Braun: Financial & Accounting Services

09/08/2025

Q3 Estimated Tax Payments & Extended Business Returns are due next Monday!!!!

09/04/2025

Some exciting news to share!

08/23/2025

07/15/2025

Start collecting W-9s if you've hired any contractors this year and save yourself the stress before January!!

06/12/2025

Q2 Estimated Taxes are due on Monday!!!

05/31/2025

Some of our recent reviews from clients!!!!

05/28/2025

Rename your bank rules in QBO

“Rule: Money out as QBO Fees in Checking Account” isn’t helpful

“QBO Payment Fees” makes it easy to see what the rule says and does.

Staying organized means staying on top of it all!

05/25/2025

We have 3 pending bookkeeping agreements - industries are landscaping, ice cream, & pressure washing business!!

05/23/2025

Use the QuickBooks Online mobile app to snap receipts as you go.

Save yourself the time next year!

05/21/2025

“Here’s what your accountant *wishes* you did all year.”

Let’s break it down:

1. Track income & expenses *monthly*

Don’t wait until year-end to dig through a mountain of transactions. By tracking your income and expenses every month, you’ll:

- Catch errors or duplicates early
- Get a real-time view of your profitability
- Make better financial decisions all year (not just at tax time)

Think of it like brushing your teeth — it’s way easier to stay clean than to fix a mess.

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2. Use proper tax categories (not just “misc.”)

“Miscellaneous” is where clarity goes to die. Instead:

- Categorize each transaction using IRS-recognized or tax-relevant categories
- Examples: “Advertising,” “Office Supplies,” “Professional Services,” “Meals,” etc.
- This helps your accountant maximize deductions and speeds up tax prep

Bonus: It makes it super easy to hand off clean books or run reports for yourself.

Double Bonus: Reference Schedule C for all of the Examples

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3. Keep receipts organized (preferably online)

Receipts are your backup if you’re ever audited — and they help validate deductions.

Tips:

- Snap photos or forward email receipts to a digital folder (Google Drive, Dropbox, or a tool like HubDoc, Quickbooks, or Dext)
- Match them to the expense in your bookkeeping software
- Make it a habit: 5 minutes weekly = stress-free later

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The result?

No scrambling in April.

No mystery expenses.

Just clean, confident, tax-ready books — and maybe even more savings.

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05/19/2025

New to my page?

I’m Mike Braun — Owner of Braun Financial & Accounting Services & I help small business owners clean up their books and make smarter money moves in QuickBooks Online.

Call or message us today for help with your QuickBooks!