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Does Your Bookkeeping Need a Little Housecleaning?

If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our expert assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

Please call now to set up an appointment.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Getting into Giving: A La Crosse, WI Taxpayers Guide 

As I’m finishing off 2022 tax filing for Western Wisconsin clients who requested extensions — if you’re in the extension crowd and haven’t talked to me about this yet, schedule something right away — it’s got me thinking about what’s coming. Let’s take a look.1099-K...
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Combating Tipping Culture’s Impact on La Crosse, WI Wallets

Let’s start today with a reminder.If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up quickly. Let’s get things settled before October 16:app.squarespacescheduling.com/schedule.php?owner=26893789And beyond...
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Reginald Kim Boldon’s Financial Stress Management Insights

One common denominator among my La Crosse, WI clients the last few years is an increase in financial stress. Often, it’s related to tax problems they need help resolving, but there are other factors involved, too. As prices rise, so does anxiety around money. And...
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1099-K Reporting Requirements: Clearing Up Confusion for La Crosse, WI Taxpayers

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...
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La Crosse, WI Car Shopping in 2023

Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your La Crosse, WI pool, outdoor amusements, a little grill-out … maybe buying a new car?Typically Labor Day is one of the biggest car shopping days of the year. As dealers look to...
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What Rising Mortgage Loan Rates Mean for La Crosse, WI Home Shopping

It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here before you know it:app.squarespacescheduling.com/schedule.php?owner=26893789 If you’ve comfortably waited around...
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The Good & Bad of Unfiled Tax Returns for La Crosse, WI Taxpayers

You may have seen the recent headlines announcing that Americans left almost 1.5 billion dollars in unclaimed tax refunds in 2019 because of unfiled tax returns.That’s a lot of money that will become the property of the U.S. Department of the Treasury when it could...
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How an Identity Protection Pin Can Save La Crosse, WI Taxpayers

Here we are, nearing the end of August, looking September and fall in the face. And that calls for a couple tax-related reminders.1. If you’re a teacher... you’re a true La Crosse, WI hero, which is why I want to make sure you remember that you can claim up to $300...
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Energy Efficient Home Improvement Kickbacks for La Crosse, WI Homeowners

I want to start today by sending my thoughts to those suffering and grieving in Maui. You’ve likely heard about the wildfires raging there (the deadliest in more than a hundred years, actually, with search efforts only just beginning). If you’re at all interested in...
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Watch Out for Tip Creep in Your La Crosse, WI Business

I’m sure you’ve noticed the rising pressure to tip in recent years. You go to pay for your drip coffee, the barista flips over the kiosk, and you’re confronted with the request to tip.And also wondering… Am I obligated to tip you to pour a cup of drip?Of course, no...
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