Four Pillars Bookkeeping & Services

If you're feeling personally attacked by this post (or don't even really know what reconciling is), keep reading! ↓ A lot of business owners understand how to connect their bank feeds to their bank accounts, and they may even know how to categorize their income and expenses... But I rarely run into a business owner who's doing all of the above AND reconciling their accounts! Reconciliation is a crucial step toward catching errors in your books. ?? Whether you're relying on automation or entering everything by hand, there’s still room for human and machine errors to be made. If you aren't reconciling your books because you don't know how to, don't have time to, or simply don't want to, click the link in my bio to hire me instead!??If you're feeling personally attacked by this post (or don't even really know what reconciling is), keep reading! ↓ A lot of business owners understand how to connect their bank feeds to their bank accounts, and they may even know how to categorize their income and expenses... But I rarely run into a business owner who's doing all of the above AND reconciling their accounts! Reconciliation is a crucial step toward catching errors in your books. ?? Whether you're relying on automation or entering everything by hand, there’s still room for human and machine errors to be made. If you aren't reconciling your books because you don't know how to, don't have time to, or simply don't want to, click the link in my bio to hire me instead!??

Back in the day, bookkeeping was limited by having to provide physical documents or meet in person, but I think we're *all* glad that's not the case anymore. If you want to chat with me about your numbers, we've got Zoom, email, text, and even DMs. ? If you want to send me your documents, we have a secure system to keep your data safe. ? If you want to check out your books in real-time, we can both log in to your cloud-based bookkeeping software. ? BONUS POINTS: Because you aren't limited by geography, you can work with a bookkeeper who's a great personality fit too! ??Back in the day, bookkeeping was limited by having to provide physical documents or meet in person, but I think we're *all* glad that's not the case anymore. If you want to chat with me about your numbers, we've got Zoom, email, text, and even DMs. ? If you want to send me your documents, we have a secure system to keep your data safe. ? If you want to check out your books in real-time, we can both log in to your cloud-based bookkeeping software. ? BONUS POINTS: Because you aren't limited by geography, you can work with a bookkeeper who's a great personality fit too! ??

This is an incredibly personal decision... but, here are a few things to consider before you quit your full-time job to pursue your business: INCOME REPLACEMENT Shooting for 20-30% more in net income than you currently earn in your full-time job to cover additional self-employment taxes and benefits is a great goal! ?? REVENUE RELIABILITY You probably don't want to quit your job the very first month your business's income can replace your W-2 income! Especially if you're in your first year of business, you want to see how your business performs at all times of the year. ?? STABILITY Being a business owner can be incredibly rewarding, but having W-2 income and benefits is an underrated perk of being an employee! Having this conversation about the tradeoffs is important before you go all in on your business. Lastly, before you EVER consider quitting your job to go full-time in your business, you need to make sure you know your business's numbers! ??This is an incredibly personal decision... but, here are a few things to consider before you quit your full-time job to pursue your business: INCOME REPLACEMENT Shooting for 20-30% more in net income than you currently earn in your full-time job to cover additional self-employment taxes and benefits is a great goal! ?? REVENUE RELIABILITY You probably don't want to quit your job the very first month your business's income can replace your W-2 income! Especially if you're in your first year of business, you want to see how your business performs at all times of the year. ?? STABILITY Being a business owner can be incredibly rewarding, but having W-2 income and benefits is an underrated perk of being an employee! Having this conversation about the tradeoffs is important before you go all in on your business. Lastly, before you EVER consider quitting your job to go full-time in your business, you need to make sure you know your business's numbers! ??

CLIENTS: Do you have an unread email from me in your inbox? ?? This is a friendly reminder to double-check that I'm not waiting on any bank statements, receipts, or other correspondence. The faster you get it back to me, the faster I can get your books done! ????CLIENTS: Do you have an unread email from me in your inbox? ?? This is a friendly reminder to double-check that I'm not waiting on any bank statements, receipts, or other correspondence. The faster you get it back to me, the faster I can get your books done! ????

If you own an S corporation or a partnership, you've got a BIG tax deadline coming up in March! ?? March 17th is the due date for Form 1065 (partnerships or multi-member LLCs) and Form 1120-S (S corporations). REMINDER: You can file for an automatic six-month extension for either of these returns, but you MUST do so by March 17th. If you need to extend your business tax return, it might be a good idea to file an extension for your personal tax return too!If you own an S corporation or a partnership, you've got a BIG tax deadline coming up in March! ?? March 17th is the due date for Form 1065 (partnerships or multi-member LLCs) and Form 1120-S (S corporations). REMINDER: You can file for an automatic six-month extension for either of these returns, but you MUST do so by March 17th. If you need to extend your business tax return, it might be a good idea to file an extension for your personal tax return too!

?? The KEY to growing your business is knowing your numbers... but what if you aren't 100% confident in your bookkeeping? My free DIY Bookkeeping Health Checklist is designed to help you pinpoint red flags in your bookkeeping and identify areas that could be making your financial reports inaccurate. ?? ?? Comment "CHECKLIST" and I'll send you a free copy ASAP.?? The KEY to growing your business is knowing your numbers... but what if you aren't 100% confident in your bookkeeping? My free DIY Bookkeeping Health Checklist is designed to help you pinpoint red flags in your bookkeeping and identify areas that could be making your financial reports inaccurate. ?? ?? Comment "CHECKLIST" and I'll send you a free copy ASAP.

Swipe through to learn a few of the things I'm looking for when I first click into a new client's bookkeeping! ?? P.S. You can ask yourself these questions when you review your own bookkeeping to do a self-check-in. If you're finding a lot of issues, it's time to hire a professional (like me!). Swipe through to learn a few of the things I'm looking for when I first click into a new client's bookkeeping! ?? P.S. You can ask yourself these questions when you review your own bookkeeping to do a self-check-in. If you're finding a lot of issues, it's time to hire a professional (like me!).

Savings for taxes based on your ?net income? is going to help you manage your savings most efficiently. If you're saving a flat percentage off your sales, I'm happy you're saving for your taxes... but there's room for improvement! When you save for taxes based on your net income, you're getting much closer to your taxable income on which your tax liability will be based. Let me be clear: undersaving for your taxes is NOT good. But, over-saving isn't always good either! In today's economy, using every dollar as efficiently as possible helps you invest in growing your business.??Savings for taxes based on your ?net income? is going to help you manage your savings most efficiently. If you're saving a flat percentage off your sales, I'm happy you're saving for your taxes... but there's room for improvement! When you save for taxes based on your net income, you're getting much closer to your taxable income on which your tax liability will be based. Let me be clear: undersaving for your taxes is NOT good. But, over-saving isn't always good either! In today's economy, using every dollar as efficiently as possible helps you invest in growing your business.??

Just opening up your new bookkeeping software for the first time? ?? Swipe to learn recommendations from a bookkeeper on what to tackle first. And hey, if you don't want to spend your time on this, hire me to do it! ??Just opening up your new bookkeeping software for the first time? ?? Swipe to learn recommendations from a bookkeeper on what to tackle first. And hey, if you don't want to spend your time on this, hire me to do it! ??

Ready to get paid FASTER in 2025? You need to implement these three things! ONE: Send invoices with clear payment terms. If your clients aren’t sure how, when, or how much to pay you, there’s a good chance that your payment is going to be delayed. Make sure the payment amount, method, and due date are all clearly stated on each invoice. TWO: Set up automatic payment reminders. A good bookkeeping software should have the ability to automate payment reminders for your invoice. Automating this task frees up your brain space to focus on work for your next client, not on chasing down payments! THREE: Incentivize early payments and penalize late payments. If you’re focusing on speeding up payments to help better manage cashflows, you’ll want to decrease the time between when you invoice for your work and when you get paid. Consider allowing a small discount for early payments and enforcing a late payment fee. Need help staying on top of your invoices in 2025? Let's chat about my monthly bookkeeping services!Ready to get paid FASTER in 2025? You need to implement these three things! ONE: Send invoices with clear payment terms. If your clients aren’t sure how, when, or how much to pay you, there’s a good chance that your payment is going to be delayed. Make sure the payment amount, method, and due date are all clearly stated on each invoice. TWO: Set up automatic payment reminders. A good bookkeeping software should have the ability to automate payment reminders for your invoice. Automating this task frees up your brain space to focus on work for your next client, not on chasing down payments! THREE: Incentivize early payments and penalize late payments. If you’re focusing on speeding up payments to help better manage cashflows, you’ll want to decrease the time between when you invoice for your work and when you get paid. Consider allowing a small discount for early payments and enforcing a late payment fee. Need help staying on top of your invoices in 2025? Let's chat about my monthly bookkeeping services!