Lookout Outlook | June 2024 | Bookkeeping Newsletter


Father’s Day is just around the corner...

And if your dad is anything like mine, he’s known for manning the grill every weekend in the summer, killing any bugs you’re too scared to touch, and teaching invaluable life lessons, like how to change a flat tire.

But, as much as we look up to them, there’s one thing dads are are notorious for having: a boring, old bookkeeper.

Here’s why I’m NOT like your dad’s bookkeeper:

I can work with you WHEREVER you are. Say goodbye to bringing in your shoebox of receipts, I encourage clients to store those digitally! You can meet with a doctor online, why not your bookkeeper too?

I’m passionate about helping your understand your finances. I don’t expect you to understand complex accounting jargon. I’ll break down your finances in simple terms so that you can fully understand what’s going on!

I care about your whole financial picture. Whether you’re focused on big goals for your business, building generational wealth, or simply staying on top of tax deadlines, I care about every aspect of your financial health.

This Father’s Day, give your dad the gift of knowing that your finances are taken care of by a pro!


Guide to Estimated Taxes

If you’ve got questions like:

  • Do I owe estimated taxes?
  • When are estimated taxes due?
  • How should I pay my estimated taxes?
  • How can I avoid estimated tax penalties?

Here’s how we can help: As a bookkeeping firm, we provide clean-ups and monthly bookkeeping services to help you & your tax pro estimate your tax liabilities.

Want more useful freebies like this? Click on the Resources tab on my website to check out the full library of my helpful guides! Have a friend who could benefit from the guides in my monthly newsletter? Forward this email to them (it’ll help me out too!).


Client Corner:

WE NEED YOUR HELP!

As a client, we need to know when you secure a loan, buy a vehicle, hire an employee... any major event in the life of your business, we need you to communicate through the client portal as this tremendously helps us with keeping your financials up to date and accurate. If you have any questions, be sure to send them through the client portal, and we will be in touch!


HIRING AN EMPLOYEE? WE CAN HELP WITH PAYROLL

Is your business growing & you're ready to hire? Lookout Bookkeeping can assist with your payroll set up and processing! Be sure to let us know if this is service is something you are needing to add. Payroll is an area that you WANT to be sure is done correctly the first time. We have trusted partners that will make this easy for you!


FINANCIAL REPORTS UPDATE:

May was the second month we sent reports through the report feature in the client portal. Please send me your feedback on this as you see those reports come through. Love it? Hate it? Don't look at reports anyhow? I want to know if you prefer the QuickBooks reports uploaded to Google Drive, or if you like the changes in the reports that are offered in the client portal. SIDE NOTE FOR REAL ESTATE INVESTORS: We will continue to utilize QBO reports since the client portal reports do not support classes - you will see no changes with your reports at this time.


Now, I’ve got a BIG favor to ask from you...

My business is built on referrals from loyal clients like you! If we’ve worked together, it would mean the world if you could leave a quick review describing your experience:


Cheering You On!


Know a friend who could use our help?

We would love to support them!


The biggest compliment is that you trust us with your bookkeeping.

The second biggest compliment is when you send your friends our way!

Refer a business owner who signs up for monthly services and receive a $100 cash referral gift. You can send this intake link to your friends: bit.ly/LKTLead

Your support of our small business makes all of this possible, thank you!


Looking for a DIY solution?

Look no further than our Small Business Bookkeeping Tracker! For the start-up side gig who just has a few transactions a month, this tracker will be your BFF for tax filing. You can enter your transactions each month and this tracker will produce monthly and annual reports. The best solution for any business until you need to partner with a bookkeeper to provide done for you services.

$97.00

Small Business Bookkeeping Tracker | Lookout Bookkeeping

This Small Business Bookkeeping Tracker in Google Sheets helps you keep track of your business income, expenses and... Read more


PO Box 2475, Chattanooga, TN 37409
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