Get Ready for 2016: QuickBooks Can Help

By |2022-08-18T08:46:09-04:00December 7th, 2015|Uncategorized|

We’ll be ringing in the New Year soon. Will you have wrapped up your 2015 finances by then? There’s something very satisfying about turning our calendars to January. It always feels like a fresh start. We resolve to develop new, better ways of using our work and leisure time. We reflect on what we accomplished [...]

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The Importance of Updating Beneficiary Designations

By |2022-08-18T08:46:10-04:00November 30th, 2015|Estate planning|

Most of us have more than enough to do.  We’re on the go from early in the morning until well into the evening – six or seven days a week.  Thus, it’s no surprise that we may let some important things slide.  We know we need to get to them, but it seems like they [...]

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QuickBooks Reminders Prevent Problems

By |2022-08-18T08:46:12-04:00November 2nd, 2015|QuickBooks Tips, Uncategorized|

Preserve your relationships with customers, vendors, and others by setting up reminders in QuickBooks. How many calendars do you maintain? Many businesspeople have more than one. Maybe you use a web-based or desktop application like Google Calendar or Outlook for meetings, task deadlines, travel dates, etc. Your Customer Relationship Manager (CRM) might have another. Perhaps [...]

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WEDDINGS MEAN TAX CHANGES

By |2022-08-18T08:46:16-04:00December 12th, 2014|Uncategorized|

It may not be as high on the wedding plan checklist as the venue, invitations, and attire, but there are important tax issues created by a marriage that warrant some prompt attention following the wedding. Name change.  Any time names are changed, it should be reported to the Social Security Administration (SSA).  The name associated [...]

SMALL BUSINESS RESOURCES

By |2022-08-18T08:46:17-04:00December 8th, 2014|Uncategorized|

If you are a small business owner, here is a list of organizations that may have tools, information, and other resources to help your business grow. Business USA (Business.usa.gov). The mission of Business USA is to be a centralized, one-stop platform for businesses to access government services to help them grow and hire.  Business USA [...]

2015 HSA AMOUNTS

By |2022-08-18T08:46:19-04:00November 3rd, 2014|Accounting and Auditing, Uncategorized|

2015 HSA AMOUNTS Health savings accounts (HSAs) were created as a tax-favored framework to provide health care benefits mainly for small business owners, the self-employed, and employees of small-to medium-sized companies who do not have access to health insurance. The tax benefits of HSAs are quite substantial.  Eligible individuals can make tax-deductible (as an adjustment [...]

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