• Published on

    another short post!

    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!
  • Published on

    I'll be brief...

    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!