Turn a terminal inspection into a usable record: recognize unexpected changes, verify service visits and give staff a clear response route.
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Test AI Refund Replies Against the Store’s Written Policy
A small set of realistic refund questions can reveal unsupported promises before an AI-written reply reaches a customer.
When You Cannot Make the Call: Craig A. Fine on Incapacity Planning
Jodi Neilson asks attorney Craig A. Fine about powers of attorney and advance directives.
Starting Together: Craig A. Fine on Business Ownership Decisions
Jodi Neilson asks attorney Craig A. Fine about the conversations prospective business co-owners can have before selecting an entity, signing an agreement or contributing money.
Before Paying an Unfamiliar Invoice, Match It to the Work
A practical invoice review separates an authorized purchase, evidence of delivery and the payment request before money leaves the business.
A Trust on Paper and a Plan in Practice: Questions for Craig A. Fine
Jodi Neilson asks attorney Craig A. Fine about trust planning.
Before Year-End, Separate the Worker Tips Deduction From the Employer Tax Credit
A September review of qualified tips, worker deductions, employer credits and the records to reconcile before year-end.
Turn the Weekly Review Into One Finished Improvement
A weekly operating review can identify more problems than a small team can fix at once. The meeting should end with a manageable commitment, not a longer list that disappears until the…
Give Mobile Customers a Clear Arrival Message
A mobile appointment can start badly when the customer is unsure who is arriving, when to expect contact or what access is needed. The arrival message should remove that uncertainty without disclosing…
A Replenishment Rule Should Reflect What Fits on the Shelf
The system may recommend a stock quantity that does not fit the store's display or storage space. Replenishment needs a physical check as well as a sales history.
The Business After the Founder: Craig A. Fine on Succession
Jodi Neilson asks attorney Craig A. Fine about business succession and key-person planning.
Staten Island Home Sellers Can Prepare for Closing Before a Buyer Signs
Craig A. Fine explains why title records, payoff information, permits and transaction documents should be organized early