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The CPA Breakup Survival Guide – Who Get’s Custody of Your Business Financial Data History

Remember being a teenager? Heartbreaks were dramatic, ice cream was therapeutic, and break-up songs played on repeat until we finally picked ourselves up and moved on. We treasured our stuff,

Why Poor Year-End Planning Is the Most Expensive Gift You Can Give Yourself

Let me tell you about my Grandma Virginia. Grandma Virginia had a system that would make most of us look unorganized and unprepared. Each year, she would pre-plan for the

What Happens to Your Small Business If You Become A Medical Mystery or Out of Commission?

You wake up one morning, and everything is perfect: the weather’s gorgeous, the timing is right, and you finally have a chance to take a break from the office and

Year-End Stress: How to Survive Without Losing Your Mind

I must apologize in advance.  I go through periods of artistic creation.  Things go through my mind like a Netflix Series that I just binged watched for hours on end. 

Why You Should Never Change Data in QuickBooks After Filing Taxes (Unless You Enjoy Chaos)

Here at LEOZIE Bookkeeping LLC, we understand the urge to “fix” things in QuickBooks after the year end financials have been done and sent off to your CPA to file

Welcome to the Hall of Shame

Are you familiar with the song “I always feel like somebody’s watching me?”  Most likely they are.  This blog is about just that.  Someone is always watching.  In this case,

The Top 5 Things You Didn’t Know About your Bookkeeper

Hello, here is a short list of things you didn’t know about your bookkeeper, but probably should. Bookkeepers Are Part-Time Detectives We spend a lot of time tracking down missing

Yearly Bookkeeping Surprises: The Good, The Bad, and the “Did I Really Do That?”

As we dive into mid-2024, it’s time to start preparing for year-end and tax season. From experience, I can tell you that staying organized, keeping your books updated, and ensuring

The Slippery Slope of Commingling Personal & Business Expenses

Hello, fabulous clients & prospective referrals! It’s been a minute since I last posted.  I hope you’re all doing well and enjoying the beautiful Oregon summer. The next week will

Year-End Checklist

As we quickly approach the end of 2019, the thought of what needs to be done for both your accounting and what needs to be turned in to your CPA