QuickBooks Tips – Bank Reconciliation

By |2022-08-18T08:47:29-04:00November 13th, 2009|QuickBooks Tips|

Your month end process should always include a bank reconciliation.  QuickBooks has an easy to use reconciliation process.  Simply enter your ending balance from your bank statement and begin marking all items on the screen that appear as cleared on your bank statement.  Deposits and credits are listed on the right of the screen and [...]

2009 Year-End Planning Strategies

By |2022-08-18T08:47:30-04:00November 5th, 2009|Taxation|

As we approach year-end, there is still time to take action to lower your 2009 tax bill and add to your tax -advantaged retirement accounts.  Here are a few ideas to get you started before year-end.  This is by no means an exhaustive list, so please contact us for additional ideas. Make the Standard Deduction [...]

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