Beyond Financial Services

Supporting a small business does not always require spending money, but it makes a big difference!

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Getting started with QuickBooks is a big step, but a few small mistakes can cause bigger issues later on.

Here are some of the most common ones we see and how to avoid them.

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Need help cleaning up your QuickBooks or getting back on track?

Send us a message if you want help getting your QuickBooks set up the right way.

Which one best describes you?

Comment below with A, B, or C.

According to IRS guidelines, most small business owners should keep tax records for at least 3 years from the date the return was filed.

However, there are a few important situations to be aware of.

- You should keep employment tax records for 4 years.

- If you underreported income by more than 25 percent, keep records for 6 years.

- For bad debt or worthless securities, keep records for up to 7 years.

- If no return was filed or it was fraudulent, records should be kept indefinitely.

When in doubt, keeping records longer is usually safer than getting rid of them too early.

Make sure to follow our page for practical tax, business, and financial tips.

What tool or app do you use and love?

Staying on top of your personal finances is just as important as managing your business!

Wrapping up your month does not have to feel overwhelming.

Here is your end of month checklist.

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Need help staying on top of your business finances?

Send us a message to get organized and back on track!

It is more common than you think, especially when you are busy running your business.

Just make sure you record it properly, keep documentation and receipts, so your books stay accurate and you do not miss the deduction.

Make sure to follow our page for practical bookkeeping, business, and financial tips.

You worked hard for that profit. Now let’s put it to work!

Not sure if your numbers are accurate or need a second set of eyes?

Send us a message or comment below and we will help you get clarity.

Our clients say they feel stress free knowing their bookkeeping is handled.

They feel more in control of their business.

They finally understand their numbers.

They stay consistent without falling behind.

They make decisions with confidence.

They have support they can rely on.

That is what happens when your financials are clear and consistent, and we would love to help you get there.

Send us a message or comment below to learn more.

You do not need everything figured out. You just need to start.

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