Set up annual recurring tasks for finance

Set up annual recurring tasks for finance/accounting deadlines Staying on top of finance and accounting deadlines can be challenging, especially regarding recurring annual tasks. To stay organized and ahead of the game, setting up recurring tasks using a task management tool like Asana is recommended. With Asana, you can easily create tasks, reminders, and lists...

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Cool Tools – Adobe password-protect sensitive documents!

We should all be aware of the need to protect sensitive information. For example, we don’t send 1099 forms without first password-protecting the PDF since 1099 contains a tax ID number that is likely rather sensitive information that should be secured. The easiest way to password-protect a PDF is to use Adobe Acrobat DC. Yes,...

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Financial Calendar Reminders Corporate Tax Returns Due

Small businesses have various financial and tax-related filing deadlines that they need to meet. Here are some important deadlines to keep in mind: Quarterly Estimated Tax Payments: Small business owners who expect to owe at least $1,000 in taxes for the year must make quarterly estimated tax payments. The due dates for these payments are...

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Reflections on your Success

Deadlines, clients, bills, kids – life can be full of challenges. It’s easy to get caught up in the day-to-day and dwell on the things that aren’t going your way. But, if you are reading this, things probably aren’t all that bad. If you are a business owner, and I am not saying it’s always...

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Does Your Bookkeeper have OCD?

3 Essentials to Great Bookkeeping Obsessive-Compulsive Disorder (OCD) is a condition where people feel the need to check things repeatedly, perform certain routines repeatedly (called “rituals”), or have certain thoughts repeatedly. While many may consider this condition a detriment – as the people who keep track of the details of your business – we consider...

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Success Stories – Game Changer

One of our beloved clients has operations in the United States and Canada. As such, their bookkeeping has always been complicated, given that the exchange rates vary from day to day. Some of these exchange rate changes can make a significant difference. So how to produce accurate books? Well, Zumifi has an answer for that!...

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Cool Tools LastPass

At Zumifi, we have been doing this for a while and have a few favorite tools to make our client’s businesses more efficient. This is a sampling of the tools we like to use to deliver powerful X-ray Vision for our clients. We connect with people, explore, shop, and learn online. We don’t go online...

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Cool Tools – efile4biz.com

January is a busy month for businesses. All fourth-quarter filings, as well as annual filings, are due no later than January 31, 2023. Therefore, closing out your books, confirming their accuracy, and ensuring you complete your filings this month is essential. Below is a quick checklist of items you may need to file, so review...

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