Balanced FI helps real families find their own unique balance of living life & financial goals
are you ready for 2025??
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Hey Reader, When I'm working, I need some background noise so you can usually find me streaming something while I'm on my laptop. Lately, I've been binging Modern Family, but I'm almost, unfortunately, finished with that series. Watching a long-running show in such a short time really makes it obvious how quickly time flies. In fact, 2025 is just around the corner. Seriously. I've having a hard time believing it, but the calendar has confirmed. So I'm wondering... is your business ready for 2025?? If you're not ready, don't worry - there's still time to squeeze in a planning session or tax-prep marathon (and filing an extension for taxes is always an option). If you're now freaking out a bit, I've got a short checklist for you!
If you're a US-based service provider & could use help with catching up on bookkeeping, reach out! If you book a VIP Bookkeeping Week before the end of the year, you'll lock in 2024 pricing. Of course, I'm still taking new VIP clients in the new year too. What is a VIP Bookkeeping Week? I block out a week to work through your books - either catching up (categorizing & reconciling) or cleaning up (fixing miscategorized transactions & reconciling) a year's worth of transactions. You're on standby to answer questions quickly, and we get this thing done! I only work in QuickBooks Online, and there are limitations on the number of accounts & transactions included in the base price, but the first step is a discovery call so you'll have all the deets and we'll know if we're a good fit before anything is signed.
Before you go, let's be friends! Find me on Facebook, Instagram, or Pinterest (all @ balancedfi) Enjoy, P.S. How can I help you prep for 2025? Hit reply & let me know! Facebook | Instagram | Pinterest | Work With Me | Course Login |
Hi! I'm RaLea.
Balanced FI helps real families find their own unique balance of living life & financial goals
Hey Reader, In the US, we're less than 6 weeks out from the personal tax filing deadline of April 15. Sole proprietorships & C-corp filings are also due then. S-corps & partnerships have even less time (March 17). That means it's probably too late to save much for 2024 tax payments... so let's do better for the 2025 tax year by making a plan today! PREPARE FOR 2025 BUSINESS TAXES From your bookkeeping software (you ARE doing bookkeeping, right??), create a spreadsheet that shows income &...
Hey Reader, It's been a long week over here! My younger daughter tested positive for influenza A on Sunday, so we've spent every day since trying to keep the medically complex kid healthy (so far so good! Fingers crossed!). On top of that, I've been slammed with issuing 1099s for my bookkeeping clients & hunting down missing W9s. Side note: if you're a small business owner working with contractors or service providers, ask for a W9 before you issue the first payment. Their wanting to get paid...
Hey Reader, Now that you've had a chance to breathe in the new year... are you ready to think about making 2025 a better money year? I know there are a lot of factors out of our control that make a "great money year" seem unlikely, so I'm just asking you to do your best. I'm very much not a New Year's Resolution person anymore. I used to be, but never living up to my resolutions got discouraging. Now, I find a word to focus on for my personal & business lives and try to incorporate it into...