BudgetEase Blog - Making YOU Profitable™

1099s - How Do I File With QuickBooks?

Yes it is 1099 season! If you are a small business and don’t have bookkeeping support, what is the quickest way to get your 1099s out to the correct vendors?

You have two ways to file:

1. Hand fill out free forms from the government

Why a CPA Firm Should Not Do Your Bookkeeping

Our clients often ask us to help prepare their taxes in addition to the small business bookkeeping assistance we provide. Instead, we refer our clients to a CPA firm to provide tax preparation assistance. Why? Let’s look at the primary purpose of a CPA and a bookkeeping firm:

Year-End Rules of Thumb to Evaluate Your Progress

So you are reflecting and seeing the results of another hard-working year pay off! Good for you! Hopefully you are in a strong position of profitability, which opens up more opportunities for you to save, invest back in the company or improve your lifestyle. Trying to tie up loose ends in your books and plan for your start to 2018? 

Your 2017-2018 Tax Planning Schedule

December 31st is fast approaching and some advanced planning will allow for smooth year-end processing. Below are a few helpful dates to plan your activities.

7 Reasons to Be Thankful For Your Bookkeeper

My bookkeeper:

  1. Keeps me organized.
  2. Keeps me accountable on tasks I don’t care for.
  3. Frees me up to do the work that I love.

Black Friday: 3 Ways to Put Money IN Your Pocket

It’s here! It’s that time of year where more cash seems to go out of your pocket than in!  We know you are thinking about others – sharing happy times and creating memories over the holidays.

A Bookkeeper is More Than a Data Entry Clerk

While your bookkeeper may include data entry in their tasks, you really should have a partner that understands your business on a deeper level, down to your day-to-day needs.

5 Ways to Make Your Year-End Smoother

1) Reconcile

If you haven’t already caught up, now is the time! Reconciliation puts a spotlight on accidental double entries and other errors. Make your life and your CPA’s life easier so you can address any potential write-offs or other items for your tax strategy. Reconcile those bank accounts!

How Not-for-Profits Can Prepare for an Audit

Audits can be anxiety producing but they don’t need to be. You just need to be organized.

Our Clients' Biggest Bookkeeping Nightmares

  1. Old uncleared checks in the bank register

  2. Payments in Undeposited Funds that have been deposited

  3. Payments on invoices that have been deleted

  4. Unreconciled bank accounts going back a year

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