Getting ready for the year end

Now is one of my favorite times of the year.  We can work on our records without having to be so time constrained (that time is coming next month for all bookkeepers and CPA's).

A wonderful article provided on Intuit's Proline website is listed below:

Proline Article

Sometimes at year end you don't remember all of the tasks that you must do.  This article will remind you.

It is also a wonderful time to go through all of your records (especially if you have not been diligent about doing this monthly) and get them ready for your year end.  I like to make a set of grouped reports that your CPA asks for every year and memorize them.  I am also "old school" and like to print out my General Ledger and sit with a highlighter and highlight things I need to fix or change.  I know that is probably not the "green" thing to do but I find I can go through the records more thoroughly this way.

Another great tip in modifying the above report (and save paper) is to check off the setting to only show accounts in use. 

Enjoy the week and the Christmas Holiday!

New website--a work in progress

Well, I am off and running, (literally, if you see my Facebook page) with my new business and new website. It is still a work in process (which is one of my favorite things to do when working with contractors on their accounting).  :)

It is not quite there yet. Advertising is so important and I know tweaking this website will be happening for the next few weeks until CRUNCH time happens. I will touch on CRUNCH time in another blog posting.

So, feel free to check it out and let me know what you think. I have provided the link below:

Lynda

Check out my website www.artesanibookkeeping.com

Ch Ch Cha Changes.....

So, I have not blogged since the end of October. I have been busy with the move to Florida, setting up my new business and getting many many clients updated and ready for the end of the year. You see, I have several very good clients who have mastered the art of procrastination. Each year I only hear from them at the beginning of the year. They promise to be better in their record keeping, try to do it more on a regular basis. But, they never do. Knowing that I was heading south to Florida, I offered them the opportunity to get their "house in order" for the new year. Surprise, surprise, they took me up on the offer. So, I have been working on some clients files and doing 10 mos. worth of record keeping.

This is a much better time of year to do this type of work for me because I don't have that deadline (March 15th) looming over my head. I usually have to get the data to the CPA no later than the second week of February and when I get 20 different clients wanting my services, I have no choice but to do them in order as how I have seen them throughout the year. This usually means that the procrastinators end up at the end of my pile and I usually work till the wee hours of the evening trying to get their records ready for processing. Not an easy task.

Maybe this year will be better for the procrastinators. Who knows. I have done 10 mos. worth of work so I will only need to complete the final two months to get their records current and to the CPA.

I am going to blog for my new website when I have it up and running. That is a task I have not completed yet. Hopefully, I will have it up by the end of this week. I am finally feeling like I have settled in. Yeah! It also feels really good when it is 72 degrees here in Estero, Florida and they have had their first snowfall in Rhode Island.

Lynda

Check out my website at the end of this week at www.artesanibookkeeping.com (formerly Rhode Island Bookkeeping).