May Newsletter
From Speedy Sums Bookkeeping Services LLC
“Excellence in Every Entry”
Moving Forward After Tax Season
Tax season might be behind you — but great bookkeeping never stops!
May is the perfect time to review what went right (and what didn’t) during tax prep so you can stay ahead all year long. Whether you need to catch up on reports, organize receipts, or plan for summer growth, Speedy Sums has you covered.
We can help you with:
- Monthly & Quarterly Bookkeeping
- Profit & Loss & Balance Sheet Reviews
- QuickBooks Setup or Cleanup
- Payroll & 1099 Management
- Budgeting & Forecasting for Summer
May Financial Tips
- Review Your Tax Results
- Check what your CPA recommended — plan now to make next year easier.
- Set Up a Savings Plan for Next Year’s Taxes
- Deposit a percentage of income into a separate tax fund monthly.
- Revisit Your Business Goals
- Use your financial reports to track progress toward Q2 targets.
- Digitize Paper Records
- Scan receipts, invoices, and bank statements into a secure cloud folder.
- Update Payroll & Vendor Info
- Ensure new hires, contractors, or rate changes are reflected accurately.
Bookkeeping Special — Let’s Get You Caught Up!
If you fell behind during tax season, now’s your chance to get back on track.
Book a free consultation this month and receive 10% off your first clean-up service!
Book a Session on Calendly
Speedysumsbookkeepingservices@gmail.com
203.871.1726
www.speedysumsbookkeepingservices.org
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