Solving the Books

Solving the Books Business Advisory and Bookkeeping

Intuit is phasing out QuickBooks Desktop 2023, with support, security patches, and add on services like payroll and bank...
05/31/2026

Intuit is phasing out QuickBooks Desktop 2023, with support, security patches, and add on services like payroll and banking ending on May 31, 2026.

After this date, there will be no more updates, security patches, or technical support. While the software may still open, it will become increasingly outdated and vulnerable over time.

If you are unsure what this means for your business or need help with your transition to QuickBooks Online or another solution, we are here to help.

Send us a message or comment below.





If your numbers feel messy, start here.1. Make sure your bank and credit card accounts are connected, synced, and fully ...
05/30/2026

If your numbers feel messy, start here.

1. Make sure your bank and credit card accounts are connected, synced, and fully up to date so you are working with complete and accurate data.

2. Review and categorize your transactions by going through anything uncategorized or incorrect so your reports accurately reflect what is happening in your business.

3. If you have personal expenses in your business accounts, go through and recategorize them, and start using separate accounts to keep your numbers clear and reliable.

4. Review your reports to make sure there are no unusual or incorrect categories so your financials stay clean and easy to understand.

Feeling overwhelmed?

Send us a message or comment below and we will help you get back on track.





Have payroll set up for your business? Which one are you using?Have questions about starting payroll? Drop them below. ...
05/29/2026

Have payroll set up for your business? Which one are you using?

Have questions about starting payroll? Drop them below.





Comment below if you have questions about one specifically.Let us know which one you are using.
05/28/2026

Comment below if you have questions about one specifically.

Let us know which one you are using.





If this sounds like you, we would love to work togetherSend us a message or comment below for more details. ...
05/27/2026

If this sounds like you, we would love to work together

Send us a message or comment below for more details.





Which one best describes you?Comment below with A, B, or C.
05/26/2026

Which one best describes you?

Comment below with A, B, or C.





Small changes now can make a big difference and lead to a much smoother and more predictable tax season next year.If you...
05/25/2026

Small changes now can make a big difference and lead to a much smoother and more predictable tax season next year.

If you're behind on your bookkeeping, we can help you get everything organised and ready for tax time.

Send us a message or drop a comment to learn more.





You do not need everything figured out. You just need to start.Tag a friend who needs this reminder or share this with s...
05/24/2026

You do not need everything figured out. You just need to start.

Tag a friend who needs this reminder or share this with someone who is ready to take that next step.





Take a moment to step away, recharge, and reset. You have earned it!What are your weekend plans?
05/22/2026

Take a moment to step away, recharge, and reset. You have earned it!

What are your weekend plans?





According to IRS guidelines, most small business owners should keep tax records for at least 3 years from the date the r...
05/21/2026

According to IRS guidelines, most small business owners should keep tax records for at least 3 years from the date the return was filed.

However, there are a few important situations to be aware of.

- You should keep employment tax records for 4 years.

- If you underreported income by more than 25 percent, keep records for 6 years.

- For bad debt or worthless securities, keep records for up to 7 years.

- If no return was filed or it was fraudulent, records should be kept indefinitely.

When in doubt, keeping records longer is usually safer than getting rid of them too early.

Make sure to follow our page for practical tax, business, and financial tips.





Address

Oakland Park, FL
33334

Opening Hours

Monday 12:30pm - 6pm
Tuesday 12:30pm - 6pm
Wednesday 12:30pm - 6pm
Thursday 12:30pm - 6pm
Friday 12:30pm - 6pm

Telephone

+19549040886

Website

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