Lookout Outlook | May 2024 | Bookkeeping Newsletter

May 15, 2024

Lookout Outlook Archives

It’s gonna be an a-MAY-zing month!

I hope you found some great ways to support small businesses on Small Business Saturday this past weekend!

My mission is to put order to chaos when it comes to the finances of business owners, and I want to take a moment to highlight some of the ways I love to do that:


This one-time service is to get your bookkeeping up to date from your last tax filing. We will “recreate” your books for your tax professional to then file your taxes.


We will allocate all your transactions and reconcile your accounts. When completed, you will receive monthly reports that include a Profit & Loss Statement, Balance Sheet, and Statement of Cash Flows, along with a Profit & Loss Statement showing each month & a total for the year.


One of my favorite ways to give back to my community is with free financial resources. If you’ve been around a while, you’ll know that I include a freebie in every newsletter!

Plus, if you want more free tips + tricks, you can always follow me on Instagram (@LKTBOOK) or connect with me on LinkedIn.

Client Corner:


Is your business growing & you’re ready to hire? Lookout Bookkeeping can assist with your payroll set up and processing! Be sure to let us know if this is something you are needing to add. Payroll is an area that you WANT to be sure is done correctly the first time. We have trusted partners that will make this easy for you!


We are moving to utilizing the client reports feature in the client portal. Please send me your feedback on this as you see those reports come through in May for the first time. Love it? Hate it? Don’t look at reports anyhow? I want to know if you prefer the QuickBooks reports uploaded to Google Drive, or if you like the changes in the reports that are offered in the client portal.

Now, I’ve got a BIG favor to ask from you…

My business is built on referrals from loyal clients like you! If we’ve worked together, it would mean the world if you could leave a quick review describing your experience:

Cheering You On!

Know a friend who could use our help?

We would love to support them!

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!

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. The best solution for any business until you need to partner with a bookkeeper to provide done for you services.


Small Business Bookkeeping Tracker | Lookout Bookkeeping

This Small Business Bookkeeping Tracker in Google Sheets helps you keep track of your business income, expenses and… Read more

Who doesn’t love FREE?

You know how they say accounting is the language of business?

Well, using a custom chart of accounts is basically like using Google Translate! You’re taking what you want to translate (your transactions) and turning them into something you can truly understand (useful financial reporting).


PO Box 2475, Chattanooga, TN 37409
Unsubscribe · Preferences

Leave a Reply

Your email address will not be published. Required fields are marked *