TruNumbers

Tips: Separate business and personal
Keeping business and personal finances separate can help you avoid missing claimable expenses, overdrawn accounts, and save time for your bookkeeper.

Migration made easy to move to Quick Books Online. I can help!

Webinar: 3 tips for helping clients migrate smoothly | QuickBooks Online In this video:0:00 CPA and QuickBooks ProAdvisor Wendy Barlin introduces herself as host of the webinar, 3 tips for a smooth migration to QuickBooks Online0:...

BOI At a Glance

What is BOI:
A comprehensive record detailing individuals who own or control a business, providing insights into the true ownership structure.

Why BOI is Necessary:
BOI is crucial for transparency, accountability, and compliance with regulatory standards, ensuring fair business practices, and fostering public trust.

When BOI is Necessary:
Business owners must file BOI reports as federally mandated: new businesses have 90-days and existing businesses have until 12/31/24.

A bookkeeper is responsible for recording and maintaining a company's daily financial transactions. They also prepare reports for the managers and trial balances to assist the accountants. A bookkeeper may also help you audit, collect debts, generate invoices and make payments.

Say hello to Heather, the property management bookkeeper boasting 24 years of industry mastery. Specializing in record keeping, auditing, account clean-up, accounts payable / receivable, and a suite of account services, Heather is your go-to bookkeeper for all things property-related. Known for her unwavering honesty, ensures your financials are not just managed, but optimized for success. Trust TruNumbers to keep your property ventures on point and ahead of the curve, with a full range of account services at your disposal.