"Documentation is love letter you write to your future self."
-Damian Conway
Receipt Capture is the easiest way to capture your weekly expense documentation. Receipts can also be emailed to info@bellsolutions.biz or texted to 402-314-8460.
Your small business financials are always ready for your use in your QuickBooks Online to the extent that documentation has been provided.
By navigating to 'Reports', then selecting 'Profit and Loss' from the Standard reports tab, you can view your income and expense records.
Need help? Just let us know!
COMMUNICATIONS
Information about the regulations and compliance matters affecting small business, updates to your services that support those changes, and the details of what we're are doing to keep you tax and audit ready are emailed to you throughout the year. These emails are referred to as CFO Collaboration emails.
Did you miss an email? All CFO Collaboration emails can be found on theClient Pageof our website.
YEAR-END EFFICIENCY
All bookkeeping roads lead to year-end...
By staying on track with weekly and monthly documentation, you can count on your tax information being ready in January.
By signing in up for 1099 processing, you can count on your 1099s being done in early January.
With payroll support services, you can count on of your annual payroll tax filings to be completed in January.
ENSURING YOUR FINANCIAL DATA IS ACCURATE
Send your receipts weekly.
Send, or provide online access to, your business account statements each month.
Never enter, or edit, cash transactions in your QuickBooks system; even if your app tells you to categorize transactions.
Never alter the settings in your QuickBooks system.
Always wait until the 15th to view the previous month's financials reports.
ENSURING YOUR QUICKBOOKS SYSTEM IS COMPLIANCE
Never enter, or edit, cash transactions in your system; even if your app tells you to categorize transactions.
Never alter the settings in your QuickBooks system.
Notify Bell Solutions when new users need access to your system.
Bell Solutions | PO Box 83873 | Lincoln, NE 68501 US
