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Newsletter:​ ​December 2023

Lookout Outlook

It’s fa-la-la finally December!

This time of year can be incredibly stressful… there’s everything to contend with, from year-end closing (keep reading for a handy checklist) to navigating the holiday season… so I’m going to make sure this email gets straight to the point!

If you don’t read anything else in this newsletter, read this! Two big bank holidays that fall on a Monday are quickly approaching: December 25th, 2023, and January 1, 2024. Make sure that you have a plan in place to adjust for payroll or any other important payments due on these dates.

Want to work together in 2024?

As we approach a new year, client files will be reviewed for scope and volume, with new proposals being sent, as needed, if an increase or decrease in services is needed.

If you do not currently work with Lookout Bookkeeping, and you are interested in services, the first step is to fill out the intake form – bit.ly/LKTLead. When the intake form is received and reviewed, Melissa will be in touch to connect with you, and send a proposal for services.

It’s Almost 1099 Season!

• Make a list of all contractors you paid for services this year, and verify the amount paid to each contractor.
• Verify that you have a W-9 on file for each contractor you paid over $600, or request one now!
• If you paid via credit card, the payment processor will issue a 1099-K instead, if reporting requirements are met. (Keep an eye on my social media this month for more info on these changes!)

Year-End Checklist

Feel a little lost when it comes to ALL the things you have to do as a business owner at the end of the year?

I’ve put together a FREE Year-End Business Checklist to help point you in the right direction when it comes to:

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Accounting Business Systems Information Technology Marketing and MORE! Click the image to download your checklist!

One last update from Lookout Bookkeeping before you go… We’ll be officially Out of Office from Wednesday, December 20th through Wednesday, January 3rd (payrolls will still be completed, no worries!) Emails will be returned after January 3rd. If your need is urgent, please text 423.497.4144 with specifics, and we will be in touch. Our team will be enjoying this time with friends and family, and we hope you do, too!

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Have questions? Let us know!

Know a friend who could use our help?

We would love to support them!

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The biggest compliment is that you trust us with your bookkeeping.

The second biggest compliment is when you send your friends our way!

Refer a business owner who signs up for monthly services and receive a $100 cash referral gift. You can send this intake link to your friends: bit.ly/LKTLead​

Your support of our small business makes all of this possible, thank you!

Send them this page!

Looking for a DIY solution?

Look no further than our Small Business Bookkeeping Tracker! For the start-up side gig who just has a few transactions a month, this tracker will be your BFF for tax filing. You can enter your transactions each month and this tracker will produce monthly and annual reports. It’s the best solution for any business until you need to partner with a bookkeeper to provide done-for-you services.

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PO Box 2475, Chattanooga, TN 37409
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