https://www.facebook.com/520823061448486/

Amy E Winchester, CFP • Winchester Capital Services, LLC

Home
United States
Metairie, LA
Amy E Winchester, CFP • Winchester Capital Services, LLC

Winchester Capital Services offers Wealth Management & Business Advising services.

Let's talk business and money- how to borrow it, how to spend it, how to make it, how to save it & how to give it.

11/04/2026

Before the year wraps up, it’s worth taking some time to review your bookkeeping records and financial reports. Staying organized now can help reduce stress during tax season and provide a clearer picture of your business heading into the new year.

Swipe through our year-end bookkeeping checklist to make sure your records are in order before the year closes.

We hope you found this list helpful as you begin to prepare for the year-end. And as always, if you would like help reviewing your books, identifying cleanup items, or scheduling a year-end check-in, please feel free to reach out. Our team is here to help make the year-end process as smooth as possible.

11/03/2026

Paid time off (PTO) includes vacation, sick leave, and personal time that employees earn throughout the year. Before year-end, it is a good idea to make sure your records are accurate and your policies are applied consistently.

Reviewing PTO balances helps prevent employee disputes, ensures your payroll records are accurate, and helps your business comply with state employment laws. Depending on your state's requirements and company policy, unused vacation time may need to be carried over or paid out.

If you would like assistance reviewing your PTO records before year-end, give us a call. We're here to help.

11/02/2026

If you're already fretting about tax season, you're not alone. The stress of filing your taxes can be intense, but the good news is that getting started early can help make the season smoother.

To help you feel more prepared, our team is sharing a few key steps you can take over the next few months. Swipe for more information.

If you’ve experienced a major life or financial change — or want to make sure you’re prepared for filing season — now is a good time to connect with me. We can work together to review your situation and identify any planning opportunities. Just give me a call.

10/31/2026

This Halloween, we just wanted to stop and say that, no bones about it, your continued trust means the world to our team!

We are so grateful to continue supporting you, and we're here for whatever else you may need before the year wraps up.

Wishing you and yours a safe Halloween!

10/30/2026

This Halloween, we just wanted to stop and say that, no bones about it, your continued trust and support mean the world to our team!

We are so grateful to be able to continuously support you and are here to support whatever other needs you may have before the year wraps up.

Wishing you and yours a safe Halloween!

10/30/2026

Have a teenager looking for part-time work or an adult child you're looking to bring into the family business? Putting your kids on payroll can be one of the more overlooked ways to support both your family and your bottom line, as long as it's done the right way. Swipe through for the best ways to make it official from the start.

Before you put this strategy in place, work with your accountant to make sure your wages, documentation, and payroll are all set up correctly under current tax and labor rules. Just give us a call, and we are happy to help you.

10/29/2026

As we move through the second half of the year, now is a good time to step back and revisit your tax strategy. A few proactive decisions now can help reduce surprises later, improve cash flow, and put your business in a stronger position before year-end.

Swipe for a few practical tax strategies we can help small businesses take advantage of ahead of year-end.

Some of the best tax strategies are only useful if you act before year-end. Even a short review during the year can make a meaningful difference. So, if you would like to review your current tax strategy, projected payments, entity structure, or year-end opportunities, please reach out.

Our team would be happy to help you identify practical next steps and make sure you are taking advantage of the options available to you.

10/29/2026

Some of the most valuable tax-saving moves aren't about your books; they're about strategy. Retirement contributions, business structure, and the timing of income and expenses can all shift your tax outcome if you act before the year ends. Swipe through for a few questions worth thinking through now.

Waiting until tax season often means these opportunities have already closed. If you'd like to talk through your specific situation, reach out and let's schedule a time to connect.

10/28/2026

As we get closer to the end of the year, our team wanted to send a quick reminder that now is a great time to check in with us about potential tax-saving opportunities before year-end deadlines arrive.

A proactive conversation now may help you maximize deductions and credits, make advantageous purchasing decisions, adjust estimated final payments if needed, and identify other advantageous tax moves.

Additionally, we encourage you to reach out sooner rather than later, as our calendars tend to fill up quickly toward the end of the year.

That said, if you’d like to review your situation or discuss year-end planning opportunities, feel free to reply to this email or give the team a call.

10/28/2026

As the new year gets underway, it's a good time to build a habit that pays off all year long: actually reading your financial reports every month, not just pulling them together once a year for taxes. Today, we're sharing three reports worth putting on your monthly calendar, along with what to watch for in each. Swipe through to see what they are.

Want help building this into your routine or just want a regular check-in on how things are looking? Give us a call anytime. We're happy to help with this or anything else on your mind.

Address

New Orleans Metropolitian Area
Metairie, LA
70005

Website

facebook.com

Alerts

Be the first to know and let us send you an email when Amy E Winchester, CFP • Winchester Capital Services, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.