Greetings to all on this Memorial Day...
This will be brief, as busy season is nearly (but not quite) over, so I am still focused on completing the work.
As always, new features and changes are happening in QBO.  I will catch you up on some of those in next month's blog.
For this time, I will only mention the new Recurring Payments feature.  If you bill your Customers a set amount monthly (as I do with most of you), you can now offer to set them up on Recurring Payments to make it automatic for both of you.  If you are interested in either setting it up to bill/charge your customers -or- in setting up recurring payments to me, please let me know.  You can also select a time-slot using the Calendly app for a time and day that is convenient for you.
​That is all for now!

Hello All...
It's weird, but I was sure I had 'briefly' posted at least once this year, but I don't see anything listed here for 2025. So, Happy New Year?
This will definitely be a short post.  This year has been full and challenging, so  the best use of my time is getting work completed instead of talking about it, lol.
I'm currently attending the VCon (annual training for advance QBO certification) and doing catch up and (still) year-end work.
There is really only one thing to mention.  QBO has added a new feature 'Recurring Payments'.  I currently have a couple of Clients signed up to test out the functionality.  Since many of you have asked about having your monthly invoices (from me) paid automatically I thought it would be good to let you know this is now available.  Please let me know if you would like me to send you an invitation to set it up going forward, or would just like additional information.
I expect to be back on track next month with posts and work.
Thank You!

With the Holidays and Year-End very near, here are a few important things to keep in mind to make the year-end work go more smoothly.

• My availability will be very limited until after January with my focus on meeting deadlines.  If you do need some time with me, please schedule early via Calendly and limit it to urgent matters that can't wait.
• Please respond as soon as possible to requests for Vendor information including W9 forms.  Please also review the W9 forms provided to be sure they are correctly and completely filled out.  The deadline for 1099 submittals is January 31st, but I will need some lead-time to prepare and submit them.
• If you haven't already provided your 2025 RT-20 Reemployment Tax Rate Notice to your payroll service provider (or to me), you should do so as soon as possible.

Regarding Payroll:

• Update any employee address information as soon as possible to be sure the W2's are issued/reported correctly.
• Invite your employees to QuickBooks Workforce so they can see their pay stubs and W2s online.  They can also choose to go paperless and opt out of a mailed copy of their W2.
• Be sure to submit payrolls on-time taking into account the Holiday schedules.

I wish you Happy Holidays, and thank you for another great year!

Here's hoping everyone had a nice Thanksgiving Holiday!

I don't have much to add to last month's post, so will just refer back to the important reminders/requests that were listed to help year-end go smoothly.

I will only add that if you are contemplating any changes to payroll services, now would be an ideal time to make a change to be effective for the new year.  Besides QuickBooks Payroll, I also support payroll users on Gusto.  Each service has their own pros and cons, and both have their fans.  But in the end it is which you feel is best for you.  I believe both offer assistance in making the switch, handling most of the tasks for you.   Please just let me know if you have any questions or would like to discuss further.

On to December!  My availability will be less during the next couple of months in order to focus on the critical deadline work, but I'll do my best to keep in touch.

Thank you!

Hello Everyone,
A bit of a late post (for October), and a very brief one as busy season has arrived.
I am staying very busy getting everything tidied and ready for the year-end rush.

I do have a few recommendations/requests that will help me have your records all in order on a timely basis.

• If you have any questions or there is anything you need to discuss, now is the time.
• If you haven't cleared your Client Tasks of completed tasks recently, please do so now.  It will give us both a better picture of the current status.
• Please check to be certain you have all of the information necessary for filing the 1099-MISC and 1099-NEC forms for 2024, including email addresses if possible.  This is particularly important for the 1099-NEC forms that have an earlier due date.
• Please stay on top of your Client Tasks as much as possible. This will help the workflow go smoothly for us both.

That's my Wish List for now, lol.   Thank You Sincerely!

Hello All,
I am working hard to have everything in good order this month, so I only have a couple of reminders to pass along.

• Florida Minimum wage increased to $13.00/hour effective today.
• Effective today, QBO Payroll will begin deducting the payroll taxes the same day as your payroll, instead of on the tax due date.  Since this could affect your cash flow, you need to be aware of the change so you can plan accordingly.  I expect there will be notices from QBO Payroll of the pending deductions.  Also, if there are any liabilities accrued for federal unemployment taxes, there will also be a one-time payment deducted separately from your account.  My recommendation is that you pay special attention to any alerts or notices this month to be sure everything goes smoothly and that the funds are available.

That's all for now!  Please let me know if you have any questions.