Business Services Director, Erika Lewis, discusses clean books in this video series.
In this video series, one of our Financial Assistants, Joseph Cavazos, and our Communications Specialist, Kaylee Kriese, will sit down with financial advisors, accountants, and business service specialists to discuss hot topics and more. Our goal with this video series is to educate and provide resources that will help guide you along your financial journey. In this interview, Erika Lewis, our Business Services Director, will answer the frequently asked questions she receives from clients.
In this video, Erika will walk you through…
• What keeping clean books is
• Why keeping clean books is important
• Who should be keeping clean books
Want to learn more? Here’s an additional resource for you…
End-of-Year and New Year Business Objectives
As the leaves fall and stores begin playing holiday music, our minds quickly transition to payroll and bookkeeping year-end processes. Okay, so maybe that’s not quite how it goes. Even so, as 2023 comes to a close and we prepare for 2024, it’s especially important to finalize year-end processes for your business that will also be carried into January of 2024. Here are several processes you’ll want to complete by the end of December and January… (Click here to continue reading this blog.)
Check back frequently on our blog, as we’re always producing new educational content to help you pursue your financial goals! (Click here to read more.)
Or if you’d like to learn more about our Business services, resources, and training programs, check out our Business Services page where you can access these great resources. (Click here to read more.)
And as always, if you have any other questions, please contact us. (Click here for contact information.)