Ms. Beza has twenty-three years of experience in customer service and eight years of experience as an insurance agent. She has handled bookkeeping needs and studied at a California Regional Occupational Program. Ms. Beza is an expert at identifying customer needs, communicating effectively, and providing diligent customer service. Maintain independence as to our relationship with our clients and discuss any of these issues or questions with the owner of the firm. Supervise and assist the bookkeeper with your monthly clients. Review monthly financial statements for your section before giving them to the owner for final review. Handle new-client installations and backwork. Provide your clients with the proper consulting and tax planning as their needs dictate. Manage tax preparations for the businesses and personals in your section as well as for any year-end only clients that are assigned to you. Maintain organized income tax files. Give prompt attention to any additional projects/taxes delegated to you. Provide computer support to clients when needed. Offer training to client employees when needed. Take a leading role in expanding additional firm services to our clients. Help make the office a smooth-running and positive place to work.
For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.
This is a friendly reminder that the Q3 tax estimate payment deadline is coming up fast. Be sure to make your payment by September 15, 2018 to avoid penalties. Currently, penalties for late or no payment average about 4 percent. And wouldn’t you rather keep that money in your pocket?
According to new rules from the Tax Cuts & Jobs Act, meals and entertainment tax-deductible expenses for businesses have undergone considerable reform. Because the explanations of new deduction guidelines can be confusing, we’ve created this brief outline for you. A visit with your accounting professional to ensure your Chart of Accounts is correct may also be beneficial.