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You are here: Home / Tips and Tricks

Tips and Tricks

May 2, 2023 By Susie Jose Leave a Comment

Spring Your Small Business Forward and Into Success With a Good Business Plan

Spring Your Small Business to Better Financial Health

Designing a business plan lets you make informed judgments on daily decisions. It will serve as your guidepost since you can benchmark the results with your targets which, in turn, give you insight into the company’s financial health. For instance, small business owners will likely file their taxes themselves due to the sometimes-misguided idea that […]

Filed Under: Financial Tips Tagged With: business plan, small business success, spring

April 6, 2023 By Susie Jose Leave a Comment

March 31st Bookkeeping Crossword Puzzle KEY

Crossword Puzzle Key for March 31, 2023

Here’s the key to our social media-published crossword puzzle for American Crossword Puzzle Day on March 31st, 20223. How well did you do? 1 Down: Finance2 Down: Balance Sheet4 Down: Taxes5 Down: Ledger 3 Across: Accountant6 Across: Bookkeeper7 Across: Money8 Across: Savings9 Across: Reconciliation10 Across: Banker

Filed Under: Just For Fun Tagged With: crossword puzzle

April 1, 2023 By Susie Jose Leave a Comment

What is an LLC, and When Should You Set Up One for Your Business?

LLC Tax Filing

You may have heard the term before, but you were not sure what it was or if it is something you needed to explore for your business. This short article will address the who, what, when, and why of LLCs. A Limited Liability Company (or LLC) is an organizational structure that clearly separates the owners’ […]

Filed Under: Financial Tips

March 3, 2023 By Susie Jose Leave a Comment

S-Corp Filing Is Due But What Do You Know About S-Corps?

S Corp tax filing

Tax filing due dates vary depending on how you’re structured as a business or company. For S-Corp businesses, March 15th is the magic filing date. But, what is an S Corp tax structure and how do you know if you should form one? What are the benefits or drawbacks of an S Corp tax structure? […]

Filed Under: Financial Tips Tagged With: s corp, s-corp, tax filing

February 18, 2023 By Susie Jose Leave a Comment

Be Financially Fit — Annually Check Your Credit Score Report 

Check Your Credit Score Annually

Get closer to reaching your financial freedom. As a card holder and user, make a habit of checking your credit score report. Set an annual alarm to remind yourself of this essential financial obligation.  Earning money takes effort. Protect finances just by monitoring your credit score report. Know the reasons why it is essential and […]

Filed Under: Financial Tips Tagged With: Carefree Bookkeeping, credit rating, credit worthiness

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Year-End Tax Tips

15 Tax Tips to Improve Your Tax Situation Before 2022 Ends

Let us face 2023 with prosperity by using innovative strategies for our 2022 tax. We are already feeling the Christmas rush this season, but before we become too immersed in spending and celebrating, let us look at some crucial things involving saving more money with our taxes.  We can feel inflation’s effect on our paychecks […]

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Ho-Ho-Hold on to Your Wallet this Holiday Gift-Giving Season

Less than a month before the busiest day of the year and most of us are thinking of what to purchase with all the crazy offers going on. But, before you decide on spending and maxing out your card, take a step back and read below how you can get through the holiday gift-giving season […]

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