Chances are you’re already knee deep in work as the weather starts to warm up and the requests come rolling in. Also, chances are your other tasks are starting to get pushed to the back burner. That’s understandable, so here’s a list of smaller projects you can work on now that will help you get ready for and make the most of your busiest time of year and beyond! • Put together an email list: Collect emails from current or past customers/clients you want to reach with email marketing. Be sure to keep the list as organized as possible using tags, segments, and correct info. • Send out a monthly newsletter: With your email list, start sending out a regular monthly newsletter letting your audience know what’s goings on in your business while remaining personal and interesting. • Start promoting your services for the slower months: Take the newsletter a step further and send promotional emails about summer or fall offers, services, deals etc. specific to your business. • Start or update your social media page: If you have an old social media page floating around that needs to be brought back to life or if you’ve been wanting to start one, now is the perfect time! Pretty soon you’ll have loads of fresh pictures and content to share. • Get on top of online orders: Whether it’s office supplies, merchandise, or job supplies you know it’s better to get a head start now so you have everything you need when you’re too busy to think about it. We are here to help! If these tasks sound like something you want to do, but can’t make the time for, call us and we can get you set up with our Marketing & Office Assistant who can manage and carry out these tasks while you focus on your work!

The bad news: scam emails are becoming more common. The good news: you can be more aware with a few helpful tips! When receiving messages that may look official, but you're unsure about, check to see if they include the following red flags that are often used: • urgent payment demands • unexpected invoices • requests to “confirm” account information • links that don’t match the sender’s name • misspellings • unfamiliar email addresses • attachments you weren’t expecting To verify the sender, check the full email address (not just the display name) and contact the company directly using a phone number or website you already trust—not the information in the email.  When in doubt, avoid clicking links or downloading anything, and take a moment to verify before responding to help protect your financial and personal information.

Using QuickBooks Online can simplify your business finances—but only if you use it correctly. Let’s go over 5 common mistakes small business owners make (and how to avoid them). 1. Not Categorizing Transactions Regularly If you let transactions pile up, things get messy fast. Fix: Set aside 10–15 minutes each week to review and categorize. 2. Mixing Personal and Business Expenses This is one of the biggest headaches during tax time! Fix: Use a separate business bank account and make sure only business expenses go through it. 3. Ignoring Bank Reconciliation Reconciliation ensures your records match your bank. Fix: Reconcile monthly. It helps catch: • Missing transactions • Duplicate entries • Errors 4. Not Using Automation Features QuickBooks Online is powerful, but only if you use its tools. Fix: Take advantage of: • Bank rules • Recurring invoices • Auto-categorization 5. Skipping Reports Many business owners never look at their reports and miss key insights. Fix: Check these monthly: • Profit & Loss • Cash Flow • Expenses by category Avoiding these mistakes will save you time, stress, and possibly money. A little consistency goes a long way! Contact our office for QBO help.