Chicago EA

Tax & Holiday Planning 2023 Year End checklist & updates       Don't be left with coal this Christmas... Each and every year, I practically beg clients to make it a priority for year-end tax planning. Some people make the effort

Confession time... Day One's Chart of Accounts review was just a warm-up! 😅

Today, we're getting into the *real* heavy lifting by reviewing the status of your account reconciliation!

If you're reconciled through your most recent bank statement, you can sit today out.

But if you're 1, 2, or 6+ months past reconciling, it's time to think about bringing in some outside help! 👋

When 1099 season rolls around next year, you're going to *wish* you had taken this advice! 📆

Ask your contractors NOW for their W-9s to ensure you have all the information you need to file their 1099 in January.

Want to make your accountant even happier? Get those W-9s BEFORE you hire your contractors!