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- ALWAYS back up your accounting data file, daily or weekly.
- Print your checks.
- Direct Deposit and email paystubs.
- Print deposit summaries to attach to bank receipts.
- Get online access to bank accounts and credit card statements.
- Pay all payroll taxes online.
- Use bill pay through bank account.
- Email invoices/statements to customers.
- Routinely send out W-9′s to subcontractors before year end.
- Make up and post a schedule of tax deadlines for all taxes and forms.
- Organize pending files for payables and receivables by name.
- Organize paid invoices/check stubs and file by customer name.
- Organize paid bills/check stubs and file by vendor name.
- Organize personnel files by employee name.
- Create payroll tax files for each type of tax: 941, State withholding, 940, SUI.
- Use Smead Viewable tabs for your files (You can see them from any direction – top, side, back).
- File with your newest transaction in front.
- Box up, label and store each year’s files after tax returns have been filed.
- If you find that doing your own bookkeeping is frustrating, confusing, or too time consuming – outsource it.
