Countdown to our 'timely hand-off' commitment!
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You're receiving this email because you have outstanding items needed to close your 2024 accounting records.


At Bell Solutions we are committed to upholding weekly & monthly compliance that supports and protects your small business; and allows us to ensure that you have:


Always tax & audit ready financials,

Annual financial completion in January, and

Guaranteed delivery for tax preparation by Feb. 15th.


The information that Bell Solutions has been provided through February 5th, will be handed over to your tax preparer, no later than February 15th, so that the income tax process may begin. After that time, any remaining items should be provided directly to your tax preparer.



If you have already supplied your information, please disregard this email.

If you have sent information in the last 72-hours, please allow time for processing.

If there is anything we can do to help, please let us know!



Need to know what you're missing?


STATEMENTS

All business accounts must be reconciled in order to close 2024 and process 1099s.


Business accounts include:

  • Checking Accounts
  • Saving Accounts
  • Credit Cards
  • Loans
  • SBA / EIDL Loans
  • Online Payment Platforms (Paypal, Venmo, Stripe, Square, etc.)
  • Employee Benefit Accounts (Retirement, Health Insurance, etc.)


Access your Karbon Dashboard here to view all of your open checklists.



SUPPORTING DOCUMENTATION

Detailed receipts must be supplied for all transactions in order to close 2024 and process1099s.


Supporting Documentation includes:

  • Expense Receipts
  • Income / Deposit Details
  • Mileage Logs
  • W9s

Recent CFO Collaboration communications & Client links:


Karbon Login | Client Page

The Road to Income Taxes | Supporting Documentation | Year End Services

Year Checklist | Goodbye 2024, Hello Tax Season




Bell Solutions | bellsolutions.biz
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