Open Books Accounting & Tax Services

We’re heading into the final months of the year.

If your bookkeeping is behind or you’re ready to finally hand it off, now is the time to get started.

We’re currently accepting new clients for monthly bookkeeping, clean-ups and more!

Don’t wait until year end when bookkeepers and accountants are already booked.

Get your books organized now!

Book a call using the link in our profile or comment “books” below to learn more about our services.

https://openbooksaccounting-tax.as.me/schedule/106af4d5

Happy Labor Day!

Today is a reminder to step away from the to do list and celebrate all the hard work you put in throughout the year.

We hope you enjoy the holiday weekend!

What are your Labor Day plans?

Feeling a little out of your routine?

Here are some simple tips to help you get back into a routine and refocus on your goals.

What’s one thing you want to accomplish this week?

What needs the most attention in your business before Q4?

Something else? Add it in the comments!

QuickBooks has been rolling out AI updates, and you may notice a few changes. Here are a few things to know:

- Transactions don't post automatically. You decide what gets added to your books.

- Match means the transaction already exists in QuickBooks. You're simply matching it to the bank transaction.

- Categorize means the transaction is new, and you're telling QuickBooks where it belongs.

- AI suggestions can save time, but always review them before accepting.

Think of bank feeds like a helpful assistant. They can save you a lot of time, but you're still the one making the final decisions.

Always review transactions before accepting them into your books.

Ready to spend less time on bookkeeping and more time growing your business?

Book a call using the link in our profile, or comment "books" below to learn more about how we can help.

The best investment depends on where your business is now and what will help you reach your next goal.

What would you do with an extra $10K?

Don't forget these important tax deadlines due September 15, 2026:

- Third quarter estimated tax payment due for self employed individuals and business owners who make quarterly estimated tax payments.

- Extended tax return deadline for Partnerships (Form 1065) and S Corporations (Form 1120-S) that filed an extension.

Now is a great time to review your books, make sure your records are up to date, and prepare for the September 15 deadline.

Need help getting your books organized? Book a call using the link in our profile or comment "books" below to learn more about our bookkeeping services.

We’re almost through Q3 and heading into the final months of 2026, so now is the time to focus on your year end goals and prepare for upcoming deadlines.

This month, take time to:

- Review your August numbers
- Get your books up to date
- Review your year end revenue and profit goals
- Check your cash flow
- Start looking for a bookkeeper and tax accountant now
- Plan for year-end deadlines

What’s one business goal you’re working toward this September?

How do I qualify for a business loan?

Lenders typically look at your credit history, time in business, revenue, cash flow, and financial records to determine if you qualify.

How much can I borrow for my business?

The amount depends on your business's income, cash flow, existing debt, creditworthiness, and the lender's requirements.

What documents do I need to apply?

Most lenders will ask for:
- Financial statements
- Business tax returns
- Bank statements
- Profit and Loss Statement
- Balance Sheet
- Business plan (for some loans)

Having accurate, up to date financial records can make the application process much smoother and improve your chances of approval.

Thinking about applying for a business loan? Let us help you get your books organized and your financial reports lender ready.

Book a call using the link in our profile or comment "books" below to learn more about our services.