When starting to work with a bookkeeper there is a lot of documents and information that will need to be gathered. It can be time consuming to get things going, but it is worth the effort! Some of the items that are necessary can include the following: Your contact information (so we know the best way to communicate with you) Articles of Incorporation (to make sure we know your legal business name, accounting method and start of fiscal year) EIN (to confirm information) Tax Return (to see if there are assets that should be added to the books as well as depreciation for those assets) Monthly statements for each bank…

Did you know that you should keep complete records for taxes for 7 years? Did you know that a lot of receipts these days are printed on thermal paper that fades with time? Can you imagine being audited and opening your shoe box full of receipts and finding many of them have turned into blank slips of paper? In order to keep these receipts so that they are useful years later you need to make digital copies. The IRS will accept digital copies of receipts. You can snap a picture with your cell phone and upload to a Google Drive or something similar. If you are using QuickBooks Online for…

For a limited time, I’m offering 20% off clean up/catch up bookkeeping services and discounted pricing for new QuickBooks Online subscriptions. I also offer a FREE consultation call and I’d love to hear all about your business and answer any questions you might have! Do you want to get a better handle on your business finances? Want help coming up with a plan to reach your financial and business goals? Need to get ready for taxes? This offer is good until December 15, 2023. Let’s talk!

You might be wondering how we can work together and share sensitive info when I’m in Colorado and you might be over 1,000 miles away. With technology today, it’s pretty easy! With QuickBooks Online (subscriptions to the software program can be included in my flat, monthly pricing or you can get your own subscription – I can offer discounts for new QuickBooks Online subscriptions), we can securely share your info and it’s actually easier to organize and keep the records than traditional methods. QuickBooks Online can connect with your bank or/or credit card accounts to automatically import all your transactions into QuickBooks Online to be categorized and reconciled by me…