Getting closer to your goals, one day at a time requires some planning… But when it comes to our to-do lists, far too many of us become undisciplined yes-women and yes-men. We complete easy tasks as we attempt to feel productive, instead of actually being productive. In actuality, the tasks we do are rarely the ones we should be prioritizing, or … Read More
Williams & Kunkel, CPAs LLP client case study Jewelry Theory
Matching their passion for jewelry with their drive to revolutionize the industry… Dallas-based Jewelry Theory is not a jewelry store: it is a new approach to jewelry design and creation. And it’s catching on fast. We spoke with one of the four owners and Head of Design, Tony Logan, about the business and their journey so far. As with so … Read More
Improve your business bookkeeping – start with your check book
Managing good business books isn’t something you should only do as a tax-saving strategy It also gives you peace of mind, ensuring you haven’t mixed up funds or miscoded data entries that require a lot of reversal work or resolution by your accountant. Here are four important reasons why maintaining a separate check book and sets of records for each … Read More
7 strategies for growing your business
Now you want a growth plan? What could go wrong? Here are seven common areas where we regularly see mishaps when businesses try to develop and execute a growth plan: Concentrating resource. A good sales strategy looks at all available resources and concentrates them on a few carefully chosen options. Once that’s done, you can move those chosen target markets … Read More
5 essentials for QuickBooks users
Tips for better use of lists, templates, and integrated modules from your Certified QuickBooks Pro Advisors 1. Sense-check your QuickBooks reporting set up If the data presented in your QuickBooks reporting doesn’t make sense or is erroneous, seek our professional help in fine-tuning and correcting it. 2. Properly understand the features and flow of transactions When you use QuickBooks’ templates … Read More
Tax season record-keeping stressing you out?
For most of us, tax season means taking that annual trip to ‘the abyss’ That place where filing cabinets, storage containers and even shoeboxes overflow with dusty receipts, insurance records and old tax returns. Considering the sheer volume of record-keeping required by individuals and business owners, here are four tips on which records to keep and for how long: 1. … Read More
10 handy QuickBooks home page tips
You probably have the basics down already, but did you know you can click these 10 things on the QuickBooks home page and be even more productive? QuickBooks logo Why it’s useful: one click takes you back to the home page, no matter where you are. Welcome Guide Why it’s useful: get step-by-step instructions on basic QuickBooks Online tasks. ‘X’ to … Read More
Want to make this year’s tax season easier? Get organized
Tax Tips: How to prepare your business for tax season With the April 15 personal tax deadline looming, businesses have until March 15 to file. Luckily, there are many ways to prepare to get you and your business ready for this tax season. Here’s some tax tips from Williams & Kunkel CPAs: 1. Send your own 1099s If you work … Read More
Williams & Kunkel, CPAs LLP client case study Jesse James Fit
Just as the before and after images on the website show the amazing transformations of their clients… So too has local business Jesse James Fit in Flower Mound experienced its own metamorphosis. Office Manager Maddie and Administrative Assistant Sally provided some valuable insight on the weight loss center and elite training studio’s journey from start up to fully fledged enterprise. … Read More