The Busy Bookkeeper

I had a fellow business owner invite me to a weekend of change last January. I've been working the tools both in my personal life and in my business.

Not only have I met and developed business contacts and relationships, but I have discovered and strengthened disciplines in myself and my relationship with my business. (Yes, we all do have relationships with our businesses -- healthy and not)

This is something that I got enough value out of that I have sponsored most of my employees to attend as well!

There is an upcoming class here in our area and the referral code below unlocks a substantial discount on the tuition. I'd be more than happy to tell any of my buds more about the positive results in my life and the organization. This is a fun weekend of activities and interaction with others.

We can choose a life where for me to win doesn't mean that someone else has to lose. This truly has been a Win Win for me in my life.

Hello and Happy New Year!

It's the new year and that means it is almost tax time! To help us get your tax returns filed as quickly as possible, we will need the following information.

If RJHayes Financial Services (Rene') does not do your Federal Tax Returns, no worries. You will still want to collect this information for your tax preparer.

Odometer Reading as of 12/31/2024 for each vehicle - as always, best practice would be to go to Jiffy L**e or similar to have your oil changed (last week of December or 1st week of January). This will give you a third party recording of your odometer and a base line to use from year to year for mileage verification.

We will need to know 100% of all miles driven, whether it was business or personal. And then we will need to know what portion was business and what was personal.
Business Miles --
Personal Miles --
Total Miles Driven --

If you are using your personal vehicles for business use, we need to be reimbursing you for the miles driven for business use on a monthly basis. My sure that you have your Accountable Plan updated!

Physical inventory as of 12/31/2024 - if you do not keep inventory, then you can disregard this portion of the email :) We will need to know the value of what was sitting on the shelf as of 12/31/2024.

If you purchased or sold any assets during the year, please reach out and let us know.

If you have any questions regarding this, please give us a call or shoot us an email.

Thank you and Happy New Year!

As you know, I am down in San Diego doing a leadership training program. We're working on a project to build homes for homeless families. For every $10,000 raised we can build a home. Our goal is four homes. We have four hours to raise these funds. If any of you is willing to contribute, in any amount, we would be so honored!

https://www.gofundme.com/f/heart-team-57-raising-funds-for-homes?attribution_id=sl:b71c64e0-b5da-4160-bffb-cd027103a7c5&utm_campaign=man_ss_icons&utm_content=amp8_t4&utm_medium=customer&utm_source=copy_link

Just a reminder that the clock is ticking for any business that is registered with the Secretary of State. This includes LLCs that were opened to run rentals through!