Happy New Year!

2023 brings with it endless possibilities for business and personal growth. I hope you’re setting your own lofty goals for the New Year, and I want to share some of my own New Year’s Resolutions:

  • Help more business owners achieve their goals Save our clients more time + money
  • Work along side business owners
    Further my own education through training opportunities + new certifications
  • Continue to grow my staff to better serve my clients

Want to hold each other accountable? I’d love for you to REPLY and let me know your 2023 goals (business or otherwise!).

Ready to get filing?

Important Dates in January

January 17

Q4 Estimated Tax Payment Due

January 31

Form 1099-NEC and Form W-3 due to be filed, Form W-2 and Form 1099-NEC to be furnished to recipients

Is one of your resolutions getting yourself in a better financial position? I’d love to help! Here’s how we can work together in 2023:

All Inclusive

Monthly Bookkeeping, including receipts, accounts payable & accounts receivable; reconciliations, monthly reporting, payroll and accountability to achieve goals.

Full Bookkeeping

Monthly bookkeeping including receipts, accounts payable & accounts receivable; reconciliations and monthly reporting.

Quarterly Review

Review of client bookkeeping work at the end of each quarter. Reconciliations and financial reports.

We’re going to get really busy over the next four months, so I want to give you a little preview of what’s coming up. Mark your calendars!


Gathering + filing tax documents

IRS begins accepting 2022 tax returns

1099-NEC and W-2s due to be filed

Pay 2022 Q4 estimated taxes


1099-B, 1099-S, and most 1099-MISC furnished to recipients

File new Form W-4 if needed

Continue gathering docs & filing taxes


Form 1095-B + Form 1095-C to be filed

Form 1065 + Form 1120-S due to be filed or file for extension

K-1s to be furnished to partners (unless extended)


Form 1040, 1041, 1120, due to be filed or file for an extension

Pay Q1 2023 estimated taxes