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2025 New Year, New To Do's

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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