Home” order. Here are few stories we wanted to bring to your attention:

During the current “Stay at Home” issued by Ohio Gov. Mike DeWine, Zinner & Co. staff are working remotely to meet the needs of all of our clients.

Thanks to the efforts of all Ohioans, in April we have successfully “flattened the curve” and avoided overwhelming our hospitals with COVID-19 cases.

By practicing social distancing during this challenging time, you have helped to make a difference and save lives.

In late April, Gov. DeWine announced the Responsible Restart Ohio Program, which allowed healthcare institutions including hospitals, clinics, dental offices and veterinarians to begin outpatient procedures and treatments for other life threatening conditions on May 1.

Since April, Zinner & Co. staff members have held weekly Zoom meetings.

As part of the discussion, staff members talked about the “silver linings” that they have found during the COVID-19 pandemic.

Here are a few of the notable positive actions and thoughts to come out of these discussions:

Zinner & Co. is pleased to sponsor and support our long-time client, The Cleveland Play House, and their 20th Annual Festival of Trees.

The Festival is located in the Allen Theatre Lobby and features over 30 holiday trees decorated and sponsored by leading artists, designers and community organizations. In addition to the tree displays, the festival will feature live choral performances and free photos with Santa.

For over 7 years, Zinner & Co. has committed to support the mission of client, Michelle’s Wish Foundation. As part of its quarterly commitment to support the local community through charitable giving, Zinner & Co. employees will be donating cash and non-perishable food items to the Foundation’s 2019 “Thanksgiving Baskets” Project. Donations will be used to distribute food baskets to local families in need.

Zinner & Co. is pleased to continue its support and sponsorship of the Magic of LightsTM, being held at the Cuyahoga County Fairgrounds in Berea, Ohio from November 27, 2019 through January 4, 2020.

Magic of LightsTM has become a yearly tradition for many Northeast Ohio families who marvel at thousands of decorative displays and interactive holiday lights. There are also fun activities for all ages, such as the Jolly Holiday Village, which is an exciting experience where guests can exit their cars to take photos with Santa, decorate snowmen, watch classic holiday movies, play games, enjoy hot chocolate and other seasonal treats, and much more! 

If you are using QuickBooks, you are not alone. In fact, QuickBooks is the market share leader for small business accounting. Like most software packages, most users do not take advantage of the full capabilities of the system.

To get the most out of your investment in QuickBooks, you should look at using more of the systems features while avoiding some of the common mistakes. The following is a list of best practices you should consider implementing for your small business:

Last year you thoughtfully constructed a budget. You painstakingly evaluated your projected income and expenses. You pored over your cash flow projections. You wiled away the hours getting the best snapshot you could of your business in the year to come.

Well, the 4th quarter is here. How did last year’s budget fair? How often did you revisit it? Did you keep it up-to-date?

If you’re like most companies, you probably haven’t touched your budget since you constructed it. Or perhaps you’ve occasionally looked at it to see how you’re doing on your budget vs. actual.

One nearly universal element of the American Dream is the desire for your children to have more and do better than you. Many parents consider the legacy they will leave for their children as a part of their financial goal.