Befitting Books and Tax, LLC

Befitting Books and Tax, LLC Helping online service providers work efficiently, limit the overwhelm, & build financial confidence

How many people can I afford to hire? How many clients do I want? When do I want to retire? What do I have in mind for m...
02/05/2024

How many people can I afford to hire? How many clients do I want? When do I want to retire? What do I have in mind for my business in the coming year? What do I want to be doing in five years?
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Up-to-date numbers, that you can reference at the drop of a hat, help you begin to answer these questions.
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That’s why I’m thrilled to share this client love today from someone strategically creating the future of her dreams 🙌.

From catch-up/cleanup to ongoing bookkeeping and tax services, I can help bring you there. Reach out at the link in bio.
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Calling all service-providers! While you enjoy the last few days of December, make sure to save these necessary steps to...
12/30/2023

Calling all service-providers! While you enjoy the last few days of December, make sure to save these necessary steps to help save that tax-time scramble! 👇
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💥Send those invoice reminders in QuickBooks Online and follow up w/ clients
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💥If an S-Corp, consider whether owner employees have taken reasonable salaries (as deferrals have to be made before year-end)
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💥Download all monthly bank, credit card, and loan statements for the year to store digitally (keep on hand in case of an audit)
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💥Organize receipts & catch-up on bookkeeping
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💥Check in with your bookkeeper & tax preparer so they can coordinate with each other (& make any adjusting entries, if necessary)
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💥Complete December’s reconciliation & close out the year’s books (most of the time, owner’s equity accounts will close to retained earnings); I like to then secure with a password in QuickBooks Online
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💥Make sure all of your W-9s have been collected
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💥Make a list of 1099s to complete and file by their upcoming due date (1099-NECs are due by January 31st)
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👉Taking these pro-active steps will give you a jumpstart at your 2024 goals. Drop an emoji below describing how else you’ll spend your extra time!
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**GIVEAWAY** Just as YOU go for your yearly physical, your business BOOKKEEPING needs an annual checkup too!📈⠀ This Blac...
11/20/2023

**GIVEAWAY** Just as YOU go for your yearly physical, your business BOOKKEEPING needs an annual checkup too!📈
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This Black Friday week, ENTER to win a FREE Bookkeeping Health Check (worth $129) to include a:
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💥Discovery Call
💥Bookkeeping Assessment (in QuickBooks Online or Wave)
💥PDF Report of your assessment (to include practical recommendations on better organization, efficiency, and tax prep)
💥BONUS: Visual Walkthrough to include tips (so you know where to start)!
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TO ENTER:
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👉Like this post + follow us
👉Tag a business owner you think would appreciate a bookkeeping health check (each tag = one entry)
EXTRA ENTRIES:
👉Share to your stories, making sure to tag us! (extra 10 entries)
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💥This giveaway runs until midnight (PST) Thursday, November 23rd with winner announced on Friday, November 24th💥
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Terms: must be have an active QuickBooks Online or Wave account to qualify. This giveaway is not associated or endorsed by Instagram or its affiliates.
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If you could find clarity with your numbers, how might you use them to propel your business forward?⠀ 💥You’d have clear ...
10/19/2023

If you could find clarity with your numbers, how might you use them to propel your business forward?
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💥You’d have clear cash flow insight to make hiring decisions BEFORE paralyzing burnout sets in
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💥You’d strategize about which profitable services to keep or which ones to launch at a later time
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💥You’d already have that beginning-of-the-year budgeting accountability instead of rushing (and forking out MORE money) for a last-minute tax-prep cleanup.
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This Facebook review is from Ashley, owner of Oak and Maven, a Virtual Assistant Agency. It was such an honor to help her find clarity in her numbers!
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👉Let me know below: with better clarity, would you use for STRATEGY or HIRING first?
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It’s that time again, but WHY pay estimated tax payments at all?⠀ If you are a self-employed entrepreneur raking in inco...
08/29/2023

It’s that time again, but WHY pay estimated tax payments at all?
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If you are a self-employed entrepreneur raking in income without putting some of it aside for taxes, you could end up with hefty tax bill shock in the Spring.
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Estimated tax payments ensure you’re pre-paying your taxes throughout the year and really are your proactive tickets to peace of mind 💪.
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Of course, as this is general advice, always check with your tax preparer for your specific tax situation.
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Additional questions? Send me a DM!
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Question: How can you get necessary bookkeeping help when you don’t have the income quite yet?⠀ 💥Don’t worry. I got you💥...
05/10/2023

Question: How can you get necessary bookkeeping help when you don’t have the income quite yet?
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💥Don’t worry. I got you💥

Regardless of income, here’s how I make my bookkeeping services accessible to you:
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OPTION 1: Schedule a Q&A Call
Get your burning bookkeeping questions promptly answered or receive some direction within QuickBooks Online during a session.
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OPTION 2: Payment Plans
Many expenses all coming out on the 1st can quickly become overwhelming. I can offer a payment plan that it is more manageable for you.
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OPTION 3: Quarterly Bookkeeping
Some bookkeeping tasks still need to be done monthly, but if you don’t want a monthly meeting to assess your financials at this time, a reduced rate can be offered.
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👉Ready to see your finances more clearly? Still on the fence? Send me a DM so I can answer your questions!
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When is the last time you really DOVE into your bookkeeping? I know, I know. Sometimes bookkeeping feels like that chore...
05/01/2023

When is the last time you really DOVE into your bookkeeping? I know, I know. Sometimes bookkeeping feels like that chore at the end of the night you really want to leave until morning…😅
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BUT hear me out.
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💥There is a reason for it and it isn’t simply to JUST file your taxes.💥
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ACCURATE, up-to-date bookkeeping gives you a roadmap to where you WANT to be
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And I can guarantee it’s not grinding away paying crazy expenses without seeing a profit at the end of the month
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So if you’re really in a pickle and don’t want to even touch the hot mess of your books, that’s what I’m here for.
👉I help clean up your books and guide you with those numbers (DM me to get started)
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👉But I am curious, so let me know in the comments below:
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If you could see your numbers clearly, are you team maintain, invest, or save?
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Let’s dive into why year-round bookkeeping is ESSENTIAL to your business sustainability…⠀ Tax Day has passed and you’re ...
04/20/2023

Let’s dive into why year-round bookkeeping is ESSENTIAL to your business sustainability…
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Tax Day has passed and you’re ready to put your books on the back burner for another year, but WAIT…
You are leaving MONEY on the table!
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Consider these questions…
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1️⃣ What services or products are generating the most revenue?
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2️⃣ How do your expenses compare to the revenue?
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3️⃣ Are you coming in under or over budget this month?
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4️⃣ How does your Profit and Loss compare to last month and last year?
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5️⃣ Where can you improve your profit margins for next month?
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👉If you cant answer these questions on any given day, how can you expect to grow or strategize effectively?
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That’s where I can help to provide you:
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💥PEACE OF MIND knowing your books will be cleaned up by a professional
💥RELIEF having bookkeeping off your plate so you can focus on your clients
💥FINANCIAL CONFIDENCE when your numbers are clearly explained to you during monthly/quarterly meetings
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👉Click the website link in my bio to inquire!
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Address

Bellingham, WA

Opening Hours

Monday 12pm - 9:30pm
Tuesday 12pm - 9:30pm
Wednesday 12pm - 9:30pm
Thursday 12pm - 9:30pm
Friday 12pm - 9:30pm

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