Resources

Gain Insights

Stay informed and know what’s important to your organization.

Nothing in life is more is more exciting and rewarding than the sudden flash of insight that leaves you a changed person.

Arthur Gordon Webster

Tax-Season-How-Did-It-Go

Tax Season – How Did It Go?

So – how did tax season go for you this year? 😬 🧘🏻‍♀️ Was it calm and organized … or stressful and panicked? ⏰ Did you file with plenty of time to spare … or were you rushing and scrambling until the very last minute? We know, we know… You always start the year with good intentions, but life happens and before you know it – BOOM! 💥 It’s tax season and all your good intentions to be prepared and ready for tax season flew

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Common-Mistakes-When-Filing-Your-Taxes-in-a-Panic

Common Mistakes When Filing Your Taxes in a Panic

Are you still scrambling to finish up your taxes on time? 😬 or did you file for an extension? In your rush to file on time – make sure that you don’t make one of these common (and easily avoidable) mistakes! First – here are some of the documents and information you’ll need: ☑️ Last year’s tax return ☑️ Your social security card and official business docs ☑️ All your tax documents from 2021 ☑️ Your bank account information. Now grab your tax return for

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Filing-a-Tax-Extension

Filing a Tax Extension

Feeling the crunch and thinking of filing an extension for your business taxes? ⏰ Here’s what you need to know 👉 𝗪𝗛𝗔𝗧’𝗦 𝗧𝗛𝗘 𝗗𝗨𝗘 𝗗𝗔𝗧𝗘 𝗙𝗢𝗥 𝗙𝗜𝗟𝗜𝗡𝗚 𝗧𝗛𝗘 𝗘𝗫𝗧𝗘𝗡𝗦𝗜𝗢𝗡? April 18th, 2022 – which will then give you until October 17th, 2022 to file your taxes. (However, keep in mind – your 𝙥𝙖𝙮𝙢𝙚𝙣𝙩 is still due April 18th, even if you extend your 𝙛𝙞𝙡𝙞𝙣𝙜 deadline) 👉 𝗪𝗛𝗔𝗧 𝗙𝗢𝗥𝗠(𝗦) 𝗗𝗢 𝗜 𝗡𝗘𝗘𝗗? IRS Form 4868 if you’re self-employed or a sole proprietor. If you’re a partnership,

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Bookkeeper-vs.-Accountant

Bookkeeper vs. Accountant

“So why do I need a bookkeeper if I already have an accountant? Don’t you guys do the same thing?” Well – not exactly. 😉 Here’s the easiest way to explain the difference: 🩺 A nurse’s relationship to a doctor 🤓 Is like a bookkeeper’s relationship with an accountant. (And let’s be real – EVERYONE knows it’s the nurse who REALLY knows what’s going on with the patients, right? 😉 ) So, that’s what the difference is. We will explain 3 reasons why it’s important

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Preparing-for-a-Business-Emergency

Preparing for a Business Emergency

Do you have an “emergency savings fund” for your business? 💵 If you don’t, maybe you genuinely like the idea of having one … but just don’t know where to start. If that’s where you’re at, then this post is for you. (𝟭) 𝗙𝗶𝗿𝘀𝘁, 𝘄𝗵𝗮𝘁 𝗶𝘀 (𝗮𝗻𝗱 𝗶𝘀𝗻’𝘁) 𝗮𝗻 “𝗲𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆” 𝗲𝘅𝗽𝗲𝗻𝘀𝗲. There’s a difference between an “emergency” expense and an “overlooked” expense. Forgetting about your quarterly property tax bill, or your annual accountant invoice – well, that doesn’t count as an emergency. 😉 Those are

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The-Miracles-of-Bookkeeping

The Miracles of Bookkeeping

“BUT WAIT! THERE’S MORE!!” Remember that TV sales guy back in the early 2000s? The one with the beard who was always yelling about the 𝘮𝘪𝘳𝘢𝘤𝘭𝘦 of OxiClean? (Side note: what is it about those TV salesmen that made them believe that the LOUDER they yelled, the more likely you are to buy?) And not only could it get out impossible stains, but it was also such a MIRACLE product, the salesman made it sound like it could: 🛢️ Clean up the BP oil spill

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