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In Our Corner

Property Tax Scam

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Advice Note

About a week ago, I came across an Internet advice column that told me how to eliminate the paperwork clutter on my desk.


So I printed out the five pages of how-to instructions, and placed them on top of the rest of the stuff on my desk. Now I can't find them.




There are many ways to help you get your finances in order.

Keeping the chaos out of the picture will make a difference! Climb up and out of what no longer serves you!

Suze Orman points out a better way to go about getting rid of that nagging mound of paperwork! To help you get organized, click here for some great tips on how to stay on top!: http://www.suzeorman.com.

Topics include:

  • What to keep for 1 month
  • What to keep for 1 year
  • What to keep for 3 years
  • What to keep for 7 years
  • What to Keep Forever

Newsletter February 2009


It's February - Show Me the Money!

Some of you may be struggling with your finances and are not able to move forward. If you continue to stay in the same place, and take no action, there is no possibility for growth. The end result is diminishing your profits and continuing the path to no where!


We offer bookkeeping services and QuickBooks® training to get you up and running, both effectively and efficently. Our goal is to provide affordable services and to help alleviate your financial worries.

We can help to lift your burden by showing you how to get the mounds of paperwork into QuickBooks and out of your way!

Give us a call at (408) 297.1152 to turn your frustration and concerns into a solution!

Beware - Property Tax Scam!

scam alert

There is a notice being circulated and delivered to your neighborhoods from a firm calling themselves Property Tax Reassessment out of Los Angeles. This notice states you need to pay $179.00 for a property tax assessment. Don't do it! Please pass the word! This is being investigated as a SCAM!

for additional information.



If you are not clearly understanding where your money is being spent we can help. Learning basic accounting can help you understand who is keeping your score.

Evaluate where you are and ask yourself honestly what more you can do to make your business more sound and to thrive.

Here are a few pointers that provide steps to taking charge of your financial success.

  1. Learn basic accounting before you go into business. Do your own bookkeeping to gain knowledge of your accounting.
  1. Take a class or go to school if necessary.
  1. What acountants do you know or network with that may be familiar with your industry? Consult and retain their services.
  1. Determine what accounting software program works best for your business.
  2. Reconcile your bank account at least once a month when your bank statement is received.
  3. Maintain and update your cash flow control spreadsheet monthly.
  4. Plan to outsource your payroll and payroll reporting.
  5. Prepare and understand your financial statements at least once a month.
  6. ALWAYS Keep your business records separate from your personal records.
  7. Call for help and take action if you are stuck!

Give yourself a break - do the best thing toward promoting your business and your worth. Get started today.

We're just a phone call away.



Tammy Foley
Bookkeeping Services & We Train U-2

Save $50

When you register for the first three workshops, you will save $50 on our bundled deal. Share this offer with other associates and friends. Check out our website at www.WeTrainU2.com.

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