Vilms Consulting LLC

Please help us congratulate Jill Reslock on becoming QuickBooksOnline certified!

Now is a great time to get back on track with your finances!
Sure, summer is a blast! Sun, fun, vacations, and family time. But let’s be honest… it can be exhausting and a major disruption to your financial routines. Can you believe we’re in the ninth month of the year. 75% the way is done with 2024- YIKES, are you ready? Now is a great time to review the state of your financial data. Here are some suggestions:
ASSESS BUSINESS FINANCIAL HEALTH
Ask yourself these questions: What is the state of your online files? Have you collected all the necessary W9? Is the data up to date? Are you maximizing the capabilities of the software to run your company?
Once you get current with your financials, it’s time to set your sights on the months ahead.
Projections (Forecast)
• Project the next four months.
• Focus on 3-5 significant business drivers: Revenue, cost of revenue, salaries, contractors, and subscriptions.
• Look for spikes or trends compared to last year to properly prepare for 2025.
• Schedule time to with your tax professional to gauge year-end tax consequences.
If you are feeling overwhelmed with aspects that would fall under a finance department that you have not yet outsourced, let us help! Our team is ready to jump in and assist yours in all aspects of your business’ needs.
We offer:
1. Diagnostic review - This review will provide insight into the health of your file and the steps needed to get this up to date to make decisions in your business.
2. Bookkeeping- You just don’t have enough time to maintain this file monthly.
3. Projections- We can provide advice on projecting year-end numbers and making adjusts to get the best results for your company.
Vilms Consulting has been helping businesses large and small manage their finances since 2008. Your success is our business. Call us for your free consultation today!
CHECK OUT OUR BLOG ON PERSONAL FINANCE HEALTH HERE: https://www.vilmsconsulting.com/the-kids-are-back-to-school/

Michelle Vilms will be answering all those awkward questions you don't want to ask your accountant. This will be a fun one!

Do you think accounting is boring? Think again! Join our webinar, “Top 15 Awkward Questions You Were Afraid to Ask Your Accountant,” and find answers to those pesky, awkward accounting questions in a fun and lively session with Michelle Vilms and Ellen Allen.

Feel free to add your own questions anonymously🤫https://forms.gle/yx54qcoVPSzcr45Y7

🗓 Date: August 26th
🕒 Time: 3 PM EST
🔗 Register Now: https://us06web.zoom.us/webinar/register/3817216566026/WN_gYHYFRrbS7-quOVK93mT6Q

We can't wait to see you there! 🎉

Can you believe it is time to start thinking about back to school? Please join us in supporting the Boys & Girls Clubs of Boston’s back to school drive, click here to give: https://www.amazon.com/registries/gl/guest-view/383B0A9H1O3MF

Exciting news! Our CEO Michelle Vilms is heading to , we can't wait to see how this unique event will inspire new ideas and innovations.

🎉 A big congratulations to our newest [Ai]ppy Hour Camp 2024! 🎉 Your ideas and dedication have truly stood out, and we are eager to see the amazing things you'll create with us.

Do you know how many subscriptions your business is currently paying for every month? Every year? It's easy to lose track, but those recurring charges can add up quickly. Cutting unnecessary subscriptions can free up funds for other essential areas of your business. Our expert team can assist you in tracking your expenses and optimizing your finances. Contact us today for a diagnostic review at: [email protected]

Summer is here, and while you enjoy the sunshine, don’t forget about those important W-9 forms!
Here are the top 3 things you should think about regarding W-9s this season:
1️⃣ Gathering W-9s Early: Collect W-9s as soon as a new vendor relationship is established to avoid a last-minute scramble in January.
2️⃣ Accuracy: Ensure all information is correct on W-9 forms to prevent potential fines.
3️⃣ Secure Storage: Keep W-9s secure and organized to easily access them when needed.
Check out the IRS website for more information: https://www.irs.gov/forms-pubs/about-form-w-9

Happy 4th of July from Vilms Consulting! 🇺🇸
Whether you're spending the day with family, friends, or taking some time for yourself, we wish you a safe and joyful Independence Day.

Today we celebrate Juneteenth, marking the end of slavery in the U.S. Learn more about its significance here: https://nmaahc.si.edu/explore/stories/historical-legacy-juneteenth

🚀 Day 1 at Woodard Company's Scaling New Heights Conference was incredible! 🌟

From thought-provoking keynotes to insightful sessions, we’ve learned so much and connected with so many amazing people. We're buzzing with new ideas and can't wait to dive into Day 2!

We’ve touched down in sunny Orlando for this year’s Scaling New Heights conference! 🎉
Stay tuned for updates and highlights from the event. Let's make the most of this incredible experience together!

Counting down the days to Woodard's Scaling New Heights! 🙌 Who else is excited and attending? Let’s connect!

🎉 Exciting News! 🎉
We are thrilled to announce that three of our outstanding team members have been recognized on the prestigious Top 25 Up-n-Coming ProAdvisors for 2024 list! 🏆🌟
👏 Kendra Cudhea
👏 Carrie Laughlin
👏 Kathleen Pinder
This incredible achievement is a testament to their dedication, hard work, and expertise in the field and we couldn't be prouder to have them on our team.

Join us in congratulating them!

This Memorial Day, we honor the brave men and women who made the ultimate sacrifice for our country. Their selfless service and unwavering courage inspire us every day. Please join us in paying tribute to these heroes:
• Private Alfred B. Coffin, Great Uncle of Kendra Cudhea
• Specialist Heath K. Pickard, Comrade to Kathleen Pinder’s Cousin
• Gunnery Sergeant Stephen Lamon Bryson, Marine Corps, also a Comrade to another Cousin of Kathleen Pinder
Their legacy of bravery and dedication will never be forgotten.

🎉 Exciting News! 🎉 We're thrilled to be attending Woodard Company's Scaling New Heights this year! Can't wait to reconnect with old friends and make some new ones along the way. Plus, we'll be checking out some amazing vendors showcasing the latest and greatest in our industry. Stay tuned for updates and come say hi if you’re there!

Honoring those who serve! Proud to celebrate Armed Forces Day with our very own accounting specialist, Jill, and her sons. Thank you to all the courageous men and women who protect our freedom.

Celebrating a decade of dedication! 🎉 Our first employee, Pat Harris, has been an invaluable part of Vilms Consulting for 10 years. Thank you for your hard work, passion, and commitment to excellence. 🌟

You won't want to miss Michelle's valuable insights on today's webinar! Sign up here: https://us06web.zoom.us/webinar/register/4817156082005/WN_6HS6gh2zQhSf14mJKl0lrA

⏳ 24-Hour Countdown! "Back Office Efficiency for Improved Decision Making" Interview with Michelle Vilms!

Get ready to dive into key strategies for optimizing your back office as your business expands. Learn how to leverage back office data to influence decision-making directly from Michelle Vilms, CEO of Vilms Consulting LLC.

📅 Date: May 15th
⏰ Time: 8 PM EST
🔗 Register Now: https://us06web.zoom.us/webinar/register/6717153426007/WN_6HS6gh2zQhSf14mJKl0lrA

Can't attend live? No problem! Register to access the recording at your convenience.

Looking forward to seeing you there!

We got our entire remote team together for a few days of bonding, brainstorming, and rejuvenation. We’re excited about the insights, connections, and energy generated during our event. Here’s to a strong, united team driving innovation and success, no matter where we work from!

Are you hesitating to migrate to QuickBooks Online? Michelle Vilms and others collaborated with Intuit on some important tips: https://digitalasset.intuit.com/content/dam/intuit/sbseg/en_us/accountants/web/content/DTM-right-fit-guide-toolkit-QBO-us.pdf?CID=omni_kit_US_QBO__Prom/Evan_pdf_

We are happy to announce that Carrie Laughlin, Kathleen Pinder, and Kendra Cudhea have been nominated to Insightful Accountant's Domestic Proadvisor Top 100!
Please take a moment to vote for the three of them here: https://survey.zohopublic.com/zs/fACO99

Exciting News! Stacy Kewitz has joined us as our newest Senior Accounting Specialist. Stacy brings a wide range of accounting experience. She has been in the profession for 20 years with 10 of those years in accounting management.

Happy Presidents' Day!

We are thrilled to announce our new Director of Marketing and Operations Melinda Patterson. Please help us welcome her!

Thanks to generous friends of BGCB, your impact can be doubled! The first $70,000 in donations will be matched dollar-for-dollar to ensure BGCB can continue to be a trusted resource for our Club members. Boys & Girls Clubs of Boston
https://zurl.co/sYz7