Money Matters

03/04/2026

If you play at casinos... Ask for your Win/Loss Statements. If you received a jackpot and didn't keep your W2G, you can request a copy by calling the Main Bank at your casino.
Always try to keep your entertainment receipts.

03/04/2026

With Ron Carter – I'm on a streak! I've been a top fan for 16 months in a row. 🎉
What a FABULOUS musician and person 🎉

01/31/2026

1099's should have been sent out no later than January 27th via mail for any contract worker making $600 or more from our business and/or your business.
In 2026, the threshold changes to $2,000 or more.
A W9 is not necessary for anyone making less than the threshold amount.
Contact me to start 2026 off with clean, clear bookkeeping.
[email protected]
918-900-7816

01/30/2026

🤦‍♀️🤦‍♀️🤦‍♀️🤦‍♀️🙄🙄🤦‍♀️🤦‍♀️🤦‍♀️
You will be asked to find another company to work with you... JS

01/29/2026

Don't be like this guy 🫣 It costs you MORE in cleaning up your mistakes!

01/21/2026

Here's a breakdown of companies that work with Lyft for business expenses that are free or nearly fee.

🧠 How Lyft Receipt Integration Works
To automatically send Lyft receipts to an expense system:
Set up a Lyft Business Profile.
In the Lyft app, go to Settings → Business Profile → Expense Management.

Choose an expense service (Expensify, Zoho, Concur, etc.).
Make sure your business email matches the account you’re integrating.
Future rides then auto-forward receipts.

✅ 1. Bill.com – Spend & Expense
💡 Sends Lyft receipts automatically into your expense tracking when you use Lyft Business and a Bill Spend & Expense setup.

🆓 The integration with Lyft is free as part of Bill’s platform.

It’s meant to automate incoming receipt capture, so you don’t manually save Lyft receipts.

Best for: automated receipt capture + business tools if you want slightly more automation than just scanning receipts.

✅ 2. Zoho Expense
📌 You can link your Lyft business profile to Zoho Expense and receipts automatically show up in Zoho.

🆓 The integration itself is free; Zoho Expense does have affordable plans — and often a free tier for solo/self-employed.

Best for: small business owners who want basic receipt automation and easy reporting.

✅ 3. Expensify (Free/Basic Tier)
📩 Lyft can forward receipts directly to Expensify when you set the business profile email the same as your Expensify account.

You may be able to use Expensify’s free/basic tier to import receipts, but note they’ve changed pricing and the free tier may have limits.

Best for: personal/business hybrid use, especially if you already have Expensify.

🆓 Apps & Tools Separate from Corporate Integrations
If you’re not using a Lyft business profile or want something simple and free without joining a corporate system:

🧾 4. Vocash (Free Receipt Scanner + Tracker)
📱 Tracks receipts and expenses (including Lyft) with receipt scanning + voice commands.

🆓 Free forever and built for gig workers and drivers.

Best for: drivers/self-employed people who just want to log receipts easily on phone.

Message me or email me if you have any questions.

Call now to connect with business.

08/05/2025

📊 What Does a Bookkeeper Actually Do? 🤔
Most people know the word... but not the why. Let me explain:

✅ Track Income & Expenses
I make sure every dollar coming in and going out is recorded accurately.

✅ Organize Financial Records
No more shoeboxes of receipts or messy spreadsheets. I keep it clean, clear, and audit-ready.

✅ Reconcile Bank Accounts
I ensure your bank statements match your books — down to the penny.

✅ Prepare Financial Reports
Monthly reports that show you exactly how your business is doing — so you can make smart decisions.

✅ Stay Ready for Tax Time
No more scrambling! I help you stay organized all year, not just in April.

💼 Whether you're a small business owner, freelancer, or retiree — having a bookkeeper means less stress, more clarity, and more time for what you do best.

📞 Let’s chat! Book your free consultation today.

[email protected]

07/15/2025

Important reminders for extension filers

Individual taxpayers who requested an extension to file their federal taxes have until Wednesday, Oct. 15, 2025, to complete and file their federal tax return. Those who already have the forms and information they need should file now – there's no advantage to waiting until the deadline.

There are a few things extension filers should remember as they get ready to file.

File by the deadline
Extension filers should file by Wednesday, Oct.15, 2025. Taxpayers should file electronically and choose direct deposit for their tax refund – it's the fastest and safest way to receive their money.

Taxpayers in disaster areas may have more time to file. Information on the most recent tax relief for disaster situations is available on the IRS website.

IRS Free File or free local tax preparation
Many taxpayers can e-file their tax return for free through IRS Free File. The program is available on IRS.gov through Oct 15, 2025. E-filing is easy and safe, and it's the most accurate way for people to file their taxes. Using IRS Free File free guided tax preparation to file electronically can also help taxpayers determine their eligibility for many valuable tax credits.

Many Volunteer Income Tax Assistance and Tax Counseling for the Elderly still offer free basic tax return preparation to qualified individuals, including:

People who generally qualify for the Earned Income Tax Credit
Persons with disabilities
Limited English-speaking taxpayers
Tax pros are ready to help
Tax professionals are ready to help their clients get their taxes completed and filed as quickly as possible. Visit IRS.gov to get help choosing a trusted tax professional.

Payment options
Those who owe taxes and can't pay their balance in full should pay as much as they can to reduce interest and penalties for late payment. The IRS has options for people who can't pay their taxes, including applying for a payment plan on IRS.gov. Taxpayers can view payment options or check their account balance online.

Pay your taxes. Get your refund status. Find IRS forms and answers to tax questions. We help you understand and meet your federal tax responsibilities.

07/14/2025

I'm wondering how many landlords have taken advantage of this free website. Being in both the commercial and residential property management industry for quite a few years, I know software can be very expensive... Then, you have the add-ons like Zillow, Loop.net, Apartments.Com, and other fees that become increasing more expensive year after year. Check out this website and let me know what you think. I would love your feedback. Feel free to comment or message me.
https://innago.com/pricing/

Innago property management software is 100% free for landlords and property managers. Screen tenants, manage listings, sign leases, and collect rent at no cost.

07/06/2025

From the Social Security website:
The Social Security Administration (SSA) is celebrating the passage of the One Big, Beautiful Bill, a landmark piece of legislation that delivers long-awaited tax relief to millions of older Americans.

The bill ensures that nearly 90% of Social Security beneficiaries will no longer pay federal income taxes on their benefits, providing meaningful and immediate relief to seniors who have spent a lifetime contributing to our nation's economy.

“This is a historic step forward for America’s seniors,” said Social Security Commissioner Frank Bisignano. “For nearly 90 years, Social Security has been a cornerstone of economic security for older Americans. By significantly reducing the tax burden on benefits, this legislation reaffirms President Trump’s promise to protect Social Security and helps ensure that seniors can better enjoy the retirement they’ve earned."

The new law includes a provision that eliminates federal income taxes on Social Security benefits for most beneficiaries, providing relief to individuals and couples. Additionally, it provides an enhanced deduction for taxpayers aged 65 and older, ensuring that retirees can keep more of what they have earned.

Social Security remains committed to providing timely, accurate information to the public and will continue working closely with federal partners to ensure beneficiaries understand how this legislation may affect them.