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HAPPY NEW YEAR!!! I hope everyone
had a wonderful holiday!
I know most of us receive spam and
other junk mail both in our mail box
and through email and my intention
is not to add to that, but rather to
provide you with some timely and
useful information about the
financial side of your business. At
the same time, I hope to offer you,
my customers and business
associates, exposure to each other.
I have derived great benefit from my
colleagues and clients referring me
to their networks, and I would like
to do the same here.
DEADLINES /
DATES FOR JANUARY
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BUSINESS TIP OF THE MONTH
Create a folder or envelope
for all those tax-related
items that are going to be
coming in soon! W-2's,
1099's, 1098 (mortgage
interest statements)... even
your tax organizer from your
CPA. That way, everything is
in one place and easy to
find when it comes time to
do your taxes.
WHAT YOU MAY NOT KNOW
Many of you received my
letter and brochure, so you
may have read about one of
my new services. I am
offering to set my payroll
customers up with EFTPS
(Electronic Federal Tax
Payment System). It's a free
service through the IRS
which will allow me to make
your payroll tax deposits on
your behalf. (No more taking
the coupon and payment to
the bank.) If you are
interested in setting this
up, please let me know.
VIRTUAL SPOTLIGHT
This section of my
newsletter will "spotlight"
a business each issue that I
consider particularly
noteworthy because of the
quality of the business and
integrity of the
business-person. This may be
one of my clients or a
colleague I work with. I
thought this would provide a
good opportunity to spread
the word about companies I
think are great to do
business with to the rest of
my "network."
Of course, since this is the
first newsletter, I though
I'd start the stoplight by
introducing myself and my
business... so here goes!
Jeanne Davis, Virtual
Jeannie Business Services,
Inc.
For those of you who didn't
already know, I have an
office at 133 Southwest
Blvd, in Rohnert Park. It is
conveniently two blocks from
my home!
As of February 2008, I will
have been in business for
nine years and incorporated
for seven.
What do I do?
I provide bookkeeping,
payroll, sales tax and
related services. I'm also
the person you call to
contact the IRS or Board of
Equalization when you get a
"nastygram" from those
agencies regarding your
accounts. I'm a Quickbooks
Pro advisor, which means
that I can answer most of
the questions you have
regarding your Quickbooks
program....AND I can get you
discounts on your software.
And I'm excited to be able
to introduce my assistant
Kay Brenner! Kay has been
with me since May and I am
eternally grateful to have
her for organizing my office
and consistently keeping me
on track!
My website is now live (as
of January 1st) at
www.virtualjeannie.com.
Check it out!!!
On the personal side.....
As of last November, I've
been married to my wonderful
husband, Michael for 15
years, and when I am not
working, I am raising our
two boys Michael, 11 (who
has a huge interest in
trains), and Brian, 7 (who
is on a fast track to
becoming an artist of note!)
My interests and activities
(in my spare time--ha!)
I love sewing, embroidery
(on the sewing machine),
camping, white water
rafting, softball and
playing with my kids. And I
just picked up a new road
bicycle from one of my
customers - Windsor Bicycle
Center www.windsorbikes.com
- and I'm going to be
training with Team in
Training to ride 100 miles.
(more information to come.)
Organizations
Sonoma County Bookkeeper
Discussion Group-a good
sized group of bookkeepers
who meet once a month for a
brown bag lunch to discuss
bookkeeping issues-this is a
fantastic group of people
who share ideas and
solutions to problems that
arise in the
bookkeeping/accounting
field, and provides us with
sounding boards to issues as
well as continuing education
in our field.
BNI - Business Networking
Int'l -this is also a
fantastic organization with
whom I meet on a weekly
basis. This is a referral
group with a diverse,
dynamic group of
professional business
owners. You will be hearing
from some of the members of
this organization.
Order of the Eastern
Star-they have a mission of
community service and
fundraising for cancer and
Shriners Hospital http://shrinershq.org/Hospitals/Northern_California/
Rohnert Park Pee Wee Youth
Baseball-their mission is to
teach kids from 4 1/2 to 8
the fundamentals of baseball
and team sportsmanship (It
is just hilarious to watch
these little guys try to
run, hit, and catch when
they would rather be
watching airplanes or
picking daisies.)
Team in Training-their
primary mission is to raise
funds for Leukemia and
Lymphoma society to support
patients and families who
have blood cancers. This is
an awesome group of people
who train on a
weekly/biweekly basis to
run, bike, swim, (or all
three) and in turn raise
funds to fight the nasty
diseases that leukemia and
other blood related cancers
are.
http://20th.teamintraining.org/
Growing My Business
Clients I'm looking for this
month: Who is ready to have
their W-2's processed? If
any of your business
associates do not already
have a professional
bookkeeper available to tie
up their year-end with
processing payroll
quarterlies and sending out
W-2's and 1099's, have them
give me a call...I'd be
happy to help!
www.virtualjeannie.com |
If you would like be under the
Virtual Spotlight in an upcoming
newsletter, please let me know! And
of course, feedback is always
welcome! This newsletter will also
be posted on my website under
Newsletters. |