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Greetings...
May was a good month, with just a few teensy hiccups and delays, but overall a good month!
ClientHub is really helping in keeping the workflow running more smoothly, and I expect that will get even better with time and as everyone gets more familiar and more come aboard. It is the best way to stay connected with me, and to get any tasks or projects put in the works. Between ClientHub and Calendly scheduling, it should be much easier for us all to keep on top of things. I thank you for your time and patience in getting connected!
If we haven't already 'hooked-you-up', there is a really helpful app called RightTool that works with QBO that has some really helpful tools to make working in QBO easier. There is a FREE version that has lots of goodies included, so let me know if you are interested and we can discuss how it can help you in your work. I couldn't work without it anymore! It doesn't take much set up or instruction -- you can be up and running in minutes. Gee, I sound like a salesperson here, but really I just like to share a good thing.
My work schedule will be changing a bit for the summer months, beginning next week. I will update my availability for appointments in Calendly soon to reflect the new schedule.
I think that's all from me for now. I wish you a nice Memorial Day holiday :-)
May was a good month, with just a few teensy hiccups and delays, but overall a good month!
ClientHub is really helping in keeping the workflow running more smoothly, and I expect that will get even better with time and as everyone gets more familiar and more come aboard. It is the best way to stay connected with me, and to get any tasks or projects put in the works. Between ClientHub and Calendly scheduling, it should be much easier for us all to keep on top of things. I thank you for your time and patience in getting connected!
If we haven't already 'hooked-you-up', there is a really helpful app called RightTool that works with QBO that has some really helpful tools to make working in QBO easier. There is a FREE version that has lots of goodies included, so let me know if you are interested and we can discuss how it can help you in your work. I couldn't work without it anymore! It doesn't take much set up or instruction -- you can be up and running in minutes. Gee, I sound like a salesperson here, but really I just like to share a good thing.
My work schedule will be changing a bit for the summer months, beginning next week. I will update my availability for appointments in Calendly soon to reflect the new schedule.
I think that's all from me for now. I wish you a nice Memorial Day holiday :-)
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Finally, April 18th is behind us -- and summer is on the way, along with some much-needed rain.
April was another busy month, which is becoming the norm, but each month brings a different kind of busy. Keeps things interesting!
ClientHub is up-and-running now, and is really beginning to pay off. I have plenty of fine-tuning left to do, but I can feel the benefits and hope you as a Client will begin to see them also and come to appreciate it as much as I do. During this time of learning the app, please feel free to ask questions as you go -- I'm still learning too, and it helps to hear things from your perspective also.
I also added RightTool to my Toolbox last month. It provides many helpful features to make working with QBO easier and more productive. I recommend it, and there is a free version if you would like to try it out. Even the free version has a lot of helpful features.
May promises to be much like April, with maybe a slightly less rushed pace. Besides the usual monthly tasks, I will still be focusing on implementing and fine-tuning the new apps, reorganization, and catching up on some of the larger projects that were too big to tackle during the seasonal crunch.
And looking forward to some May Flowers after these April Showers. :-)
Stay Cool til next month!
April was another busy month, which is becoming the norm, but each month brings a different kind of busy. Keeps things interesting!
ClientHub is up-and-running now, and is really beginning to pay off. I have plenty of fine-tuning left to do, but I can feel the benefits and hope you as a Client will begin to see them also and come to appreciate it as much as I do. During this time of learning the app, please feel free to ask questions as you go -- I'm still learning too, and it helps to hear things from your perspective also.
I also added RightTool to my Toolbox last month. It provides many helpful features to make working with QBO easier and more productive. I recommend it, and there is a free version if you would like to try it out. Even the free version has a lot of helpful features.
May promises to be much like April, with maybe a slightly less rushed pace. Besides the usual monthly tasks, I will still be focusing on implementing and fine-tuning the new apps, reorganization, and catching up on some of the larger projects that were too big to tackle during the seasonal crunch.
And looking forward to some May Flowers after these April Showers. :-)
Stay Cool til next month!
- Published on
It was a 'mad' month, what with getting work turned in for the March 15th tax deadline AND scrambling to earn the CPE's required to maintain my certifications AND just work in general -- but it has all been well worth it and rewarding in the end.
I now have my Advanced QuickBooks Online Certification, and have completed Excel University Volume 1 courses -- which I can highly recommend if you would like to advance your Excel skills and knowledge. The course material was 100% relevant and useful, and was always engaging.
It has also been a kind of exciting month. I have begun catching up on some things that I really wanted to accomplish, and am doing some reorganizing, which will help me be more productive.
One thing you will be seeing from me in the very near future is an invitation to Client Hub. This app will be a great way for us to communicate, share documents and information, and work together, all in one place. When you receive your invitation, please take a few minutes to set up a login and perform the first very short task. I think it will be really be a benefit to us both.
Good things are happening with QuickBooks Online also, and I will keep you updated as things progress. In the meantime, please feel free to get in touch if something new comes up that you would like to ask about.
So, that's all for now. I hope you are enjoying Spring, and I'll be back next month with more updates.
I now have my Advanced QuickBooks Online Certification, and have completed Excel University Volume 1 courses -- which I can highly recommend if you would like to advance your Excel skills and knowledge. The course material was 100% relevant and useful, and was always engaging.
It has also been a kind of exciting month. I have begun catching up on some things that I really wanted to accomplish, and am doing some reorganizing, which will help me be more productive.
One thing you will be seeing from me in the very near future is an invitation to Client Hub. This app will be a great way for us to communicate, share documents and information, and work together, all in one place. When you receive your invitation, please take a few minutes to set up a login and perform the first very short task. I think it will be really be a benefit to us both.
Good things are happening with QuickBooks Online also, and I will keep you updated as things progress. In the meantime, please feel free to get in touch if something new comes up that you would like to ask about.
So, that's all for now. I hope you are enjoying Spring, and I'll be back next month with more updates.
- Published on
Ahhh February... it is only missing a couple of days, but boy do I miss them. It just seems too short to fit everything in!
Work is beginning to flow a bit easier now. I expect that by the end of March, things should ease up so I can be more available for extra projects and catch-up work. I will be mostly unavailable for a few days (Feb 28 - Mar 2) for a QuickBooks Online Boot Camp. It will provide me with additional training especially for the Advanced QBO features.
You should be seeing the new 'Business Network' feature when you are working in QBO when adding Vendors or Customers. You may also see my invoices pop up automatically in your QBO for review and processing, along with any of your other Vendors that are in the Business Network. There are more features coming along in the future in the Business Network, to help automate some of the tasks -- saving you time and money. If you would like more information or have any questions, please let me know.
Another upcoming feature is New Invoicing improvements. It looks like this is going to be a greatly improved feature with more control and options (including payments). It will be rolled out gradually this year, about 50% by summer, and the rest by the end of 2023. When you receive the new invoicing feature, please let me know if you have any questions. I believe if you have issues with it, you may be able to opt out for a time.
I hesitate to mention this one, because I never found it helpful, but if you were attached to the Desktop App for QBO, it is back - now for Windows and Mac.
That's all for now -- Stay Tuned! Remember, you can always book an appointment with me, either from my website or from the link in my email signature.
Work is beginning to flow a bit easier now. I expect that by the end of March, things should ease up so I can be more available for extra projects and catch-up work. I will be mostly unavailable for a few days (Feb 28 - Mar 2) for a QuickBooks Online Boot Camp. It will provide me with additional training especially for the Advanced QBO features.
You should be seeing the new 'Business Network' feature when you are working in QBO when adding Vendors or Customers. You may also see my invoices pop up automatically in your QBO for review and processing, along with any of your other Vendors that are in the Business Network. There are more features coming along in the future in the Business Network, to help automate some of the tasks -- saving you time and money. If you would like more information or have any questions, please let me know.
Another upcoming feature is New Invoicing improvements. It looks like this is going to be a greatly improved feature with more control and options (including payments). It will be rolled out gradually this year, about 50% by summer, and the rest by the end of 2023. When you receive the new invoicing feature, please let me know if you have any questions. I believe if you have issues with it, you may be able to opt out for a time.
I hesitate to mention this one, because I never found it helpful, but if you were attached to the Desktop App for QBO, it is back - now for Windows and Mac.
That's all for now -- Stay Tuned! Remember, you can always book an appointment with me, either from my website or from the link in my email signature.
- Published on
Happy New Year (a little late)!
For all of you who are using QuickBooks Online, you may be seeing new things pop-up due to New Features that are being rolled out this month and next.
If you do see something new and you're curious and would like to learn, please feel free to just give me a call or drop me a line or choose an appointment time to ask questions and learn about them.
This is also true for questions about anything current. You may be surprised to find that there may be a solution to something, or a new trick to learn, that can make your job easier and more efficient. There are so many features that can help, and I love to share them.
I hope you're having a good January -- I know mine has been super-busy with everything that must be done for year-end (including the dreaded 1099's) -- and hope to hear from you.
For all of you who are using QuickBooks Online, you may be seeing new things pop-up due to New Features that are being rolled out this month and next.
If you do see something new and you're curious and would like to learn, please feel free to just give me a call or drop me a line or choose an appointment time to ask questions and learn about them.
This is also true for questions about anything current. You may be surprised to find that there may be a solution to something, or a new trick to learn, that can make your job easier and more efficient. There are so many features that can help, and I love to share them.
I hope you're having a good January -- I know mine has been super-busy with everything that must be done for year-end (including the dreaded 1099's) -- and hope to hear from you.
- Published on
Hello Everyone, and Happy New Year!
With the January rush, it is necessary to prioritize the work that needs to be done to meet the most immediate deadlines (payroll reporting, sales tax, and 1099-NECs).
After those deadlines have been met, I will begin the work to finalize your records for your accountant to use for tax preparation -- and any other work that is needed.
I have set up a scheduling app if you would like to schedule an appointment with me (See link below). For January, I have limited the appointment length to 30-minutes. Beginning February 1st, one-hour appointments will be available again.
Thank you, and I look forward to working with you another year!
www.calendly.com/becca123
With the January rush, it is necessary to prioritize the work that needs to be done to meet the most immediate deadlines (payroll reporting, sales tax, and 1099-NECs).
After those deadlines have been met, I will begin the work to finalize your records for your accountant to use for tax preparation -- and any other work that is needed.
I have set up a scheduling app if you would like to schedule an appointment with me (See link below). For January, I have limited the appointment length to 30-minutes. Beginning February 1st, one-hour appointments will be available again.
Thank you, and I look forward to working with you another year!
www.calendly.com/becca123
- Published on
It is a crazy time for us all -- but life goes on as usual (sort of)...
I haven't had time to post, although there has been a need with all of the out-of-the-ordinary things happening, but am going to try to catch up a little now.
PPP Loans:
I have been monitoring the situation, but please let me know if you receive a request to complete an application for forgiveness and need help. QuickBooks and Gusto both are providing special reports for this purpose, and I am deferring to your accountant when appropriate.
Familys First Coronavirus Act:
Under this act, Employers pay Employees for Covid-related time off and deduct the cost from their 941 payroll tax payments. There will be a link (see Tools and Links) with detailed information on this, but please be aware of the requirement to pay employees in certain circumstances and know that it needs to be recorded in a specific way.
Payroll Tax Deferral (Employee SS):
This is the latest via executive order that went into effect September 1st. Under this order, social security deductions from (most) employees pay are to be deferred until December 31, 2020, and then repaid by the employee between Jan 1 and April 30, 2021.
However, payroll providers have requested clarification as there are many unanswered questions so it hasn't yet gone into effect in QuickBooks or Gusto payroll pending more information. Stand-by on this one. In my humble opinion, it will cause many many headaches in implementation, reporting, and re-collection from employees.
Fun Stuff:
So, it's not all doom-and-gloom. Lots of things going on with Intuit!
Payroll -- changes that were planned to go into effect months ago were post-poned due to the pandemic. You may be receiving some notices about the changes -- I believe by October 1st. Please contact me if you have any questions. The payroll options are all changing (for the better I think), so please feel free to get in touch to discuss what plan is best for you or to ask any questions you may have.
QuickBooks Labs has some interesting new things!
I would like to thank you all for being so patient with my current work schedule. I think we are all managing the best we can under the circumstances, and I truly appreciate your understanding and flexibility.
I haven't had time to post, although there has been a need with all of the out-of-the-ordinary things happening, but am going to try to catch up a little now.
PPP Loans:
I have been monitoring the situation, but please let me know if you receive a request to complete an application for forgiveness and need help. QuickBooks and Gusto both are providing special reports for this purpose, and I am deferring to your accountant when appropriate.
Familys First Coronavirus Act:
Under this act, Employers pay Employees for Covid-related time off and deduct the cost from their 941 payroll tax payments. There will be a link (see Tools and Links) with detailed information on this, but please be aware of the requirement to pay employees in certain circumstances and know that it needs to be recorded in a specific way.
Payroll Tax Deferral (Employee SS):
This is the latest via executive order that went into effect September 1st. Under this order, social security deductions from (most) employees pay are to be deferred until December 31, 2020, and then repaid by the employee between Jan 1 and April 30, 2021.
However, payroll providers have requested clarification as there are many unanswered questions so it hasn't yet gone into effect in QuickBooks or Gusto payroll pending more information. Stand-by on this one. In my humble opinion, it will cause many many headaches in implementation, reporting, and re-collection from employees.
Fun Stuff:
So, it's not all doom-and-gloom. Lots of things going on with Intuit!
Payroll -- changes that were planned to go into effect months ago were post-poned due to the pandemic. You may be receiving some notices about the changes -- I believe by October 1st. Please contact me if you have any questions. The payroll options are all changing (for the better I think), so please feel free to get in touch to discuss what plan is best for you or to ask any questions you may have.
QuickBooks Labs has some interesting new things!
- QuickBooks Themes (dark theme) -- I really like this one, as it is easier on my eyes. It is a little bit quirky at the moment, but feel free to give it a try -- you can always switch back if you don't like it.
- Tags -- this could be a very useful feature. There is a very short video to watch to see if it is something you would like to try.
- Cashflow Dashboard Widget -- for those who like a picture of your inflow/outflow of cash.
- Community Reports -- tap into customized shared reports to save time setting up commonly used reports that aren't 'standard'.
- If you try any of the features in labs, please be sure to leave feedback! Especially if it is something you really would like to see made permanently available. Labs is just that -- features being tested to see if they should become an added feature in QuickBooks!
I would like to thank you all for being so patient with my current work schedule. I think we are all managing the best we can under the circumstances, and I truly appreciate your understanding and flexibility.
- Published on
Whew -- the January rush is (finally) over, and I am ready to get on with the February work of reviewing and wrapping up 2019. This month will be all about getting everything complete and tidy for tax preparation.
A couple of notes of interest...
The AIPB (American Institute of Professional Bookkeepers) states that even though the IRS does not require it, you may want to ask for (not demand) a new W4 from your employees for 2020 to avoid any possible year-end tax surprises. The IRS Advisory Council recommends that all employees be asked to file a new W-4. I feel that this is something they should complete at home so they can have their personal information at hand and have some privacy.
For Payroll Clients -- depending on the payroll service plan you are on, I would like to make you aware that there are some changes in the works, and especially that there are additional services available for you and your employees if you are interested, including health care plans, 401Ks, HR services, workers comp, donation matching, etc. It's a good time to be making changes and get 2020 off to a good start! Please feel free to ask me if you're interested in anything.
Finally, I plan to post whenever there is something I feel is important to share to keep you informed about changes and issues that may affect you. I am also going to try out sending this via newsletter. I promise to try to keep the posts and newsletters short, sweet, and infrequent. Please sign up if you are interested.
A couple of notes of interest...
The AIPB (American Institute of Professional Bookkeepers) states that even though the IRS does not require it, you may want to ask for (not demand) a new W4 from your employees for 2020 to avoid any possible year-end tax surprises. The IRS Advisory Council recommends that all employees be asked to file a new W-4. I feel that this is something they should complete at home so they can have their personal information at hand and have some privacy.
For Payroll Clients -- depending on the payroll service plan you are on, I would like to make you aware that there are some changes in the works, and especially that there are additional services available for you and your employees if you are interested, including health care plans, 401Ks, HR services, workers comp, donation matching, etc. It's a good time to be making changes and get 2020 off to a good start! Please feel free to ask me if you're interested in anything.
Finally, I plan to post whenever there is something I feel is important to share to keep you informed about changes and issues that may affect you. I am also going to try out sending this via newsletter. I promise to try to keep the posts and newsletters short, sweet, and infrequent. Please sign up if you are interested.
- Published on
Happy New Year!
It has been a very long time since I have posted anything, but I resolve to try to keep it up this year.
The main news at the moment is regarding the redesigned W-4 form for 2020. Effective January 1st 2020, any new W4's must be submitted using the new form.
Current W-4's that were submitted prior to 2020 are still valid, and employees are not required to fill out the new form unless they make changes that require them to submit a new W-4. All newly-hired employees must use the new form.
I believe there are going to be many questions about completing the form, but my advice is to just follow the directions, and to use the online estimator at www.irs.gov/W4app if necessary.
Please let me know if I can be of any help.
You can get the new forms at www.irs.gov, or here on my website on the Tools and Links tab.
Thank you!
It has been a very long time since I have posted anything, but I resolve to try to keep it up this year.
The main news at the moment is regarding the redesigned W-4 form for 2020. Effective January 1st 2020, any new W4's must be submitted using the new form.
Current W-4's that were submitted prior to 2020 are still valid, and employees are not required to fill out the new form unless they make changes that require them to submit a new W-4. All newly-hired employees must use the new form.
I believe there are going to be many questions about completing the form, but my advice is to just follow the directions, and to use the online estimator at www.irs.gov/W4app if necessary.
Please let me know if I can be of any help.
You can get the new forms at www.irs.gov, or here on my website on the Tools and Links tab.
Thank you!
- Published on
It is turning out to be an even-busier-than-expected year-end with unexpected changes cropping up.
I wish everyone a wonderful Thanksgiving!
- The half-cent sales tax for the Indian River Lagoon passed. The tax rate will be a total of 7% effective on Jan 1 2017. That is actually 6% State sales tax plus 1% County surtax. If you need any help setting that up in QuickBooks, please let me know. In QuickBooks it needs to be set up as two separate taxes and combined.
- The Florida Minimum wage is increasing from $8.05 to $8.10 on Jan 1st 2017.
- I expect you will begin receiving your new Florida Unemployment rate notices (Form RT-1) within the next few weeks. When you receive them, please shoot a copy to me for my records asap so I can make the changes.
- The DOL's - Department of Labor's - new FLSA regulations go into effect December 1 2016. In case you aren't familiar with this or need to discuss it, please let me know. The link to the page on their website with more information is: https://www.dol.gov/WHD/overtime/final2016/
- The new W2 and 1099 deadlines are still in effect for this year, so please be sure to gather and confirm all of the information needed to process them without any delays. It is a good time to have your employees confirm their information is correct and current, and to review for 1099's and gather any W-9's you may be missing. Before people disappear for the Holidays is best.
I wish everyone a wonderful Thanksgiving!
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Your friendly neighborhood Bookkeeper here, with news, tips, and information for you and your business.
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