Resources

Bookkeeping Tips for Small Businesses

Bookkeeping Tips for Small Businesses

Financial Planning from the moment you open your doors…Talk to any small business owner and one of their least favorite tasks would likely be bookkeeping. If you aren’t an accountant, or don’t enjoy working with numbers, then bookkeeping definitely feels more like a chore than an enjoyable part of...

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CPA vs. CFO: Do you know the difference?

CPA vs. CFO: Do you know the difference?

What’s the Best Avenue for Your Business? It’s not uncommon for some of our clients to be confused over the difference between a CPA and a CFO. While they both have a hand in your company’s finances, the two roles are vastly different. Heartfelt CFO and Tax Services explains the difference in...

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Bookkeeping for Real Estate Investors

Bookkeeping for Real Estate Investors

Dear Margo, I work in the competitive world of real estate investments, and I feel like other investors are growing at a faster rate than I am. A colleague in the industry recommended working with a bookkeeping service, but don’t they only help with payroll and tax preparation? How will working...

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Payroll Tips for Business Expansion

Payroll Tips for Business Expansion

It May Be Time For Software If you are manually managing the payroll of your expanding business, you and your Human Resources department should be ready for an influx of new paperwork. Frankly that’s an overwhelming burden to a lot of your team and opens the door to a room of potential errors. The...

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Is Direct Deposit Best For Your Company?

Is Direct Deposit Best For Your Company?

Dear Margo, I recently started tweaking the payroll department at my business. One of the changes I plan on making is offering direct deposit to my employees. Is this going to save me any time or money? Or am I adding more to my workload? -Bryan The majority of employees are being paid by direct...

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Is Your Payroll Ready for January?

Is Your Payroll Ready for January?

Dear Margo, I’m a small business owner and I have been managing my own payroll. Are there any tips you might have for me as we approach the end of 2016?-JamieManaging payroll at the end of the year can be rather overwhelming. There’s a lot of information you have to get in order, but if you keep...

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Tax Season 2017: Are You Prepared?

Tax Season 2017: Are You Prepared?

January has arrived, and we CPA’s and Bookkeepers are ready for tax season. Are you? You may have until April to get everything filed, but the time to get ready is now. The sooner the better, really. For many, tax season is much more than just filing a w2 online. It can take months of preparation,...

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Don’t Lose Quarterly Focus for 2017

Don’t Lose Quarterly Focus for 2017

The fourth quarter can take up a good deal of bookkeeper’s focus and time. It’s a time to tie up loose ends and get everything set for the first quarter of the new year. Although it is understandable to want all your ducks in a row, accountants and bookkeepers tend to lose their focus on their...

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Margo’s 6 Tips for Real Estate Investment

Margo’s 6 Tips for Real Estate Investment

Residential real estate development is touted by many as a relatively quick, simple investment. However, this investment lacks the long-term income and potential for growth that defines commercial real estate. Margo’s Bookkeeping strongly recommends that anyone considering commercial real estate...

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2017 Year End Tax Tips: Part 2

2017 Year End Tax Tips: Part 2

The holidays are one of the busiest times of the year. With personal obligations to fulfill and organizational goals to complete, managers and business owners will be stressed. And, while tax season has yet to come, deadlines are swiftly approaching. We can help you to prepare your finances prior...

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