Red, White, and No Summer Blues Here

Can you believe we’re already entering Q3 of 2024?! That means it’s time to ask yourself these questions:

Mid-Year Check-In Questions

• Have we met our revenue and profit goals for the first half of the year?
• Are there any changes we need to make over the next six months to achieve our goals?
• Is our bookkeeping completed through May? If not, do we have a system in place to get caught up?
• Do we have enough cash flow to meet all of our obligations?
• Have I scheduled a mid-year tax planning meeting with my tax accountant?
• Are we confident that we’re meeting all of our compliance and filing requirements?
• Have we saved enough for our tax payments?

If you answered NO to any of those questions, reply to this email and I’ll help you get back on track!

This month’s freebie offers support for all of the DIY bookkeepers out there. While you won’t have to worry about any of this when you work with a professional bookkeeper, it’s imperative that your books are reconciled on a regular basis no matter who’s doing it!

From the steps to a basic bank reconciliation, troubleshooting for common reconciliation issues, and my do’s & don’ts, this free guide has all of your reconciling questions covered!

Got your bookkeeping covered? Forward this email to a friend who could use some help!

As the summer sun rises higher, so do the opportunities for tax savings! Summer sales aren't just for swimsuits and beach gear; they're also the perfect time for savvy individuals and businesses to review their tax strategies.