Red, White, and No Summer Blues Here

Every Penny Books Newsletter

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

This month’s freebie offers support for all of the DIY bookkeepers out there. While you won’t have to worry about any of this when you work with a professional bookkeeper, it’s imperative that your books are reconciled on a regular basis no matter who’s doing it!

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!