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Financial Mid-Year Checkup

Mid Yr Check Up PicTime for your mid-year checkup!

Hello:  Half the year is over – do you know how you are doing financially? Now is the time to review and make adjustments to avoid year end surprises.

  • Verification and set up of all accounts needed to track tax deductions
  • Correction of bookkeeping entries that could skew net income figures
  • Review of cost classifications and balance sheet transactions
  • Verification of bank and other reconciliation reports
  • Clean up of miscellaneous and “other” accounts
  • Review of financial statements to prior year tax return
  • Advice as to estimated tax payments, based on results

Contact us if you’d like to set up an appointment for a mid-year checkup. We would be glad to help you with any bookkeeping, QuickBooks, or tax questions you may have had so far during the year.  Let us check to see that you are on the right track with your bookkeeping and tax estimation process.   

 603-834-1271
[email protected]

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