Connected Accounting

⚠️ Did you file your BOI?

How we feel knowing our BOI (Beneficial Ownership Information) is filed and we won't be fined $500/day in 2025! Here's your friendly reminder to file your BOI before 01/01/2025 to avoid penalties if your company was established before 1/1/2024. PS - new businesses have 30 days from establishment date to file their BOI. . . . #cloudbased #connectedaccounting #growth #finance #accounting #smallbusiness #cloudbasedaccounting #businessfinance #team #accountingfirm #modernaccounting #businesstechnology #accountants #businessgrowth #BOI #newyear #2025

Here at Connected Accounting, client onboarding is made EASY for our incoming clients. We follow a six step process to ensure a smooth sales and onboarding process: 1. You fill out a questionnaire to get additional insight to your business and make sure we are the right fit for you! 2. Pending we are a good fit, a discovery call will be scheduled to chat about your business' needs. 3. In order to make sure we have a clear picture, we do a Quickbooks/Xero. This helps with accuracy of proposal scope. 4. A 3-tier proposal hits your inbox for you to review! 5. Proposal is signed and we get to work! You'll receive an interactive checklist laying out everything we need to get started. 6. Once we have all required items, you'll be introduced to your dedicated accounting team - who will become your lifeline with anything accounting related. Interested in learning more? Check out the link in our bio and let's chat! . . . #cloudbased #connectedaccounting #growth #finance #accounting #smallbusiness #cloudbasedaccounting #businessfinance #team #accountingfirm #modernaccounting #businesstechnology #accountants #businessgrowth #onboarding

Tis the season to be thankful, and we are thankful for YOU! 🤎 To our clients, our industry peers, our app vendors, and our fabulous team - we couldn't do this without you! Connected Accounting wishes you all the love, relaxation, and good food this holiday season. Thank you for helping Connected Accounting stay connected! . . . #cloudbased #connectedaccounting #growth #finance #accounting #smallbusiness #cloudbasedaccounting #businessfinance #team #accountingfirm #modernaccounting #businesstechnology #accountants #businessgrowth #thankful #thanksgiving #holidays

Recently our CEO, Marie Greene sat with Tax Dome to talk about the benefits of accounting workflow management software. Things like task tracking, automation, time management, client communication, data security, and output analytics are priceless in the accounting industry - especially to aid in saving time! Workflow management software helps accounting firms like us streamline our processes, stay organized, and increase automation - resulting in greater efficiencies. Read the full article (in our bio) to learn more about the top 10 workflow management software options for accountants in 2024! . . . #cloudbased #connectedaccounting #growth #finance #accounting #smallbusiness #cloudbasedaccounting #businessfinance #team #accountingfirm #modernaccounting #businesstechnology #accountants #businessgrowth #financialplanning #businessplans

Our team at Connected Accounting takes pride in being a fully US based company. A recent study showed approximately 30% of all US accounting work is being done overseas 😦! We are proud to be a US based company contributing to the greater good of both our clients and the accounting industry's future. Because we choose to invest in our people, train based on their knowledge level, and have a positive work environment - we are seeing amazing results both with our clients and our team members. Employee retention is great, clients are happy, and Connected Accounting is flourishing. All that being said - if you want someone in your corner for all things accounting, Connected Accounting is your firm! Take charge of your business finances and grow with us. We'd love to have you join us! Click the link in our bio to learn more and get the conversation started! . . . #cloudbased #connectedaccounting #growth #finance #accounting #smallbusiness #cloudbasedaccounting #businessfinance #team #accountingfirm #modernaccounting #businesstechnology #accountants #businessgrowth #usbased

So you want to keep your own books? You may have the time, but do you have the patience, knowledge, and confidence to be successful? It is certainly not for everyone. Here's some common mistakes we've seen: 1. There is no "credit card expense." 2. Your books must be reconciled on a regular basis to ensure nothing is missed! 3. Once your tax return is finalized, you cannot change anything in your books. 4. Your loan payments aren't an expense, only a portion of them are - do you know what piece is? Is personal management of business books the best use of your time? You tell us! If it's not, you know where to find us! We're happy to help. . . . #cloudbased #connectedaccounting #growth #finance #accounting #smallbusiness #cloudbasedaccounting #businessfinance #team #accountingfirm #modernaccounting #businesstechnology #accountants #businessgrowth #financialplanning #businessplans #bookkeeping

Recently our CEO Marie sat down with Elite Entrepreneurs to chat about her 7 figure journey in business. In the episode, Marie talks about hiring suite level first, building processes early, and finding what you're good at. She provides awesome insight to small business owners looking to grow their businesses - check it out! . . . #cloudbased #connectedaccounting #growth #finance #accounting #smallbusiness #cloudbasedaccounting #businessfinance #team #accountingfirm #moderneaccounting #businesstechnology #accountants #businessgrowth #smallbusinesstips #professionalservices #podcast

Small business owners typically spend a significant amount of time on administrative tasks - including accounting. Lucky for you - we are looking for businesses who want to make a change in 2025 and streamline their growth! Connected Accounting is here to make accounting a breeze! From payroll to invoices, bill management to custom dashboards - our team is ready to tackle all your business needs. We have limited spots available for 2025, so don't miss out! Don't wait until it's too late and tax season is upon us. Grow with us! Click the link in our bio to learn more. . . . #cloudbased #connectedaccounting #growth #finance #accounting #smallbusiness #cloudbasedaccounting #businessfinance #team #accountingfirm #modernaccounting #businesstechnology #accountants #businessgrowth #2025

Regular reconciliation is the most important piece to solid accounting. It's not enough to just send in receipts and code. Reconciliation requires each balance to be matched by a 3rd document. Examples of these documents may include a statement from your bank, a credit card account, a loan statement, or any vendor statement. These documents are critical to ensure accuracy in your books. Do your regular reconciliation, and do it correctly! . . . #cloudbased #connectedaccounting #growth #finance #accounting #smallbusiness #cloudbasedaccounting #businessfinance #team #accountingfirm #moderneaccounting #businesstechnology #accountants #businessgrowth #smallbusinesstips #professionalservices #reconciliation