Tag Archive for record keeping

What I can do for YOU

DOES ANY OF THE FOLLOWING SOUND FAMILIAR?

Do you have a large amount of bookkeeping data to organize?
Do you manage your day-to-day bookkeeping activities but aren’t sure about some other aspects, such as how to properly enter payroll, or how to do your year-end 1099 reporting & close the year out in QuickBooks ?
Do you use multiple credit cards or bank accounts and can’t keep track of what you owe or what you’ve spent on business expenses?
Do you have a business or website that generates income, but you’re not sure what it is worth?
Is your tax preparer or CPA urging you to use QuickBooks but you find it too confusing to set-up, too complicated or it takes too much time?
Do you buy, work with or sell assets, equipment, or materials?
Do you need to keep better track of inventory values and quantities?
Do you want to know exactly how much you are earning or spending?
Do you wish to track your budgets more accurately?
Do you need to manage/track multiple projects, locations or businesses?

Free Tool to Calculate 1040-ES Estimated Tax Payment Amounts (link)

Here’s a great resource I’ve located online for calculating how much you need to pay with the Form 1040-ES voucher. As a tax professional, I found this estimated tax payment calculator tool (link below) fairly straightforward to use. TAX TIP: If the tool I linked to below seems overwhelming or confusing to you, please consider…

Excellent service, since 1996

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I set up this website to provide prospective clients with more information about my services, as well as to provide resources and information for existing clients and anyone else looking for help with their accounting, taxes, or QuickBooks.

Because helping people understand their books and finances is what I’m all about, please feel free to contact me whenever you have a question, need help, or whenever you are ready to get started on your path to perfect books!

The Ultimate Filing System or Paperless Office

  What are you supposed to keep (or throw away) on a day to day basis, and what should you do with all the papers that accumulate in your files or pile-up in other places throughout the year? There is a simple way to organize it all so you have what you need when you…

How Long to Keep Tax/Financial Records?

The definitive guide to retaining records, straight from the IRS How long should I keep my records? The length of time you should keep a document depends on the action, expense, or event the document records. Generally, you must keep your records that support an item of income or deductions on a tax return until…