Beth Courtney Bookkeeping LLC

10/17/2026

The end of the year will be here before we know it! Now is a great time to review the W-9 forms you have on file for your independent contractors and vendors.

- Review the W-9s you already have.
- Identify any missing or outdated information.
- Request completed W-9s from vendors before year-end.
- Keep track of payments throughout the year so you're ready when it's time to prepare your 1099s.

**Mark your calendar:** For most 1099-NEC filings for 2026 payments, the deadline to provide copies to recipients and file with the IRS is **February 1, 2027**. January 31 falls on a Sunday this year.

A little preparation now can help make January less stressful!

Need help getting your books organized before year-end or looking for a fresh start in 2027? I'm here to partner with you and help you stay on top of your books throughout the year.

Not sure where to start with your W-9s or year-end bookkeeping? Feel free to reach out. I'm happy to help!

10/10/2026

🍂 Fall is a great time for a financial check-in!

Running a small business keeps you busy, and sometimes the bookkeeping gets pushed to the back burner.

But knowing where your business stands financially doesn't have to wait until tax time!

A little time spent reviewing your income, expenses, and financial records now can help you feel more organized and confident as the year winds down.

I love helping small business owners gain clarity and feel more confident about their finances.

Is your bookkeeping caught up, or has it been on your to-do list for a while?

10/04/2026

TAX DEADLINE REMINDER - OCTOBER 15TH

Did you file a tax extension for your 2025 tax return? If so, October 15th is the deadline to file your extended return.

If you haven't already, now is a good time to make sure you have all of your tax documents and information gathered and submitted to your CPA or tax preparer.

A few important reminders:

An extension gives you more time to file, but it does not give you more time to pay any taxes owed.

Make sure your tax preparer has all of your income documents, expense information, tax forms, and any other requested records.

If you're a small-business owner, don't forget to provide your year-end financial information and bookkeeping records to your tax preparer.

October 15th will be here before you know it! If you filed an extension, don't let your tax return get pushed to the last minute.

And if this year's tax season has you thinking, “I don't want to be scrambling for all of this again next year,” now is a great time to start thinking about your bookkeeping for 2026.

I help small businesses keep their finances organized all year long, so they're not facing a last-minute scramble when tax time rolls around.

If you'd like to learn more about how ongoing bookkeeping can make tax time easier, send me a DM!

06/26/2026

One Simple Habit That Saves Time

One of the easiest ways to stay organized in business? Keep your personal and business finances separate.

Using separate accounts helps you:
✔️ Save time when reviewing transactions
✔️ Reduce bookkeeping errors
✔️ Make tax season much less stressful

A little organization now can save you hours later!

Need help keeping your books clean and up to date? I'd be happy to help. Send me a message to learn more!

06/20/2026

Mid-year is the perfect time to compare actual income and expenses against your budget and goals.

06/15/2026

06/05/2026

Clean Books = Better Decisions

Review your Profit & Loss statement monthly. Waiting until tax season means missing opportunities to improve cash flow throughout the year.

05/09/2026