Do you find yourself dreading the end of the month? Are statements coming in fast and furious and you're feeling overwhelmed? Is your banker unsure about what's needed to make your bookkeeping and bank accounts talk to each other?
Did you know that syncing with your bank is possible regardless of whether you have QuickBooks Desktop, QuickBooks Online or XERO?
We can help! We know how to...
Congrats! You have a clean desk, an optimistic view, and phones are already busy with new clients. Well, almost… Your clean desk is the result of stuffing 2015 into drawers like when you “cleaned” your childhood room by shoving everything under your bed. Your view is optimistic because you’re avoiding look at your financials before tax season. Your busy phone is actually your CPA calling you for documents you can’t find. Does this sound like you?
· I wish I could get my receipts organized
· I wish I could catch up on monthly reconciliations...
It’s almost the end of the year! Are you feeling overwhelmed about getting your financial books arranged in an orderly way to feel well-organized for 2016? Are you going to be ready for 2015 taxes? Do you need advice to get the ball rolling?
We have a list of recommendations to help jump-start the process. If you do not know how to do any of these – we will be glad to come and train you or do it for you so that it will be ready for your accountant. We have a great year-end review team! Here goes:
· Hunt down all of your receipts and organize them by month in folders or envelopes.
· Run a P&L for the year and click on each line item to review what was placed in that category. Look for inconsistencies and change categories as appropriate...