JULY 2024
Red, White, and No Summer Blues Here
Can you believe we’re already entering Q3 of 2024?! That means it’s time to ask yourself these questions:
Mid-Year Check-In Questions
- Have we met our revenue and profit goals for the first half of the year?
- Are there any changes we need to make over the next six months to achieve our goals?
- Is our bookkeeping completed through May? If not, do we have a system in place to get caught up?
- Do we have enough cash flow to meet all of our obligations?
- Have I scheduled a mid-year tax planning meeting with my tax professional?
- Are we confident that we’re meeting all of our compliance and filing requirements?
- Have we saved enough for our tax payments?
If you answered NO to any of those questions, send me an email and I’ll help you get back on track!
Bank Reconciliation 101
From the steps to a basic bank reconciliation,
troubleshooting for common reconciliation
issues, and my do’s & don’ts, this free guide has all of your reconciling questions covered!
Got your bookkeeping covered? Forward this
page to a friend who could use some help!
Download Today!
Summer Referrals & Reviews
Our business runs on referrals and reviews. If you know someone that might
benefit from one of our services please feel free to connect us!
We would also love for you to share a review about how we have helped you
and your business. The more we share the more we can help others. Feel free
to leave us a google review, LinkedIn, FB or email us one.
