Zintro Blog http://blog.zintro.com Business News written by Industry Experts Fri, 24 Apr 2015 21:43:36 +0000 en-US hourly 1 Inquiry Roundup-Medical Reimbursement http://blog.zintro.com/2015/04/24/inquiry-roundup-medical-reimbursement/ http://blog.zintro.com/2015/04/24/inquiry-roundup-medical-reimbursement/#respond Fri, 24 Apr 2015 21:43:36 +0000 http://blog.zintro.com/?p=23811 Medicaid Reimbursement I am looking to understand reimbursements for Medicaid in California. I am looking at opening a facility that accepts Medicaid but j hear horror stories of how long... Read More

The post Inquiry Roundup-Medical Reimbursement appeared first on Zintro Blog.

]]>
Medical Claim Approved Stamp Showing Successful Medical Reimbursement

Medicaid Reimbursement

I am looking to understand reimbursements for Medicaid in California. I am looking at opening a facility that accepts Medicaid but j hear horror stories of how long it takes to get paid

View Inquiry

 

Billing And Reimbursement In Connecticut

Job Title: Director, Billing & Reimbursement

Location: New Haven, CT

THIS JOB POST HAS BEEN AUTHORIZED BY ZINTRO.

**Position Summary**:

– Provides effective leadership and management of the Reimbursement Department in revenue management, medical insurance authorizations and managed care contracting.

**Essential Duties and Responsibilities**:

– Develops, implements and manages the policy and procedures to ensure complete, accurate, and compliant processes that result in optimal collections and customer service performance for the organization.

– Directs the complete revenue cycle process for Reimbursement Services: ensures timely authorization of tests; initiates prompt calls and manages and monitors contract status and compliance.

– Is the key interface with Xifin, our billing and collection service to ensure pricing is accurate and billing policies are followed.

– Coaches, trains and mentors team to meet departmental goals.

Establishes performance metrics and reporting on progress to management on a weekly basis.

– Identifies issues and opportunities within the reimbursement process and implements strategies to improve efficiency and effectiveness.

View Inquiry

Medical Reimbursement

We are a group of consultants with various fields of expertise within the medical technology/medical device industry. We assist/guide medtech companies in going to market (QMS, FDA, marketing, ..) We are looking for medical device reimbursement experts to work with us on projects wherein new medical device technologies are being introduced onto the USA market.

View Inquiry

Pharmaceutical Reimbursement

We are a prominent research firm and an authorized Zintro partner. Our client has an immediate need to conduct phone consults with multiple experts knowledgeable about reimbursement trends in pharmaceuticals.Ideal candidates should be Medical Directors at major managed care plans.

View Inquiry

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

 

 

The post Inquiry Roundup-Medical Reimbursement appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/04/24/inquiry-roundup-medical-reimbursement/feed/ 0
Inquiry Roundup-Medical Device http://blog.zintro.com/2015/04/17/inquiry-roundup-medical-device/ http://blog.zintro.com/2015/04/17/inquiry-roundup-medical-device/#respond Fri, 17 Apr 2015 22:34:28 +0000 http://blog.zintro.com/?p=23796 Medical Device Patent Search I am looking for an expert that can run a patent search for an approach to illumination design in a medical device. View Inquiry Medical Device... Read More

The post Inquiry Roundup-Medical Device appeared first on Zintro Blog.

]]>
navigatorMedical Device Patent Search

I am looking for an expert that can run a patent search for an approach to illumination design in a medical device. View Inquiry

Medical Device Development 

Each year, NEPDC partners with parents, clinicians, and advocacy groups to select a significant pediatric medical need and issues a Target Challenge to identify and solicit novel device concepts from academic and clinical institutions, industry, and the general public. A medical device could not only be used to treat or diagnose a disease, but to help facilitate care of the patient for the caregiver, or to improve the quality of life of the individual suffering from a disease. This might also be a component part, or accessory. We invite individuals, parents, caregivers and others who have recognized a pediatric need that could potentially be addressed by a new commercial device to share with us their idea. All ideas submitted to NEPDC will be reviewed, and as funding cycles permit, we will choose from these ideas to create a Target Challenge. In these Target Challenges we will present these issues to our wide network of research and development partners to cultivate and stimulate innovative device solutions that can be commercialized. We are calling this program our “Target Challenge”. The winner of the target challenge will receive an award of up to $50,000 and 200 hours of NEPDC time to help develop the idea. Won’t you please submit an idea for our next Target Challenge? It may be your idea that begins to provide a solution to a problem that has not yet been solved. Our date for choosing our next Target Challenge is April 14th-so I encourage you to make suggestions at your earliest convenience. Ideas can be submitted directly by sending an email. View Inquiry

Medical Device QA

This full-time job post has been authorized by zintro. competitive salary and benefits. relocation provided. zintro will provide a $2000 success fee for a successful referral candidate. We are seeking a Quality Assurance Manager who is hands on and has experience with precision machine parts and machining. The Quality Assurance Manager is responsible for the development and implementation of the systems that ensure that company products and processes are meeting their goals for quality and improvement, in accordance with the Quality Policy and ISO – certified Quality Management System, (QMS). In order to achieve these strategic goals, the QA Manager will lead a team of Quality Assurance Roving Inspectors and Final Inspectors as well as serve as the Management Representative for the ISO 13485 QMS. The QA Manager will also communicate with Customers on quality and other issues to ensure that effective steps are taken to measure and improve customer satisfaction, and serve as principal contact for Quality Audits, surveys, and Corrective Actions. THIS OPPORTUNITY COULD GO TO DIRECTOR LEVEL. ADDITIONAL DETAILS OF JOB DESCRIPTION AVAILABLE UPON REQUEST. QUALIFICATIONS **MUST HAVES** • BS Engineering or related discipline, or ASQ Certification, or equivalent experience. • Ten Years Quality experience in a precision machining (metal) environment. • Experience with implementing and maintaining ISO 9001 and 13485 certifications. • Knowledge of Statistical Process Control practices. • Extremely intuitive with problem solving and resolutions. • Excellent attention to detail and ability to multi task. • Able to work with minimal supervision, both alone and in teams. • Basic computer knowledge. Familiarity with MS Word, Excel and Outlook. View Inquiry

Medical Device Development 

I am looking to bring a medical product to market, but need a full understanding of the risks involved from FDA regulations, to HIPAA standards, to regulations on protecting digital medical records with network securities. View Inquiry 

Click here to view other live Medical Device projects Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Inquiry Roundup-Medical Device appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/04/17/inquiry-roundup-medical-device/feed/ 0
Inquiry Roundup: Food Packaging http://blog.zintro.com/2015/04/10/inquiry-roundup-food-packaging-2/ http://blog.zintro.com/2015/04/10/inquiry-roundup-food-packaging-2/#respond Fri, 10 Apr 2015 20:16:26 +0000 http://blog.zintro.com/?p=23789 Food Packaging Ok I am planning on starting a small business, I want to cater to offices in the lunch rush …so food would be delivered to the office, if... Read More

The post Inquiry Roundup: Food Packaging appeared first on Zintro Blog.

]]>
combo-059170-editFood Packaging

Ok I am planning on starting a small business, I want to cater to offices in the lunch rush …so food would be delivered to the office, if not the desk. I am looking to have something similar to a tiffin, preferably in a cylinder shape in which containers can be stored with food items the containers themselves would need handles so that they can be pulled out from the cylinder tube. . Tiffins usually come in 3 or 4 tiers, clipping together as a carrier. I would need containers that would be curry resistant, also I will not be focusing just on Asian food but pasta, soup etc as well. I would require the entire unit to be recyclable or easily disposable and cost effective. I would like the appearance to be unique, preferably have various of these disposable tiffin style containers in pastel and beige shades. please let me know if someone can help.

View Inquiry

Fruit Packaging

I need someone that can help me with bottling of fruit. I am now listed with big chain stores but I want to make sure that my product does not blow or change during a certain period of time. Please we need to hire someone that can help. ASAP. Please feel free to contact me directly.

View Inquiry

Tomato Sauce

We are looking at packaging a fresh tomato based sauce, looking at both canned and sachet packed, with a shelf life of a minimum of three months.

We would like help with this. Thanks

View Inquiry

Tea Packaging

Hello, I am looking for Eco Friendly Packaging for Herbal Tea, and other Herbs.

View Inquiry

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Inquiry Roundup: Food Packaging appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/04/10/inquiry-roundup-food-packaging-2/feed/ 0
Pharmaceuticals, Homeopathic Remedies and the Marketing Connection http://blog.zintro.com/2015/04/07/pharmaceuticals-homeopathic-remedies-and-the-marketing-connection/ http://blog.zintro.com/2015/04/07/pharmaceuticals-homeopathic-remedies-and-the-marketing-connection/#respond Tue, 07 Apr 2015 21:37:46 +0000 http://blog.zintro.com/?p=23779 A recent article on The Gateway discussed how most pharmacies place homeopathic remedies and pharmaceutical drugs side by side. As a result, consumers may believe all of the treatments are... Read More

The post Pharmaceuticals, Homeopathic Remedies and the Marketing Connection appeared first on Zintro Blog.

]]>
homeopathyA recent article on The Gateway discussed how most pharmacies place homeopathic remedies and pharmaceutical drugs side by side. As a result, consumers may believe all of the treatments are equal in effectiveness. In reality, homeopathic remedies aren’t required to undergo the same strict testing as pharmaceutical drugs.

Zintro expert Camille Forte is an online marketing expert with extensive experience in social media management, branding strategy and web analytics. She shares her opinion about the marketing of homeopathic drugs.

“I believe the co-existence of homeopathics and prescription drugs on the same or adjacent shelves has more to do with marketing than it does the testing required to legitimize their effects,” explains Camille. “The lack of formal testing performed on homeopathic remedies is a dual-edged sword; one could argue that their benefits would be made inaccessible if subjected to the same rigorous testing.

“By the same token, it is the lack of testing and positioning of the products that lends them the credibility of thoroughly tested pharmaceuticals, thus improving their sales, benefitting the pharmacies’ bottom lines regardless of the disconnect between the two product segments.”

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Pharmaceuticals, Homeopathic Remedies and the Marketing Connection appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/04/07/pharmaceuticals-homeopathic-remedies-and-the-marketing-connection/feed/ 0
Inquiry Roundup- Food Science http://blog.zintro.com/2015/03/27/inquiry-roundup-food-science-2/ http://blog.zintro.com/2015/03/27/inquiry-roundup-food-science-2/#respond Fri, 27 Mar 2015 22:15:01 +0000 http://blog.zintro.com/?p=23770 Food Science And Technology Developing a tasty organic viscus food product in a pouch that both satisfies hunger and delivers much needed nutrients and minerals to your body. We have... Read More

The post Inquiry Roundup- Food Science appeared first on Zintro Blog.

]]>
science-changed-food-1Food Science And Technology

Developing a tasty organic viscus food product in a pouch that both satisfies hunger and delivers much needed nutrients and minerals to your body. We have a base product formulation and need to get a better idea of + ingredient interactions + addition or modification of ingredients + nutritional content analysis+ preservatives + flavoring (taste & consistency)
View Inquiry

Food Science

Looking for a food scientist to consult about a small batch soup business. Want to know about packaging, ingredient sourcing, nutritional facts, refrigeration/storage, and testing/analysis.
View Inquiry

 Food Science

I am searching for a food scientist or food consultant that could help me improve my product, package, and market it. However, I was trying to get a figure of about how much this would cost? Who is the best to work with in the industry? And about how long it will take?
View Inquiry

Food Science 

I am in the process of setting up a curry paste and chilli sauce production business in Malaysia and would like to engage a Food Technologist on the formulation of the products. Thanks.
View Inquiry 

Click here to see other live Food Science Industry projects

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Inquiry Roundup- Food Science appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/03/27/inquiry-roundup-food-science-2/feed/ 0
Senator Ed Markey Introduces Legislation to Repeal Medical Device Tax http://blog.zintro.com/2015/03/26/senator-ed-markey-introduces-legislation-to-repeal-medical-device-tax/ http://blog.zintro.com/2015/03/26/senator-ed-markey-introduces-legislation-to-repeal-medical-device-tax/#respond Thu, 26 Mar 2015 20:40:46 +0000 http://blog.zintro.com/?p=23761 According to the Boston Globe, “Senator Edward J. Markey, Democrat of Massachusetts, introduced legislation Tuesday to repeal the 2.3 percent excise tax on medical devices, a two-year-old levy that has... Read More

The post Senator Ed Markey Introduces Legislation to Repeal Medical Device Tax appeared first on Zintro Blog.

]]>
Ed_Markey,_Official_Portrait,_112th_Congress_2According to the Boston Globe, “Senator Edward J. Markey, Democrat of Massachusetts, introduced legislation Tuesday to repeal the 2.3 percent excise tax on medical devices, a two-year-old levy that has been the target of a national industry with a strong presence in the state.”

It is the second Senate bill to seek repeal of the tax, which was originally part of the 2010 health care overhaul that took effect in 2013. Republican Senator Orrin Hatch of Utah filed a separate bill previously which has 34 co-sponsors. Three bills filed in the House of Representatives would either repeal the tax or exempt certain medical devices. We asked Zintro experts in the field to share their thoughts about the tax.

Martin Sklar is an entrepreneur, inventor, consultant and engineer with over 25 years of experience in the medical product industry. He explains, “The medical device tax has had, and continues to have, a direct major negative impact on the medical device industry. It has, and will also have, a downstream effect on the economy, as well as an impact on many patients who may not receive treatments from advancements that have been delayed or never developed.

“An AdvaMed report on the tax impact from surveys taken in 2013, stated that the tax caused management to eliminate or stop 33,000 jobs and had an indirect effect on 132,000 jobs for a total job impact of 165,000. What impact did that have on the domestic economy? With the US being the leader in medical technology, the non-monetary impact is much harder to measure. How many will not receive satisfactory treatment, or any treatment, due either to supply chain disruption, or the delay or elimination of the development of new technology which is never commercialized for the benefit of many patients and caregivers.

“It is very likely that morbidity and mortality will be impacted in ways we cannot easily measure. In summary, the tax has a negative impact on the economy and on personal lives in exchange for assisting in the support the Affordable Care Act.”

Project Manager Boris Zubry concurs. “The Medical Device Tax is a tax on everyone. It is not necessary and very harmful. We all get sick and in need of Medical Devices. Now it will cost us more so we will use it less. The cost of healthcare will go up while the R&D, Medical Device Manufacturing and services will go down. Some people would lose jobs because of that tax. Our government should not raise taxes in a fragile economy but cut the uncontrollable expenses.”

Finally, from consultant Ken Powell, “The Medical Device tax is a completely unnecessary method of extracting revenue from an already heavily regulated and reimbursed market segment of the healthcare industry with numerous negative impacts. Less than 5% of annual healthcare spend is linked to the medical device and/or clinical diagnostics, yet these healthcare delivery critical products, companies and technologies have proven positive payback in terms of patient quality of life, overall cost-effectiveness, and higher provider ratings.

“The insidious nature of the tax itself will have negative repercussions on the overall cost of healthcare. Leading thought experts say that the tax, like so many others, will simply be passed on to consumer’s higher prices.. This cost transfer defeats the purpose of the tax and generates minimal revenue gains compared to the documented waste and inefficiency of other Federal government programs that dwarf the so-called benefits of the Medical Device tax. Ultimately, this tax will actually increase the cost of healthcare by requiring higher healthcare insurance premiums required by employers that are increasingly paid by their covered patient populations. Most important, this tax detracts from essential medical device research and development programs, budgets, and skilled personnel that have brought the US healthcare system innovative and live saving technologies.”

“Compounding these facts are that medical device companies will use the tax as a deduction to further increase profits and employ other strategies such as overseas outsourcing of jobs, negatively impacting US medical device employment. While the Medical Device tax appears to be an innocuous way to generate more government revenue, its actual negative implications argue against its implementation and for its ultimate repeal.”

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Senator Ed Markey Introduces Legislation to Repeal Medical Device Tax appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/03/26/senator-ed-markey-introduces-legislation-to-repeal-medical-device-tax/feed/ 0
Top 50 Time-Tracking Tools for Freelancers http://blog.zintro.com/2015/03/25/top-50-time-tracking-tools-for-freelancers/ http://blog.zintro.com/2015/03/25/top-50-time-tracking-tools-for-freelancers/#respond Wed, 25 Mar 2015 22:05:23 +0000 http://blog.zintro.com/?p=23650 Nobody understands the value of time better than freelancers. Your time literally is your money, and you need the right tools to track your time to get paid for your... Read More

The post Top 50 Time-Tracking Tools for Freelancers appeared first on Zintro Blog.

]]>
Nobody understands the value of time better than freelancers. Your time literally is your money, and you need the right tools to track your time to get paid for your valuable work and time. Whether you’re working on a project and getting paid hourly or for a flat project rate, you need to ensure that you are working at maximum profitability. The worst thing you can do is realize you were working for free at the end of a project or at the end of the month.

Thankfully, app and software developers (many of them freelancers themselves at one point in time) understand the necessity of accurate, reliable time-tracking tools. We have searched for time-tracking tools designed specifically for freelancers and creatives that save you time and money. Many of the tools we have chosen for our top 50 time-tracking tools for freelancers work in the background and include automatic timers with flexible features so that you can complete your work and worry less about starting and stopping timers, creating piles of paperwork with timesheets and invoices, and losing valuable time. We also included some more robust tools in case you are looking for a comprehensive solution for managing your time and payments. Either way, you’re sure to find a tool that fits your needs in our top 50 time-tracking tools for freelancers. Please note, we’ve listed the tools in no particular order.

 1. Harvest
@harvest

Harvest

A leader in online time tracking, Harvest helps freelancers work better and make smarter project decisions. Save time tracking your work and more time completing your work with Harvest.

Key Features:

  • One-click time tracking
  • Track time anywhere – from your web browser, mobile phone, or desktop
  • No installation, and set up takes seconds

Cost: FREEE trial available for 30 days

  • Solo: $12/month – Starts with 1 user and unlimited clients, projects, and invoicing
  • Basic: $49/month – Starts with 5 users and all Solo plan features, plus Timesheet approval
  • Business: $99/month – Starts with 10 users and all Basic feature plans
  • For any plan, additional users cost up to $10/month; Contact for details

2. Replicon
@Replicon

Replicon

A global leader in cloud time-tracking applications, Replicon has helped more than 1.5 million users around the world. Plus, Replicon’s mobile platform gives users access to Replicon’s cloud-based time tracking from anywhere, any time, using a smartphone or tablet. Replicon’s TimeBill allows freelancers to track billable time and projects quickly and easily.

Key Features:

  • Capture all billable time and accelerate billing while managing your resources more efficiently
  • Easily track time and costs spent on projects
  • Ensure fast, accurate client billing 

Cost: FREE trial available; Contact for a quote

3. Cube
@cubeanywhere

Cube

Perfect for freelancers, Cube tracks time and expenses and helps users keep tabs on project costs. Cube reallgle apps

y is all about convenience, because it works with all web browsers and is available on iPad, iPhone, Mac, Android devices, and more.

Key Features:

  • Log in with your existing Google, Google Apps, Yahoo, or AOL account
  • Access any time, anywhere with optimized mobile apps for your mobile devices
  • Integrates with your online data from Google, Twitter, GitHub, and others 

Cost: FREE trial available for 30 days

  • Cube Anywhere: $6.99/user/month – Your business numbers any time, anywhere, unlimited projects, free mobile apps, single or multiuser, unlimited clients, includes Cloud sync

4. Toggl
@toggl

Toggl

Toggl, a simple online time-tracking tool, is a great choice for freelancers because it boosts productivity and enhances time management skills. Available in a web browser version, as desktop widgets, or for Android and iPhone, Toggl keeps you on track no matter where you work.

Key Features:

  • One-click time tracking
  • Track time in real time
  • If you forget to switch it on, you can enter time later
  • Organize time by projects or tags and mark it as “billable”

Cost:

  • FREE – Teams up to 5, tracking time, reports, and unlimited projects/clients
  • Pro: $5/month/user – All FREE plan features, plus unlimited team size, billable rates, rounding/decimals, and project and task estimates

5. CloudTimr
@CloudTimr

CloudTimr

CloudTimr, “the simplest cloud task timer,” makes time tracking for freelancers a snap. A multiplatform time-tracking tool, CloudTimr is accessible with all of your devices.

Key Features:

  • Intuitive task management
  • No installation because CloudTimr is in the cloud
  • Group tasks using #hashtags
  • Optimize your time with CloudTimr’s statistics section and charts

Cost: FREE

6. Tick
@tickspot

Tick

Freelancers stay on track and make more money with Tick, a time-tracking tool that helps you think about your time like inventory. Get a new view of your time and work more profitably with Tick.

Key Features:

  • Less hassle and more streamlined time tracking
  • Straightforward timecards require only three steps
  • In-app times track your hours for you
  • Enter time from anywhere – your desktop, with an iOS app, or with Basecamp integration

Cost: FREE trial available for 30 days

  • FREE – 1 open project, unlimited people, and Basecamp integration
  • 10 open projects: $19/month – Unlimited people and Basecamp integration
  • 30 open projects: $49/month – Unlimited people, Basecamp integration, and recurring projects
  • 60 open projects: $79/month – Unlimited people, Basecamp integration, and recurring projects
  • Unlimited projects: $149/month – Unlimited people, Basecamp integration, and recurring projects

7. Timesheets.com
@OnlineTimeclock

Timesheets.com

Take care of your time and expense tracking with Timesheets.com. This web-based time-tracking tool helps freelancers track time more accurately and with less trouble than other time-tracking methods.

Key Features:

  • Eliminate paper timesheets
  • Standardize your time tracking processes
  • Project time tracking for billing or job costs

Cost: FREE trial available

  • FREE – Tracking your own time in a single user account is free of charge and includes Photo Timestamp
  • 1-2 users: $9/month or $11/month paid monthly with Photo Timestamp
  • 1-2 users: $99 paid annually or $123 paid annually with Photo Timestamp
  • Other pricing options available for larger teams; Contact for a quote

8. Mobile Worker
@mworker_com

Mobile Worker

Mobile Worker provides mobile workforce management solutions, including time tracking for freelancers and consultants. Simplify your project management and time tracking with Mobile Worker’s Mobile Time Tracking.

Key Features:

  • Track time in any location
  • Track time in real time or offline and then sync data later
  • One-click time tracking
  • Compatible with all Android phones and tablets

Cost:

  • Freelancer: €5/user/month – Up to 3 users, unlimited customers, 10 projects, unlimited orders
  • Mobile Time Tracking: FREE, with in-app purchases from Google Play

9. Solo
@23andWalnut

Solo

A free project management app specifically for freelancers, Solo makes time tracking quick and painless. For those freelancers looking for an affordable solution for tracking their work all in one app, Solo is a smart choice.

Key Features:

  • Track time spent on each task using the task timer
  • Manually enter time for the cases when work is performed without the timer
  • Simple and intuitive interface

Cost: FREE

10. Random247

Random247

Random247 provides simple time tracking on your iPhone, iPad, or Android device. With apps coming soon for the Windows phone, Blackberry, and the web, Random247 is working hard to help freelancers track time quickly and easily.

Key Features:

  • Time management
  • Manage people, clients, and contacts
  • Add, edit, and delete task and project notes
  • Run daily, weekly, and monthly reports

Cost:

11. OfficeTime
@OfficeTimeApp

OfficeTime

OfficeTime makes time tracking for freelancers easy on Mac, PC, iPhone, iPod Touch, and iPad. Capture more hours and bill more time accurately with OfficeTime.

Key Features:

  • No need to pause – OfficeTime knows when you’ve been away and allows you to put the time in another project or just drop it
  • Track time and expenses in an organized way, making invoicing or reimbursements quick and easy
  • iCal sync
  • Quick access for changing timings without leaving your favorite software

Cost: FREE trial available for 21 days

  • OfficeTime for Mac: $47 – Includes free upgrades for all 1.x releases
  • OfficeTime for Windows: $47 – Includes free upgrades for all 1.x releases 

12. Invoicera for Freelancers
@invoicera

Invoicera for Freelancers

Invoicera is an award-winning billing solutions company that uses its expertise and experience to provide feature-rich, multi-dimensional products. With Invoicera for Freelancers, you get a time-tracking tool that results in easy invoicing.

Key Features:

  • Time tracking for each project task
  • Daily, weekly, and monthly time sheets
  • Client billings based on time logged

Cost: FREE trial available; Contact for a quote

13. Budgetic
@Budgetic

Budgetic

Get a project-tracking solution that saves you time and money, with Budgetic. Made for freelancers by freelancers, Budgetic is a time-tracking tool that handles lots of other day-to-day tasks.

Key Features:

  • Get a complete rundown of the time spent on a project with just a few clicks
  • Recording features keep track of time as you work or type in hours and minutes you’ve worked as you go
  • Priority setting tools help freelancers maximize work hours

Cost:

  • FREE – Unlimited projects
  • Pro: $9.90/year – Unlimited projects, time recording, data export, and clients list 

14. Fanurio
@fanurio

Fanurio

Designed for freelancers, Fanurio is a time-tracking tool that also manages billing. Organize your projects, analyze your performance, and track time easily with Fanurio.

Key Features:

  • Tools for rounding time, using multiple currencies, and creating invoices with your own layout
  • For Windows 2000, XP, Vista, 7, 8, and older, Mac OS X 10.5+ including Yosemite, and Linux and other Unix flavors
  • Track time manually or using a time
  • Reminders for helping you start, resume, or stop the timer automatically

Cost: $59 – Single user license with annual maintenance plan, includes free technical support and updates

15. Klok
@getklok

Klok

A desktop time-tracking tool, Klok makes personal time tracking easy. Freelancers especially appreciate Klok’s calendar-like display and affordable price.

Key Features:

  • Visual display of time with entries as blocks that fill up your days like calendar applications
  • Set up your clients, projects, and tasks in the best way for your work
  • True time tracking with a few simple clicks; multiple timers and the ability to adjust times as needed

Cost: $19.99

16. Easy Time Tracking
@EasyTimeTrack

Easy Time Trackingion

A time-tracking tool for freelancers, Easy Time Tracking is available both in a cloud version and as a Windows application. Easy Time Tracking’s timesheet and billing software includes a timer, approval tools, and invoices.

Key Features:

  • Automated time tracker
  • Monthly and daily timesheets
  • Track time and invoice clients with invoices that have a professional appearance
  • Log and track time spent on projects as well as tasks

Cost:

  • ETT Pro: $49.99
  • 1-Year ETT Pro Gold Subscription: $24.99
  • ETT Enterprise: $79.99
  • 1-Year ETT Enterprise Gold Subscription: $44.99 

17. Timeneye
@timeneye

Timeneye

A simple and intelligent time-tracking app, Timeneye improves freelancers’ time management and productivity. A time-tracking tool for the web or on the go with an iOS or Android App, TImeneye helps freelancers save time.

Key Features:

  • Track time manually or start times for project you are working on
  • Simple and intuitive interface
  • Edit or remove latest entries with just one click
  • Monitor daily, weekly, and monthly efforts in real time

Cost: FREE trial available for 14 days

  • FREE – 1 user
  • Basic: $9/month – Up to 5 users
  • Pro: $19/month – Up to 10 users
  • Premium: $39/month – Up to 20 users
  • Enterprise: $79/month – Up to 100 users
  • All plans include unlimited projects and unlimited time entries 

18. Timecamp
@timecamp

Timecamp

Timecamp offers automatic time tracking for freelancers or teams with just one click. Track your time more easily and efficiently with Timecamp’s auto time tracking.

Key Features:

  • Integrates with Trello, Asana, Podio, and more
  • Automatic mode tracks time without any intervention
  • Mobile versions available to track time from anywhere

Cost: FREE trial available for 30 days

  • FREE – Single user, timesheets, mobile and desktop apps, and reporting
  • Basic: $6/user/month – Timesheets, mobile and desktop apps, reporting, integration and add-ons, and export to Excel
  • Pro: $9/user/month – Invoicing, real-time dashboard, advanced settings, budgeting, and screenshots

19. primaERP
@primaerp_en

PrimaERP Time Tracking

With primaERP, freelancers get cloud-based time-tracking software that is easy to use. With a robust list of features and an affordable (maybe even free) price, primaERP is a time-tracking tool perfect for freelancers.

Key Features:

  • Quick time entry for both work and personal projects
  • Track time on individual or joint projects
  • Detailed project and team reports
  • Integrates with other systems easily, thanks to its RESTful API; Use the existing import of your Google and Exchange Calendar entries or connection to the Basecamp classic project management system

Cost:

  • FREE – up to 3 users
  • $4.99/user monthly or $49.90/user annually
  • Long-term plan: $129/user/3 years

20. TimePanther
@TimePanther

TimePanther

Freelancers can track time effortlessly with TimePanther, the time-tracking tool that easily tracks time from a web browser in one click. Make sure you’re getting paid for all of your time with TimePanther.

Key Features:

  • Sort times by project, and your projects by client
  • Natural drag-and-drop interface
  • Automatic reporting lets freelancers see how they are spending their time
  • Advanced reporting keeps freelancers on top of their busiest schedules 

Cost:

  • FREE – 3 clients, 6 projects, unlimited timers, and more
  • Premium: FREE while TimePanther is in beta – unlimited clients, projects, and timers, email support, time reports by week, and more 

21. On the Job
@stuntsoftware

On The Job

For professional time tracking and invoicing, freelancers choose On the Job, from Stunt Software. Track time and expenses and bill clients more easily and quickly with On the Job.

Key Features:

  • Billing in multiple currencies
  • Hourly rate may be set for each job item
  • Automatic built-in idle time detection alerts you and gives you the option of removing the time from your job
  • Easily see timer status at a glance in the menu bar
  • Start and stop the timer or switch tasks without needing to bring up the main window

Cost: $39.95

22. FreshBooks
@freshbooks

FreshBooks

Normally, we wouldn’t include FreshBooks on a list of time-tracking tools, but its time tracking and invoicing features make it more than worthy of inclusion. FreshBooks is a cloud accounting solution that combines all of your freelancing paperwork needs into one, easy to use tool.

Key Features:

  • Log time in FreshBooks from your computer, tablet, or phone
  • Invoice clients directly from your timesheets
  • Complete invoices in two clicks
  • Hourly or flat rate – you choose how to turn your time into money
  • Multiple team members can log time into a single, easy to read calendar

Cost: FREE trial available for 30 days

  • Seedling: $19.95/month – 25 clients, hide FreshBooks branding on emails to clients, automatic late fees on overdue notices, expense tracking, and more
  • Evergreen: $29.95/month – Unlimited clients, 1 additional staffer can access your account, all Seedling plan features, plus project managers, team timesheets, and more
  • Mighty Oak: $39.95/month – Unlimited clients, 5 staffers can access your account, and all Evergreen plan features

23. Yanomo
@YanomoApp

Yanomo

Log hours and track time from anywhere, any time with Yanomo. Yanomo’s web-based time tracker software is easy and affordable, making it a perfect time-tracking tool for freelancers.

Key Features:

  • Calendar sync with Google, Apple iCal, or Microsoft Outlook
  • Invoice directly from Yanomo’s time reports
  • Share activities and logged hours with relevant coworkers

Cost: FREE trial available for 17 days

  • Team: $5 – Time tracking, calendar integration, social team feed, unlimited projects, and more
  • Business: $8 – All Team pan features, plus invoices and retainers, expense tracking, and granular rates and reports
  • Firm: $12 – All Business plan features, plus business units, account management, 8×5 live support, and more
  • Enterprise: Contact for a quote – All Firm features, plus custom hosting, legacy backups, and 24×7 support

24. Paydirt
@paydirtapp

Paydirt

Especially designed for freelancers and small teams, Paydirt is a time-tracking and invoicing tool that provides smart time tracking. Complete invoices and make online payments more easily and quickly with Paydirt.

Key Features:

  • Built-in tracker starts the timer for any client in one click
  • Create invoices from your logged time and edit them visually before sending them by email with customized message templates
  • Visual overviews of unbilled work, invoices, and graphical time reporting
  • Send invoices in 47 currencies and 17 languages
  • PayPal and Stripe integrations help you get paid faster; plus, automatically track payments

Cost:

  • Starter: $12/month – Single user, 3 active clients
  • Hustler: $16/month – Single user, unlimited clients, online payments, multiple languages, and multiple currencies
  • Co-op: $29/month – 3 Team members, all Hustler plan features, and team features
  • Small Team: $49/month – 6 Team members and all Co-op plan features
  • Large Team: $79/month – 10 Team members and all Small Team plan features
  • Agency: $149/month – 20 Team members and all Large Team plan features
  • All plans include unlimited projects, tasks, time tracking, invoices, and quotes
  • Enterprise: Contact for a quote for larger teams

25. SLIMTIMER

SlimTimer

Don’t be fooled by the name. SLIMTIMER packs a wealth of features into one time-tracking tool for freelancers. Stop using timesheets and start using SLIMTIMER.

Key Features:

  • Click on a task to start the clock and click again when you’re finished
  • Checklist-style tasks allow users to mark them as completed
  • Run time reports and export to CSV

Cost: FREE

26. ManicTime
@ManicTime

ManicTime

With options specifically geared toward individuals and freelancers, ManicTime is an affordable time-tracking tool. Automatically record your computer usage and rest easily knowing that you are billing for your time accurately with ManicTime.

Key Features:

  • Remembers which apps you’ve used and for how long, plus which websites you’ve visited and which documents you’ve worked on
  • All data is presented in an easy to understand graphical interface
  • Create reports and timesheets easily – then copy to Excel or a different tool and create an invoice
  • Stores all data on your machine, so it works with or without an internet connection

Cost:

  • FREE – Automatic tracking, tag time, and statistics
  • Professional: $67 – All FREE plan features, plus server version, TimeSheet, auto tagging, stopwatch, and more 

27. Paymo
@Paymo

Paymo

Busy freelancers need to save as much time managing tasks, time, and invoices as possible so they can spend more time working. Paymo is a time-tracking, task management, and invoicing tool for freelancers that helps move projects forward.

Key Features:

  • Accurately track time spent on tasks
  • Record time spent on projects and tasks within projects
  • Use the Paymo web timer from within your browser
  • All time entries are saved with start and end times for accurate time reports
  • PaymoPlus is available for automatic time tracking with the desktop app

Cost: FREE trial available for 15 days

  • FREE account: 1 user, 3 active projects, and 1 invoice/month
  • Paid subscription: $4.95/user/month – Unlimited projects, desktop apps, and mobile apps, 1 invoice/month, plus unlimited clients, unlimited storage, automatic time-tracking, and more
  • Invoicing: $9.95/month – Unlimited invoices, unlimited expenses, and unlimited estimates

28. TimeFox
@functionfox

TimeFox tracking

TimeFox is a leading time and project-tracking tool that is perfect for freelancers. Track time and expenses with TimeFox, an online time-tracking tool with lots of options to fit any user’s needs.

Key Features:

  • Timesheet with stopwatch timer
  • Unlimited clients and projects
  • Account preferences and customization
  • Tasks with editable rates
  • iPhone app and Mac widget
  • Personal calendar

Cost:

  • TimeFox Classic: $8/user/month – Timesheets and project tracking, easy-to-use timesheet with stopwatch timer, project tracking with email reminders and alerts, unlimited clients, projects, and personnel, and more
  • TimeFox Premier: $14/user/month – Advanced project management, action assignment and resource allocation, project calendar and scheduling, to-do list with built-in stopwatch timer, and more
  • TimeFox In-House: $24/user/month – In-house creative teams, project request form for all outside departments, 10 custom fields to track additional project information, and more

29. My Hours
@myHoursApp

My Hours

An online time-tracking service, My Hours is a free solution for freelancers. With My Hours, freelancers track their time and bill their clients quickly, easily, and accurately.

Key Features:

  • Unlimited projects, tasks, and clients
  • Start or stop the timer with a single click
  • Switch timing between tasks
  • Up-to-date timesheets
  • Easily set up clients, projects, tasks, and hourly rates

Cost:

  • Solo: FREE
  • Team: $2/user/month – Invite other people to your team, team monitoring, and task delegation

30. Mite
@mite

Mite

“Sleek time tracking for teams and freelancers,” Mite is a simple time-tracking tool with advanced features. Mite is web based and simply requires internet access, a modern browser, or an iPhone to get you tracking your hours in no time.

Key Features:

  • Enter hours manually or with the timer
  • Analyze clear reports within Mite or export them to third-party programs
  • Collaborate with your team and share reports with clients
  • Safe and secure

Cost: €5/user/month

31. Chime
@ChimeTracksTime

Chime

Chime is a free time-tracking tool for freelancers that reveals the value of your work. With powerful reporting tools and useful features, Chime includes everything freelancers need to get paid for their time. Better yet? Chime is free.

Key Features:

  • Advanced filters for finding essential data quickly
  • Graphs and charts provide visual summaries of teamwork
  • Discover which tasks were most time consuming
  • Permissions for controlling who can view and edit time entries and where

Cost: FREE

32. Freckle
@letsfreckle

Freckle

Freelancers understand the value of time, and Freckle wants to make sure your time is tracked accurately. With quick and easy set up, Freckle is an easy-to-use time-tracking tool from the minute you start using it.

Key Features:

  • Understand work rhythms
  • Budget accurately
  • Unlimited projects
  • Freckle Mobile for accessing Freckle on mobile web browsers
  • Track time from Github and Beanstalk
  • Multi-currency invoicing
  • Track unbillable time and get expense tracking

Cost: FREE trial available for 14 days

  • Solo: $19/month for 1 user with additional users paying $14/user/month – Chat and email support
  • Team: $49/month for 5 users with additional users paying $10/user/month – Dedicated account manager and chat and email support
  • Organization: $199/month for 25 users with additional users paying $8/user/month – Dedicated account manager, concierge setup, audit log, and priority support

33. Timely
@timelyapp

Timely

A time-tracking app for freelancers, Timely does double duty by scheduling and time tracking simultaneously. Plan new projects and make sure you’ve got time to complete all of your work with Timely.

Key Features:

  • Log hours directly from your calendar, as Timely auto-imports your events and tasks as estimated entries
  • Integrates with Google, iCal, Microsoft, Yahoo, and more
  • All-new Timely for iPhone features a real-time syncing engine

Cost: FREE trial available for 30 days

  • FREE – 1 user, 3 projects
  • Freelancer: $14/month – 1 user, unlimited projects
  • Team: $49/month – 5 users, 25 projects
  • Business: $99/month – 15 users, 75 projects
  • Premium: $199/month – 45 users, unlimited projects

34. Freelancer Desktop App
@freelancer

Freelancer Desktop App

Freelancer.com is “the world’s largest freelancing and crowdsourcing marketplace where you can get literally anything you can think of done.” Not surprisingly, they help freelancers get their own work done with the Freelancer Desktop App, a time-tracking tool that makes sure freelancers get paid for every billable minute they work.

Key Features:

  • Show employers your progress and increase the likelihood of repeat work
  • Automatically track hours without disrupting your work
  • Screenshots for getting employer feedback with enough time to revise before deadline
  • Available in Windows, Linux, and Mac

Cost: FREE 

35. Time Doctor
@ManageYourTime

Time Doctor

Time Doctor helps freelancers track their time and productivity. Eliminate distractions and complete more work while ensuring you get paid for your billable hours with Time Doctor.

Key Features:

  • Get a better balance of work and life when working from home or remote locations
  • Maximize the time spent on your computer
  • Work more effectively and efficiently
  • Track total time worked and get a breakdown of how much time is spent on which projects, clients, or tasks
  • Accurate to the second

Cost: FREE trial for 30 days available

  • FREE – with limited features
  • Solo: $5/month with limited features
  • Standard: $9.99/user/month – Unlimited projects, tasks, and storage
  • For accounts with at least two users, one user is always free 

36. Billings Pro
@marketcircle

Billings Pro

Billings Pro is an award-winning time-tracking and invoicing app. Available for your Mac, iPad, and iPhone, Billings Pro provides time tracking and professional invoicing for freelancers.

Key Features:

  • Beautifully designed invoice templates
  • Powerful time-tracking capabilities to bill every second of your time worked
  • Add project expenses, mileage, and track time on your iOS device
  • Fully native Mac OS X application on your Mac that lets you keep all of your data stored locally on your machine
  • Use the Mac app even without an internet connection to avoid long load times and then seamlessly sync your data between devices
  • Flexible billing options, including time, flat rate, by project, and more

Cost: FREE trial available for 30 days

  • FREE plan – For single users doing casual work, 1 invoice, 1 estimate, and 1 statement
  • Freelance: $5/user/month – 5 invoices, 5 estimates, 5 statements, unlimited clients and projects
  • Professional: $10/user/month – Unlimited invoices, estimates, statements, clients, and projects
  • Professional Yearly: $99/user/year – Unlimited invoices, estimates, statements, clients, and projects

37. Ruby Invoice
@RubyInvoice

Ruby Invoice

Ruby Invoice is a mobile-friendly billing service that helps freelancers create professional-looking invoices quickly and easily. Track your time and payments with Ruby Invoice.

Key Features:

  • Simple interface
  • Time-saving tools, including international currencies, auto-reminders, project quotes, and more
  • Accept credit cards and collect payment directly from your invoices with Stripe

Cost: FREE

38. Adobe Time Tracking Widget
@WorkflowMax

Adobe Time Tracking Widget

If you’re already using WorkflowMax for your jobs, you can track your time without disrupting your workday using the Adobe Time Tracking Widget. This time-tracking tool helps freelancers accurately bill clients for all of the work you do without losing work time doing it.

Key Features:

  • Plugs directly into the Adobe Creative Suite
  • Track your billable time from your own creative working space
  • Add, edit, and delete a timesheet at your convenience 

Cost: The Adobe Time Tracking Widget works from WorkflowMax; WorkflowMax offers a FREE trial for 14 days

  • 1 user: $15/month
  • 5 users: $49/month
  • 10 users: $99/month
  • 20 users: $149/month
  • Unlimited: $199/month

39. Clockodo
@clockodo_com

Clockodo

Clockodo is a time-tracking tool made for freelancers and small companies. Record time and create clear reports simply with Cockodo.

Key Features:

  • Track your working times quickly and reliably online
  • Clear, detailed reports aid in analyzing your time
  • Instantly track working times by customers, projects, and occupations
  • Web-based system you can access anywhere, at any time

Cost: FREE trial available for 14 days

  • $8/month with additional workers paying $5 extra

40. FreeAgent
@freeagent

FreeAgent

FreeAgent is a comprehensive, award-winning cloud accounting program that meets the needs of small businesses and freelancers. At the core of FreeAgent is simple time tracking that ensures accurate recordings and payments for all billable time.

Key Features:

  • Enter time worked or use the built-in stopwatch
  • Price projects accordingly as you accurately track the time you spend on them
  • Generate invoices simply and quickly at the end of projects
  • Flexible timesheet reporting that allows freelancers to email them to clients for progress visibility
  • Record time on mobile devices and sync with your desktop 

Cost: FREE trial available for 30 days

  • US Businesses: $24/month
  • Yearly payment options available; Contact for details

41. UpYourTime
@UpYourTime

UpYourTime

UpYourTime seeks to help freelancers track time more naturally with a list of tools and features that work while you work. Do you charge clients fixed prices for projects? See how profitable your work is by tracking all of the time you put into that work using UpYourTime.

Key Features:

  • Works on desktop, tablet, and mobile
  • Excel look, feel, and functionalities
  • Task timer and time shortcuts

Cost: FREE trial available for 30 days

  • Pricing starts at $3.99/month/user

42. Nutcache
@Nutcache

Nutcache

A free time management and invoice web app, Nutcache helps freelancers track time, send invoices, and get paid. With online payments and tools for expenses, reporting, and invoicing, Nutcache has everything a freelancer needs to work and get paid accurately.

Key Features:

  • Log hours on projects
  • Bill clients accurately
  • Mobile time logging app to log hours anywhere 

Cost: FREE trial available for 30 days

  • FREE – Unlimited users, time tracking, online payments, flexible reporting, and more
  • Pro: Starts at $14/month – Email support in 1 business day, all FREE plan features, plus 10GB data storage, recurring invoicing, invoice templates, overdue invoices, and more

43. Chrometa
@Chrometa

Chrometa

Chrometa is all about time tracking. For freelancers, Chrometa is a perfect time-tracking tool because it captures the time for you while you work, on your PC, Mac, or smartphone.

Key Features:

  • Eliminates start and stop timers
  • Works like a personal timekeeper who records timesheets for you
  • 100% accurate
  • Captures all of your time, including time spent reading and responding to emails, writing documents, researching on the web, and more

Cost: FREE trial available for 30 days

  • Startup: $12/month – 1 device, unlimited exporting (Excel), unlimited invoicing, email support, live chat support 7 days a week
  • Basic: $19/month – 2 devices, all Startup plan features, plus phone support and advanced exporting to Clio or QuickBooks
  • Plus: $29/month – 3 devices, plus all Basic plan features

44. HoursTracking
@HoursTracking

HoursTracking

Eliminate timesheets and get one-click time tracking affordably with HoursTracking. A time-tracking tool for freelancers, HoursTracking tracks your team in real time.

Key Features:

  • Real-time billable hours tracker
  • Track time as you work
  • Invoice clients more quickly and easily
  • Accurate, up-to-the-minute time tracking
  • Runs in a browser and stays out of the way
  • Edit any running timer without stopping it

Cost: FREE trial available

  • $1/user/month

45. RescueTime
@rescuetime

RescueTime

Freelancers work more productively with RescueTime, a time-tracking tool. Learn more about your daily habits so you can eliminate distractions and work more efficiently.

Key Features:

  • Runs securely in the background on your computer or mobile device
  • Track time spent on applications and websites to get an accurate picture of your day
  • Detailed reports and data based on your activity
  • Set alerts to know when you have spent a certain amount of time on an activity
  • Log highlights about what you accomplished during the day
  • Time measurement on demand – Pause or quit at any time
  • Block distracting websites by choosing an amount of time to focus and allowing RescueTime to block those sites

Cost: FREE trial of RescueTime Premium available for 14 days

  • RescueTime Lite: FREE – Track time in websites and applications, set goals, and get a weekly email report
  • RescueTime Premium: $9/month or $72/year – All Lite plan features, plus track time away from the computer, get alerts when you achieve your daily goals, more detailed reports and filters, and more 

46. Cashboard
@cashboard

Cashboard

Cashboard is time-tracking and invoicing software for freelancers. Never miss a billable hour or forget to invoice a client for you time again, with Cashboard.

Key Features:

  • Capture hours in the way that best fits your working style
  • Flexible enough to allow you to create tasks and log time wherever you are
  • Daily timesheet view
  • Start and stop timers on multiple projects with just one click
  • Timers run in the cloud so you an start one, close your browser, and come back later

Cost:

  • Freelancer: $8.25/month for a yearly cost of $99 – For a single worker
  • Premium: $15/month – For a single worker plus one included employee, add active employees for $5/month
  • Ultra: $250/month – For large teams and includes unlimited employees, with priority support

47. CloudBooks
@Cloudbooksapp

CloudBooks

CloudBooks is a robust cloud time tracking and accounting solution for freelancers and small businesses. Track time, send invoices online, and get paid more quickly using CloudBooks.

Key Features:

  • Bill every minute spent working on a project
  • See where and how you are spending your time on client projects
  • Flexible billing options

Cost: FREE trial available for 30 days 

48. Hiveage
@hiveage

Hiveage

Hiveage gives freelancers simple, powerful online time tracking and billing. Track time, expenses, and mileage with Hiveage.

Key Features:

  • Send invoices and estimates
  • Accept payments online
  • Time tracking, expense tracking, mileage tracking
  • Built-in timer

Cost: FREE trial of all features available for 30 days

  • FREE – Unlimited clients and unlimited invoices
  • Custom: $6.95/month or $69.95/year – Choose the modules best suited to your needs
  • Big 5: $29.95/month or $299.95/year – All tools and features for 5 users
  • Big 10: $49.95/month of $499.95/year – All tools and features for 10 users

49. Everhour
@everhour

Everhour

A time management tool perfect for freelancers, Everhour provides detailed task insights. Customize the time-tracking tools to get the analytics you need to better manage your time with Everhour.

Key Features:

  • Detailed time reports by date, member, and task to get insight into your current workload
  • More than 30 grouping combinations to see the information the way you need to
  • Integrates with several other tools, including Trello, Podio, Basecamp, and more
  • Track time within your preferred tool without switching tabs
  • Enter all time and project data in a single line and use as-you-type suggestions

Cost: FREE trial available

  • $4/user/month 

50. Motiv
@Motiv_app

Motiv

Motiv is an all-in-one business management app for freelancers with powerful time-tracking capabilities. Save time by managing your time, invoices, and payments with one tool, using Motiv.

Key Features:

  • Recurring invoices
  • Integrate your PayPal or Stripe account for easily collecting payments
  • Time tracker runs in the background so you can focus on your work
  • Convert your time into an invoice in seconds

Cost: FREE trial available for 30 days

  • $15/user/month – Unlimited everything and customer support through email and chat

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Top 50 Time-Tracking Tools for Freelancers appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/03/25/top-50-time-tracking-tools-for-freelancers/feed/ 0
Inquiry Roundup – Pharmacy Industry http://blog.zintro.com/2015/03/20/inquiry-roundup-pharmacy-industry/ http://blog.zintro.com/2015/03/20/inquiry-roundup-pharmacy-industry/#respond Fri, 20 Mar 2015 22:41:20 +0000 http://blog.zintro.com/?p=23742 Compounding Kits I have a need to find a manufacturer for some Pharmacy (in -office compounding kits). The kits will consist of 4 and 3 agents in powdered form that... Read More

The post Inquiry Roundup – Pharmacy Industry appeared first on Zintro Blog.

]]>
PharmacistCompounding Kits

I have a need to find a manufacturer for some Pharmacy (in -office compounding kits). The kits will consist of 4 and 3 agents in powdered form that when reconstituted will become a topical pain cream. There are currently similar products on the market but we will be using a different base. Looking for a firm that can help develop the packaging. Assist in filing ANDA. Fill the agents in powdered form into bottles and deliver the products
View inquiry

Web Base Hospital Information System

Greetings,

we are looking for a web based windows operating system complete hospital information system to use different accounting payment types ( cash / credit / insurance,,,etc ) HR/ stock / ledger book / IPD / OPD / ER / ICU / OR / Pharmacy/ EMR / Lab / x-ray / Ambulance / Kitchen / Laundary,,,etc

We look for a long term contract ( 5+ years ) for continuous remote support , maintenance and integration other applications and developments.

Multiple point of access is most preferd , if not must developed .
HL7 complies is very most preferd , if not must be able to add HL7 messages to its db and source code by our programmers.

We must receive a copy of data base application source code and a an exclusive rights in our territory and to place our logo alone in the application.

please don’t contact us for a new development proposals as we are not interested in starting a new project.

please , we require a proven used hospital information system that was able to run smoothly in hospitals sized 25 – 200 + beds for enough time.

Please if you can meet with our requirements , to contact us with a link to demo site and user/pass to test and to please include your best quotation and terms of payment. settlement payment is most wanted and prefer.

Thank you
View inquiry

US Pharmacy Benefits

We are a Global market research company who provide services to fortune 500 companies all over the world. Currently we are looking for experts
Subject: Pharmacy Benefits – US

Request:

For vendor negotiation I need.

1. Pharmaceutical margins with evidence to support.
2. Rebate Structure
3. Pharmaceutical manufacturing prices
View inquiry

Medical Commercial Payor

A Boston based market research firm is seeking a retired or freelance commercial payor ( medical or pharmacy director) for some consulting work with a pharmaceutical company that is a client of ours.

The company is forming an advisory board of three to four people (2 prof./academic researchers/ pulmonologists and 2 commercial people/payers) who will guide them on their clinical and commercial path for their products. We cannot reveal the name of the company at this time but if you are interested in learning more about this opportunity and have experience in this area please respond to this inquiry via Zintro.
View inquiry

Click here to see other live Pharmacy Industry projects
Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Inquiry Roundup – Pharmacy Industry appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/03/20/inquiry-roundup-pharmacy-industry/feed/ 0
Inquiry Roundup- Pharma Industry http://blog.zintro.com/2015/03/13/inquiry-roundup-pharma-industry-2/ http://blog.zintro.com/2015/03/13/inquiry-roundup-pharma-industry-2/#respond Fri, 13 Mar 2015 19:51:56 +0000 http://blog.zintro.com/?p=23709 Pharmaceutical Sales And Marketing We are currently conducting a study to understand the Pharmaceutical Sales and Marketing Data Providers Market. Some of the key focus areas of our study are:... Read More

The post Inquiry Roundup- Pharma Industry appeared first on Zintro Blog.

]]>
pharmaPharmaceutical Sales And Marketing

We are currently conducting a study to understand the Pharmaceutical Sales and Marketing Data Providers Market. Some of the key focus areas of our study are:
• Engagement models used by pharma companies with primary data providers
• Trends
• Price Diversity and Price Drivers
• Best practices.
View Inquiry

Pharmaceutical Acquisition

We are looking for acquisition of pharmaceutical company in Germany.
Our priority OTC company, below 100 employees,without own factory
If interested and knowledgeable, please contact me with a short bio.
View Inquiry 

Oncology Products Market

I am writing on behalf of a consulting firm that conducts expert interviews in support of industry-wide studies for many of the world’s Fortune 1000 companies. We are an authorized Zintro partner.For a current study for a top consulting partner, we are seeking Experts who can help us understand how do leading pharmaceutical companies measure Science & Technology’s (S&T) impact on business outcomes, and adherence to standardized S&T processes, in particular for Oncology and rare diseases (e.g. Fabry’s Disease, Cystic Fibrosis). We are also seeking to learn about best practices in customer segmentation and targeting in Oncology and rare diseases (i.e. how is the customer universe identified and defined, what type of data sources are used for profiling – internal/external, how is resource allocation calculated). Segmentation approach selection preference would be helpful too (e.g. behavioral, attitudinal or value) and relevant criteria (e.g. Potential, Adoption, Uptake). Lastly, we are also interested in potential segmentation trends of Key Opinion Leaders within pharma companies
View Inquiry

Clinical Development

Our client has an immediate need to conduct phone consults with multiple experts knowledgeable about best and worst practices for all capabilities of clinical development organization within pharma companies. More specifically, our client would like to better understand best practices revolving around structural organization and roles in these settings, as well as mechanisms for project collaboration, processes for clinical trials, forecasting, capacity management, governance and common pain points. Please note, this ask is specific to experience in the United States. Ideal candidates should have a deep knowledge of this space, and recent former experience at a large pharmaceutical company. Preferred expert will have recent (within the last 2-4 years) experience in a clinical development role at a large pharma company, speficially Pfizer or Merck. (Client cannot speak to anyone currently employed by a pharmaceutical company). This project has a budget.
View Inquiry

Click here to see other live Pharma Industry projects

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Inquiry Roundup- Pharma Industry appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/03/13/inquiry-roundup-pharma-industry-2/feed/ 0
50 Innovative Life Sciences Companies to Watch in the Northeast http://blog.zintro.com/2015/03/12/50-innovative-life-sciences-companies-to-watch-in-the-northeast/ http://blog.zintro.com/2015/03/12/50-innovative-life-sciences-companies-to-watch-in-the-northeast/#respond Thu, 12 Mar 2015 20:04:07 +0000 http://blog.zintro.com/?p=23409 Life sciences companies include companies in the fields of biotechnology, pharmaceuticals, biomedical technologies, life systems technologies, cosmeceuticals, medical devices, and others that dedicate their efforts to research, development, and commercialization... Read More

The post 50 Innovative Life Sciences Companies to Watch in the Northeast appeared first on Zintro Blog.

]]>
Life sciences companies include companies in the fields of biotechnology, pharmaceuticals, biomedical technologies, life systems technologies, cosmeceuticals, medical devices, and others that dedicate their efforts to research, development, and commercialization of products to improve people’s lives. Both patients and healthcare professionals benefit from the work of life sciences companies. While many people assume that these companies would locate in large metropolitan areas, there are more and more life sciences companies seeking the suburbs for lower overhead costs and to position themselves near educational institutions to aid in the research and development phases of their work.

One hotbed for life sciences companies is the northeast, and we have compiled a list of those that we think you should get to know. Our list includes only those life sciences companies that are emerging and among the most innovative today. We chose companies based on their promising pipelines, established products, innovative drug development programs, patented technologies, and level of expertise. These companies also employ approximately 200 people or more. Please note, we have listed these companies in no particular order.

1. Acorda Therapeutics
@AcordaNews

Acorda Therapeutics

Acorda Therapeutics is on a mission to develop therapies to improve the lives of those living with neurological disorders by developing therapies to restore function to patients suffering from nervous system disorders. The company has a rich product pipeline with nine products in various stages of research and development. Acorda’s partnerships and grant programs advance research and education as well, making them a life science company you should explore.

Notable Products:

Location: Ardsley, NY

2. Acusphere

Acusphere, Inc.

A specialty pharmaceutical company, Acusphere focuses on developing a cardiovascular drug for detecting coronary artery disease. The company realized there is a need for a fast, radiation-free, low cost procedure to detect coronary artery disease, and so they work toward developing Imagify to meet that need. Acusphere is a northeast life sciences company working to improve diagnostics and improve the patient experience.

Notable Product: Imagify

Location: Lexington, MA

3. AMAG Pharmaceuticals

AMAG Pharmaceuticals

AMAG Pharmaceuticals specializes in maternal health, anemia, and cancer supportive care. With a double-pronged goal, AMAG seeks to bring therapies with clear benefits and improvements to patients’ lives to market with its maternal health division, Lumara Health, and to make new advancements in patients’ health and make treatments more accessible. The company is working “to expand and diversify its portfolio through the in-license or purchase of additional pharmaceutical products or companies” and is an emerging life sciences company in the northeast.

Notable Products:

Location: Waltham, MA

4. Amneal Pharmaceuticals

Amneal Pharmaceuticals Inc.

Amneal Pharmaceuticals manufactures high-quality generic pharmaceuticals. A company involved throughout the entire product lifecycle, Amneal Pharmaceuticals, an emerging life science company in the northeast, is the seventh largest manufacturer, by prescription volume, of unbranded prescription products in the United States.

Notable Products:

Location: Bridgewater, NJ

5. Agenus
@Agenus_Bio

Agenus

Agenus centers its work on the belief that “the best path for treating disease is through activating our own body’s natural mechanisms.” As a result, Agenus builds its technologies and products to treat cancers and infections “by helping the body’s immune system to target diseased cells with precision.” For example, Agenus has six preclinical programs focused on producing monoclonal antibodies that either block or activate specific checkpoint target receptors, making it an innovative northeast life science company.

Notable Products:

Location: Lexington, MA

6. Discovery Labs

DiscoveryLabs

Discovery Laboratories, Inc. has a niche in respiratory critical care. The company’s strategy originally focused on neonatology and improving respiratory distress syndrome (RDS) in premature infants. Now, Discovery Labs’ AEROSURF is its lead product development program to address RDS in premature infants, making it a northeast life sciences company you should know about.

Notable Products:

Location: Warrington, PA

7. Dyax

Dyax

Recognized as a “Top Place to Work” by the Boston Globe in 2014, Dyax Corp. is a fully integrated biopharmaceutical company. Working to develop and commercialize treatments for hereditary angioedema (HAE), the company also dedicates its work to identifying other disorders that are mediated by plasma kallikrein (PKM disorders). Dyax is driven by the desire to improve patients’ lives and is quickly becoming an emerging life sciences company in the northeast.

Notable Products:

Location: Burlington, MA

8. Incyte

Incyte Pharmaceuticals

A biopharmaceutical company,  Incyte builds its pipeline of small molecule drugs primarily for oncology. Incyte strategically collaborates with top-tier pharmaceutical companies to deliver its therapeutics worldwide. With its broad pipeline of product candidates, Incyte is a northeast life sciences company you should get to know.

Notable Product: Jakafi

Location: Wilmington, DE

9. KVK-TECH, Inc.

KVK-TECH, Inc.

KVK-TECH, a leading American developer, manufacturer, and marketer of specialty pharmaceuticals, makes all of its products in the USA and strictly adheres to FDA, DEA, and DEP guidelines. Currently KVK-Tech manufactures, markets, and distributes 11 drugs in the United States, making it an emerging life sciences company in the northeast.

Notable Products:

Location: Newtown, PA

10. Lannett Company, Inc.

Lannett Company, Inc.

A developer, manufacturer, and distributor of high-quality, affordable generic medications, Lannett Company has a product portfolio that dozens of products in a wide range of therapeutic areas. Lannett has three facilities in Philadelphia and is known as an industry leader that not only supports its customers but also supports its community by giving to schools, hospitals, veterans and their families, cancer research, local fire and police departments, and others.

Notable Products:

  • Acetazolamide
  • Clindamycin
  • Doxycycline
  • Rifampin

Location: Philadelphia, PA

11. Luitpold Pharmaceuticals, Inc.

Luitpold Pharmaceuticals

Luitpold Pharmaceuticals, Inc. develops and markets innovative, quality drugs and medical devices across the United States and Canada for healthcare professionals, clinics, and hospitals. Luitpold distributes its products through four divisions: American Regent, Regency Therapeutics, Animal Health, and Osteohealth. Additionally, Luitpold offers custom product development and contract manufacturing, helping it to earn a spot as an emerging life sciences company in the northeast.

Notable Products:

Location: Shirley, NY

12. Osiris Therapeutics, Inc.

Osiris Therapeutics, Inc.

Osiris Therapeutics is a leader in mesenchymal stem cell (MSC) science and the clinical application of cellular therapies. Osiris “has written the book on regenerative medicine,” and has established itself as the leading stem cell company. In an effort to continue to meet medical needs, Osiris takes an innovative approach when developing and marketing products in wound care, orthopedics, and sports medicine. Osiris has established itself as an emerging northeastern life sciences company.

Notable Products:

Location: Columbia, MD

13. Progenics Pharmaceuticals
@Progenics

Progenics Pharmaceuticals

Progenics Pharmaceuticals is becoming an emerging life sciences oncology company to be reckoned with, as it focuses on developing innovative drugs to improve the lives of prostate cancer patients and their families. With a pipeline that includes therapeutic and diagnostic candidates in all stages of development, Progenics looks to expand and complement their capabilities in the prostate cancer field.

Notable Products:

Location: Tarrytown, NY

14. SIGA Technologies
@SigaTech

SIGA Technologies

SIGA Technologies, a pharmaceutical company, specializes in developing therapeutic solutions for smallpox, Ebola, dengue, Lassa fever, and other dangerous viruses. With a mission to discover and develop drugs as countermeasures to prevent and treat high-priority viral diseases that threaten global populations, SIGA Technologies has developed a discovery platform “that has shown promise with many pathogens.”

Notable Product: Tecovirimat

Locations:

  • Corporate Headquarters: New York, NY
  • SIGA Labs: Corvallis, OR

15. Kadmon Pharmaceuticals

Kadmon Pharmaceuticals

As a pioneer in oncology, infectious diseases, immunology, and neurodegenerative diseases medicines, Kadmon Pharmaceuticals uses new molecular biology understandings to develop therapies targeting the metabolomic and signaling pathways associated with disease. Kadmon specializes in offering products and services for treating and managing hepatitis C. Innovating drug development with its own specialist-driven commercial platform and advancing a pipeline of novel small molecules and biologics, Kadmon is certainly an emerging life sciences company in the northeast.

Notable Products:

Locations:

  • New York, NY
  • Warrendale, PA
  • Wilmington, MA
  • Monmouth Junction, NJ

16. Vanda Pharmaceuticals, Inc.
@vandapharma

Vanda Pharmaceuticals, Inc.

Vanda Pharmaceuticals is a biopharmaceutical company dedicated to developing and commercializing products for treating central nervous system disorders. With an experienced team and a portfolio of clinical and commercial stage programs, Vanda strives to bring important new treatment options to patients. It already has achieved status as an emerging life science company in the northeast.

Notable Products:

Location: Washington, DC

17. Topix Pharmaceuticals, Inc.
@Topix_Pharm

Topix Pharmaceuticals, Inc.

Topix Pharmaceuticals, Inc. develops, manufactures, and markets innovative therapeutic and cosmetic skin care solutions. With an extensive product portfolio providing physicians with several product options, Topix helps them provide patient skin-type solutions and ‘condition-driven regimens.’ All Topix products are made in the U.S.A. from its Long Island-based facilities, which puts them in a perfect position as an emerging life sciences company in the northeast.

Notable Products:

Location: West Babylon, NY

18. Ironwood Pharmaceuticals
@ironwoodpharma

Ironwood Pharmaceuticals

With signifiant therapeutic expertise in gastrointestinal disorders and pharmacologic expertise in guanylate cyclase pathways, Ironwood Pharmaceuticals relies on its patients, shareholders, and employees to continue to shape their business, success, and future. They have discovery and development processes and a robust pipeline that has set them on the path to helping patients lead better lives and to emerging as a life sciences company in the northeast that is worth getting to know.

Notable product: Linzess

Location: Cambridge, MA

19. ARIAD Pharmaceuticals
@ARIADPharm

ARIAD Pharmaceuticals

Dedicated to transforming the lives of cancer patients with their medicines, ARIAD Pharmaceuticals is an integrated oncology company. Currently, ARIAD’s focus is on advancing the treatment of various forms of chronic and acute leukemia, lung cancer, and other cancers that are difficult to treat. The company designs small molecule drugs to overcome resistance to existing cancer medicines, making it a life science company in the northeast that is worth knowing.

Notable Products:

Location: Cambridge, MA

20. Merrimack
@MerrimackPharma

Merrimack

Committed to fighting cancer, Merrimack strives to understand the disease’s complexity in order to “engineer life-saving solutions through our science.” Merrimack’s researchers work to apply systems biology as a tool to aid them in the discovery and development of better medicines. With six targeted therapeutic oncology candidates in  clinical development and multiple others in preclinical development, Merrimack has established itself as an emerging life sciences company in the northeast.

Notable Products:

  • MM-121
  • MM-111
  • MM-151
  • MM-141
  • MM-398
  • MM-302

Location: Cambridge, MA

21. Pacira Pharmaceuticals, Inc.

Pacira Pharmaceuticals, Inc.

With “a passion for delivering improved patient care,” Pacira Pharmaceuticals is committed to providing solutions in the post-surgical pain market. Their experience and knowledge of the market, as well as in the hospital marketplace, helps them to launch many acute care products and ensure that their products, pipeline, and partnerships are of consistently high quality. This also puts them in place as an emerging life science company in the northeast.

Notable Products:

Locations:

  • Commercial and Business Development: Parsippany, NJ
  • Research & Development and Manufacturing Site: San Diego, CA
  • Torrey Pines Facility: La Jolla, CA

22. NPS Pharma
@npspharma

NPS Pharma

NPS Pharma dedicates itself to making a difference in the lives of patients living with rare diseases. That’s why the company is building a global pipeline of first-in-disease or best-in-disease therapies. Their goal is to develop a therapy for every person living with a rare disease, and their products and pipeline are making strides toward achieving that goal. All of this makes NPS Pharma an innovative life sciences company in the northeast.

Notable Products:

Location: Bedminster, NJ

23. Alnylam Pharmaceuticals
@Alnylam

Alnylam Pharmaceuticals

A biopharmaceutical company that develops novel therapeutics based on RNA interferences (RNAi), Alnylam Pharmaceuticals’ core focus is on treating serious, life-threatening diseases that have only limited treatment options for patients. Using RNAi therapeutics, Alnylam seeks to develop and market innovative medicines with key characteristics to help them meet their goal.  Alnylam’s innovation makes them an emerging life sciences company in the northeast that you should know about.

Notable Products:

  • Patisiran (ALN-TTR02)
  • Revusiran for the treatment of FAC
  • ALN-AS1 for the treatment of hepatic porphyrias

Location: Cambridge, MA

24. Ikaria, Inc.

Ikaria, Inc.

Ikaria, a critical care company, focuses on developing and commercializing innovative therapies to address the needs of critically ill patients. Specifically, Ikaria seeks to provide advanced therapies and clinical support for caregivers so that they may intervene in urgent situations.

Notable Product: INOMAX

Location: Hampton, NJ

25. CorePharma

CorePharma

CorePharma develops, manufactures, and markets high-quality generic prescription pharmaceuticals spanning a variety of dosage forms and therapeutic categories. Currently producing more than 500 million tablets and capsules annually, CorePharma is known for its expertise in product development and manufacturing, robust sales, marketing, and distribution capabilities. Thus, CorePharma is an innovative northeastern life sciences company.

Notable Products:

  • Dextroamphetamine sulfate tablets (Dextrostat equivalent)
  • Oxymorphone hydrochloride tablets (Opana equivalent)
  • Metaxalone tablets (Skelaxin equivalent)
  • Methylphenidate hydrochloride tablets (Ritalin equivalent)

Location: Middlesex, NJ

26. Abiomed
@abiomedimpella

Abiomed

“The only company in the world with exclusive labeling on ventricular assist devices for heart recovery”, Abiomed is on a mission to recover hearts and save lives. The company strives to develop innovative technologies to assist or replace the pumping function of a failing heart. With a comprehensive portfolio of products and services and the World’s Smallest Heart Pump, Abiomed is an emerging life sciences company in the northeast that is worth knowing.

Notable Products:

Location: Danvers, MA

27. ConforMIS
@ConforMIS

ConforMIS

ConforMIS is a medical device company that advances patient care by “utilizing imaging technology to create personalized, patient-specific implants and instrumentation.” An industry leader in patient-specific technology, ConforMIS works to make knee implants fit the patients by combining advanced 3D imaging technology with innovative manufacturing capabilities. That’s more than enough to designate ConforMIS as an emerging life sciences company in the northeast.

Notable Products:

Location: Bedford, MA

28. Dynasplint Systems, Inc.
@Dynasplint

Dynasplint Systems, Inc.

Dynasplint is a medical device manufacturer specializing in reducing rehabilitation time and increasing range of motion. Dynasplint Systems feature spring-loaded tensioning devices that work like a physical therapist’s hands to stretch joints that lack range of motion. The company seeks to restore patients’ physical function and quality of life.

Notable Products:

Location: Severna Park, MD

29. MICRO

MICRO

“A full-service contract manufacturer of precision medical and surgical components, assemblies, complete devices, and finished class-critical implant devices,” MICRO delivers high quality products to the medical device industry. From research and development, to engineering and design, to prototyping and validation, to full-scale production, MICRO has an FDA-registered infrastructure and is cGMP-QSR compliant, making it an innovative life sciences company in the northeast.

Notable Products:

  • 5mm endoscopic dissector
  • 10mm babcock grasper
  • Insert molded trigger assemblies
  • Bladeless obturators for trocar ports

Location: Somerset, NJ

30. Excelsior Medical Corporation
@SwabCap

Excelsior Medical

Excelsior Medical Corporation is a leading manufacturer of pre-filled saline and heparin flush syringes. The developer and manufacturer of SwabCap and SwabFlush, Excelsior also manufactures syringe pump and pharmacy dispensing pump systems. With its solutions for IV connector disinfection and its ability to deliver safer patient care, Excelsior is an innovative life sciences company in the northeast.

Notable Products:

Location: Neptune, NJ

31. US Endoscopy
@usendoscopy

US Endoscopy

US Endoscopy designs and supplies innovative diagnostic, therapeutic, and support accessories for the GI endoscopy and urology markets. With an eye to those devices that are urgently needed, US Endoscopy is committed to developing new products and solutions to improve patient care. Another reason that US Endoscopy is an innovative life sciences company in the northeast is that its people dedicates time and resources to non-profit, charitable, and environmental organizations and activities.

Notable Products:

Location: Mentor, OH

32. MicroGroup

MicroGroup

MicroGroup supplies small-diameter tubing and solid stock and manufactures miniature metal components and assemblies for surgical instruments and medical implants. MicroGroup focuses on quality and medical field protocols to deliver components and assemblies for arthroscopy, biopsy/oncology, cardiovascular, cosmetic surgery, endoscopy, in vitro diagnostics, and more. MicroGroup’s speed, precision, and rapid prototyping center have led them to become an innovative life sciences company in the northeast.

Notable Products:

Location: Medway, MA

33. AtriCure, Inc.
@AtriCure

AtriCure

AtriCure’s research and Afib clinical trials have resulted in ablation technology innovations for treating Afib, including AtriCure’s Isolator Synergy ablation system. A leader in atrial fibrillation solutions, AtriCure’s devices are groundbreaking and the company itself is an emerging life sciences company in the northeast that is worth knowing.

Notable Products:

Location: West Chester, OH

34. Unilife
@unilife

Unilife

Unilife designs, develops, manufactures, and supplies injectable drug delivery systems. With a broad portfolio of innovative platform-based technologies and a highly experienced team of industry leaders, Unilife seeks to improve patient care while protecting healthcare workers and reducing healthcare costs. Unilife has proven to be an innovative life sciences company in the northeast.

Notable Products:

Location: York, PA

35. Martech Medical Products

Martech Medical Products

Martech Medical Products grew from being a supplier of high quality extrusions and molded components to providing “concept to production services and support to the top medical device companies in the world.” Martech’s experienced engineers provide everything necessary for developing and producing medical devices of the highest quality, making it an innovative life sciences company in the northeast.

Notable Products:

  • Finished catheters
  • Machined devices
  • Valved products

Location: Harleysville, PA

36. Curbell Medical

Curbell Medical

Curbell Medical focuses on communication and strives to make hospitals more efficient and patients more content with its innovative healthcare integration solutions. Curbell has made the most of its partnerships to ensure innovation and seamless integration as it designs, develops, and manufactures a wide range of products. For drastically improving communications between nurses and patients and between technologies themselves, Curbell Medical has earned a name as an innovative northeastern life sciences company.

Notable Products:

Location: Orchard Park, NY

37. Physicians Interactive
@Reachingdocs

Physicians Interactive

Physicians Interactive (PI) harnesses the power of worldwide healthcare professionals and life sciences company networks to “offer the life science industry a low-cost, virtual, multi-channel marketing approach that can be used to supplement currently promoted products, as well as non-promoted and orphaned products, that deliver benefits to physicians and patients.” PI seeks to be less disruptive to physicians’ daily workflow and utilizes behavior-based, integrated strategies to reach healthcare professionals when they make diagnosis, treatment, and prescribing decisions.

Notable Products:

Location: Reading, MA

38. Celldex Therapeutics

Celldex Therapeutics

At the core of Celldex Therapeutics is the belief that developing drugs for a number of devastating diseases rests on “harnessing the power of the immune system.” Celldex’s pipeline, therefore, is comprised of therapeutic antibodies, antibody drug conjugates, immune system modulators, and vaccines target to specific patient populations. The company’s commitment, growth, and promising pipeline have resulted in its becoming an innovative northeastern life sciences company.

Notable Products:

Locations:

  • Hampton, NJ (corporate and research)
  • Branford, CT (clinical)
  • Fall River, MA (manufacturing)
  • Needham, MA (operations and research)

39. Forma Therapeutics
@FORMAInc

Forma Therapeutics

Forma Therapeutics, with two locations in the northeast, is committed to discovering and developing medicines to make a difference in cancer and other diseases driven by genetics. The company’s team of academic investigators, clinical experts, and corporate partners puts its deep biological and chemistry to use in rapidly creating high-quality, innovative drug candidates. Forma’s innovative drug discovery engine has given it a place as an emerging life sciences company in the northeast.

Notable Drug Discovery Platforms and Compound Archives:

  • Broadly diverse compounds
  • Diversity oriented synthesis (DOS) compounds
  • Shape-directed libraries

Locations:

  • Watertown, MA
  • Branford, CT

40. Purdue Pharma
@purduepharma

Purdue Pharma L.P.

A pharmaceutical company dedicated to improving patients’ lives, Purdue Pharma also dedicates itself to serving the healthcare community. Purdue is an innovative northeastern life sciences company with research, products, and medical programs centered on alleviating pain as well as addressing therapeutic needs related to sleep and gastrointestinal disorders.

Notable Products:

Location: Stamford, CT

41. Achillion
@AchillionPharma

Achillion

With a focus on bringing important new treatments to patients with HCV and immune disorders, Achillion is an innovative northeastern pharmaceutical company. The company’s expertise in biology and structure-guided design, along with a thorough understanding of patient and clinician needs, account for Achillion’s ability to advance a novel platform for the advancement of small molecule complement factor D inhibitors and other programs “discovered through Achilllion’s own proprietary internal drug discovery efforts.”

Notable Products:

Location: New Haven, CT

42. Rhodes Pharmaceuticals

Rhodes Pharmaceuticals

Rhode Pharmaceuticals is a specialty pharmaceutical company focused on controlled substances, technically challenging products, intellectual property, and vertical integration. Rhodes’ management team has extensive experience in the generic pharmaceutical industry, as well as manufacturing and distribution expertise. With a focus on developing high-opportunity products and intellectual property, Rhodes certainly is an emerging life science company in the northeast.

Notable Products:

  • Hydromorphone hydrochloride oral solution (authorized generic of Dilaudid)
  • Theophylline (Androus) extended-release tablets
  • Morphine sulfate extended-release tablets

Location: Coventry, RI

43. MultiCell Technologies

MultiCell Technologies

A clinical-stage biopharmaceutical company, MultiCell Technologies develops novel therapeutics and discovery tools to address treatment of neurological disorders, hepatic disease, and cancer. A key goal of the company is to develop a therapy for the control of cancer over a longer interval and of metastatic disease. As MultiCell Technologies owns exclusive rights to two U.S. patents and several other issued and pending patents regarding isolating and differentiating liver stem cells, it absolutely is an innovative northeastern life sciences company that you should get to know.

Notable Products:

Location: Woonsocket, RI

44. Denison Pharmaceuticals

Denison Pharmaceuticals

Providing analytical services, manufacturing and packaging, and a full turn-key solution, Denison Pharmaceuticals meets full cGMP compliance and offers only the highest quality in its manufacturing and packaging processes. With its efficient and personalized services, the company handles OTC, prescription, cosmetic, and veterinary products. Denison is making its mark as an emerging life sciences company in the northeast.

Notable Services:

Location: Lincoln, RI

45. BIND Therapeutics

BIND Therapeutics

BIND is a clinical-stage nanomedicine company that develops its novel targeted and programmable therapeutics, Accurins. Working primarily in oncology, BIND sees Accurins as the next stage in cancer therapy. BIND’s innovative strategies mark it as an emerging life sciences company in the northeast.

Notable Products:

Location: Cambridge, MA

46. Novavax

Novavax

Novavax, Inc. is a clinical-stage biopharmaceutical company dedicated to creating next-generation vaccines to prevent serious infectious diseases like pandemic and seasonal flu and RSV. The company’s top science teams employ VLP technology and recombinant nanoparticle protein micelle technology to create vaccine candidates. Novavax is working to control the spread of these diseases with a single-use manufacturing system to enable mass production of recombinant protein nanoparticle vaccines in order to rapidly deliver customized vaccines during declared pandemics.

Notable Products:

Location: Gaithersburg, MD

47. Chromocell Corporation

Chromocell Corporation

A life sciences company seeking to improve consumer products and patient lives through groundbreaking science and technology, Chromocell focuses on discovering and developing flavors, nutritional ingredients, and therapeutics with its Chromovert technology. The company’s pioneering technology makes it possible to use “naturally occurring cells and receptors in high performance discovery platforms.” Chronicle’s work in therapeutics concentrates on analgesics and treating respiratory disorders and marks it as an emerging life sciences company in the northeast.

Notable Product: Chromovert Technology

Location: Brunswick, NJ

48. ProPharma Group

ProPharma

ProPharma Group provides qualification, compliance, and technical services to pharmaceutical, biotechnology, and medical device industries. With its leading industry knowledge, wealth of experience, and proven processes, ProPharma Group helps companies navigate the complicated landscape of the highly regulated life sciences environment and is an innovative northeastern life sciences company itself.

Notable Services:

Location: Newton, MA

49. Cherokee Pharma

Cherokee Pharma

With a team of experienced and dedicated scientists and a state-of-the-art cGMP facility with research and development capabilities, Cherokee Pharma is an emerging life sciences company in the northeast. The company is a “preeminent” provider of product development services for the pharmaceutical industry and specializes in drug delivery technologies for local and global pharmaceutical products.

Notable Services:

  • Development services
  • Project management
  • Development capabilities
  • Quality assurance

Location: Monmouth Junction, NJ

50. Sunovion

Sunovion

Sunovion considers patients’ and healthcare professionals’ needs when developing better treatments. Sunovion specializes in two areas of treatment: respiratory diseases and central nervous system disorders. With a targeted discovery and development program, Sunovion is working to improve people’s daily lives and is emerging as an innovative northeastern life sciences company.

Notable Products:

Location: Marlborough, MA

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

 

The post 50 Innovative Life Sciences Companies to Watch in the Northeast appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/03/12/50-innovative-life-sciences-companies-to-watch-in-the-northeast/feed/ 0
“Positioning Your Company For Debt Financing” How you can make your business attractive to commercial lenders. Presented by Gary Honig http://blog.zintro.com/2015/03/11/positioning-your-company-for-debt-financing-presented-by-gary-honig/ http://blog.zintro.com/2015/03/11/positioning-your-company-for-debt-financing-presented-by-gary-honig/#respond Wed, 11 Mar 2015 23:58:50 +0000 http://blog.zintro.com/?p=23644 Zintro Webinar Presented by Gary Honig, President – Creative Capital Associates, Inc. Presenter’s Note: “This seminar is focused on companies who sell to businesses (aka B2B or B2G) not retail or... Read More

The post “Positioning Your Company For Debt Financing” How you can make your business attractive to commercial lenders. Presented by Gary Honig appeared first on Zintro Blog.

]]>

Zintro Webinar

Presented by Gary Honig, President – Creative Capital Associates, Inc.

Presenter’s Note:
“This seminar is focused on companies who sell to businesses (aka B2B or B2G) not retail or consumers. It will explain the steps you can take to build your company in such a way that banks or other lenders would be able to qualify your business for a loan. Taking these simple steps will ensure that you will have access to working capital to grow. This access to capital is the lifeblood of any business. Learn how to become an excellent candidate for outside financing.”

About Gary Honig:
Mr. Honig has been involved with the factoring industry since the early 1990’s where he became a CCA business development officer for the mid-Atlantic. In 1997, he spearheaded a takeover of the company and reformed it as a Maryland corporation. Mr. Honig has been at the helm since and oversees all aspects of running CCA which now provides invoice factoring nationwide. He is active with the IFA, which is the factoring industry association. He is routinely called upon as an expert with thorough knowledge of the factoring industry.

Do you have a suggestion for a webinar topic or presenter?

Let us know

Would you like to discuss an idea with our Business Development team?

Fill out our Business Development contact form and let us know.

Are you looking for an Expertise Provider for a Project, Job or Consultation?

Other useful links

The post “Positioning Your Company For Debt Financing” How you can make your business attractive to commercial lenders. Presented by Gary Honig appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/03/11/positioning-your-company-for-debt-financing-presented-by-gary-honig/feed/ 0
Success Story: Carlos Castro http://blog.zintro.com/2015/03/09/success-story-carlos-castro/ http://blog.zintro.com/2015/03/09/success-story-carlos-castro/#respond Mon, 09 Mar 2015 22:31:12 +0000 http://blog.zintro.com/?p=23634 Carlos Castro  has more than 20 years of experience working in executive positions in first line multinational companies such as Saint Gobain, Unilever, Cadbury, and Kraft/Mondelez. He has led global... Read More

The post Success Story: Carlos Castro appeared first on Zintro Blog.

]]>
Carlos CastroCarlos Castro  has more than 20 years of experience working in executive positions in first line multinational companies such as Saint Gobain, Unilever, Cadbury, and Kraft/Mondelez. He has led global teams around the world in Supply Chain, Manufacturing, Procurement, Planning, Customer Service, and Distribution. Carlos shares his experience working as a consultant on the Zintro platform below:

Although I usually work as consultant in Argentina and Latin America with our group SC&S Consultores Asociados, I mainly do phone consultations with Zintro. My clients like to go through different aspects with me in an engaging two-way conversation. I have received a lot of positive feedback, letting me know it “was a pleasure talking to someone like you with rich expertise in this industry,” “the discussion was very enriching,” and “the information you provided was extremely useful in our research.”

Zintro has been suburb in helping me with my marketing efforts. It has allowed me to offer my expertise and experience directly “to the world.” Anyone who knows how difficult selling your expertise as a consultant is (and on a global basis!) will value Zintro as I do. It truly is great to have such a powerful tool for spreading our consultancy offering to the whole world. Well done Zintro!
Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Success Story: Carlos Castro appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/03/09/success-story-carlos-castro/feed/ 0
Inquiry Roundup- Medical Device Industry http://blog.zintro.com/2015/03/06/inquiry-roundup-medical-device-industry/ http://blog.zintro.com/2015/03/06/inquiry-roundup-medical-device-industry/#respond Sat, 07 Mar 2015 00:23:37 +0000 http://blog.zintro.com/?p=23626  Medical Device Registration I am a Regulatory Affairs specialist for an organisation based in the US. We are looking for a regulatory consultant who can register a medical device in... Read More

The post Inquiry Roundup- Medical Device Industry appeared first on Zintro Blog.

]]>
Medical Device Medical Device Registration

I am a Regulatory Affairs specialist for an organisation based in the US. We are looking for a regulatory consultant who can register a medical device in Morocco (french speaking country).
View Inquiry

Middle East Medical Devices

We are a medical device company with a 510(k) approved product looking for help with expanding our distribution into the Middle East. We are looking to consult with someone who has recent experience with establishing distribution channels in the Middle East who can assist us with locating and selecting the best distributors for our product . This person should also have a deep understanding of this region’s distribution contract requirements and be able to advise on what is possible and expected.
View Inquiry

Nitinol Medical Device

I’m a Medical doctor ( main field ophthalmology-retina surgery) at the Academisch Medisch Centrum in Amsterdam.I’m deeply interested in creating a New Medical device in nitinol ( using its qualities of memory shaping) with a thin film of Pvd or similars.I’d be really grateful if you could contact me in order to talk about this project.
View Inquiry

Medical Device Distribution

IQMS is a Manufacturing ERP Software company. We will be hiring an Industry Manager for our marketing department. The person would be responsible for guiding and being the face of our marketing efforts in the medical device industry. If you would like to apply send your resume.I am the Chief Marketing Officer for IQMS.
View Inquiry

Click here to see other live Medical Device  Industry projects.

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Inquiry Roundup- Medical Device Industry appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/03/06/inquiry-roundup-medical-device-industry/feed/ 0
“When Millennials Take Over: Preparing for the Ridiculously Optimistic Future of Business” Presented by Jamie Notter & Maddie Grant http://blog.zintro.com/2015/03/04/when-millennials-take-over-preparing-for-the-ridiculously-optimistic-future-of-business-presented-by-jamie-notter-maddie-grant/ http://blog.zintro.com/2015/03/04/when-millennials-take-over-preparing-for-the-ridiculously-optimistic-future-of-business-presented-by-jamie-notter-maddie-grant/#respond Wed, 04 Mar 2015 16:29:37 +0000 http://blog.zintro.com/?p=23621 Zintro Webinar Presented by Jamie Notter & Maddie Grant, Principals – Culture That Works, LLC. Presenter’s Note: “Whether we are ready for it or not, the future of business is... Read More

The post “When Millennials Take Over: Preparing for the Ridiculously Optimistic Future of Business” Presented by Jamie Notter & Maddie Grant appeared first on Zintro Blog.

]]>

Zintro Webinar

Presented by Jamie Notter & Maddie Grant, Principals – Culture That Works, LLC.

Presenter’s Note:
“Whether we are ready for it or not, the future of business is here. It’s a future in which organizations must learn how to move faster, flatten their hierarchies, share more openly, and operate more digitally. And although many of these changes are a direct result of the Millennial generation shaking up today’s workplaces, it’s much bigger than that. This new era goes beyond generations–and requires leaders from every generation to learn new ways of working, leading, and managing. In this session, author and thought leaders Jamie Notter and Maddie Grant will share research, case studies and lessons learned from their newest book, When Millennials Take Over. They will facilitate a robust discussion where all can explore the new thinking that is driving the most powerful workplaces in today’s economy, particularly the innovative ways they are becoming more digital at the core of their cultures.”

About Jamie & Maddie:
Jamie Notter and Maddie Grant have been collaborating for several years at the intersection of social media and leadership. Maddie is a digital strategist and Editor of SocialFish, a well-known industry blog focusing on social media for associations and nonprofits, and Jamie has been consulting to organizations on issues of conflict, strategy, and organizational culture for more than 15 years. In 2012, they published their first book together, Humanize: How People-Centric Organizations Succeed in a Social World. In 2014, they launched their consulting firm together, Culture That Works LLC, helping organizations build stronger cultures for better performance.

Do you have a suggestion for a webinar topic or presenter?

Let us know

Would you like to discuss an idea with our Business Development team?

Fill out our Business Development contact form and let us know.

Are you looking for an Expertise Provider for a Project, Job or Consultation?

Other useful links

 

Transcript:

Enrique: Hello and welcome everyone. My name is Enrique Levin, co-founder and VP of Product at Zintro. Zintro is a global online marketplace that helps companies connect with highly specialized consultants and other expertise providers for projects that range from one-hour phone consults to multi-side engagements and even full-time jobs. Today’s webinar, When Millennials Take Over: Preparing for the Ridiculously Optimistic Future of Business, will be presented by Jamie Notter and Maddie Grant, Principals at Culture That Works, LLC. It is with great pleasure I introduce Zintro experts Jamie and Maddie.

Jamie Notter and Maddie Grant have been collaborating for several years at the intersection of social media and leadership. Maddie is a Digital Strategist and Editor of SocialFish, a well-known industry blog focusing on social media for associations and non-profits. And Jamie has been consulting to organizations on issues of conflict strategy and organizational culture for more than 50 years. In 2012, they published their first book together, Humanize: How People-Centric Organizations Succeed in a Social World. In 2013, they launched their consulting firm together, Culture That Works, LLC., helping organizations build stronger cultures for better performance.

If you would like to ask Jamie and Maddie any specific questions throughout the presentation, feel free to use the question section of your go-to-webinar platform. Click on the little orange arrow on the top right corner of your screen and you will see the question section where you can ask any question throughout the presentation. Jamie and Maddie will respond to questions at the end of the webinar. We will also be providing their contact information in case you want to reach out to them for a follow-up consultation or anything else, any kind of follow-up, so stay tuned.

Without further ado, I’d like to turn it over to our presenters, Jamie Notter and Maddie Grant.

Maddie: Hi, there. Thank you for the intro. So I am Maddie Grant, obviously, and I’m here with Jamie Notter. Jamie, you want to say hi?

Jamie: Howdy, everybody.

Maddie: I just wanted to give a little bit of extra background into why we’re here today. We are culture change consultants through our firm Culture That Works, meaning that we help organizations to find the cultural values and principles that truly drive their success beyond just the nice value statements on the wall. We believe that this kind of work leads to more engaged employees and more loyal customers. So a little bit about our background. I am a digital and social media strategist working with mostly associations and non-profits and Jamie is a management consultant with expertise in conflict resolution, generational diversity and the organizational development. We’ve done a lot of speaking and writing together over the last many years. And a few years ago, around the advent of social media becoming really popular, our work started to coalesce around the idea that social media actually changes not just marketing and communications but management and leadership and how we run our organization.

In 2011, we wrote a book called Humanize: How People-Centric Organization Succeed in a Social World which describe that in great detail. So for example, how organizations we need to become more transparent, more trustworthy, more collaborative, more decentralized, things like that in order to really take advantage of our now social world. And so now three year later, we’ve realized that the advent of the millennial generation into management position is actually going to act as a big catalyst for these kinds of ideas to really take hold. And as Jamie is going to explain, we’ve done a lot of research and found a lot of instances of that happening, so that’s what this new book is about, When Millennial Takes Over. So just to start with we’d like to see who’s here with us. Enrique, can you run the first poll?

Enrique: Absolutely, guys. So you can see already on your screen. Thank you, Maddie. The question is, what generation are you? And basically their responses are based on your date of birth. So take a minute to respond to our poll question, please. We’ll give a couple of seconds to get most of our audience end. Thank you guys for voting. Chris, we can close the poll question. So as you can see basically 13% of our attendees are millennial, 38% are generation X and 50% are baby boomer.

Jamie: Interesting. A little heavy on the baby boomers compared to, I think, to the workforce at large but not too far away from the averages. So I like to know who’s here and the reason we ask this poll question is to reinforce that although our book is entitled When Millennials Take Over. This is not like a millennial issue. There’s never a time where actually one generation is completely in charge. It’s always share leadership, we’re all in this together. And I just want to expand a little bit on what Maddie was talking about before in terms of the millennials being the catalyst because what we’ve seen in our research and the writing we’ve been doing leading up to this point is that there is this perfect storm brewing in the sense that there are multiple factors that are all converging at the same time that just hasn’t happened, at least not in any of our lifetimes. There’s change coming particularly to leadership and management that we’re almost not prepared for because we haven’t seen change like this. And so there are three fronts, basically, three forces creating this perfect storm. The first one is social Internet which should not come as a surprise, I think, to anybody. We know this is a big deal. We know this is changing things

But as Maddie says, it’s not just changing marketing, it’s deeper than that. It’s a rather significant shift of power and influence away from central institutions, away from organizations and towards individuals. In the social Internet, the individuals can control their own entertainment, their own information. That shift in the balance of power is changing a lot of things both inside organizations and in society at large. And in the backdrop actually for the social Internet, the changes that have been happening in the last maybe five or ten years. Traditional management has also been in decline. Traditional management as we explained in the book really was invented about a hundred years ago, in the early 1900s and it has been in decline for some time. To be honest we know that by looking at comic strips like Dilbert or television shows like The Office, we mock a lot of traditional management because it’s not really working for us. We see this in our metrics around employee engagement for instance. The last gala poll has 70% or maybe 65% of global employees not engaged to work. That’s a pretty horrible number and it’s because traditional management can’t crack that nut.

So that’s actually a lot of what we wrote about in Humanize was saying, “Okay, management is on the decline. Social media is really getting our attention. How do we capitalize on this? How do we leverage the principles behind social media to really change management?” But what we’ve noticed in the last three years is that well, that’s still an opportunity. It was never going to be enough by itself to change traditional management. Traditional management still has a really strong grip on how we run our organization. But as Maddie said what’s different today, what led us to write this next book is the third front in the storm which is the millennial generation. I put this picture up here representing the millennials on purpose. It’s actually a selfie of someone who’s also holding up a picture of two millennials taking a selfie. So it’s a little mad up. But the millennial generation in the United States is the largest generation that we’ve ever seen. It’s bigger than the baby boomers and the oldest members of the millennials are now about 32 years old, turning 33 years old this year. So they’re moving into positions of management. I think the projections vary, but in the next maybe three to five years, the millennials will be the largest segment of the workforce, and they will all be under 40 and that hasn’t happened in about 50 years.

Okay. And so this is going to be the catalyst that pushes us over the edge. We’re arguing in changing the way we lead and manage organizations because the millennials view things in ways that is actually as consistent with some of the other changes that are going on. So in the book, we do take some time early on in chapter two to sort of explain these trends and the changes we see happening at the big picture but also just to talk about the millennial generation. There’s a lot of hype about generations. Some people are sort of sick to death of hearing about this topic. But we argue, it’s really critical to understand particularly where the millennials are coming from, not because they are going to provide all the answers. As I said that’s not how it works, but because they can sort of shine a light for us on what these changes are going to look like. So in the book, we talk about the four trends that have been shaping the millennials as they come of age, as they’ve been growing up. And this comes from generational research that I’ve been doing for a long time. The four trends, the first one is the social Internet. So again social media is a big factor here. We know that the millenials grew up with social media. They’re the first generation that has only known that world and that is really impacting how they’re behaving in the workforce. All these trends really have impacts in how millennial show up in the workforce.

So with social media, they learned that they can do everything themselves. If you want something, you can reach out to your social network and figure out either how to get it, how to make it, how to build it or you know how to trade for it. So they show up in the work place expecting to be able to do more and what they get of course in the traditional management is please do exactly as you’re told and wait your turn which can be really frustrating.

The second trend is abundance. The millennial generation grew up with significantly more abundance than previous generations. I know after this recession it may not feel that way all the time but you do have to remember like in the United States, the self-storage industry is $24 billion a year industry. This is a society that has so much stuff, we’re willing to spend $24 billion a year just to store it outside of our actually rather large homes on average. The millennials grew up with this. They grew up with resources at their fingertips. They grew up with the entire Internet at their fingertips.

When they show up in the workplace, the bars just raised for them. They expect more. They expect things to be able to be done. They expect to spend money on equipment or technology that’s needed because that’s always been there for them. So we call it sometimes entitlement for this generation but to be honest it’s just a natural reaction of what was happening around them as they grow up. The third factor is diversity. The millennial generation grew up with more diversity than previous generations. It was more prevalent, it was more visible in their lives and not just the race, ethnicity, gender, sexual identity, diversity issues. The millennials just grew up expecting difference to be a part of the equation. The millennials love mash up. They love to take one piece of music from one era and combine it with another one. Even software designers take a piece of software code designed for one product and use it in another context. That idea that you can take whatever you’re working with and it was designed to do X, it also has potential and opportunity to do Y and Z. That’s just normal for millennials and the rest of us did not grow up with that because we grew up with you use things the way you’re supposed to.

And then the fourth trend which gets a lot of attention when we talk about millennials is the elevated status of children. As the millennials were growing up, they were on equal footing with adults for the most part. They refer to them by their first names. The adults were in their lives working with them almost as peers a lot of the time. And they then show up in the workplace and the lines of authority and hierarchy are blurred from them. The millennials really have a problem stopping the Senior VP as he’s walking down the hall asking question. Even though everyone like the rest of us or the older generations in the workplace would sort of cringe and go, “Oh, we know you’re not supposed to do that. You have to talk to the scheduler. You can’t just do that. You can’t break those barriers, those lines and that just doesn’t make sense to them.” So I think it’s important to actually even for millennials to understand these trends. To understand what so they can see their own generation and their own biases. I’ve been researching and writing about this for ten years. I love this generational stuff and learning about it, but I will be honest, when I talk to managers, when I talk to executives in organizations, they’re not so excited about this because when they see millennials, they don’t see these big trends and the opportunities for maybe creating a workplace that works better for everybody. They basically see this.

Maddie: Yes. So we know all of this stuff about millennials as a generation. But what we don’t talk about so much or at least this is what Jamie and I think. We don’t talk about enough is really what happens when they come to work beyond the grumbling about the fact that they wear flip flops. So think about this. This is the first generation to not remember work before the Internet. So those of us who are older, remember where you were when you first got an email address or how only a couple of people in the office were allowed to have one? I personally remember that. Jamie and I are both Gen X. But millennials really have no experience of the workplace before the Internet. So to them, the social Internet is just how you do things, faster, more independently. You try things, if they don’t work, you move on. And collectively as well, you Google, you ask your network if you want to know something, you ask your peers, you involve people in other circles. You ask friends of friends of friends. That stuff is just normal for them. And of course we’re going to talk a lot more about this in a minute but I think that these kinds of ideas that are a lot more impactful and meaningful than the kids these days kinds of conversation.

And I would bet that you guys have seen some of this disconnect happening in your workplace. So we have another poll question, Enrique, to find out what you think or why you’re interested in this topic specifically.

Enrique: Great. Thank you very much, Maddie. So I’m going to read that out loud, guys. Please take a second to respond to this poll question. Why does it matter that the millennials are taking over? And the options are generational conflict in the workplace, not keeping up with the pace of change, struggle with engagement – customer and employee, all of the above, or none of the above.

Maddie: Enrique, can you read those one more time just in case people didn’t catch that.

Enrique: Absolutely. The options are generational conflict in the workplace, not keeping up with the pace of change, struggle with engagement both customer and employee, all of the above, or none of the above. Most of our audience has responded so I think we can close the poll. I’m going to read the results out loud. You can also see them on your screen. So basically 17% of our attendees think it’s generational conflict in the workplace, 3% think it’s not keeping up with the pace of change, 7% say struggle with engagement, 55% say all of the above, and 17% say none of the above.

Jamie: That’s interesting to me. We’ve been asking this question as we talk about this and I haven’t gotten so many all of the above answers in that one. And also a little bit over represent on that generational conflict piece. I just point out in my backgrounds in conflict resolution but this is something we need to master. We need to be able to handle this stuff and handle it quickly and easily if we’re going to create our organizations, that sort of can work in today’s environment. I think that’s really important. So we’re going to talk about actually some solutions how we get to answer these issues and I wanted to give you a little bit of sense of the research that we did to get to our conclusions. I mentioned the word we did on Humanizing, social media is changing leadership. When we look at the research for this book, we wanted to specifically dive into two different areas and the first was to look at millennials specifically again because we think they’re going to be the catalyst here. We did some online interviews with, I think, almost 200 millennials who are in the workplace. And remember, millennials now have been in the workplace for a while. The oldest as I said is turning 33, so these are not just sort of rookies in the workplace now.

Asking them about matters to them, what do they think works the best? What do they think is the ideal? What is their approach to leadership and management to see how it was different. And then the other piece of research was to look at organizations and this is to borrow word from our book title that have ridiculously strong cultures. We wanted to find in our case study research not just strong performing organizations or even organizations where people seemed pleased to be there. We wanted to find the ones that were truly exceptional, that were the real positive deviance and this is what we found in our case studies. The kind of places where people literally can’t imagine working somewhere else because it’s so right and it’s so good where they are. Or they remember what it was like working somewhere else and they’re never going back that way. That’s the kind of sentiment we heard in these organizations. So when we studies these organizations with truly strong cultures and then look at the millennials, four distinct capacities emerged, basically the overlap of those two circles and those are the four main chapters in our book.

It’s digital, clear, fluid, and fast. These are the principles, the capacities that we need in our organizations because the kinds of things that make organizational cultures that are truly exceptional and stronger than most people realize they could be. And they’re the kind of things that naturally makes sense to millennials. And given that the millennials are coming into their management and their sort of power stage in life at this time of great change, our argument is this is where organizations need to focus. So we’re going to go basically over all four. We’ll talk a little bit about the capacity, about why millennials care about it, and we’ll dig into a little bit. I’ll tell you about the case study that we have and that exemplifies that principle. So we’ll start with digital.

Maddie: Right. And the first one is digital. And this is very obvious based one everything we’ve been talking about related to the social Internet. So digital is partly about understanding and using digital technology. You obviously need to stay ahead in that curve. I’m sure nobody here would just skip that. But more importantly it’s about embracing a digital mindset. So the digital mindset is about designing things both internally and externally around the needs of the user or the employee. So for example, software has to work on every possible browser as well as mobile browsers. And that might be harder on the software maker but actually better in the long term because it means that more people can use the software successfully. So the digital mindset is about customization and personalization but not just for the high end but for actually the middle of your market. So what that means is figuring out ways that more customers can find value or more employees can be engaged in specific ways that matter to them. This is the two sides of that customization kind of digital mindset. And then it’s also about continued innovation and improvement. So we’re used to updates and solve on a weekly or monthly basis. Nothing stays static for long. Everything has a version. That’s the way of the world. So the digital mindset brings that into the workplace.

So why do millennials care? Well, again that’s going to be obvious based on what we’ve been talking about this whole time. But they really don’t understand why things are done in ways that ignore today’s digital reality. One of our interviewee said about his colleagues, “Why did they use emails to send messages?” So they’re not just generally skilled with digital tools but more importantly they understand how to match the tools to the right job which is obviously related to this idea of personalization and customization too. They also dump things that don’t work and find something else immediately. So think about it. When you try out a nice going app for the first time, how long do you give it if it doesn’t work as you need it to? I would say seconds or minutes before you go try something else. And then because they’re used to continuous improvement and continued learning with technology and all of the things that they use every day, they want that with their own personal development at work. They are constantly trying new things and they want to be able to do that when they get into the workplace. So let’s see what the digital mindset at work looks like in the real world.

Jamie: Again for each one of these capacities in the book, we highlight a specific case study that illustrates it, and I was actually very excited that for this digital mindset we were able to find a small non-profit, the American Society for Surgery of the Hand, that exemplified it. Because I didn’t want this to be like you need to be digital. You have to be Google or you have to be Zappos or you have to be Apple or something like that. It’s not about that. This is a small non-profit with about 20 staff, but they still have six of their full time staff working full time on technology projects. That’s more than a third of their budget. In an industry that spends usually about 4% on technology, they give their employees a brand new laptops and brand new tablets every two years and they let them choose. But more than just using of the digital technology, what I love about the Surgery of the Hand folks is that their culture, they actually redesigned their organizational work space around the needs of their employee. So all the desks are out together in one room. Now they also have other places people can go for quiet time or to have meetings. They all have headsets and can take phone calls in their laptops. Several people work on the roof which has Wi-Fi throughout the year.

And the CEO has a desk out on a sort of shop floor along with everybody else. Now that’s not normal and that’s maybe harder on the CEO but they do that intentionally because it gives everyone access to the CEO and that helps them do their job better. They were rigorous in designing their organization around the needs of the employees. Whatever works for the employees, that’s what they’re going to do even if it’s harder on the organization. Their job descriptions change every year based on the specific career paths of the individual employees. Harder in the organization but it makes it easier and better for the employees. And they have results to show for it. They’re a very small association in the broader context of the surgery field but they’re the ones their members go to even though some of the other organizations are bigger and more prestigious. They get that engagement, that customer engagement by creating a workplace that is that customized around the needs of the employees. So that’s digital.

Maddie: As you think about it, the digital mindset for millennials is really the baseline of what the workplace should have. But you have the piece in place to customize and personalize your work experience as well as build in some of that personal development that I mentioned earlier, then you need the data to really makes that possible. So the second key classes that came out of our research is clear. Clear is about transparency and making things visible, information sharing and appropriate ways and by default in order to increase both the quality and quantity of good decisions that are made inside the organization. So in today’s environment, it’s impossible to predict ahead of time who needs to know something. So if you can make more data and information visible then the right people have what they need to make those good decisions. And millennials care about clear because as we know they’ve grown up with information, meaning Google at their fingertips. So in other ways I don’t know for them actually means I don’t know yet. I haven’t searched yet. I haven’t contacted my friends and network. I haven’t tried anything to find the answer. So they don’t understand why organizations are stingy with information, why decisions are made behind closed doors.

They see a lot more value in sharing information as lively as possible in order to be able to make those kinds of decisions and create the possibility for better informed action and choices. Now you may be thinking young people of every generation feels frustration at the bottom of the hierarchy and that is true. That applies to every generation. But we feel like this is different because millennials see missed opportunities if you don’t make things visible.

Jamie: So the case study that we have for the clear chapter is a software company called Menlo Innovations. They’re in Ann Arbor, Michigan. And they’re about 50 people, and they embrace this idea of clarity, the idea of making everything visible at every level of their organization. So they write software code and the process they use puts two people, two software designers working together on one computer. So they share a mouse and a keyboard as they’re writing software code. And so literally talking about making something visible, as I’m typing in the first draft of the code, my partner is watching me type it and watching the code as it goes on the screen and actually giving feedback. I don’t even have time to go create this perfect software code of by myself and then share the finished product. Everything is made visible. And they find by the way the number of errors in the software code goes down dramatically when they insert that visibility. In other words they make better decisions in writing the code when things are made visible. And it goes beyond that. They actually have their project management system makes everything is about clarity.

I assume there are software folks, I assume they had some fancy cloud-based software for managing their projects. It turns out they put everything up on the wall using paper, tape and colored sticky dots and yarn. So every pair of software designers has cards that are proportioned to the number of hours they think they are going to spend on it and that gets placed all on the wall with the different day from Monday, Tuesday, Wednesday, Thursday, Friday. And as you progress on your tasks you put different colored dots on it. And so what that enables since they all work together in one room, everyone in that room can glance at this wall and knows exactly where they are and where everyone else on every project is. And so they can say, “Look, I’m ahead of my schedule because when I know I’ve been working on. That pair across the table, they’re behind. I’m just going to go help them because I can. I have time to do that.” Okay. So the employees get to decide when to help each other and they make smarter decisions and they do all that without managers telling them what to do. But in order to have those kinds of decisions, that real time more efficient and more effective and actually more engaging and more empowering for the employees to get those kinds of decisions, you have to have this visibility.

If it’s not visible to everyone that system doesn’t work. And they even go so far, I love this because this sort of freaks people out, they actually will bring their customers in on a weekly basis to see the progress that’s been made and then to work with the designers in the project planning process for the next week. The clients are involved in saying what you’re going to work on on this project which some people say, “Oh, that would be micromanaging and that would be out of control.” But what happens is when the client actually sees what’s going on, that information helps the client make a better decision about where we should put our resources and how we should do this. And honestly if they say, “You know what, I think you should be doing 60 hours of work next week,” and they only have 40 budgeted, it’s not going to fly. They’ll actually make the poll work out and say, “What do you want to put in? We’ll pay for it.” And to be honest, this Menlo Innovations is not the cheapest software designer on the block. They charge more and the clients are happy to pay for it because they’re also so good. And one of the key factors is that that clarity, that visibility is baked in at every level of the organization. So that’s clear.

Maddie: So imagine you’re a millennial in your 30’s, you’re in a management position and you have the opportunity to make sure that information is lively disseminated or is made visible like Menlo. So you could put in a really good Internet system and have all the files in the right place where everybody can access them. But another way you might do that is to actually go a step further and get rid of bureaucracy and red tape which is what often creates that silos that information has hidden behind. So you’d want your company to be fluid. So fluid is about making our hierarchies more flexible and dynamic. Where people at every level do both the thinking and the acting. It’s not about getting rid of hierarchy completely. You might have heard of a Gary Hammel book or article called Fire All The Managers or something like that. That’s not actually what we’re talking about. It’s actually about the fluidity and the flexibility of the hierarchy. And when you learn how to manage authority that way so it can shift and march according your needs, you actually end up accomplishing a lot more. So millennials care about fluid because they grew up with blurred lines around authority and hierarchy in the first place.

So their parents are at their level, a very active part of their lives. They are spoken to as equals even as adults, long before they’re actually adults. They don’t understand the benefit of not having direct communication with elders. Now again, all young people entering the workforce have expressed frustration with hierarchy but this generation, they simply want a team-based shifting hierarchy based on who has the most experience in something as opposed to age or tenure. Here’s a couple of things we heard in our interviews. “I found personally that if I want to see something happen or for us to move forward in an area, I can’t always wait for or rely on a more senior staff person to come up with the idea. So sometimes I have to step out and call a meeting together to get the ball rolling and get people talking.” Another one, “You’ll become a leader when you have the most experience or knowledge, not necessarily the tenure or age.” So here’s a great example of a company that embraces this concept.

Jamie: So our case study for fluid is a health care company called Quality Living, Incorporated. They are in Omaha, Nebraska. They provide rehabilitation services to people with brain injuries and spinal cord injuries. As you can imagine this is really, really hard work. They’re actually rebuilding shattered lives for people and this is very difficult and what was most interesting to me about this organization and how strong their culture was is that they have a very fluid hierarchy but they have a very clear hierarchy. They have a president, they have vice president, they have a senior management team, they have director levels, down to people who like mop the floors. I mean they’ve got a clear hierarchy but what happens in this organization is decisions get made based on understanding who knows not just the patients’ needs medically but who knows what those patients’ need in terms of their hopes, their dreams, their aspirations or what really matters or has meaning in their lives. Because they know what they’re doing is rebuilding shattered lives, not just the physical therapy or the speech therapy. It has to matter to them in their course as human being. And so there was a meeting that happened when I was doing interviews there.

One of the employees told me about this story where they were discussing some care issues in a particular block of their residential facility and there were two new interns, two new psychology interns in the meeting. At the end of the meeting one of the staff people said, “Hey, did you guys know that the CEO was in this meeting?” And of course they don’t have uniforms, they don’t have name tags, and these people were new so they didn’t know. They’re like, “No, I did not know.” And they said, “Which one of these people do you think was in the meeting was the CEO.” And they both guessed wrong. Because in this particular meeting they were talking about the needs of patients and the person who have the expertise was the person who lived in that unit and did the cooking and cleaning and caring for those people. So in that context, that person has the authority, not the CEO. And in most organizations, if the CEO walks in the room you know it. They get deference, you sort of let them speak, you listen to what they have to say and in that case that CEO knows that she does not have what is needed. The information, the expertise, the knowledge that’s needed to make the right decision so she’s just laid back and let the lower level “employee” manage that meeting.

That’s what it means to be fluid in your hierarchy. But what’s interesting about this organization and if you want to apply this in your organization, that means you have to know what drive your success. You have to know what really matters. It took them a long time to really get clear on what’s going to drive their success by matching the hopes and dreams of those patients with the care they’re getting. And so that kind of clarity actually comes first. You can’t just order a fluid hierarchy. You have to get some clarity in what drives the success of the enterprise and build that fluidity around that and then stand by and not let people sort of take back the control just because they could. So in some instances that speech therapist that has expertise and they’re in charge, in some instances it’s the person who does the cooking and cleaning. But at least they know why it’s fluid like that. So that’s fluid.

Maddie: Okay. Obviously there’s an order to the way that these key capacities emerge. So for us all these have digital clear and fluid leads to fast. So everyone wants to be fast. Every company wants to be ahead of the curve which leads us to focus on productivity and efficiency. That’s a pretty good start but that’s not actually what we’re talking about here. We’re talking about the kind of speed where you can make huge loops ahead of your competition. And to do that you need to give up control, the C word. And to do that you need to figure out how trust factors into your organization’s success. Jamie’s going to talk a lot more about that in our case study for this capacity. But here again, millennials have grown up in an environment where new tools and technologies evolve quickly. There’s a new phone and iPad every year. That means they naturally let go easily while the rest of us hold on to things the way we’ve always done it. Millennials really just don’t understand why other generations are solely distant to change, why we keep using crappy outdated systems even though everybody hates them. They also understand the value of trust. The strong ties and weak ties that the Internet can provide. For example, build trust which, as Jamie said, is what enabled these. Jamie, you want to talk about Happy State Bank?

Jamie: Yeah. So just like I was really thrilled that for the digital chapter we could talk about a small non-profit to break some stereotypes. I was also happy that . . . no pun intended, that for the fast chapter, we’re talking about an organization that has that leap ahead kind of speed. We are able to choose a bank because I think everyone thinks of banking as, okay, heavily-regulated industry. There’s no flexibility. How could you be an example of a group that’s really fast? But this bank, which is a regional bank in Texas, has achieved an amazing amount of speed. Some of it is on some real basic metrics like the quickness with which they can process loan applications. They beat all of their competitors in their loan application process. What interested me was the way they did it. Because in general, maybe I don’t want a bank to do a quick loan application, like wasn’t that the part of the problem with this big economic mess we’re in is that giving bad loans. They don’t give bad loans. Very, very small percentage of their loans are overdue at any given moment. They are smart about their loans but they can still do it quickly. And the way they do is by trusting in the relationships that their employees make both with each other and with their customers.

It’s again counter-intuitive for thinking of a bank sort of resting their success on relationship building but that’s what they do. They give their employees the time to get to know each other better and they give their employees the time and the access in their systems to get to know their customers. They do not have a call center. If you are a Happy State Bank customer they want you to call someone in the branch. They want you to call someone that you will see when you come into the branch so that you can reinforce and build the relationship. And what they get out of these relationships which sounds sort of inefficient if I was spending all this time. One of the employees told me, “Hey, if someone calls up and they’re having trouble logging on to the online banking system, we will drive 40 miles to their home and help them get online at their home, at their computer.” And maybe help set up their router. Okay, and that seems inefficient but what happens is they start to know their customers really, really well. So when they actually start that loan application process, the people that they’re working with know how to ask the right questions, know to say, “Hey, you might want to mention this part of your business because I think that’s going to matter.” Or, “Hey, you didn’t include this piece of data that I know you have because we talked about it last week but we’re going to need that for the application.”

And so the entire process moves faster as opposed to their competitors send the application off to New York and then wait two weeks for it to come back and we need this more information or you forgot this piece. They enabled that kind of speed but what it requires similarly to the fluid piece is understanding your culture. Understanding what really drives your success as an organization knowing that those relationships are going to be that key, that piece of you that’s going to be the trust in the relationships is going to allow you to give up enough control to get that kind of speed. And that’s actually where all of this gets a little more difficult because you can’t fully apply all of these concepts unless you can really understand in a clear way what your culture is and how it’s going to be. You need some fertile ground to plant these seeds if you want to be fast and digital and clear and fluid and that means you got to know what you’re planting and that means understanding your culture. So we’re ready for the next poll. So this is again getting at culture piece, as I just mentioned.

Enrique: Okay. So let’s take a second to respond to this poll question. The question is how strong is your culture and the options are: We’re clear about our culture, and it’s actively maintained; our culture is strong, but we’re so busy it’s not top of mind; meh – company culture doesn’t factor into our thinking; we put our values on the wall, but they don’t impact behavior; or our culture needs a lot of work. We’re going to give a couple of seconds to have responses for most of our attendees.

Jamie: Be honest on this one, by the way, if it really needs a lot of work, let’s hear it. No one knows who is answering.

Enrique: I think we can close the poll, and I’m going to read the results out loud. Basically 33% of our attendees were clear about our culture and actively maintain it, 24% say our culture is strong but we’re so busy and it’s not top of mind, 15% say we put our values on the wall but they don’t impact behavior and 27% say our culture needs a lot of work. And no one said company culture doesn’t factor into our thinking which I think is a very good step forward.

Jamie: Yeah. That is a good sign. We reworded the question on this to get at that one to see if the people didn’t have it on their radar and that’s good. I’m glad the culture is in the radar. I’m glad actually more than half were sort of on the top end of this that there’s clarity. As I said if you want to build that kind of culture like this case study organizations that have that kind of strength, you at least kind of know what you’re working with. So that’s a good sign. Maddie, anything to add on this or we just go right to questions?

Maddie: Yeah. Now we’re perfect timing for some questions.

Enrique: Okay. Great, guys. So Zintro members, feel free to contact Jamie and Maddie directly with the information provided or by going through the Zintro profile. We’ll keep the webinar session open for as long as we need to answer questions so feel free to use the question section of your go to webinar button to ask Jamie any questions or Maddie. So we have a question from Mary Anne. She says, “I work in a highly regulated industry where guidelines and government regulations are critical. What is your suggestion for training and educating techniques to engage millennials regarding the importance of regulatory compliance?”

Jamie: I think, again, the example that we gave from the banking industry, the Happy State Bank is not bending any rules on the compliance, they are meeting them. And I think in any organization, this is the point I made about understanding what drives success being really clear on that, like not breaking their regulatory guidelines is a really clear factor on what drive success. And so you need to create a culture that says, “This is what these are, and this is why they’re so important.” I think if you want to engage millennials in that context, this is the generation that grew up playing video games where basically bending the rules is how you win. I still think even in the regulated environment, there’s going to be some pockets, some areas where you can give people opportunities to, say, experiment, try new things as long as you make those boundaries really clear. Like create a container within which they can try new things, experiment and do that, and say, “Okay. In this little sand box, in this little area, this is where we try new things.” I think if you have that opportunity and can create those opportunities, obviously creating those boundaries in ways that don’t mess up your regulatory guidelines. I think you’ll still be able to tap into that feeling for the millennials that says, “Okay, I’m able to express myself. I’m able to be creative.” I think that’s really important. Maddie, anything to add?

Maddie: Yeah. I actually have a slightly different answer to that question just to kind of piggy back on that. But I’m thinking that one of the things from my research that millennials really want is they want to know why, why these regulations are in place? Why they matter? Why is it important to be compliant in various ways? And they don’t like the rules that are handed down without any context or information or background. So I think another side of this coin is providing a lot more of that context and real world stories as to why these things are important. They are all there for a reason but without that context they can just seem like owner is rules.

Enrique: Thank you very much, Maddie. We have several questions so let’s move forward to the next question by Victor. A very interesting question by the way. Should we, baby boomers, behave like chameleons and pretend that we fully adhere to the millennials’ culture?

Jamie: Yeah. The sure answer on that is no. I mean one of the principles we wrote about actually in Humanize a few years ago is authenticity. And actually, I think the millennials are expecting more authenticity and so if they see people sort of trying to be someone that they’re not, that is as frustrating as some of these bureaucratic things they have to go through and using technology that doesn’t work. I think the principles that we’re talking about around digital and clear and fluid and fast are things that every generation needs to embrace to be successful today. That doesn’t mean they all have to do it in exactly the same way and people should be true. They are both as individuals, let alone as sort of representatives of a generation. If you have to force people to fit in a box, the whole thing is going to fall apart.

Enrique: Great. Thank you very much. So let’s move on to the next question by Eric. Does your experience or your research say anything about how non-profit membership organizations are impacted by millennials members or managers?

Maddie: That’s a great question. Actually the book itself beyond the discussion around the Surgery of the Hand which is a non-profit membership organization. Our work actually is very deeply embedded in associations of the non-profit so that kind of information we could talk for hours about. And we would definitely be happy to do that offline. We have a lot of knowledge around associations for non-profit specifically and these kinds of topic.

Jamie: And I’ll say the short answer for me though is around the expectation of customization. And where that plays out a lot of the work that Maddie and I have been doing recently with membership organizations has been around the issue of engagement. And for membership organizations that’s member engagement. How do we engage our members in a way that that makes them more sticky, that makes them buy more or participate more or volunteer more. And invariably that conversation comes down to the members get to define what engagement means and that’s real frustrating for membership organizations because they don’t want it like that. They want to be able to define it. They want to say here’s how you participate with us and then basically email them until they do it. They have to flip that model in the sort of digital mindset kind of way where you can create different ways. The opportunities where different people to engage in different ways. That’s where the employee level which we see in all companies, not just membership organizations. On the membership side, it’s about creating much more flexible and dynamic systems of engagement that actually let people or members engage with each other in a way that you can control. That scares people, but to us, that’s where the future is.

Maddie: Enrique, do you have another question?

Enrique: Let’s move. Another question by Gaynor. Did you research . . . to who millennials view as role models?

Jamie: It’s not a particular question that we dug into in our research so we didn’t get data on that. I’m trying to think what I’ve come across in my broader generational research on that.

Maddie: We didn’t ask the question directly but I think the theme definitely came up around the idea that millennials value learning from their older colleagues and that institutional knowledge and that history. There are things that are very important to maintain which is actually why the book is not about millennials at all really, it’s about how all generations can work together in better ways. But I think one piece of that is what we’ve already touched about around information sharing and more transparency. I think millennials are very much interested in hearing and valuing information and knowledge from their peers, from their older peers.

Jamie: And I think learning is the key there. I do remember one of the quotes from our interviews from a millennial. She said she was concerned that when older generations were not valuing learning as much. She said, “If there’s one thing I can keep my whole life, I want to make learning a priority.” And so it’s like to me the idea of role model, it’s not about a person or even a generation. The role model is someone who’s learning continuously. That’s the expectation, that got them where they are and they don’t want to lose that.

Enrique: Thank you very much. We have another question by Jennifer. Jennifer asks, “What about the shift of the millennials taking over the client population? Is including millennials in your staff the only way to facilitate the transition?”

Maddie: An interesting question.

Jamie: Yeah. I mean I think we have to design organizations that work for millennials not because the millennials are more important or better. But because that perspective is going to galvanize us as a society and that includes the customers, that includes the clients, that includes who you’re designing for. I mean like we said with the software industry, they’re designing it for people, a lot actually in their case for millennials who expect the continuous improvement, who expect for it to be customizable. I mean what’s the first thing you do with any product now. You go to the settings and you make it for you. And so I think if you’re not getting the millennial perspective on the customer side you’re also missing out. Maddie?

Maddie: It’s about the sustainability of your business really. And of course hiring millennials is part of that, but that seems to me as sort of tactic. Hiring millennials for each millennial customers is a sort of surface-level tactic whereas those kinds of deeper changes that we’re talking about is also that but just has been in a more kind of meaningful framework that is not just about the age of the people in your workplace or that you’re trying to attract. Does that make sense? I don’t know.

Jamie: Yes.

Enrique: Thank you very much, guys. We have another question by Mary. Do you work with corporations that are helping millennials better understand gen X or boomers?

[crosstalk]

Jamie: Yeah. We’ve given up on that. Gen X is really like whatever you don’t understand is it’s fine. I wrote an e-book on generations back in 2007 so this has been as a topic of generation has been important to me for a long time. And one of the key lessons around any conversation you have around generations is a whole point is for every generation to understand the other generations because when you do that you have sharper and more effective conversations and problem solving. So if you’re a millennial and you don’t care about the other generations, that’s just as bad as a boomer who doesn’t think we have to adjust to the younger generations coming up. It goes back to that learning piece. If you want to learn you have to learn about these other generations. I’ve done manager training on generational differences and we talk actually about four generations that are in the workplace even though the silent generation is fairly small. Their legacy is still there so we talked about all four generations, what shape them, and why that matters. And again it never gives you the answer. It’s not like you’re like, “Oh, you’re a generation X, so you think this.” Not necessarily but when I have that generational knowledge of all these generations, it helps me ask better questions, build stronger relationships which then lead to a better problem solving. I mean that’s my advice for every generation. If you’re not learning about all the generations in the workforce you’re going to be falling behind.

Enrique: Great. Thank you very much, Jamie. We are running out of time but we’re going to go for one last question. It’s a comment/question from Victor. I guess it is like learning a foreign language. We need to take classes of the millennial psychology since they are becoming the ruling class, and here’s the question. Can you make a generalization that when a millennial becomes a manager or joins the C-suite, he or she would prefer to be surrounded with and or higher, other millennials only or predominantly millennials?

Jamie: I haven’t seen that in the research. I mean I think the millennial generation is known for actually kind of similarly to the baby boomer generation. It has a group focus, it has a team focus and doing things collectively. It comes from different reasons, the boomers and the millennial, but they share that sort of collective, “We’re going to do this together” attitude and I haven’t seen anything that says, and really you got to be a millennial or you don’t get it. They’ll work with anyone that gets it. They can get the principles. It’s been my experience anyway. Maddie?

Maddie: Yeah. I was just going to add, I would say definitely not because of their interest in diversity and different voices. I think it makes actually much more sense that they would want lots of different people on their team, which doesn’t mean that they don’t more of people their own age. I mean we all know more people our own age probably than others. But in the work place, I think probably no, that they’d want more diversity.

Enrique: Great. Thank you very much, Maddie. So Jamie and Maddie, on behalf of Zintro and our over 170,000 members, we want to thank you so much for sharing your insights. Guys, feel free to reach out to them at any point. Their contact information is on the screen. We will be sharing a recording of this presentation in the following week so look for the email someday next week. So thank you very much everyone. This closes today’s presentation. Have a great day.

The post “When Millennials Take Over: Preparing for the Ridiculously Optimistic Future of Business” Presented by Jamie Notter & Maddie Grant appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/03/04/when-millennials-take-over-preparing-for-the-ridiculously-optimistic-future-of-business-presented-by-jamie-notter-maddie-grant/feed/ 0
20 Tax Experts Reveal the Most Important Tax and Accounting Considerations for Freelance Consultants http://blog.zintro.com/2015/03/03/20-tax-experts-reveal-the-most-important-tax-and-accounting-considerations-for-freelance-consultants/ http://blog.zintro.com/2015/03/03/20-tax-experts-reveal-the-most-important-tax-and-accounting-considerations-for-freelance-consultants/#respond Tue, 03 Mar 2015 22:37:47 +0000 http://blog.zintro.com/?p=23565 The first few months of the year are usually met with great enthusiasm and optimism for all types of business professionals alike, refreshed from the holidays and ready to meet... Read More

The post 20 Tax Experts Reveal the Most Important Tax and Accounting Considerations for Freelance Consultants appeared first on Zintro Blog.

]]>
The first few months of the year are usually met with great enthusiasm and optimism for all types of business professionals alike, refreshed from the holidays and ready to meet and exceed new business goals. That is, of course, until you inevitably bring up one dreaded five letter word: taxes.

Since Zintro works directly with many freelance consultants who have unique tax and accounting needs, we sought out to discover some tax and accounting tips that would be especially beneficial to professionals in this dynamic line of work. More specifically, we wanted to gain advice directly from tax experts on their top tax and accounting tips for freelance consultants. To do this, we asked 20 tax experts to answer this question:

“What are the most important / overlooked tax and accounting tips / considerations for freelance consultants?”

We’ve collected and compiled their expert advice into this comprehensive guide to better tax and accounting for freelance consultants. See what our experts said below:

Meet Our Panel of Tax Experts:


Mark SteberMark Steber

Mark Steber serves as Chief Tax Officer with Jackson Hewitt Tax Service, Inc. With more than 26 years of tax experience and deep knowledge of the federal and state tax codes, Mr. Steber is responsible for several key initiatives to support overall tax service delivery and quality assurance. He also serves as a Jackson Hewitt liaison with the Internal Revenue Service and other government authorities. In addition to his work with Jackson Hewitt, Mr. Steber was elected Chairman of the Electronic Tax Administration Advisory Committee (ETAAC) for the 2011-2012 session.

These are my top tax tips for freelancers:

  • You can deduct up to $5,000 of your set-up costs, like legal fees, training, market analysis, advertising of opening, etc., right away and deduct the rest over 5 years.
  • Half or your self-employment tax, the Medicare and Social Security taxes you must pay on your profit, can be deducted directly from income on Form 1040
  • You can claim a direct deduction against income for qualified health insurance costs (even if they purchase insurance from the Marketplace)
  • A deduction for the portion of your home used as an office (this one is good because it can be complex and is a great call to action since so many self-employed taxpayers forget it)


Aubrey LynchAubrey Lynch

Aubrey Lynch, CPA is Principal at CS&L CPAs and specializes in International Tax, Estates and Trusts, and the Healthcare Industry. Prior to joining CS&L CPAs, she previously worked with a Big Four firm in Atlanta and has extensive experience in Estate and Succession Planning. Aubrey offers full service tax consulting and compliance in all areas of taxation, and her clients find it especially helpful that she is skilled in International Taxation. Her knowledge of this subject provides valuable advice in the highly complex and increasingly regulated area of taxation for foreign entities. Aubrey is the past President of the Manatee County Estate Planning Council and is a member of the Southwest Florida Estate Planning Council.

Taxes become very complicated once you become self-employed (aka a “freelancer”), so it’s important to review your situation very carefully since self employed individuals tend to have higher audit risks. Some opportunities freelancers often overlook include:

  • Professional development or memberships – any association or professional memberships (excluding country club dues) you may belong to for your work are tax deductable, as well as most professional development courses that are work related.
  • Setting up a home office – if you’re using your home office to meet with clients as your principal  place of business, you can use this as a deduction. This home office doesn’t have to be a separate room, but must be a designated spot in your home that is strictly used for business purposes. Office equipment or supplies can also be deducted.  There is a simplified method available that makes tracking expenses less cumbersome.
  • Deducting your mileage – you can claim 56 cents per mile for mileage incurred in 2014 or your actual automobile expenses. Make sure to keep proper records for your business-use mileage.
  • Once self-employed, you are able to deduct items such as health insurance and certain retirement plan contributions “above the line”, so be sure to consult with a tax advisor on how to capitalize on these deductions.


Kevin-HopsonKevin Hopson

Kevin Hopson, CPA is the CEO of tax preparation software company, TaxPoint.

These are some of the most overlooked tax deductions for freelance consultants:

  • Mileage deduction
  •  Home office deduction (whether  you own or rent)
  • If you bought a new mobile phone, computer, printer, fax or any other equipment for your job.
  • SEP – Self-employed retirement plan contribution.
  • Health insurance deduction – if you are self-employed, you can deduct your health insurance premiums on page 1 of your tax return.


Michael BreierMichael Breier

Michael Breier is the Founder and CEO of Breier Consulting, a firm that provides professional consulting, accounting and tax compliance services for businesses and individuals. Michael is a senior executive, leader and general manager with over 30 years of experience as a Partner, Business Consultant and CIO and has combined extensive knowledge of business processes and operational practices of privately owned professional service firms, construction and manufacturing companies through the use and integration of technology.

When it comes to the most overlooked tax considerations for freelance consultants, this is my advice…

Most freelance consultants use a home office and their vehicle extensively in the conduct of their business. Tax deductions for these items can be substantial and should not be overlooked.

But caution; home office and automobile deductions are by far the most audited deductions and draw a large share of the IRS’s attention. Why? The documentation and rules to qualify for these deductions are complex and cumbersome. Upon audit, these deductions are easily denied by the IRS based on lack of substantiation.  Know the rules and be meticulous in the substantiation of these deductions. That way, you can rest easy and enjoy the yearly tax savings.


Venar-AyarVenar Ayar

Venar Ayar, attorney-at-law, is the Principal and Founder of the AyarLaw Group and has more than a decade of experience as a tax and accounting professional, including 5 years as an IRS defense lawyer. Ayar focuses his legal practice on IRS tax resolution and Michigan tax resolution. Ayar has developed his practice through extensive experience in representing clients before the IRS, along with numerous state taxation authorities, including the Michigan Department of Treasury.

Here are the most over looked accounting tips for freelancers: 

  1. Tracking your income: you must record all freelancing income no matter what amount it’s for, when tax season comes around you’ll be forced to report it anyway. Recording your income throughout the year will save you a lot of time when it comes to taxes and will help keep your organized throughout the year.
  1. Tracking your Expenses: Same rule goes for recording expenses as it applies to recording Income. You will need the information for Schedule C of your tax form. Tracking your expenses also determines whether or not you earn a profit with your freelancing business. Many freelance writers are confused about what types of expenses they should record, expenses as simple as advertising costs, dues for professional organizations, health Insurance, office supplies, telephone expenses and software. Keeping track of these costs will help you stay organized and make you a lot more efficient.
  1. Setting money aside for Taxes: Typically a traditional employer withholds part of your pay to cover your income tax liability. For freelancers this does not happen, you must set aside money for you income tax liability and you now must include self-employment tax. If you are unprepared your first freelance bill could come along as a shock, forcing you to pay thousands of dollars.


Seth-DeitchmanSeth Deitchman

Seth Deitchman is a Financial Advisor and Portfolio Manager at The Mercury Group at Morgan Stanley.

Some things we recommend our clients and friends who are freelancers to do are:

Every year review their contracts:

  1. Insurance (life, home, auto, long-term care and healthcare).  You can begin to pay less on a monthly basis.
  2. Cable, phone, internet, security, utilities – we often recommend bundling services where possible.
  3. Negotiate with your providers and ask for discounts for guaranteed work.  Meaning, if you are going to use their services for a year guaranteed then see if you can get the price lowered.
  4. Automatic payments – at times if you have a bill paid via a card on file (credit, debit) which they can draw from on a monthly basis they give discounts.


Gail RosenGail Rosen

Gail Rosen has been a practicing CPA for over 35 years and is well known and respected in the accounting and business communities. She established her firm, Gail Rosen CPA, in 1983 at the age of 25, after a fast paced initiation into the field at prestigious New York City accounting firms. Today, Gail leads the firm with the expertise and experience that has distinguished her as one of the area’s leading accountants and tax advisors for new business start-ups and expanding businesses. With her trademark energy and enthusiasm,Gail is a popular speaker for business and trade organizations and is frequently called upon to share her expertise and opinions with the media.

Here are my most overlooked deductions for freelance consultants:

1. Start-Up Costs: Small businesses are often not aware that any expenses that are incurred before the first sale are called “start-up costs”. These costs cannot be deducted until the first sale. Then they are deducted over 15 years and you can elect to deduct the first $5,000 in the first year of business. Many small businesses assume they can deduct all of their costs in starting a new business but they cannot until they have their first sale. Then costs are deductible based on the laws for that deduction.

Tax Tip: You should carefully evaluate whether you want to “hold” your start-up costs or elect to write off the first $5,000 in the first year of business.  It depends on what year you expect to be in a higher tax bracket.

2. Make sure your bookkeeping is in order so you do not miss business expenses: for an expense to be deductible it has to be “ordinary” and “necessary”.  Therefore, if you spend money on office supplies, businesses dues, business publications, accounting fees for your business, business cards, business entertainment (50% deductible), gifts (limited to $25 a person a year), postage, printing, continuing education, computers, software, etc… it is a business expense and you should keep good accounting books to make sure you do not miss any of these expenses.  Every deduction saves you a lot of money since a small business pays federal tax, state tax, and both sides of social security and Medicare (since they are the employee and the employer).

Tax Tip: make sure you spend time on your bookkeeping for your business so you do not miss tax deductions.  Each deduction is worth a lot of money to small businesses especially since they are responsible for paying both sides of the social security and Medicare (employer and employee side).

3. Do not be scared to take the home office deduction if you are legally entitled to it:  The home office deduction is a valuable tax deduction and some important thoughts about it include:

    1. The business space you deduct has to be used strictly for business purposes and it usually will not work if you are renting an office elsewhere.  The home office cannot be for your convenience.
    2. The IRS simplified the home office deduction and is giving you the option of using the “safe harbor” rule to calculate your  home office deduction.  You just multiply the square footage of the businesses square footage of your home * $5 per square feet to get your deduction

Tax Tips:

  • If you are legally entitled to take the home office deduction, you should consider taking it since it is a valuable deduction.
  • I recommend you make sure that you have your accounting data in order so that you can compare the safe harbor method to the actual method to see which one generates a better deduction for you.  You can switch each year which method you choose for the home office deduction.

4. Try the Auto both the standard and actual method to see which one is better for you; Take the time to try your auto expenses both under the standard and actual method.  Remember; you save a lot of money if one method is better than another.  There are restrictions on switching between methods after the first year.

  1. Standard Method: in 2014 it is 56 cents per business mile plus tolls and parking.
  2. Actual Method:  add up all actual automobile expenses and then multiply it by your business percentage (business miles/total miles for the year).

Note: Home office businesses have an advantage since the minute they walk out of their home the miles are deductible business miles.  If you have an office the commute to the office is not deductible.

Tax Tip:  Make sure you have records on your actual expenses so you can compare the standard and actual method to calculate your auto expenses and see which one gets you the better tax deduction. Note: once you pick one of these methods for deducting your auto expenses, there are restrictions on switching to another method.


Michael MernaMichael W. Merna Jr.

Michael W. Merna Jr., CPA, CVA has been with Schiffman Grow & Co since November 1992.  He is a graduate of The Ohio State University with a degree in Accounting and Business Administration, and became a Certified Public Accountant in 1993.  In 2012, Mike earned the Certified Valuation Analyst (CVA) designation.  On most days he can be found working with small business owners, helping them better understand their financial situation, as well as working on their accounting and tax needs.  He has over twenty years of experience in auditing, tax preparation and planning, both for the businesses as well as the owners and their families.

The most important tax and accounting tips and considerations I would offer to freelance consultants is…

Be sure to withhold enough for federal and state income taxes.  The federal will include employment taxes, which are often overlooked.  This could be as much as 35-40% of net profits, depending on where you work, income levels, and other factors.


Robert BlackwellRobert Blackwell

Robert Blackwell is a senior member of the certified public accounting firm of Levine, Jacobs & Company, LLC. He provides accounting, tax and consulting services for a diverse client base of individuals and closely held or family-owned businesses. Robert is also an active participant at the firm’s wealth planning provider, Cetera Advisor Networks LLC. Levine Jacobs & Company and Cetera Advisor Networks LLC are not related entities. Robert Blackwell is licensed to sell securities, mutual funds, life and health insurance as well as other brokerage products. Other areas of professional services include the establishment and administration of individual retirement accounts, IRA and 401K rollovers and Section 529 plans. He is a licensed Certified Public Accountant in New Jersey and New York, a Personal Financial Specialist (PFS), and a Chartered Global Management Accountant (CGMA).

One of the top tax considerations for freelance consultants is…

Mileage logs to properly account for mileage, destinations, who you saw and what was discussed.


Vincenzo-VillamenaVincenzo Villamena

Vincenzo Villamena is Managing Partner of the CPA firm, Online Taxman, a boutique CPA firm specializing in tax preparation for entreprenuers, US expats and other folks in special situations.

The most overlooked tax and accounting considerations for freelance consultants are:

  • Deducting items such as books, subscriptions, supplies, etc.
  • Setting up a SEP IRA or Solo 401k to contribute to and receive the deduction (SEP plans can still be signed up and funded before April 15 to apply in 2014 tax return)
  • Setting up an S Corp (US citizen/GC holders only) and paying yourself a reasonable salary (industry standard) and recieving the rest of the profit as a distribution, saving 15% on self employment tax (social security)


James A. TotoJames A. Toto

James Toto is a Partner at WeiserMazars LLP,  and has over 22 years of experience providing accounting, and tax preparation and planning services to high net worth individuals and families. His experience includes time at a Big 4 firm and regional and boutique firms, giving him a unique perspective on clients from a wide variety of backgrounds ranging from entrepreneurs to corporate executives, from family owned middle-market companies to larger, more complex multi-national organizations. He is a member of the American Institute for Certified Public Accountants, and a Past-President of the Middlesex/Somerset Chapter of the New Jersey Society of Certified Public Accountants.

The most important tax tip for freelance consultants is to…

Maximize their ability to save for retirement by using SEPs and defined benefit plans. Self-employed persons are allowed to make much higher pre-tax contributions to these plans in comparison to 401(k) plans and IRAs.

For those freelancers who live more hand to mouth, I recommend that they look at their situation through the eyes of their business.  Freelancers have the ability to take a tax deduction for every dollar they spend that is ordinary and necessary in the operation of their business (with certain exceptions like fines, penalties, 50% of meals, club dues, etc.). So, with that in mind, every time a freelancer makes an expenditure, they should consider whether it has an effect on, and furthers, their business.


Buffie PurselleBuffie Purselle

Buffie Purselle is a tax expert, business consultant, motivational speaker, and entrepreneur. She serves as the CFO of Buffie the Tax Heiress, LLC, a full service accounting and tax practice, and is a third generation entrepreneur and tax accountant with over 12 years experience in the tax and accounting industry. Buffie is a proud member of a very large family of tax accountants and holds professional memberships with the National Association of Enrolled Agents and the National Association of Tax Professionals. A lifelong entrepreneur and community ambassador, Buffie created, produced, and hosted her own weekly talk show, Teen Talk, on the largest local commercial radio station in Valdosta, GA at the ripe age of 14. Twenty two years later, the show is still providing teens with a public voice.

The best tax and accounting advice that I have for freelancers, aka small business owners, is…

Retain an accountant.

Sounds a little self serving, right? I realize that there are a lot of software programs available for small business owners.  I actually encourage you to use some of these programs. Freshbooks, Quickbooks, and 17hats are especially dope.

Having said that, sometimes it’s best to just spend a little money and retain a professional.  This is a tax deductible expense, so it’s pretty much guilt free shopping that will provide you with peace of mind.  How else will you know when it’s time to change your entity structure from a sole prop to an S Corp? Do you think software will tell you that?


Conrad LummConrad Lumm

Conrad Lumm is the Marketing Director of of SmartSign, the premier online sign retailer.

Here are my tips for the most important  tax and accounting considerations for freelance consultants:

  • Before you invoice for the first time, ask your client’s accountant what their preferred filename and/or invoice numbering system is. Keeping that system in mind can help ensure quick payment.
  • It’s useful to keep an encrypted/locked spreadsheet of your bank accounts’ SWIFT codes, account numbers, and addresses on hand, particularly if you invoice overseas clients.
  • Clearly establish time limits for payment in your invoices’ footers. That way, if you need to nag a client who’s fallen behind, you can point to the footer copy (best as a last resort).
  • Particularly when working on a short-term basis with a large organization, it’s worthwhile to meet the person who will process your invoices in person. Find an excuse for a conversation if at all possible. It’s easy to fall through the cracks when the people writing your checks can’t put a face to your name!
  • If you’re a full-time freelance consultant, most employers won’t deduct enough taxes automatically, so nothing is more important than setting aside a portion of each paycheck (I’d suggest at least 20%). It’s worth making considerable sacrifices for; when taxes come due or if you hit a dry spell, you’ll be glad you did. Make a game of it – see on a week-to-week basis what percentage of your paycheck you can sock away. The best time to splurge is in late April or early May, once you’ve settled your irksomely high, self-employed-level taxes with the IRS – not before.


Peter-C.-BrehmPeter C. Brehm

Peter C. Brehm is a Partner with Business Law Center, PLC, in Bloomington Minnesota.  Peter advises small business owners on business tax issues, succession planning, buying and selling businesses, and other matters specific to small business owners.  He is also an adjunct professor at William Mitchell College of Law in St. Paul, Minnesota.

Every person who goes into business as an independent contractor or consultant should consider these basic steps:

  1. Setting up a separate business entity or employer identification number (EIN).  Many people start their careers as consultants by accident, or with a vision that they will try a couple small projects and see how it works out.  Consequently, they often fail to set up a separate business identity from themselves.  There are a number of reasons to set up a limited liability company, or a corporation, but the simplest reason is that, come tax time, you will have to send your tax information to the people you worked with.  If you set up a business, or at least apply for a separate EIN, you will send them a W-9 with your business information instead of your Social Security Number.  Obviously, the more successful you become, and the more people you work for, the more people will have access to this information.  So, protect your social security number by getting a separate EIN.
  2. Self-Employment Tax Planning.  As an employee, you paid 50% of the Social Security and Medicare taxes on the money your earned.  Your employer paid the other half.  As your own employer, you get the privilege of paying all of it, and this is referred to as Self Employment Tax.  This means that a little over 15% of every dollar you earn as a wage is paid in taxes above and beyond your income tax.  So, as a sole praetor, if you made $100,000 in profit in the year, you will pay over $15,000 in Self-Employment Taxes.  If, however, you set up an S Corporation, you only pay the tax on the wages you earn, not the dividends.  So, if you paid yourself $50,000 in salary, you would pay $7,500 in taxes.  The remaining $50,000 could be paid to you as a dividend, saving you $7,500 in taxes.
  3. Documenting Business Expenses.  Every dollar you put into your business should be documented at the time it is made.  If it is a loan you should have a piece of paper somewhere saying it is a loan, and the terms of the loan.  It doesn’t have to be fancy, it just has to exist.  Similarly, every item of expense that you plan to deduct should be documents at the time of the expense.  Receipts for lunches should note the meeting, and the business purpose.  Mileage should be written down.  If you went to a store and purchased several personal items along with some business supplies, note on your receipt which is which.  Having said that, for better recordkeeping, you should have separate bank accounts and credit cards for your business, so that you don’t end up co-mingling funds.
  4. Hire a good bookkeeper.  You are smart, and you know math, right?  So how hard can it be to keep your books?  Well, it is harder to do right than it is to do wrong.  Find a good bookkeeper that know what they are doing, and will educate you on best practices.  Prepare to pay them to (at least) set up your bookkeeping system at the very beginning so that everything is clear and easy for you to enter.
  5. Pay your taxes as you go, but not too much.  If you are making money, you are going to owe taxes.  That’s the way it goes.  If you don’t pay your taxes along the way, you are borrowing that money from the government, and you are going to have to pay it back.  If you pay too much in, you are loaning money to the government at not very favorable terms.  With a good bookkeeper, and a good bookkeeping system, you should plan to pay your estimated taxes in smaller payments.  And if you do it right, you should owe an amount that is easily payable by you, and avoids any interest or penalties.


Carrie SmithCarrie Smith

Carrie Smith is a Financial Writer, Money Maverick and Founder of Careful Cents, a private newsletter and group where over 300 members collaborate to find answers to their creative ideas, productivity and financial issues. She helps creative entrepreneurs and freelancers overcome financial mountains so they can make a living off their passion.

This is my top tax advice for freelancers…

Freelancers usually don’t realize they are REQUIRED to pay quarterly taxes throughout the year. The most common question is “What will happen if I don’t pay my taxes, in case I don’t have the money?” and to that I say, you need to find the money. If you file your taxes on April 15th and haven’t paid any money in, you will likely owe a large tax balance, as well as be slapped with penalties and fees associated with not paying quarterly estimated taxes.
I know it’s not fun to pay in thousands of dollars to the IRS every quarter (I make a check out to them too), but it will enable you to stay in their good graces, as well as save your hard-earned money for something other than tax fees and penalties. There are several options available if you can’t pay the entire tax balance, but it’s better to come clean and take the initiative, than to have the IRS seek you out.


Noel-DalmacioNoel Dalmacio

Noel Dalmacio, CPA, CFP, MS Tax has over 22 years of public and private experience in the areas of tax compliance, tax planning/strategies, accounting and financial planning. He is the president of Dalmacio Accountancy Corp in Irvine, CA. He is also the president of Lower My Tax Now, an educational tax company that provides various tax information programs and products.

Here are my most important and accounting tips for freelance consultants…

  1. Detailed records is the key. Keep separate bank and credit card statements solely for the consulting business. Likewise, make sure you keep receipts and other support. For meals and entertainment, travel and mileage, IRS wants you to answer the 5 “Ws”: With whom, what, when, where and why.
  2. Utilize your home office. Make sure you take advantage of using your home office for added tax deduction. At the minimum, if you use your home office for administrative purposes you can qualify to use it. And to top it off, now you can deduct round trip auto mileage from home to a business destination.


Paul HermanPaul Herman

Paul Herman is the Founder and Owner of Herman & Company CPA’s, PC, a full service accounting firm located in White Plains, NY since 1981.  The firm provides knowledge, experience and creativity for the benefit of their individual and business clients.

My most important tax and accounting considerations for freelance consultants are…

1.      Separate your business and personal accounts. Using one bank account rather than having separate personal and business accounts is not a smart idea. Always make your business purchases using your business checking account or credit card. It will make life much easier when it comes to tracking your business expenses. If you have more than one credit card, always use one for business related expenses and one for personal charges.

2.      Deductions are your friend. More deductions means the less taxes you have to pay. The IRS defines a deductible expense as one that is both ordinary and necessary to your business. I like to say that it is an expense that helps generate your income.  If the expenditure doesn’t help you generate income, it is probably personal in nature and therefore not deductible. Home office expenses, business travel and website expenses are all examples of allowable tax deductions. Make sure that you that have the accompanying documentation to back them up!

3.      Put aside some of your revenue for taxes. Many new freelancers make the mistake of thinking they can keep all of the money they are paid by their clients because there is no withholding tax.  They face a rude awakening when they find out they owe a large sum in taxes. It’s a good idea to set aside a designated amount from each customer check specifically for tax payments.

4.      Stay on top of estimated payments. Since you’re taking in income that doesn’t have any withholding, you need to be making quarterly estimated tax payments. These can be done using Form 1040-ES. These aren’t an option, and you could face penalties and interest if you don’t pay them!  Your tax preparer can suggest how much to pay and when.


Theodore D. LanzaroTheodore D. Lanzaro

Theodore (Ted) D. Lanzaro, Jr. CPA is the Founder of Lanzaro CPA, LLC, a national boutique CPA firm specializing in strategic tax minimization services and accounting for the real estate industry. Lanzaro CPA brings real estate investors the expertise and services they really need to be successful in their business and minimize the amount of income taxes they pay annually. Ted is also an expert real estate investor and broker with 12 years of experience as a residential landlord and real estate rehabber.  For the past 24 years, he has helped thousands of real estate business owners, entrepreneurs and investors all over the United States implement cutting edge tax strategies that save them thousands of dollars annually on their taxes.

The biggest tax tip I think freelance consultants should take is to…

Keep good records.

Sounds simple but people who keep lousy records miss a lot of tax deductions.  Being a good record keeper is the foundation to use all other tax strategies.  It allows me as a CPA to be aggressive in taking deductions because I know the client has the necessary back-up – mileage logs, receipts, checklists, etc to back it all up.

Another is doing year-end tax planning.  There are many things you can do before year end that can help a freelance consultant save on taxes that are not available after year end – things like deferring income until the following year, prepaying expenses, purchasing necessary fixed asset for the depreciation deduction and setting up a retirement plan that maxes out your contribution.


Miranda MarquitMiranda Marquit

Miranda Marquit is a Freelance Journalist and Money Expert, and she provides content to a number of financial web sites including primarily PlantingMoneySeeds.com. Her work has been mentioned in USA Today, The Huffington Post, The San Francisco Chronicle, The New York Times, Consumerist, The Atlantic Wire, The Wall Street Journal, The Washington Post, and other publications.

When it comes to the most overlooked tax accounting tips for freelancers, this is my advice:
As a freelancer, there’s a lot that you have to worry about when it comes to taxes. You should set up quarterly tax payments, and you need to remember to pay your state taxes. Many freelancers forget about paying taxes when they go to work for themselves.
For recent years, another issue has been the 1099-K. Keep track of which clients pay you through PayPal or other third-party processors. If you are issued a 1099-K, and your clients issue you a “regular” 1099-MISC, you will have your income double-reported. You should reconcile your 1099-K with your 1099-MISC forms for your own records. The IRS doesn’t require it when you file, but it’s good to have it done in case there is an audit.


Anthony AlfidiAnthony J. Alfidi

Anthony J. Alfidi is the CEO of Alfidi Capital, a free resource to educate, enlighten, and entertain the investing public.

The most important tax tip for freelancers is…

The deductibility of travel costs as business expenses.

Freelancers should keep all receipts for gasoline, plane tickets, and mass transit rides that were directly related to conducting business.  Check the IRS rules on deductions to see how these must be reported on a tax return.
Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post 20 Tax Experts Reveal the Most Important Tax and Accounting Considerations for Freelance Consultants appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/03/03/20-tax-experts-reveal-the-most-important-tax-and-accounting-considerations-for-freelance-consultants/feed/ 0
Inquiry Roundup- Laboratory Management http://blog.zintro.com/2015/02/27/inquiry-roundup-laboratory-management/ http://blog.zintro.com/2015/02/27/inquiry-roundup-laboratory-management/#respond Fri, 27 Feb 2015 23:22:19 +0000 http://blog.zintro.com/?p=23596 Medical Laboratory Management JOB TITLE: MEDICAL DIRECTOR – LABORATORY SERVICES Manages and directs full service clinical/diagnostic laboratory service. Working collaboratively with the senior management team to ensure consistent high standards... Read More

The post Inquiry Roundup- Laboratory Management appeared first on Zintro Blog.

]]>
Medical Laboratory Management

JOB TITLE: MEDICAL DIRECTOR – LABORATORY SERVICES

Manages and directs full service clinical/diagnostic laboratory service. Working collaboratively with the senior management team to ensure consistent high standards of service and commitment to quality are met, the Medical Director will be responsible for all technical laboratory planning, operations, and administration. He/she is responsible for the overall operation, leadership and direction of the Clinical Laboratory in accordance with the appropriate UAE guidelines governing clinical laboratories.

View Inquiry

Laboratory Consumables 

We are currently conducting a study to understand the Lab Supplies/Lab Consumables Market. We would like to speak with experts from Lab supplies companies or large pharma/healthcare companies, Lab consumables category managers or procurement managers; who can share their insights and views through a paid telephonic discussion. If interested and knowledgeable, please contact me with your email and phone number.

View Inquiry

Pigment Paste

I am working in pigment application laboratory. I need to take paste ink(Made from muller) draw down on plastic film and need to measure it’s color on color spectrophotometer. Kindly provide most accurate method to measure color.

View Inquiry

Drug Development

Dear Experts, we are a small Russian pharm company. We are developing a new proprietary medicine. It is a nasal spray for CNS. We are looking for a small manufacturer or a laboratory, which can do fill and finish of our drug product in GMP condition with European Qualified Person release. We need to prepare a batch for Phase 2 clinical trials in Europe. For that, I imagine, they should have some analytical capabilities too. Our API is a small peptide. Can anybody help, please? I will be glad to provide further information.

Click here to see other live Laboratory Management Projects
Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Inquiry Roundup- Laboratory Management appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/02/27/inquiry-roundup-laboratory-management/feed/ 0
Success Story: Mike Keating http://blog.zintro.com/2015/02/25/success-story-mike-keating/ http://blog.zintro.com/2015/02/25/success-story-mike-keating/#respond Wed, 25 Feb 2015 22:23:00 +0000 http://blog.zintro.com/?p=23555 Zintro expert Mike Keating is a Registered Professional Engineer with 25 years of experience in the construction industry, and several certifications (PE, AVS, CCE, CGC). He is President of Keating... Read More

The post Success Story: Mike Keating appeared first on Zintro Blog.

]]>
ZintMike-Keatingro expert Mike Keating is a Registered Professional Engineer with 25 years of experience in the construction industry, and several certifications (PE, AVS, CCE, CGC). He is President of Keating & Associates, a personal and organizational coaching and consulting firm that facilitates developmental processes with organizations and individuals to help them align resources and realize their untapped and hidden potential.

Mike is also a Cost Engineer for the U.S. Army Corps. of Engineers and an adjunct instructor in the Department of Civil Engineering at the University of South Alabama. He is a graduate of University of Nebraska-Lincoln and has an MBA from the University of West Florida.

Mike shares his opinion about his success as an Expert on the Zintro forum. “The client was looking for a local expert to confirm and expand upon their research. Zintro connected me with a client that otherwise I would not have known existed. I think that says it all….more income with very little marketing effort!”

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Success Story: Mike Keating appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/02/25/success-story-mike-keating/feed/ 0
Zintro Feature Update: Conversations http://blog.zintro.com/2015/02/23/zintro-feature-update-conversations/ http://blog.zintro.com/2015/02/23/zintro-feature-update-conversations/#respond Mon, 23 Feb 2015 21:54:38 +0000 http://blog.zintro.com/?p=23520 We understand the importance of Clients and Experts being able to interact through the platform and connect successfully. That’s why we just released the all new Conversations to replace Zmail... Read More

The post Zintro Feature Update: Conversations appeared first on Zintro Blog.

]]>
We understand the importance of Clients and Experts being able to interact through the platform and connect successfully. That’s why we just released the all new Conversations to replace Zmail as a way to help you achieve your goals more effectively. Whether you are an Expert or are looking for Experts, starting a conversation on Zintro has never been easier.

Together with an improved user experience and user-friendly site that works on any device, we have made changes to maximize your probability of success on Zintro:

Capture

 

Other benefits of the new format include:

No more masking – In the past you could only share direct contact information and links in a conversation if you were a Premium Member. We are no longer masking this information allowing you to communicate better with Clients and Experts

No more minimum connection fee – In the past you or the client had to pay a $99.95 minimum connection fee in order to engage. Connecting with Clients and Experts is now completely free. Zintro will only charges a 10-15% success fee of the Service Contract value of any engagement initiated through the platform.

The Client queue – A completely new way to visualize and manage responses to your inquiry.

Capture2

Profile information in page with direct actions – In the past you needed to go to the profile of the person you are interacting with to learn more about them. Now you can see who you are talking with at the same time as you respond.

Capture3

 

Tools – In the past you had to go through a formal proposal process to engage with your counterparty. Our new tools let you achieve your goal faster by letting you do what you want when you want. We will be including more tools in the near future for attachments, disclosures, scheduling, conferencing and many more. Have any Ideas? Let us know

The Payment Tool – As the first step toward the all-new Zintro tools, we have released the payment tool. It allows you to send a quote if you are an Expert, or a direct payment if you are a Client. An accepted quote or direct payment will be held in escrow until the Client releases it to the Expert. As an Expert, this gives you the security of payment while giving the Client the security that services will be provided. Once a payment is in escrow, it can only be canceled by Customer Support, giving both sides the advantage of having Zintro as a facilitator in case of any disagreement.

 

 In addition, Clients can now:

  • Shortlist experts- Making it easier to manage multiple responses. As an Expert, you will know when you have been shortlisted for an Inquiry.
  • Decline Experts- Letting Experts know if they are not a good fit.
  • Mark Responses as Spam – This notifies us that the Expert is abusing Zintro or using the inquiry response for something other than what is requested in the inquiry.

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Zintro Feature Update: Conversations appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/02/23/zintro-feature-update-conversations/feed/ 0
Inquiry Roundup- Software Industry http://blog.zintro.com/2015/02/20/inquiry-roundup-software-industry/ http://blog.zintro.com/2015/02/20/inquiry-roundup-software-industry/#respond Fri, 20 Feb 2015 22:30:45 +0000 http://blog.zintro.com/?p=23536 Software Licensing Reseller Service I am currently working on Software Licensing Reseller Services globally. I would like to know more about best sourcing strategies to procure Reseller Services in terms... Read More

The post Inquiry Roundup- Software Industry appeared first on Zintro Blog.

]]>
SoftwareSoftware Licensing Reseller Service

I am currently working on Software Licensing Reseller Services globally.
I would like to know more about best sourcing strategies to procure Reseller Services in terms of understanding  various pricing models, margins, volume based discounts, rebates offered,cost saving areas of opportunities, comparing the SLA /KPI Metrics with software licensing & procurement services, cost drivers/ components.
View Inquiry

PHP Software Development In USA 

I’m looking for a PHP Developer preferably from East Coast for my Washington, D.C.-based Our startup is changing the face of philanthropy through an innovative approach to online fundraising. Our technology allows you to donate without leaving social media, simply by writing #donate on any Facebook post or when you tweet at any of our partner charities. The idea candidate has experience with PHP, MySQL,PHPUnit or other testing framework,Ubuntu server administration,Twitter and Facebook APIs. Bonus, experience with Amazon Web Services ,Continuous deployment, Laravel framework, Payment gateway integrations. I’m looking for someone on the East Coast of the U.S., ideally in the metro Washington, D.C. area. This person will lead our development.
View Inquiry

Software Tech Writing

San Antonio Software User Guide, checks applications for vulnerability to hackers.

JOB ROLE:
1. Learn how the technology works.
2. Learn how customers install, run, and see the results of security scanners.
3. Learn how IT personnel interpret results of this tool.
4. Plan and write step-by-step instructions for using the tool.
5. Fine tune, polish, organize, and simplify the instructions. The company will use the directions you write to make more sales.
AUDIENCE: Developers at Fortune 100 companies who produce and use software apps.
View Inquiry

 Click here to see other live Software Industry projects.

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

The post Inquiry Roundup- Software Industry appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/02/20/inquiry-roundup-software-industry/feed/ 0
Medical Device Group Shares Common Goal http://blog.zintro.com/2015/02/18/medical-device-group-shares-common-goal/ http://blog.zintro.com/2015/02/18/medical-device-group-shares-common-goal/#respond Wed, 18 Feb 2015 22:25:29 +0000 http://blog.zintro.com/?p=23512 In 2001, a group of Greater Reading companies began sharing resources and expertise in the medical device industry and other related industries. Formed by the startup incubator hub of Ben... Read More

The post Medical Device Group Shares Common Goal appeared first on Zintro Blog.

]]>
med deviceIn 2001, a group of Greater Reading companies began sharing resources and expertise in the medical device industry and other related industries. Formed by the startup incubator hub of Ben Franklin Technology Partners of Northeastern Pennsylvania, The Greater Reading Medical Device Group includes more than 80 professionals with a shared goal: Advancing the region’s medical device industry through shared knowledge and synergies, bringing with it easier access to resources and customer relationships. By meeting as member-companies each month, they are able to share ideas and pass along processes and technologies with the hope of saving steps and creating efficiency in manufacturing.

U.V Parrotta, a director for regulatory, quality and technical services for pharmaceuticals and the medical device industry, shares his thoughts about the group:

This is a very interesting scenario. I understand the value of such groups having been involved in start-ups, but to me it is a double-edged sword with one edge being sharper than the other. Meaning, the organization that needs the most help will always benefit the most. To be beneficial for all the members, there has to be an understanding of what needs to be provided and the answers to questions should serve all (or at last most) of the members. Furthermore, it should not jeopardize an organization’s technological or other competitive advantage. For instance, where did you find (or how did you solve the problem) of needs that the respective organization did not possess the specific talent or resource for (this can be technical, supply chain/distribution, marketing, financial, etc.)?

Zintro has experts in every industry sector, across every job function, in every geographic region. Recently, some of the following topics have seen inquiry activity:

 

The post Medical Device Group Shares Common Goal appeared first on Zintro Blog.

]]>
http://blog.zintro.com/2015/02/18/medical-device-group-shares-common-goal/feed/ 0