We are so excited to announce our partnership with Mackenzie Green of Sisk, Green & Associates CPAs. 🎉 Mackenzie is a CPA in North Carolina and works with clients nationwide. With this partnership, we can now add tax strategy + tax preparation into your monthly bookkeeping package. Our primary focus, providing insight each month to help guide your financial decisions, hasn't changed. This partnership will allow us to continue to provide excellent bookkeeping services to our clients while a...
Picture this. It’s six months from now, & you’re running your business with more focus & peace of mind than ever. Sounds great, right? Or, you could be stressed, worrying about tax season & if you’ll have to file an extension because your bookkeeping is way behind. You don’t know if you’ll owe taxes or not. I don’t want to see that happen! By 2025, I want to see you in control of your business instead of your business controlling you. Need help? Let’s connect! Tracey
👇 DO THIS AT MONTH-END 👇 🗂️ Categorize transactions. Every transaction should be given a category indicating the type of business expense or income 💳 Reconcile your accounts. Check each bank, loan, and credit card statement to make sure all the activity that happened in your business this past month is accurately reflected in your books! 🔢 Review your financial reports. Are there any unusual charges? View your P&L - do you see any accounts that have abnormally high expenses this m...
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