The Westgate Blog

CleanUp or CatchUp                                                                                                                                                                                                                      2 distinct terms that mean different things. Both motivated by the same issue - 2026 is the year that my books will be clean. I am involved with clients at both ends of the spectrum.                                                                                                                             Cleanup - This client started their Quickbooks file back in 2008 and for several years had someone keeping pretty good records, but then they got busier and the bookkeeping stopped. In fact for several years the Quickbooks program was only used to produce invoices, although the client did get paid, they never realized their products and services were being billed at a low cost and in fact they were losing money every month for several years.                                                                                         Catchup - This client started their business about 16 months ago. They did not use any bookkeeping software but they kept good records of their monthly income and Excel spreadsheets showing their expenses. They filed their 2025 business taxes on their own but they are busier now, income and expenses are higher and wanted good accurate records to hand over to a CPA for their 2026 taxes. They also made this statement "This business represents our future and we want historical records from the beginning."                                                                                                                                                                                                            If you are tired of your own bookkeeping, worried about your future, need accurate records maybe for a loan, investment or just to hand over to your CPA, I pass no judgement whichever catagory you are in. I am ready to work with you to establish a clean starting point and we can move forward. I want to establish a personal relationship with my clients. You are not just a file that is passed around a office. I work directly with you. Don't be afraid or guilty, lets talk.                                         Go to my Contact Page!                                                                                                                                                                                                                                                                                                                                                                                                                                                                   MONTH END IS COMING YEAR END IS COMING ...BUT... Do you see your bank balance and wonder - Did I make any money this year? Do you panic when you think - What about my tax return? Do you need help but you are afraid to admit you can not keep up? I want you to run a successful business without staying up all night thinking about bookkeeping. That is my job for YOU! Are you ready to get started but do not know where to start? COME AS YOU ARE! That reminds me of my dear sweet mother in law who wanted to hire a house cleaner but had to clean up her house before the house cleaner got there. Does that make sense? One of my recent clients only used his Quickbooks bookkeeping file to send out invoices and had over 3,000 transactions to post and identify. I can handle it! I want to help!