Thank you both for your replies!

I actually just finished the exam about 30 minutes ago. I feel okay about it but I know after looking them up that there was a handful of questions I got wrong. But we will see!

The sales tax question still has me confused, so I’m definitely going to look into the SBDC for that. Just to throw it out there in c…[Read more]

Hi,

I just searched the USPTO under “trademarks” and also received thousands of results, none of which were immediately identifiable as the name I want to use.

I understand there are filters that can be used. However, using every filter I could think of, I still got thousands of names. Other than hiring an attorney to do this, is there an…[Read more]

Hi Matt!

First off, best of luck on your BCPA exam!

And thank you to Elizabeth for jumping in with your reply, that’s exactly how sales tax works here in Wisconsin as well. I only need to charge sales tax if I sell a product. Since advocacy services are considered service-based work, there’s no need to apply for a Sales and Use Tax account wit…[Read more]

I know that in California, you have to charge sales tax on products, but not on services. You’re best bet on that is going to be reaching out to your local Small Business Development Center.

Hi Stephanie,

Thank you! I think you did an awesome job answering. That does give me the direction that I needed.

Jennifer

No worries, there’s no rush!

Thank you for resending the post – much appreciated!
Jennifer

Hi Rebecca,

Thank you for your reminder! I have not been able to locate the template she refers to.

In our last live session I made notes to post templates for client objections and links for advocacy education. I am feeling very guilty that I am still working on these things! I will post them as soon as I can.

Thank you!
Steph

Jennifer, I am so sorry,I never saw your original message, thank you for re-posting your question!

You are correct, there is A LOT of information! It is confusing, kind of like the chicken or the egg… Who you contact first depends on how much guidance you need/want in certain areas. Sometimes reaching out to your local SBDC (Small Business…[Read more]

Hi Jennifer!
Thank you for posting your question.

I apologize for the confusion and time spent looking for a link that isn’t there. I honestly didn’t recall Trisha citing a link for this information, and I don’t know of one. Below is a response I posted in our Discussion Forum last week that includes this information for you!

This course is…[Read more]

Still waiting for response – sent 5 days ago. Stephanie, maybe you can take a crack at this?

Thanks,
Jennifer

Well it’s not in house, they referred me to the local free legal services and said they’ve had clients use them before to review their contracts.

Hi Elizabeth,

The recording of the first live session is further back in the Discussion Forum from a month ago.

HERE is a link to that post!

Thank you for sharing your experience with the SBDC, Elizabeth!

I know that Trisha brings it up several times throughout the course and many people have found them super helpful! I have to say that I am surprised they have resources for free legal review of your contracts, that is AMAZING!

Great questions, Elizabeth!
When I send an initial link for a credit card payment, I do wait to start work until that payment has been processed. If a client is paying using a credit card for on going payments then I usually just continue my work as normal. Be mindful however of your due date, this goes for any type of payment. You will need to…[Read more]

Thank you for sharing your experience. I was hesitating to reach out, but this encouraged me. I hope my experience will be as positive!