2025 New Year, New To Do's
- Melissa Mattingly
- Jan 14
- 1 min read
Updated: Jan 14
The new year is always exciting. A fresh start! For bookkeepers, we are anxious to meet the January deadlines! It is extremely helpful that our clients are organized and prepared as well.
TO DO
Separate business from personal finances
Keep invoices & receipts organized
Prompt communication with your bookkeeper
Request Form W-9 from all new vendors. The form can be found here https://www.irs.gov/pub/irs-pdf/fw9.pdf
These are just a few suggestions to start the new year off right. More Tips & Tricks to come.





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