Red Flags
This happens when you spend more money than you make.
What is a loss?
Waiting until March to organize receipts usually creates this.
What is stress?
If your friend says "I have no idea if my books are correct."
Who is a good referral?
This member helps buyers secure financing so they can purchase a home or land.
Who is Erica?
A client says, "I lost that receipt six months ago."
What is "do you have a bank statement?"
This is the document business owners should keep for tax deductions.
What is a receipt?
This form is commonly issued to independent contractors.
What is a 1099?
This business owner is usually wearing every hat in the company.
Who is a soloprenuer/small business owner?
Before construction begins, this member prepares the site by clearing, grading, and moving earth to create a solid foundation for success?
Who is Creig?
A business owners says, "I just use my business card for everything."
What is "let's talk about that"?
This happens when transactions are entered manually AND downloaded from the bank.
What are duplicates?
This report shows income and expenses.
What is a Profit & Loss Statement?
This person says, "I'll get my books caught up eventually."
Who needs a bookkeeper?
Contractors, builders, and homeowners rely on this member for quality products needed to complete construction and renovation projects.
Who is Jonathon?
A business owner says, "I haven't reconciled my accounts in a while."
What is "How long is a while"?
If your bank account and QuickBooks don't match, then you may need this process.
What is reconciliation?
This report shows what the business owns and owes.
What is a Balance Sheet?
This business owner only talks to their accountant once per year.
What is a great referral?
This member helps transform homes and businesses with quality finishes, attention to detail, and a fresh coat of paint.
Who is Jay?
A business owner says, "You're probably going to think I'm terrible at bookkeeping."
What is "Don't worry, that's normal".
A business owners says, "I haven't looked at my books in two years."
What is a red flag?
The best time to find bookkeeping problems is before this person starts your tax return.
Who is your CPA/tax preparer?
This person hasn't reconciled their books in over six months.
Who should call BBB today?
This member will help prepare you and your home to be sold when you've decided to make a change.
Who is Andrea?
A business owner says, "I'm usre my books are accurate."
What is "Let's verify that"?