Zera People Management

10/05/2026

📊 **BUSINESS OWNERS — QUICK QUESTION BEFORE YOU CLOSE OUT MONDAY…**

If I handed you your Profit & Loss right now and asked:

**“What happened in your business this year?”**

Could you answer me? 👀

Not just:

💰 “We’ve been busy.”
💳 “There’s money in the bank.”
📈 “Sales are up.”

I mean REALLY answer:

➡️ How much revenue have you made?
➡️ What is your gross profit?
➡️ What are your biggest expenses?
➡️ Is payroll taking up more of your revenue than it did last year?
➡️ Are certain expenses creeping up?
➡️ Is the business actually more profitable?
➡️ Where is your money going?

Because here's the thing…

**Being BUSY and being PROFITABLE are not the same thing.**

And having money in the bank doesn't automatically mean your business is financially healthy.

Your bookkeeping shouldn't just exist so someone can prepare a tax return once a year.

**Your numbers should help you RUN your business.**

We're heading into the final months of 2026.

Now is the time to look at those numbers and ask:

**What are they telling me?**

And if you're staring at your P&L thinking, *“Candice…I have absolutely no idea.”* 😂

Well…you know where to find us.

💜🩵 **Zera People Management**
Accounting • Bookkeeping • Payroll • Tax • HR

**People | Process | Progress**
*Everything is Figureoutable.*

#𝒷𝑜𝑜𝓀𝓀𝑒𝑒𝓅𝒾𝓃𝑔

10/05/2026

🎉✨ WE HAVE A WINNER! ✨🎉

The entries are in, the drawing is complete, and we are excited to announce our Zera Fall Festival Giveaway Winner…

🥁🥁🥁 NICOLE BARRETT! 🥁🥁🥁

🎊 CONGRATULATIONS, NICOLE! 🎊

You are the lucky winner of our Luxe Vault by Gentry giveaway! 🎁✨ We hope you enjoy every bit of it!

📞 Nicole, keep an eye on your phone — the Zera team will be giving you a call soon!

A HUGE thank you to everyone who stopped by, grabbed a goodie bag, entered the drawing, and came to see us during the festival. 💚 Your support means so much to our team and our local business.

And don't worry… this definitely won't be our last giveaway. 😉

💚 Zera People Management
Accounting • Bookkeeping • Payroll • HR
Helping businesses take care of business.

10/05/2026

☕️ **MONDAY MORNING PSA: TAX SEASON DOESN’T START IN JANUARY.**

Yep, I said it. 😂

We’re officially in the last quarter of 2026, which means **NOW is the time to start getting ready for tax season** — whether you file a personal return, own a business, or both.

Waiting until January to start looking for everything is how tax season turns into chaos. 😬

🏠 **INDIVIDUALS — START NOW:**

📁 Create a folder for 2026 tax documents
🏡 Keep records for home purchases/sales and major property transactions
💰 Gather estimated tax payment information
👶 Make note of major life changes — marriage, divorce, new baby, college, etc.
📬 Keep IRS and state notices
💼 If you have side income, start organizing those records NOW

🏢 **BUSINESS OWNERS — YOUR LIST IS A LITTLE LONGER:**

📊 Make sure your bookkeeping is current
🏦 Reconcile bank AND credit card accounts
💵 Review payroll and payroll tax records
🧾 Make sure you have W-9s for contractors
🚗 Gather loan and vehicle information
💳 Review owner draws/contributions
📑 Start gathering year-end statements and documents
🔎 Look at your Profit & Loss AND Balance Sheet

And here's the big one:

🚨 **If your bookkeeping is months behind, October is the time to deal with it — NOT January.**

We would much rather find a problem while there's still time to research it, correct it and get your records together than discover it while we're trying to prepare the return.

A little organization over the next three months can make a **HUGE difference** when tax season arrives.

So here's your Monday assignment:

👉 **Make the folder. Open the books. Check what you're missing.**

January-you will be VERY glad you did. 😂

💜🩵 **Zera People Management**
Accounting • Bookkeeping • Payroll • Tax • HR

**People | Process | Progress**
*Everything is Figureoutable.*

#𝒷𝑜𝑜𝓀𝓀𝑒𝑒𝓅𝒾𝓃𝑔

10/04/2026

🚨 BUSINESS OWNERS: DID YOU RECEIVE AN IRS NOTICE SAYING A QUARTERLY 941 WAS NEVER FILED?

Before you panic — that does NOT automatically mean the return wasn’t filed.

We have recently seen clients receive IRS notices regarding Form 941 returns from prior periods that our records show were filed.

And this is one of the frustrating realities of working with the IRS:

📬 A notice can be generated based on what the IRS system currently shows.
📄 A return may need to be researched or verified.
⏳ Processing and account updates aren’t always immediate.
☎️ Resolving an issue can require calls, documentation, proof of filing and follow-up.

Technology has made banking, payroll and accounting incredibly fast. We can submit payroll electronically, move money electronically, receive confirmations almost instantly and access years of accounting records with a few clicks.

Working with the IRS isn’t always that immediate.

Sometimes resolving what looks like a simple issue requires us to go back through records, locate filing confirmations, verify dates and periods, respond to the notice and then WAIT for the IRS to process that response.

💡 THIS IS WHY RECORDKEEPING MATTERS.

If you receive an IRS notice saying a return wasn’t filed:

❌ Don’t automatically assume it’s correct.
❌ Don’t ignore it.
❌ Don’t immediately file another copy without first determining what happened.

✅ Check your records.
✅ Verify whether the return was filed.
✅ Locate your filing confirmation or other supporting documentation.
✅ Pay attention to the response deadline.
✅ Get the notice to your payroll or tax professional.

At Zera, we keep documentation because sometimes “we filed it” isn’t enough—we need to be able to SHOW that we filed it.

And yes, dealing with notices and researching old filings can be frustrating.

But that’s part of what happens behind the scenes that our clients don’t always see.

💜🩵 Zera People Management
Accounting • Bookkeeping • Payroll • Tax • HR

People | Process | Progress
Everything is Figureoutable.

10/04/2026

☕️ SUNDAY BUSINESS OWNER CHECK-IN!

Before Monday comes in like a wrecking ball 😂, give your business just 15 minutes today.

You don’t need to spend your whole Sunday working. Just take a quick look at:

💰 Outstanding invoices — Who still owes you money?
📅 Bills due this week — Anything coming up you forgot about?
💵 Cash flow — What’s actually available AFTER payroll, taxes and upcoming expenses?
🔎 Transactions — Anything you don’t recognize?
📚 Bookkeeping — Are your books actually current?

Here’s the big one:

🚨 Your bank balance is NOT your profit.

Seeing money in the bank doesn’t necessarily mean it’s available to spend. Some of that money may already belong to payroll, taxes, vendors, loan payments or other upcoming obligations.

A quick 15-minute check-in every week can help you catch the little things before they become expensive problems.

And if you opened your books, stared at them for five minutes and immediately wanted to close the laptop again… 😅

That’s okay. That’s what we’re here for.

💜🩵 Zera People Management
Accounting • Bookkeeping • Payroll • Tax • HR

People | Process | Progress
Everything is Figureoutable.

10/03/2026

🌧️ WELL… THE RAIN WON THIS ROUND! 😂☔️

We may be soaked, but we didn’t want you to miss out!

We’ve left the tent up, the table out, and the GOODIE BAGS ready to grab! 🎉

So if you’re out enjoying the Hoschton Fall Festival, swing by the Zera office and:

🎁 Grab a goodie bag
📝 Register to WIN our giveaway basket
👋 And know that we tried our best before Mother Nature had other plans! 😂

You can still register even though we’ve packed ourselves up and headed inside!

🎟️ The winner will be drawn MONDAY at NOON!

Rain or shine, we weren’t letting a little Georgia weather ruin all the fun. 💚☔️

Stop by, grab your goodies & get your name in that drawing!

10/03/2026

🍂🎉 TODAY IS THE DAY, HOSCHTON! 🎉🍂

Come see Zera People Management at the Hoschton Fall Festival today from 8:00 AM–2:00 PM!

🎁 Register to win our giveaway basket!
💬 Bring us your payroll, bookkeeping, tax, or HR questions
👋 Meet the Zera team
💜 Learn more about how we help businesses
🩵 Or simply stop by and say hello!

Already a client? We’d love to see you!

Wondering if Zera could help your business? Come chat with us!

Have one of those “Okay Candice, I have a question…” moments? 😂 Bring it!

🍂 HOSCHTON FALL FESTIVAL
⏰ TODAY | 8 AM–2 PM
🎁 Don’t forget to register for the basket!

💜🩵 Zera People Management
Accounting • Bookkeeping • Payroll • Tax • HR

Everything is Figureoutable.

10/02/2026

💜🩵 HAPPY FRIDAY FROM ZERA! 🩵💜

If you drive by our office today and see that BIG GREEN TENT right out front — you CAN’T miss us! 😂 Don’t let the old names on the tent fool you!

Gibson’s Accounting Services + North Georgia Payroll joined forces to become ZERA PEOPLE MANAGEMENT! 🎉

Two businesses. One team. One stop shop for your accounting, bookkeeping, payroll, HR, tax, compliance, and more.

We’ll be at the office TODAY getting everything packed and ready for tomorrow, so stop in, say hi, and see what we’ve got going on! 👋

🍂🎪 THEN COME SEE US TOMORROW! 🎪🍂

We’ll be at the Hoschton Fall Festival from 8 AM–2 PM — just look for that GREEN TENT! 💚
🎁 AND DON’T FORGET THE GIVEAWAY!

Come by our tent and REGISTER TO WIN OUR FALL GIVEAWAY BASKET! It is packed full of cozy fall goodies, and somebody is taking that baby home! 😍🍂

Come meet the Zera crew, ask us questions, grab some goodies, register for the basket, and learn how we can make running the back end of your business a whole lot easier.

💜 Same trusted service. A stronger team. One Zera. 🩵

TODAY: Green tent in front of our office — seriously, you can’t miss us! 😂
SATURDAY: Hoschton Fall Festival | 8 AM–2 PM

07/01/2026

06/22/2026

# 📢 Business Owner Reminder: Is Your PCORI Fee Due?

If your business offers employees a **Health Reimbursement Arrangement (HRA)**, there's an annual IRS filing that is easy to overlook—but missing it could result in unnecessary penalties.

# # # What is the PCORI Fee?

The **Patient-Centered Outcomes Research Institute (PCORI) Fee** is an annual federal fee that applies to certain self-insured health plans, including many reimbursement arrangements offered by small businesses.

# # # Does it apply to you?

You may be required to file and pay the PCORI fee if your business sponsors a:

✔️ Section 105 Health Reimbursement Arrangement (105-HRA)

✔️ Qualified Small Employer Health Reimbursement Arrangement (QSEHRA)

✔️ Individual Coverage Health Reimbursement Arrangement (ICHRA)

# # # When is it due?

📅 **July 31**

The fee is reported annually on **IRS Form 720 (Quarterly Federal Excise Tax Return)**. While Form 720 is generally filed quarterly, the PCORI fee is only reported **once each year**, and only the applicable section of the form needs to be completed.

# # # How is the fee calculated?

The amount owed is based on the **average number of covered lives** during your plan year, multiplied by the IRS's annual per-person rate.

# # # Why is this important?

The fee itself is relatively small, but failing to file can result in:

⚠️ Failure-to-file penalties

⚠️ Failure-to-pay penalties

⚠️ Interest charges

A simple filing today can save unnecessary headaches later.

# # # Our Recommendation

Keep monthly records of your covered employees throughout the year and make a note that **July 31** is your annual PCORI filing deadline.

At **Zera People Management**, we help businesses stay compliant with payroll, tax, and HR requirements—so important deadlines don't get missed.

📞 Not sure if your business is required to file the PCORI fee? Reach out to us. We're happy to help determine your filing requirements.