Crown Books & Business Solutions

While the boss is away, the minions will play! 😈

Inquiring minds want to know - how did you meet our fearless leader, Nicole?

Have you ever logged into QuickBooks and wondered, "what are all of these accounts for?!"

Here is a fun graphic that helps break down the chart of accounts and how to categorize business transactions.

www.crownbooksandbusiness.com

Hi Friends! Happy Monday.

I will be on vacation this Thursday & Friday (8/15 & 8/16). Please send payroll timecards by Wednesday 3PM to ensure timely processing.

I will respond to all emails / inquiries received on Monday 8/18.

Have a great week!

Reminder!

If you refer CBBS to your business owner friends, get up to $75 off your next month of services in August!

*Friend has to sign up for services, of course*

If you are a DIY Bookkeeper and have always wondered if you're doing it right, get a financial report analysis for only $99 this month.
*$99 will be credited back to you if you sign up for monthly bookkeeping.

👻 👻

Pricing my services is something that has taken me a long time to master. (master is a generous word…I still sell myself short most of the time).

But honestly, I can tell within the first 5 minutes of a conversation if someone is serious or not.

Remember: when you hire someone to do a service for you, you’re paying for their skill set and knowledge!

Could you do it yourself for cheaper? Probably. But is it going to take you 3x the amount of time to do? Definitely. 👍

Happy August! 👏

There were 2 winners of the giveaway:

Robin Vallie & Krissy Jordan!

Thank you for participating!! Send me a dm with your address and your favorite coffee spot (or whatever pick me up you prefer), and I’ll mail you each a $25 gift card 💜

Have a great weekend!

LAST DAY TO ENTER!!!!

Flash Giveaway!!! 👏

Submit either a Facebook or Google review of your experience with CBBS, get 5 entries.

Invite your friends to “like” this page, get 1 entry for each person that accepts the invite.

CLOSES 7/31 at 11:59pm.

✨ WINNER will get a $25 gift card to their favorite coffee spot! ✨

✨ Halfway to tax season! ✨

Are your books up to date?
Are you capturing all available deductions?
Wondering how to lower your tax liability?

Don’t wait until year end to start thinking about taxes!

Let’s chat! All consultations are free. 🤙

📧 [email protected]
📞 603-553-6702

Hi Friends!

We will be away today - tomorrow for a much needed break.

Please email only and I will respond when we return.

Thank you 🫶

Happy 4th! 🇺🇸

Oh, hello 👋

It’s me, your favorite accountant.

It’s been awhile since I’ve posted here. To be honest, 2024 has been NUTS, both personally and professionally for me.

To address some questions I’ve received lately:

YES, I am still in business & YES, I am still taking new bookkeeping clients. I’ve got a lot of cleanup projects on my plate at the moment, but if you are looking for ongoing services, please reach out!

If you need assistance with taxes, let’s chat.

Thanks for being here. I appreciate you all 👏

🌟 Don’t forget to post a Facebook or Google
Review by 5/31 to be entered to win an Amazon Gift Card!!! 🌟

Sometimes, it doesn't really make sense for a business to hire a bookkeeper, or pay for an accounting software subscription.

If you are a new business, or an existing business with minimal financial transactions, consider using an Excel spreadsheet to track your income/ expenses.

Not sure where to start? Comment "spreadsheet" below, and I will send you a customizable template for FREE!

DIY BOOKKEEPERS!

Have you ever wondered what a pro would say about the status of your books?

Not sure if your financial reports are accurate?

🌟 This one’s for you 🌟

- Books Analysis -

I’ll jump into your current bookkeeping software (or spreadsheet), analyze your financial statements, and provide an analysis report to show you any areas that need improvement. We’ll work together to come up with an action plan to correct any issues, streamline processes, and better understand what your books are telling you.

Only $95 through May!

Oh, and guess what. That fee is completely WAIVED if you sign a bookkeeping contract! 👍

It's referral time!

In honor of one of my favorite months of the year, I'm offering a few incentives to refer your friends and families to me for help with all things business, taxes, and QuickBooks Online.

CURRENT CLIENTS: Refer a new client to us in May, get up to $100 off your next month of bookkeeping services.

NEW CLIENTS: Sign a bookkeeping contract in May, and automatically receive $75 off your first month.

REVIEWS: Leave CBBS a Facebook or Google review between now and 5/31 and get entered to win a $25 Amazon Gift Card! Winner will be drawn on Monday, June 3.

Business Owners!

Would you be interested in a 30-45 minute training course on Financial Statements?

- What is a Profit&Loss report?
- What is a Balance Sheet?
- What is Net Profit?
- How much equity do I have in my business?
- What do all these numbers mean???

Considering hosting a webinar at the end of May/ beginning of June if there’s enough interest.

Let me know!!

Did you get hit with an ugly tax bill from Uncle Sam this year?

While it’s too late for 2023, NOW is the time to start planning for how to reduce your tax liability for 2024!

Book a free 30 minute consultation with me to discuss your financial situation and how to pay the smallest amount possible in taxes.

📧 [email protected]
📱 603-553-6702

Hi Friends,

Just taking a moment to review a few things. Since I am officially going back to a full time job this week, I need to establish (or stick to, rather) some boundaries and policies.

1. Please EMAIL me. I will no longer be responding to text message requests. Email requests will be addressed within (2) business days of receipt.

2. My business hours are M-F 8AM to 4PM. Anything outside of those hours will not be addressed until next business day.

3. I remit all invoices on the 1st of the month. Payments are due upon receipt. If payment has not been received by the 10th of the month, late fees may apply.

4. Please check your contracts with me. Some folks have been confused about their contracted services. Signing a contract for bookkeeping does not mean you signed for taxes or tax planning. (They are all separate services). If you are looking for additional services, please reach out.

That's all for now. Thanks for your support and understanding.

Hi friends!

***Limited hours this week due to school vacation***

Please email any questions to [email protected]

Thank you!

ISO someone who does kitchen cabinets, and can also accept payment in bookkeeping / tax services 😅

But really. Let me know. My cabinets are falling off the walls. 🙃

Happy Tax Day!!!!!!

It’s been a long, grueling 4.5 months.

My first tax season as an individual preparer was hectic, stressful, overwhelming, and exhausting. It was also amazing, eye opening, and filled with learning.

Thank you to EVERYONE who made this tax season successful for me. Clients, mentors, friends, and my husband. I am forever grateful. 🫶

If we worked together on taxes this year, please consider leaving me a Facebook review. 💗

When it comes to bookkeeping, do you...

1. Do it yourself 😅
2. Pay a professional 🤓
3. Just look at your bank statements 🏦
4. Stress about it 🫠

What's the difference between a CPA and an Accountant?

Well, the biggest difference is simply their certifications. A CPA has passed the Certified Public Accounting exam, and is therefore able to represent you in an audit against the IRS and prepare audited financial statements. They can also do most everything an accountant can do!

Accountants have varied levels of education and credentials, but can typically offer day-to-day accounting, create budgets and financial statements, and sometimes offer tax prep!

Questions? Send me a message!

Pssst. Have you heard of the new BOI reporting requirements for LLCs?

Effective Jan 1, 2024, certain types of LLCs, Corps, and other entities must report information about ownership of the business to the US Dept. of the Treasury's Financial Crimes Enforcement Network (FinCEN).

*deep breath*

As bookkeepers, we are in NO way experts on this, but it is a real thing. Basically, you're just telling the government who owns your biz and where they live.

Here is the link to get started:

Beneficial Ownership Information Reporting | FinCEN.gov Many companies are required to report information to FinCEN about the individuals who ultimately own or control them. FinCEN began accepting reports on January 1, 2024. Learn more about reporting deadlines.

Hi everyone!

with only one day left in Feb, I am closing ALL new clients for taxes, this year and for the foreseeable future. Tax prep just does not bring me joy the way I thought it would.

If you are in need of a tax preparer, I can provide you with referrals.

I will be making some changes regarding bookkeeping clients going forward as well. I am finally at a point in my business where I don’t need to “say yes” to everyone. I’m implementing an “interview” process to make sure we are a good fit for each other.

Texting will no longer be a valid form of communication regarding business. If you have questions, please email.

Thank you for your support while I navigate the next direction for my business. 🫶

⭐️ Closed Today In Honor of Presidents Day ⭐️

…and also due to still being sick. 🤒

All messages and emails will be returned in the next few days.

Have a great day!

Hi Friends!

I’m off today with a sick toddler. 🤒

Couple updates:

1. I am closing business tax returns for the year. If you still need assistance, I can help you find a great preparer!

2. New clients for bookkeeping are always being accepted. If you are a current client and refer us to a friend, you’ll get a $50 credit on your next month of books!

3. Stay tuned for some exciting changes 🤭

Happy Valentines Day! ❤️

Love,
Your Favorite Accountant

Want to know what bookkeepers LOVE to hear? And not only just on Valentines Day!

Interested in learning about the value of keeping up to date books? Send me a message for a free, no obligation consultation!