Copper Ledger

Year-End Small Business Accounting Checklist
1. Get all of your business transactions into Quickbooks and coded for the year.
2. Complete your bank and credit card reconciliations to make sure the data ties to your statements.
3. Review the data produced by reports, especially in comparison to your prior year. Does anything seem off?
4. Start reviewing payments you made to vendors and prepare for the upcoming 1099 filing deadline in January.
5. Provide your accounting to your tax accountant so they can prepare your income tax projection!

Our team is taking care of this checklist for several small businesses this year so they have time to focus on what's most important during the holidays. Let us know if you need help!

Do you know a startup or someone taking steps to launch a small business that is in need of tax or accounting advice? As a firm devoted to helping small businesses start, grow, and thrive, we know how difficult and scary it can be to make the leap. To celebrate this Small Business Saturday we are giving away a free Tax Planning Session which will include a 1-hour meeting with our team to answer all questions and provide general tax and accounting guidance!

To enter:
1. Tag a friend or small business that needs tax and accounting advice for their current or prospective small business.
2. Follow this page.

Enter by Wednesday, 11/30 at 9 pm PT to be selected. Winner will be selected and contacted on 12/1.

Happy Thanksgiving! 🦃
As we enjoy the time with our family and friends, we hope you enjoy yours as well.

Happy Veterans Day! 🇺🇲 We'd like to take this opportunity to thank all of the veterans out there for your service!

Happy International Accounting Day! 🧾 Take a moment to celebrate all the long hours and hard work accountants put in for you. Show some love for your accounting team in the comments below!

In case you missed our newsletter last month, we have a new Client Portal through Karbon. Here's information on how to set yours up!
✅ Click this link: https://clientlogin-us2.karbonhq.com/CL6kB7HR949
✅ Create your login, account, & bookmark the page for future reference

You will now have access to a new Client Portal, which includes all open requests and documents across work items AND completed requests (history).

We can't believe it's been a full year since the launch of Copper Ledger. And a full year indeed! From the get-go we hit the ground running and truly haven't stopped. Through the joys and challenges of launching and growing our company, we have stayed dedicated to building a firm that takes care of people. Our relationship with each of you is the gift of our first year. Join us for a client appreciation happy hour and celebrate with us in person on November 10th!

RSVP here: https://iimvrc3rgrq.typeform.com/to/cz3KSJnL

As we enter our annual tax planning season we are prepared to answer all your questions and bring clarity - as well as peace of mind - to each of your unique situations. Compliance and accuracy are critical for tax returns, but we step outside of the numbers during tax planning to deliver you with current year income tax projection and recommendations that work with both your short-term and long-term personal, financial, and business goals.

Gather all the questions you’ve got and we’ll be seeing each of you soon!

🤔 Should I be making estimated tax payments?
🤔 What else can I do to reduce my taxes?
🤔 What will I owe in April?

Many people are deeply confused about the US tax system and IRS compliance is more critical than ever. We strive to improve the jaded relationship with accounting and tax, by making your experience rewarding.

Get in touch with us at the link below. 📲
www.copperledger.com/contact