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Bookkeeping and Tax Service Challenges

7 Common Bookkeeping and Tax Service Challenges for Small Businesses

By Matt Patrick / April 5, 2024 / Comments Off on 7 Common Bookkeeping and Tax Service Challenges for Small Businesses

Discover the 7 common challenges small business owners face when outsourcing bookkeeping and tax services, and explore actionable solutions to empower your financial processes.

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Balance Sheet for Small Business

How to Understand a Balance Sheet for Small Business

By Matt Patrick / March 21, 2024 / Comments Off on How to Understand a Balance Sheet for Small Business

Break down the parts of your balance sheet to simplify and differentiate your assets, liabilities, and equity and steer your small business toward financial success. 

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Tax Planning Tips

Year-End Tax Planning Tips for Business Owners 

By Matt Patrick / December 21, 2023 / Comments Off on Year-End Tax Planning Tips for Business Owners 

Discover essential year-end tax planning tips for business owners to minimize your 2023 tax bill and prepare for a prosperous 2024. Learn to review finances, optimize deductions, and streamline processes. From maximizing retirement contributions to charitable donations, set yourself up for financial success.

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Discovery Call

What to Expect During Your Discovery Call with Patrick Accounting  

By Shelby Betts / December 8, 2023 / Comments Off on What to Expect During Your Discovery Call with Patrick Accounting  

Get ready for a productive discovery call about your business’s financial needs. From avoiding startup mistakes to discussing pricing plans, Patrick Accounting is here to streamline your accounting tasks.

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Strategy Session with Patrick Accounting

What to Expect During Your Initial Strategy Session with Patrick Accounting  

By Shelby Betts / December 7, 2023 / Comments Off on What to Expect During Your Initial Strategy Session with Patrick Accounting  

Discover a streamlined approach to outsourced accounting with Patrick Accounting. Our initial strategy session, whether in-person or virtual, is designed to simplify your financial processes. From addressing crucial questions to gaining system access, we’re here to make your onboarding seamless. Partner with us for a journey to financial clarity and success!

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Integrating Point of Sale Systems with QuickBooks

The Pros and Cons of Integrating Point of Sale Systems with QuickBooks 

By Tucker Stock / December 1, 2023 / Comments Off on The Pros and Cons of Integrating Point of Sale Systems with QuickBooks 

Explore the benefits and challenges of integrating Point of Sale systems with QuickBooks in this guide. Learn about accurate financial reporting and enhanced decision-making. Discover potential drawbacks like initial costs and compatibility issues.

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Successful Accounting as a Restaurant  

Best Practices for Successful Accounting as a Restaurant  

By Matt Patrick / November 28, 2023 / Comments Off on Best Practices for Successful Accounting as a Restaurant  

While successful accounting fundamentals remain unchanged, the landscape’s complexity requires attention to various fronts like food costs, labor expenses, and more. The ultimate goal remains constant—making money.

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Can Patrick Accounting Help Me with My Taxes? 

By John Dean Swift / October 27, 2023 / Comments Off on Can Patrick Accounting Help Me with My Taxes? 

Patrick Accounting is your dedicated partner for expert tax assistance and comprehensive financial support for small business owners. Our proactive approach and transparent pricing ensure compliance, peace of mind, and the ability to make informed, successful decisions. Schedule a conversation with us to explore how we can help you achieve your financial objectives.

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How will my financials improve with Patrick Accounting?

By John Dean Swift / July 28, 2023 / Comments Off on How will my financials improve with Patrick Accounting?

Patrick Accounting has helped small businesses with bookkeeping and strategic tax advisory services for over 20 years. Here’s what we can do for you.

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When Should I Outsource my Bookkeeping? 

By Shelby Betts / April 11, 2023 / Comments Off on When Should I Outsource my Bookkeeping? 

Bookkeeping is vital to your business, you know that. But as a business owner, you have a lot on your plate and managing your finances can be a daunting task. When your business is in growth mode, you must focus on attracting new customers, expanding your operations, and increasing your revenue. Outsourcing your bookkeeping needs can effectively free up your time and energy while ensuring that your finances are managed accurately and efficiently. 

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