Gizmo Financial

Big news! We’re thrilled to announce that our family just got a little bigger! We’re excited to welcome the Trendy Designs by Dan team into our fold. They’re not just joining us—they’re making us better. We're pretty sure bookkeeping and graphic t-shirt design are two of the world's oldest professions, so acquiring this small clothing company out of the Midwest just made sense! Check out their work and give them some love: https://lnkd.in/erdNpZkf #NewPartnership #Acquisition #Teamwork #GrowthJourney

Here at Gizmo Financial, we promise to treat you better than the US healthcare system ever could If you or anyone you know has any bookkeeping needs, please let me know. I'd love to help you out

?????????? ???????????????? ?????????????? ???????????? ???????? ?????????????????? ????????????????! ???? As a small business owner, you wear many hats—visionary, leader, marketer, and more. But when it comes to bookkeeping, it can feel overwhelming. Here’s why keeping your books in order is more than just a to-do list item: ? ???????? ???????? ??????????????: Know where every dollar is coming from and going. ? ??????-???????? ????????: Avoid last-minute scrambles and make filing stress-free. ? ???????????? ??????????????: Spot trends and opportunities to expand your business. ? ?????????? ???? ????????: Focus on your passion, not piles of paperwork. Whether you're managing it yourself or thinking about outsourcing, staying on top of your finances is the foundation of sustainable success. ?? Ready to reclaim your time and peace of mind? Let’s chat about how I can help you simplify your bookkeeping and focus on growing your business.

"?????? ???????? ???? ?????? ???????????????????? '???????????????? ??????????'" As bookkeepers, we’ve seen it all—missing receipts, colorful categorizations, and sometimes, a touch of creativity in the expense reports. But one story always makes me chuckle: A client once categorized a very expensive steak dinner as “Office Supplies.” Naturally, I had to ask about it. Their response? “Well, it supplied me with energy to work the next day. Isn’t that what office supplies are for?” While I appreciated the creativity, we had to make sure their real office supplies were accounted for properly. Moral of the story? Bookkeeping can be full of surprises, but accurate categorization is key! Let’s keep it organized—and maybe leave the steaks in the “Meals and Entertainment” column. ?? What’s the funniest or most surprising thing you’ve encountered while managing finances? I’d love to hear your stories in the comments!

?? ?????? ?????? ???? ?????? ???????? ???? ?????????????????????? – ???? ???????? ???????????????? ??????????? As we near the final stretch of 2024, it’s the perfect time to take a closer look at your business’s financial health. ?? Whether it’s organizing expenses, preparing for tax season, or simply gaining clarity on your numbers, having a trusted bookkeeper can make all the difference. ? Stay ahead of deadlines ? Avoid last-minute stress ? Focus on what you do best – running your business If you’re feeling the pressure or know someone who could use a little bookkeeping support, let’s connect. I specialize in helping businesses finish the year strong with clean and accurate books. ?? Reach out today – let’s make 2024 your most organized and stress-free year-end yet!

??????-????-???????? ?????? ???????? ?????? ?????????? ???????????????? ???????????? As 2024 winds down, it’s time to get your finances in order and prepare for tax season. Here are some essential tips to help you maximize savings and minimize stress: 1?? ???????????? ???????? ??????????: Ensure your income and expenses are accurately recorded. Catching discrepancies now will save time and headaches later. 2?? ?????????? ?????? ????????????????????: Don’t leave money on the table! Remember common deductions like office supplies, mileage, and professional development. 3?? ???????? ?????????????????? ??????????????????????????: Need new equipment? Purchasing before December 31 may qualify you for a Section 179 deduction. 4?? ???????????????????? ???? ???????????????????? ????????????????: Maximize contributions to SEP IRAs, 401(k)s, or other plans to reduce taxable income while securing your future. 5?? ???????? ???????? ?? ??????: A trusted bookkeeper or accountant can help you identify savings opportunities and ensure compliance with the latest tax laws. Let’s make tax season a breeze so you can focus on growing your business in the new year. Got questions? Reach out—I’m here to help! ?? What’s your go-to end-of-year financial strategy? Let me know in the comments! #SmallBusiness #TaxTips #Bookkeeping #YearEndPlanning

???????? ???????? ?????????????? ???????????? ???? ?????????? ?????? ?????????? Deer hunting and B2B sales may seem worlds apart, but the lessons I’ve learned in the woods have shaped the way I approach business. Here’s how: ?? ???????????????? ???????? ?????? In hunting, success doesn’t come to those who rush. It’s about waiting for the right opportunity. Similarly, in B2B sales, the best deals often require careful timing and persistence. Build relationships, nurture leads, and wait for the moment when your solution aligns perfectly with your client’s needs. ?? ?????????????????????? ???? ???????????????????? A successful hunt starts long before you step into the woods. You scout the area, check your gear, and study the patterns. In sales, preparation is just as crucial. Research your prospects, understand their pain points, and tailor your pitch to their unique challenges. ??? ?????????? ???? ?????? ?????????????? No two hunts are the same, just like no two sales calls are identical. Conditions change, and flexibility is key. Whether it’s a curveball question from a prospect or an unexpected market shift, being ready to adjust can make all the difference. ?? ?????????????? ?????? ?????????????? Hunters respect the environment and the animals they pursue. In B2B sales, respecting the process means putting the client’s needs first and fostering trust. It’s about creating solutions, not just closing deals. Every day in the field or in the office teaches me something new. Hunting has shown me that success is earned through patience, preparation, and respect—and that mindset has helped me thrive in sales. What unexpected life lessons have shaped your business approach? Share your thoughts below! #LessonsFromTheField #SalesStrategy #VeteranOwnedBusiness

? ??????????????????????: ?????? ???????????? ???????????? ???? ???????????????? ?????????????? ? Behind every thriving business is a well-organized set of books. As bookkeepers, we don’t just crunch numbers – we: ?? Bring clarity to chaos ?? Offer insights to drive better decisions ?? Free up business owners to focus on growth Think of us as your financial GPS, guiding you toward stability and success while helping you avoid costly detours. If you’ve ever wondered how accurate, up-to-date books could transform your business, let’s connect! ??? ?? Share your bookkeeping wins or questions in the comments – I’d love to hear your story!

?????????? ???????????????? ??????: ??????’?? ???????? ?????? ???? ?????????? ???????????????????? ????????????????????! ?? Tax season doesn’t have to be stressful—especially if you’re aware of deductions that can save your small business money. Here are a few deductions many overlook: ?? ????????????????-?????? ?????????????? ???? ???????? ?????????? ?????? ????????????????: If you use your phone or internet for work, you can deduct the percentage used for business purposes. ?? ???????? ???????????? ??????????????????: Got a dedicated workspace at home? You can deduct expenses like utilities, rent, or mortgage interest based on the space used. ?? ???????????????? ???????????? ????????????????: Airfare, hotels, and even meals during work trips may qualify as deductible. ?? ?????????????????????? ?????????????????? ?????? ????????????????: Courses, books, and certifications that enhance your skills in your field might be eligible. ?? ???????????????? ?????? ??????????????????????????: Tools like accounting software or business-related apps could count as business expenses. Every dollar saved is a dollar that can be reinvested into growing your business! ?? Pro tip: Consult a tax professional to ensure you're maximizing your deductions and staying compliant. What’s a deduction you’ve found useful that others might not know about? Let’s share tips below! ??

?? ?????? ?????? ??????????????: ???????????????? ???????? ????????????????????! ?? As a business owner, did you know that taking full advantage of ?????????????? ?????? can significantly lower your tax liability? Here’s how: You can deduct the full purchase price of qualifying equipment and software you bought or financed during the year—up to $1,160,000 for 2024. ??????? ?? Examples of eligible expenses: ? ?????????????????? ?????? ???????????????? ? ???????????? ?????????????????? ? ?????????????????? ?????? ???????????????? ???????? ?????? ???????????????? Pro Tip: Even used equipment can qualify if it meets the criteria! Act now to make smart investments before year-end and reduce your taxable income. It's like giving your business a bonus while planning for growth. Need help navigating the details? Let’s chat! Bookkeeping and financial planning go hand-in-hand for tax savings.