A short letter each month, before the deadlines
Not a newsletter in the sense you are dreading. No stock photo of a handshake, no five minute read time, no offers.
Tax season has a schedule like any other season, and the letter is the part where somebody tells you what is coming before it arrives. What is in it: what is due in the next few weeks, one thing worth doing now rather than in March, and occasionally a mistake I watched somebody make so that you do not have to make it too.
I write it myself, at my own desk, usually on a Sunday
Three things worth having
Short, practical, and written by me rather than bought from somewhere. Give me an email and I will send it over.
Before the First Call
The one page list of what to have in front of you before you talk to any bookkeeper, mine included.
How Far Behind Is Too Far Behind
An honest look at what a clean up actually involves, what it costs, and how to tell how deep yours goes before you pay anybody.
The Year on One Page
Every deadline a small business owner has to care about, laid out across the year, with the ones people miss marked.
Your email is used to send the guide and the monthly letter. That is all it is ever used for.
While guide delivery is being switched on, your request is recorded here and the preview is shown on screen.
Or skip the reading
Most questions get answered faster out loud. The first twenty minutes with me are free.