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1. Organizing your filing system as you go. If you have an organized filing system (which you should), continue to keep the correct documents in the correct folders as you go. This helps you find what you need quicker, saves you from having to do it all at once and risking forgetting what everything is and where it goes. 2. Keeping your calendar up to date & accurate. Keep your events up to date and accurate, especially if your whereabouts affect other people on your team. Even for yourself, an organized and clear calendar helps bring your focus to each day. 3. Keeping an organized to-do list that makes sense to you. Whether it’s physical, on your computer or phone, as long as you know what your list means and can easily gage where you’re at on your tasks, that’s the important thing.
It is extremely important to make sure your tax deposits get paid on time, if not there will be interest and penalties assessed to you. The following are the due dates for your tax federal tax deposits: Weekly filer : if your payday is Saturday - Tuesday, your deposit is due on Friday of the same week, if your pay date is Wednesday- Friday your deposit is due the following Wednesday. Monthly filer : your tax deposit is due on the 15th of the following month Quarterly filer : if your tax liability is less than $2,500 for the quarter you can pay the taxes with the quarterly tax return which is due the last day of the following month. (i.e.: 1st quarter is due April 30th, 2nd quarter is due July 31, etc.) Making your tax deposits on time are part of our payroll services. We will gladly help you make your tax deposits if you do your own payroll, we just need a payroll summary for the correct period that is due . This is when it is very important to get us this information as soon as you process your payroll, so that we have time to make the deposits on time.
Here are some shortcuts to use in QuickBooks® Desktop using your keyboard to make your work just a little more efficient! These apply when you’re in the “Dates” field. Next day: + (plus key) Previous day: - (minus key) T oday: T First day of the W eek: W First day of the M onth: M First day of the Y ear: Y Last day of the wee K : K Last day of the mont H : H Last day of the yea R : R
A QBO ProAdvisor is more than just a certified QuickBooks® expert—they’re trained professionals who can help you make sense of your numbers, clean up your books, and provide an actionable financial overview. Here’s why getting an overview of your business from a QBO ProAdvisor is a smart move. 1. Clean Up & Organize Your Books Many small business owners don’t realize their books are disorganized until tax time or there is a major financial decision looming. A QBO ProAdvisor can: Reconcile accounts properly Fix categorization errors Set up your Chart of accounts for clarity and compliance Streamline your financial reports 2. Be Ready for Tax Season or Funding Opportunities When your books are in order, tax season becomes far less stressful—and your CPA will thank you. Plus, if you ever need a business loan or want to pitch investors, having clean, clear financials makes you look organized, responsible, and investment-ready. 3. Gain Clear Financial Insights We help translate your financial data into simple, actionable insights. Whether it’s cash flow trends or profit margins, you’ll see exactly where your business stands—and where it can improve. There’s never a wrong time to get a fresh, expert perspective on your finances. Let’s chat about how we can help you!
