Next Level CFO, LLC

The first quarter is wrapping up! Here’s a quick checklist to keep your finances on track. Have a question or need help reviewing your finances? Contact us today! . . . #BookkeepingChecklist #QuarterlyChecklist #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #Legalservices #Marketingagency #Realestate #Ecommerce #Staffing #landscaping #Austinbookkeeper #Austinaccountant #Texasbookkeeper #Texasaccountant #nextlevelcfo

New season, new mindset! What are you most excited about Spring? . . . #Spring #NewGoals #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #Legalservices #Marketingagency #Realestate #Ecommerce #Staffing #landscaping #Austinbookkeeper #Austinaccountant #Texasbookkeeper #Texasaccountant #nextlevelcfo

If you want to grow and scale your business, tracking these numbers is non-negotiable! But keeping up with cash flow while running a business isn’t easy. That’s where a bookkeeper comes in! ? We track your numbers in real-time ? Help you spot cash flow issues before they become big problems ? Make sure you’re profitable (not just making sales!) Ready to stress less and grow more? Let’s chat! . . . #KPI #BusinessOwner #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #Legalservices #Marketingagency #Realestate #Ecommerce #Staffing #landscaping #Austinbookkeeper #Austinaccountant #Texasbookkeeper #Texasaccountant #nextlevelcfo

Spring is all about growth so let’s make sure your finances are ready for it! If your books need a little TLC, we’re here to help! Let’s get started today. . . . #SpringClean #Finances #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #Legalservices #Marketingagency #Realestate #Ecommerce #Staffing #landscaping #Austinbookkeeper #Austinaccountant #Texasbookkeeper #Texasaccountant #nextlevelcfo

Nothing makes us happier than hearing how our work has helped our clients! Thank you to all our incredible clients for trusting us with your finances! ?? . . . #ClientLove #SmallBusinessSupport #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #Austinbookkeeper #Austinaccountant #Texasbookkeeper #Texasaccountant #nextlevelcfo #CFOservices #AustinCFO #TexasCFO

I just want to take a moment today to share—For me, helping small business owners succeed is the most rewarding part of what I do. What’s the most rewarding part of your business?. . . . #SmallBusinessSupport #WhyILoveWhatIDo #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #Austinbookkeeper #Austinaccountant #Texasbookkeeper #Texasaccountant #nextlevelcfo #CFOservices #AustinCFO #TexasCFO

Every business owner has different priorities when it comes to growth. Which would you choose to take your business to the next level? Let us know in the comments! . . . #LevelUp #BusinessGrowth #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #Austinbookkeeper #Austinaccountant #Texasbookkeeper #Texasaccountant #nextlevelcfo #CFOservices #AustinCFO #TexasCFO

These common mistakes often go unnoticed. They are costly (yet avoidable) and waste small businesses' time and money, but they can all be prevented. Aside from the usual issue of not keeping up with bookkeeping regularly, here are the top small business mistakes I witnessed in 2024. 1. Mixing personal and business finances 2. Relying solely on bank statements for financial records 3. Misclassifying employees as contractors 4. Missing tax deadlines 5. Not saving receipts or proper supporting documents 6. Overlooking subscription expenses 7. Forgetting to save for quarterly taxes 8. Overestimating or underestimating tax payments 9. Recording income incorrectly 10. Missing payroll tax deadlines 11. Failing to track mileage for business use 12. Failing to separate sales tax from revenue 13. Not categorizing salary vs. distributions correctly Ready to get your business finances organized and on track once and for all? Let's chat! . . . #BookkeepingMistakes #BusinessHelp #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #Austinbookkeeper #Austinaccountant #Texasbookkeeper #Texasaccountant #nextlevelcfo #CFOservices #AustinCFO #TexasCFO

Invest wisely to make 2025 your best year yet! Which of these are you focusing on? . . . #InvestInYourBusiness #2025Goals #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #Austinbookkeeper #Austinaccountant #Texasbookkeeper #Texasaccountant #nextlevelcfo #CFOservices #AustinCFO #TexasCFO

When it comes to managing your finances, are you team spreadsheets or team software? Both have their pros and cons, but an accounting software can help save time and simplify your processes. Which are you using now? Are you looking to switch to accounting software? We can help! . . . #AccountingSoftware #Spreadsheets #BusinessBookkeeping #BusinessAccounting #Bookkeeping #Accounting #SmallBusiness #Austinbookkeeper #Austinaccountant #Texasbookkeeper #Texasaccountant #nextlevelcfo #CFOservices #AustinCFO #TexasCFO