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Bookkeeping Services
/ We Train U-2
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Introducing...
We Train U-2
Beginning 2009
on the Right Track
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Greetings!
Our
best wishes to you and yours as we enter into 2009! We sincerely wish
your new year thrives and you find peace of mind in all of your
business and personal dealings.
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Tax
Time
The
Inevitable is Here...
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Admit
it - there's no escape. You can choose wisely to begin the
process of doing your taxes. Another day of procrastination
is not going to benefit you or ultimately change the outcome. Here
are a few questions to consider when hiring your tax person:
1.
What type of firm are they? What staff is available to you? Will
there be a CPA, staff accountant, or support staff doing much of your
work? What expertise is available to you such as audits, tax advice,
computer specialists, do they handle complicated issues such as
multiple states' tax returns, and do they offer payroll help?
2. What experience do they have? Do they have the skills you need in
an accountant? Give the accountant a brief overview of where you see
your business going in the next 5 years and see what suggestions he
or she would make to help you meet your business goals.
3. Do they have experience in the type of industry you are in? Do
they currently or have they recently worked with clients with similar
businesses? Are they up-to-date on special regulations needed to be
successful in your type of business?
4. Are they properly licensed? Different industries demand that
accountants have special qualifications to be able to file necessary
reports. Do they have or are they working on getting these
credentials?
5. What computer software are they familiar with? Are they using or
do they have other clients using the same software you have in place?
Do they support that software or will they encourage you to change
types of software?
6. How do they bill? This is a much different question than how much
do they charge, you need to know if they bill a flat fee or do they
bill by the hour.
7. Will they be coming to your business to work on your financials or
do they expect you to bring everything to their office? Can you email
files to them or fax information as needed?
8. How timely are they? Can you expect your quarterly reports in two
weeks after the end of quarter or by the end of the next month? Will
you be receiving monthly reports and how soon after month end can you
expect them?
9.
How technical savvy are they? Are they proficient on the computer,
and the internet? Are their skills current or are they using old
technology that is outdated?
10. Are they currently involved in any pending lawsuits? This can be
tricky, but it can be important to know if they are being sued over
an allegedly bad audit, improper audit procedures, or fraudulent
practices.
We
have resources to help you out with this unwanted task. We can help
you find the perfect tax preparer for your needs. Contact us
today.
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Resolutions?
A
Call to Action
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The
American Heritage Dictionary defines Resolution: 1) A course of
action determined or decided on. 2) The state or quality of
being resolute; firm determination.
Ask
yourself: What action am I committed to taking NOW that will lead to
the best results and goals I have set for myself? Do
you need to sharpen your skills and take a class to meet
your accounting needs? Are you determined to make this year
better than the last by becoming more efficient and
effective in your business affairs?
Procrastination
can kill all the best intentions. If you find you are having
difficulty achieving your goals, take a look at the steps you must
take to achieve success and ask yourself if you have fallen into the
dark pit of procrastination. Examine what your own reasons for
procrastinating are, then vow to yourself that you will not let it
kill off your hopes and dreams.
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Our
services encompass many arenas to help shape your business and to
make it the best it can be for 2009 and in years to come. We are here
to help ensure your books are in order. Our workshops will provide
you with the training you need so that your financial standing
is never a mystery and you are always "in the know".
Get
on the right track, call us today at 408.297.1152.
Tammy
Foley
Bookkeeping
Services & We Train U-2
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IN OUR CORNER
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"How soon 'not now' becomes 'never'."
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