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.

Happy Nearly September!

There are some important changes coming soon.  Partly due to  a routine annual review, and also due to some rates and policy changes by Intuit.
​

• I will be reviewing and updating my rates, and will be also updating service agreements.  You can expect to hear from me directly over the next couple of weeks with the specific details.
• I am looking at some new payment options, which you may see on your next invoice.  If you do try out the new option, please feel free to share you thoughts.
• Intuit has added an automatic after-invoice survey, which you should see after receiving your Sept 1st invoice from me.  I would appreciate some Feedback in the comments below regarding this.  Do you find it relevant, or annoying, or any other thoughts you'd like to share.  This will help me decide whether or not to leave the feature turned on.
• I would also appreciate any thoughts you have regarding a backup service for your QBO data.  I am considering adding this service either as an option or including it by default.

So, please free to comment here on any of the above, or on any other topics.

I wish everyone a wonderful, hurricane-free September!
Thank you!

Hello All,
July has brought some unexpected interruptions, mostly due to the necessary replacement of my computer.  My old faithful (though not that old) was giving me some warning signs, and I decided to listen and get a new one in place to avoid any serious issues.  It's caused a bit of interruption in my work -- but I'm 'nearly' back to normal operations now.
There is not much news to share.  QBO remains in the 'buggy' stages of all of the new features and changes.  If you do find something that isn't working, I encourage you to use the 'Feedback' so they hear about it.  I've seen signs that they are indeed listening and working to stay on top of any glitches.
There are price changes coming in the next couple of months (from Intuit), and I will also be doing my annual review and updating of not only my pricing but also some practice changes.  I expect to provide details no later than September.
Thank You!

Hello All!  Just a few topics this month, but the first is especially important.

BOI - Beneficial Ownership Information Filing
There is a newly required filing for many companies that you need to be aware of, if you aren't already.
You may have received information or solicitations from service providers (and possibly some scams) regarding "BOI" - Beneficial Ownership Information.  This is a new filing required by the US Treasury Financial Crimes Enforcement Network that is due this year from many businesses.
I highly recommend that before you file, and especially before you pay anyone to file for you, you go to the official government website fincen.gov/boi and read the information provided there.
You should be able to determine whether or not your business is required to file, and what information is needed for filing.  If you have any questions or doubts after reading the information provided, you should contact your accountant or attorney.
Since this is very new and unfamiliar territory, I won't be offering to do these filings, but there do appear to be reputable companies offering the service, such as Tax1099.com.
Please let me know if you need any information that I am able to provide for this, or if you have any questions that I may be able to answer.

QBO Backup Service Poll Question
I believe you know that I am big on backups, and backups of backups, etc.  The one thing I don't have 'Backed Up' are the QBO data files, because I feel that Intuit 'has our back' there.
Lately however, I've come to believe that it may just be a good idea to get a backup service in place for those as well -- because "you just never know".
So, my question is -- would you be interested in such a service for a small monthly fee?  I believe I could offer it around $10/mo per QBO file.
Please comment on this post - Yay or Nay - so I can get an idea of whether or not it will be feasible.  The per/file rates change according to how many there are, so it's important for me to get a good idea of interest.

That is all for now -- Thank You for reading and participating!

Just some brief notes and reminders...

• QBO transitioning to new invoicing and reports continue, and it is still creating some glitches and inconveniences in the software.  I feel confident that these will clear up (eventually), so I recommend two things in the meantime -- Patience (though it's not easy), and lots of Feedback!   There are Feedback buttons within some of the QBO screens, but the option is always available under the big gear icon.
• Sales tax rate change on commercial rentals is effective June 1st, so if that affects you this is a reminder to take any action needed.
• There is a website to check the status of any QuickBooks outages or issues.  I recommend that you Bookmark this website, and optionally subscribe so you will receive notices about any outages.  It is https://status.quickbooks.intuit.com/  (I will also be adding this as a Resource in your ClientHub workspace.)
• Monthly Reports -- I found a glitch in the set up of monthly reports scheduled to auto-send on a specific date.  If you aren't receiving your regular monthly reports, please let me know so I can trouble-shoot and get those out to you.

That's all for now!   Happy Summer :-)