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Tag: quickbooks

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Do You Know Where Your Cash Goes (and Flows)?

  • Posted by Peter Gordon
  • On August 21, 2018
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The backbone of our business is the monthly review and reconciliation of our clients checking and credit card accounts through Quickbooks Online.This review ensures that all transactions are proper, with no evidence of financial fraud. Each month, all expense and income transactions are categorized allowing for the documentation of how much money is coming in, […]
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Tax Season is Here!

  • Posted by Peter Gordon
  • On January 15, 2018
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{1:30 minutes to read} A new year is upon us, which means that tax time is on the horizon. So many people leave their planning to the last minute, then scramble to find deductions before the April 15th deadline. At New York Financial Organizers, we organize our clients’ tax information every month of the year. […]
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Do You Know Where Your Money Goes?

  • Posted by Peter Gordon
  • On December 14, 2016
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  {2 minutes to read} One of the most powerful tools we use to help our senior clients is a monthly cash flow report. This monthly report allows clients to see if there’s a surplus or deficit and and if there’s a need to transfer money from savings into checking. The contents of the report […]