Ringing Out 2016 in QuickBooks

December 2016 QuickBooks® Newsletter

QBC newsletter logo2017 is just around the corner. Now’s the time to do your end-of-year QuickBooks tasks.

Since early January of this year, you’ve been faithfully creating new records, entering transactions, and recording payments. You’ve run basic reports. You’ve done your collection duties. You may have paid employees and submitted payroll taxes.

Now the end of the year is rapidly approaching. In the midst of holiday get-togethers, gift shopping, and perhaps preparing for travel, you probably have a list of work tasks that must be completed by December 31.

Is your annual QuickBooks wrap-up on that list? It should be. Here are some of the things we suggest you fit into your busy schedule sometime this month. Continue reading

November 2016 Tax Tips and Updates

It’s not too soon to prepare!

The end of the year will be here before you know it. We recommend that you take the time before your holiday celebrations to begin thinking about your year-end tax planning.

A couple of articles in this month’s newsletter offer opportunities that you may be able to use in your year-end tax planning. Be sure to contact your tax professional to see which will work for you.

Wipfli Insights

Wipfli is dedicated to business leaders and their organizations. Wipfli Insights provides thought-provoking articles, whitepapers, blogs, webinars, and podcasts covering long-range organizational issues related to people, processes, technology, customers, and financial management. You can sort via your industry, the topic, or by a particular author.

In this month’s issue:

October 2016 Tax Tips and Updates

Have Questions? We’re Here All Year!

Do you have questions about long-term tax planning or other important financial concerns? Many only see their CPAs at tax time, when the main focus is on completing and filing their tax return. The good news is that we are available to you all year. We have a full-time, year-round staff of experts with extensive expertise in a broad range of financial areas. And, since we are now part of Wipfli LLP, we have even more experts, resources and knowledge to answer your questions and help you reach your goals.

We’re ready when you are to take some time reviewing your financial situation, helping you understand your options and make the best decisions. We’re also here in an emergency to help address unexpected financial concerns. Give us a call to discuss your important financial issues whenever they arise.

Wipfli Insights

Wipfli is dedicated to business leaders and their organizations. Wipfli Insights provides thought-provoking articles, whitepapers, blogs, webinars, and podcasts covering long-range organizational issues related to people, processes, technology, customers, and financial management. You can sort via your industry, the topic, or by a particular author.

In this month’s issue:

Rich Kane to Speak on QuickBooks 2017 Update

Annual update on the new features of QuickBooks® accounting systems

Our QuickBooks manager and Advanced QuickBooks ProAdvisor, Rich Kane, CPA, will present a QuickBooks 2017 update at the Illinois CPA Society North Shore Chapter on Tuesday, October 18, 2016.

Learn about the new features and functions in QuickBooks Desktop 2017 and QuickBooks Online. Rich will compare the versions and show the screen interface changes you will need to be familiar with to support your business and/or your clients. Continue reading

September 2016 Tax Tips and Updates

Weltman Bernfield is now Wipfli!  

It’s official! Weltman Bernfield LLC is now Wipfli LLP. Effective September 1, 2016, Weltman Bernfield LLC joined Wipfli LLP, one of the top 20 accounting and consulting firms in the United States. We are very excited for the opportunities this merger offers. Our combined firm now has 1700+ associates and 39 office locations, so we have access to resources like never before.

What does it mean for our clients? For the most part, there won’t be many changes in our regular business interactions. Our clients will continue to be served by the same professionals. If there is a specific business need, though, specialists from other Wipfli offices may be brought in to help.

The biggest change is our new name: Wipfli LLP. Invoices and correspondence are now on Wipfli letterhead, and payments will be made to Wipfli LLP. Within the next month, our email addresses will also change, but any emails sent to our @weltmanbernfield.com addresses will forward to our new @wipfli.com email addresses so that we can remain in contact.

In this month’s issue: