Technology Enabled Bookkeeping

15 Year-End Bookkeeping Tasks Every Small Business Needs to Tackle Small business owners, it’s time to close out the year with a solid foundation. Discover the key steps to start 2024 on the right financial foot, including these. ✔️ Review unpaid invoices ✔️ Organize receipts ✔️ Run your year-end financial reports Plus, download the “1099 Decision Tree” guide and the “10 Year-End Tax Tips infographic” for more tips. #YearEndBookkeeping #OutsourcedBookkeepingServices #BookkeepingServices https://lnkd.in/gFsfiAie

Congratulations on starting your new business! Getting your books in order doesn’t have to be daunting. We share practical bookkeeping tips for new business owners: ✔️ Decide on cash or accrual accounting ✔️ Use accounting software like QuickBooks or Xero ✔️ Record transactions accurately and regularly ✔️ Create financial statements to monitor your business health 📖 Ready to master your books and take control of your finances? https://lnkd.in/gRYqjn7g

Are You Prioritizing the Right Financial Statements? Managing your business finances can feel overwhelming, but focusing on key financial statements can provide clarity, help you make better decisions, and prevent costly mistakes. Top priorities include: ✔️ Income Statement – Understand profitability. ✔️ Balance Sheet – Highlight financial stability. ✔️ Cash Flow Statement – Manage cash effectively. ✔️ AR & AP Reports – Keep collections and payments on track. 💡 Pro Tip: Schedule monthly reviews of these reports and consider automating with tools like QuickBooks. Feeling stuck? We’re here to help simplify your bookkeeping so you can focus on growing your business. https://lnkd.in/g27RVyt2

As the year ends, is your bookkeeping ready for tax season? Organizing your financial records and reconciling accounts now can save you time and stress later. Discover practical steps to streamline your year-end bookkeeping process in our latest blog post. https://lnkd.in/gXZfdnbA

Stress Less! Taking a little time now saves a LOT of headaches later. Year-end is here, and it’s time to wrap up your books! 1. Reconcile your accounts. Match your bank, credit card, and payment platform statements to your records. 2. Organize your transactions. Make sure all your income and expenses are in the right categories. This is a lifesaver come tax time! 3. Check outstanding invoices and bills. Follow up on unpaid invoices (hello, cash flow!) and pay any unpaid bills. 4. Run your Profit & Loss, Balance Sheet, and Cash Flow Statement to get a clear picture of your business’s financial standing and identify any adjustments needed. 5. Gather your receipts, scan them, and upload the digital copies to a designated folder in your cloud storage and get everything ready for your tax pro. You’ll thank yourself later! #businessbookkeeping #bookkeepingtips #bookkeepingservices https://lnkd.in/dym4b2r5

The year is almost up. 😬 Have you completed your Q4 Jump Start Checklist yet? Don't make the naughty list. Get started today. Here's a link in case you missed it in November. Need help? Our elves are on standby. ☎️ #YearEndBookkeeping #BookkeepingTips #SmallBusinessBookkeeping https://lnkd.in/gUjnWiAQ

Make the Move – Hire a Bookkeeper Who Does More! With a professional bookkeeper, you get: 🗓 Year-round support for clear financial insights. 📊 Data that helps you make smart business decisions. 💼 A partner who keeps you organized & ahead of the game. Imagine focusing on what you do best – running your business – while your bookkeeper takes care of the numbers. Sound like a dream? It doesn’t have to be! Connect with us and let’s bring clarity to your finances! #BookkeepingServices #OutsourcedBookkeeping #BusinessBookkeepingServices https://lnkd.in/g5nefAyH

Are you a small business owner looking to make financial strides in 2025? 🚀 Explore actionable tips to help you set realistic financial goals and build a stronger, more resilient business. Don't let another year pass by without a solid plan! Schedule a call with us today and start making a plan for tomorrow. #BusinessTips #FinancialPlanning #BusinessPlanning https://lnkd.in/g3uhYAYx

Before you delete any transactions in QuickBooks! Deleting transactions in QuickBooks might seem like a quick fix, but it can have bigger and more costly consequences than you think. Keep in mind: 1. Deleting a transaction can throw off your financial reports, reconciliations, or even your tax records. Always double-check the details before taking action! 2. If the transaction needs to be corrected but should remain in your records, voiding it may be a better option. This keeps the history intact for accurate reporting. 3. It’s better to pause and ask your bookkeeper or accountant. A quick conversation can save you hours of troubleshooting later. Think before you delete, and always keep your records clean and accurate. Need help managing your business finances? Let’s chat! https://lnkd.in/dym4b2r5

Your #bookkeeping isn’t just about numbers, it’s the backbone of your business’s #success! Here’s why you shouldn’t trust just anyone with your bookkeeping: 1. Bookkeeping errors can cost you money and even trigger audits. A skilled professional ensures everything is done right the first time. 2. Not everyone has the training, certifications, and experience to meet your business’s specific needs. Choose someone who truly knows their stuff. 3. You deserve someone who keeps you in the loop and makes your financial picture crystal clear—not someone who leaves you guessing. 4. A true professional doesn’t just crunch numbers—they free you up to focus on growing your business. You need someone you can trust to handle your business finances with care and expertise. Ready to work with a professional? Let’s chat! https://lnkd.in/dym4b2r5