Admin Books Newsletter
Running a small business is fraught with challenges. Admin Books partners with business owners to provide financial and bookkeeping services through our team approach. Our goal is to free you to focus on growing and managing your company. The purpose of this e-zine is to provide our clients, associates and friends with valuable tools to manage their business. Enjoy! Renee
Creative Ways to Keep Current Customers and Gain NEW Clients:
The economy is challenging. How are you doing maintaining your income levels and profits? Because I care in your business success, I wanted to share some ideas I have collected on how you can brand your company uniquely. Here are some ideas - I hope at least one will be helpful!
- Create a referral program. Whoever refers the most people either gets a gift card or you can donate to their favorite charity in their name. (Everyone wins!)
- Show your joy in your daily work. People want to purchase from someone who loves what they do!
- Donate services/products to an auction or raffle.
- Blog - show your expertise!
- Reach out to current or past clients for more business. Make sure your clients know all the services and products available.
- Follow up, follow up, follow up!
- Find strategic partners that compliment your business. Refer back and forth as there is a need.
- Make sure you say thank you to your customers. Send cards, notes, small gifts.
- Create a monthly newsletter to keep in communication with your clients. Build relationships!
CA State Tax Increases: 
The State of California has reduced the credit for dependents. The change will increase taxes by $210 per child. The dependent credit was $309 each child and will decrease to $99 each child. A family will really feel the affect if there are multiple dependents.
The important information to relay is for parents to plan for this increase in tax. You can plan for it by making sure you are withholding enough state taxes or pay additional estimated tax payments.
The State of California also raised all tax rates by one-quarter of 1 percent. A married couple with $100,000 in taxable income that paid $4689 last year will pay $4939 next year - an increase of $250!
Plan ahead so there are no surprises!
Renee Quoted in QuickBooks Newsletter:
Intuit puts out a newsletter to their 50,000 consultants. Renee was honored to be quoted in the newsletter recently. She provided information on how to collect on receivables by customizing statements in QuickBooks. To read the short comment, Click Here!
Deadline Reminders:
Sales tax quarterly report due July 31st.
LLC, S-Corp and C-Corp tax deadline is due September 15th.
Individual tax deadline is October 15th.
Networking Opportunities:
Jubilee CEO Meeting: Saturday, August 20th from 9:30-11:30am in San Jose. Cost $12. RSVP to 408-262-0900 ext. 317 or Click Here!
Free Networking Event: October 21st at 6pm - 8pm at Canyon Fireplace: 3193 Belick Street, Santa Clara. For more information contact Karen Black at 408-921-3174 or Click Here!
San Jose Business Journal Networking Event: Tuesday, August 18 from 3pm - 6pm at the Holiday Inn at 1740 N. First Street, San Jose. Cost is $45 in advance, $55 at the door. Register at: Click Here!
Upcoming Webinars:
Admin Books is offering 12 webinars that will provide you confidence and clarifications on how to run your business successfully. Choose the topic that you most struggle with or select a group of them. These one hour interactive webinars will be held every other Wednesday from 9:30am - 10:30am PST. And, the cost is only $39 each. If you bundle 5 webinars, you get the 6th one FREE!
Reconciling Bank & Credit Card Statements - July 29
Reconciling bank accounts, finding errors, forcing it, printing reports, reconciling credit card statements - Click Here To Register
Company File Set Up & Maintenance - August 12
Choosing the start date, gathering information, entering new accounts, recording opening balances, entering outstanding transactions, setting closing date, adding/deleting/merging accounts, passwords and more! - Click Here To Register
Customizing QuickBooks - August 26
When you customize QB, it allows you to be quicker and more efficient. Learn the important preferences, customize icons, forms like invoices, customize vendors, customers and employee lists and my favorite tips and tricks - Click Here To Register
Creating Reports & Financial Statements - September 9
We will review types of reports, cash/accrual, modify reports to get the data you need, memorize reports and process multiple reports - Click Here To Register
Chart of Accounts for Sole Proprietors, S-Corps and C-Corps - September 23
The chart of accounts is the backbone of your books. Setting them up properly based upon your entity will be crucial in being able to manage your business with efficiency. Learn how your accounts should be set up based upon what is deductible and how you file taxes - Click Here To Register
How to Read & Interpret Financial Statements - October 7
It is one thing to be able to read your statements. The important part is being able to comprehend what they say. Learn how to understand what your numbers are telling you, manage your business better, set financial goals and learn the profit formula! - Click Here To Register
Sales Tax: Tips and Common Mistakes - October 21
Setting up sales tax items, tracking sales tax, paying sales tax correctly and common mistakes - Click Here To Register
Entering HUD Statements for Real Estate Investors - November 4
Does your balance sheet reflect your assets and liabilities correctly? This class will teach you step by step on how to record investment property, mortgage loans, security deposits, closing costs, escrow deposits, PITI, taxes paid in escrow and much more! - Click Here To Register
Processing 1099's - November 18
Setting up vendors, mapping accounts, processing, printing, mailing forms and getting 1099's and 1096's for FREE! - Click Here To Register
End of the Year Checklist - December 2
What do you need to do before the year ends to clean up your QuickBooks file, manage your business and get ready for a tax return? We'll review the 27 item checklist of all you need to know! - Click Here To Register
W-e 
E-ncourage
B-usiness Owners
I-n
N-eed Of
A-ccurate
R-ecords!
Quotable Quote:
"Time flies. It's up to you to be the navigator."
Robert Orben
Free Stuff: I want to make sure you are aware of several items of value that you can take advantage of compliments of Admin Books.
- Receive our Monthly newsletter for free, but also be able to access past articles on our website to review later.
- If your business is struggling or you are seeking confirmation that your bookkeeping is in order, take our FREE quiz. Answer 10 easy questions and get a diagnostic report that will let you know how your company is doing.
- If you would like to hear a 45 minute audio on how to manage your personal finances, click on the link Personal Finances
- If you would like to listen to an MP3 recording of how to run your business more efficiently, go to our website and click on the Compass Interview on the front page.
- Check out our blog. Post your comments or questions too!
- You've invested time, effort and money in your business. Now invest a few minutes to find out how you can find peace of mind in running your business with Admin Books. We'll make an investment in your success with a FREE 1/2 hour initial consultation for prospective clients. This gives you a chance to explain what is driving you crazy and we can confirm our services match your bookkeeping needs. Fill out the following Questionnaire.
- Not sure how long you need to keep your documents? Request a "Records Retention Guide." This brochure will let you know if you need to hold on to paperwork permanently, for 7 years, for 5 years, and 3 years. This free report will provide you peace of mind knowing it is fine to shred your documents. Contact us at 408-782-9640 to get your copy!
Upcoming QuickBooks Classes:
Beginner Class - Friday, November 13th from 8:45am - 5pm at the Holiday Inn in Morgan Hill. Check out our website for content and cost.
To register: Adminbooks Quick Books Class
As a business owner, you're the pilot who ensures the business takes off and lands successfully. Are you flying by the seat of your pants or do you have a flight plan? Read my book, "Your Financial Flight Plan: Pilot Your Business To Profitability. Check out your copy at: YourFinancialFlightPlan.com
The book is also available at Amazon.com, Barnes & Noble and BookSmart in Morgan Hill!
Are Your Books In Order?
What is the status of your bookkeeping??
Are you current??
Are your books accurate??
Admin Books can assist you with:
- Data Entry
- Reconciliation
- Payroll Processing
- Sales Tax Reports
- Workers Comp Reports
- Job Costing
- Private Consultations
- Financial Coaching
- QB File Clean Up
Call our office to confirm our services match your business needs!
Best Regards,
Renee Daggett
408-782-9640
