Jeanette at Lotus-FMS: Accounting Solutions for Small Business Owners

Jeanette at Lotus-FMS: Accounting Solutions for Small Business Owners Lotus-FMS is an accounting firm that specializes in helping small business owners and entrepreneurs manage their cash flow, profits, and accounting operations.
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Feeling inspired by The Millionaire Next Door today. Brainstorming video ideas 💡 What’s something you want to learn abou...
08/10/2020

Feeling inspired by The Millionaire Next Door today. Brainstorming video ideas 💡

What’s something you want to learn about managing your finances?

#entrepreneur #financialfreedom #budgeting #successmindset #millionairemindset #millionairenextdoor

Happy Monday 🎉 Lots to do - let’s get started! What are you working on today?
08/10/2020

Happy Monday 🎉 Lots to do - let’s get started!

What are you working on today?

Happy Wednesday 🎉 At it again today! Spending the day catching up on client work, training my future business manager, c...
08/05/2020

Happy Wednesday 🎉

At it again today! Spending the day catching up on client work, training my future business manager, creating videos, and meeting new people on Zoom! 🌟🌟🌟

Need help with budgeting, taxes, or bookkeeping? Let’s chat! 😊

bit.ly/meetjeanette

#accounting #taxes #bookkeeper #financialliteracy #financialfreedom

07/25/2020
Money Mindset Habits To Grow Your Business

Believe it or not, your money mindset will either make or break your business.

Here are a few money mindset habits that I developed that helped me nearly double my monthly corporate job income in less than 8 months!

Most companies spend 5-10% on marketing. How does your business compare? Check out our latest blog to learn how to get s...
07/06/2020
How To Get Smarter About Your Marketing Spend

Most companies spend 5-10% on marketing. How does your business compare?

Check out our latest blog to learn how to get smarter about your marketing spend.

The only way to get smarter about how to invest your marketing dollars is to document and measure what’s happening now in your business. What you’ve measured, you can then improve. 1. Marketing Spend The first step to measuring what you spend on marketing is to aggregate all of the costs. They m...

“The fastest way to put money in your pocket is to reduce your taxes”What an excellent book with actionable advice on sa...
07/04/2020

“The fastest way to put money in your pocket is to reduce your taxes”

What an excellent book with actionable advice on saving big bucks on taxes. Highly recommend to individuals that are looking to build tax-free wealth. FYI - it is possible to legally reduce or eliminate your tax liability!

A bit behind on my 2020 reading goals, but glad I got to squeeze this book into my schedule. 4/20.

What are you currently reading?

#taxes #taxseason #wealthbuilding #wealthmindset #taxadvisors #businessowner #realestateinvesting #entrepreneur #smallbusiness #bookshelf #bookstagram #reading #readmorebooks

05/20/2020
How To Correctly Enter PayPal or Stripe Fees in QBO

Have you ever received a payment for an invoice through PayPal or Stripe and noticed that the amount deposited in your bank account does not equal the amount that you invoiced your client? How do you record this in QBO?

This is a very common question I get and one of the most common mistakes that I see.

Here's a quick video showing you exactly what you need to do to correctly enter these transactions in QBO. Feel free to leave any suggestions or ideas in the comment section!

Ready to outsource your bookkeeping? Schedule a discovery call to see if we're a good fit: https://www.lotus-fms.com/discoverycall

Today I wanted to give a shout out to my friend Sydney (Sydney Brletich Digital Marketing). Sydney and I met earlier thi...
04/27/2020

Today I wanted to give a shout out to my friend Sydney (Sydney Brletich Digital Marketing).

Sydney and I met earlier this year in a Facebook group. The amount of value that I take from every conversation I have with Sydney is unbelievable. I can tell she is passionate about what she does and is truly driven by helping others succeed. I was and still am SO blown away by her expertise and willingness to help others.

Some really important things that Sydney has taught me:

1. Where to find my ideal clients
2. How to stay visible on social media
3. How to network in Facebook groups

I HIGHLY recommend you speak with her if you’re interested in having someone help you with your digital marketing and social media. You can find her here: https://www.facebook.com/sydneybrletich/ or visiting her website at www.sydneybrletich.com.

I am very thankful she and I crossed paths!

Who has helped you in your business that you are thankful for?

- Jeanette

#smallbusinessowners #womenhelpingwomen #digitalmarketing #marketing #socialmediamarketing #socialmediamanager #marketingmanager #shoutout #smallbusinessshoutout #supportsmallbusiness

How confident are you with your current bookkeeping workflow if you're doing the books for your own business? Check out ...
04/24/2020
Monthly Bookkeeping Workflow For New Business Owners

How confident are you with your current bookkeeping workflow if you're doing the books for your own business?

Check out this blog post with the 4 steps you should be taking on a monthly basis for a stress-free tax season and the most accurate financial statements.

Still not feeling it? We can also help spot check your work and point out any potential issues or areas for improvement. Book a call today to get started: www.lotus-fms.com/discoverycall

As a new business owner, you may not have a background in accounting and knowing where to start can feel overwhelming. Not knowing if you're doing everything you are supposed to can also be stressful! The bookkeeping process is not difficult, but there are a lot of moving parts to keep track of and....

04/22/2020
How to Correctly Use QuickBooks Bank Feeds | Lotus-FMS

Should you match, add, or transfer?? Are you having trouble understanding how to use Bank Feeds in Quickbooks correctly? Here is a short video to help you out with using the feature to your benefit and help you streamline your bookkeeping processes.

Not feeling confident in your bookkeeping? You're not alone! I can help review your financials and bookkeeping processes to make sure you're on the right track 🙂 Let's chat: message me or schedule a call here www.lotus-fms.com/discoverycall

#accountingfornonaccountants #bookkeeping #newbusinessowner #smallbusinessowner #entrepreneur #finances #bookkeeper #accountant #QuickbooksTips #quickbookshelps

Still using spreadsheets to keep track of your bookkeeping? QuickBooks Online is included at no additional fee when you ...
04/10/2020

Still using spreadsheets to keep track of your bookkeeping?

QuickBooks Online is included at no additional fee when you sign up for our service.

Book a call today: www.lotus-fms.com/discoverycall

#bookkeepingservice #accountingservices #smallbusiness #smallbusinessowner #bookkeeper #accountant #sanantonio #bookkeepingforsmallbusinesses #quickbooks #proadvisor

04/08/2020
Setting Up QuickBooks Receipt Upload Feature

Importing your receipts directly into QuickBooks Online is super easy and convenient. Here's a short how-to video on setting up this feature.

Feel free to reach out to me with any questions about QuickBooks and I'll be happy to help! [email protected]

If you are looking to outsource your bookkeeping and accounting, scheduling a call with me is easy. Use this link to find a time that works for us both: https://calendly.com/lotus-fms/discovery-call

Jeanette

Doing your own accounting is practical when you're first starting out. But you may find yourself wondering if you're doi...
04/06/2020

Doing your own accounting is practical when you're first starting out. But you may find yourself wondering if you're doing everything correctly. If you're not feeling too confident, reaching out to an expert for a second set of eyes is your best bet!
We can help spot check your work and point out any potential issues or areas for improvement. Book a call today to get started: https://calendly.com/lotus-fms/discovery-call

As a new business owner, you may not have a background in accounting and knowing where to start can feel overwhelming. N...
03/30/2020

As a new business owner, you may not have a background in accounting and knowing where to start can feel overwhelming. Not knowing if you're doing everything you are supposed to can also be stressful! Common accounting mistakes that new business owners make include:

* Poor cash flow management. Cash is king, without cash your business is in big trouble.
* Incorrect sales taxes filings causing you to pay late fees plus other penalties
* Mixing personal and business expenses
* Not saving up for income tax liabilities
* Poor recordkeeping

Not feeling too confident in your accounting processes? No worries - We can help spot check your work and point out any potential issues or areas for improvement. Book a call today to get started: https://calendly.com/lotus-fms/discovery-call

#bookkeepingforsmallbusinesses #bookkeeper #accounting #newbusinessowner #smallbusinessowner #sanantonio #organized #workfromhome #workflow #businessmistakes

Getting your new business on track takes a lot of work and bookkeeping is not a part that should not be neglected 📚Bookk...
03/28/2020

Getting your new business on track takes a lot of work and bookkeeping is not a part that should not be neglected 📚Bookkeeping is not the sexiest task, but the magic is in the results of good bookkeeping. Start by using an accounting system that works for you. You can opt for a robust spreadsheet that tracks your financial records or you can use accounting software such as QuickBooks Online or Xero
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Whether you wear the bookkeeper hat or outsource these tasks, bookkeeping should be done on a monthly basis 📆 By completing these tasks on a monthly basis, you'll have an easier time during tax-season, ensure you have accurate financial statements and avoid paying heavy fees for someone to come in to catch you up on your bookkeeping.

#bookkeeping #accountingservices #sanantonio #newbusiness #newbusinessowner #bookkeepingforsmallbusinesses

“Profit is not an event. Profit is a habit”.This book has changed my entire perspective on everything I know about accou...
03/27/2020

“Profit is not an event. Profit is a habit”
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This book has changed my entire perspective on everything I know about accounting, budgeting, and cash flow management 📊
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This book teaches you how to pay yourself, the business owner, FIRST and how to ensure profit for your business from day one 💵
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It’s shows you how to be on the way towards financial freedom - truly living the life we imagined as entrepreneurs 🌅
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I will implement this system to ensure not only my own profitability, but also the profitability of my clients. I am beyond excited to share this knowledge with everyone 😁
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2020 Book goal status: 3/20
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#newbusinessowner #smallbusinessowner #entrepreneur #profitfirst #financialfreedom #accountant #bookkeeper #bookkeepingservices #sanantoniotexas #sanantonio #bookstagram #bookgoals #reading #booksivereadin2020 #profit

As a new business owner, staying organized is a must! 📚 Many of the expenses incurred by your business are tax-deductibl...
03/25/2020

As a new business owner, staying organized is a must! 📚 Many of the expenses incurred by your business are tax-deductible, but the IRS requires documentation of the deductions you claim for your business. Use a good organizational or tracking system for the following items:
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🌟receipts, invoices, bills, bank statements, credit card statements, previously filed tax returns,
or anything else that supports income, tax deduction, or credit reported on your tax returns 🌟
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📌 TIP: Be sure to keep documents for 7 years in case of an IRS tax audit. Digital versions of receipts, bills, etc. are acceptable. Use a scanning app or snap a picture directly from your phone and save the file in the cloud using products such as Google Drive or Dropbox. No more filing cabinets or folders needed!
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#stayingontrack #stayingorganized #newbusinessowner #newbusiness #smallbusinessowner #organizationforbusiness #sanantonio #accountingessentials #bookkeepingforsmallbusinesses

If you're a new business owner, you might be wondering how you should be handling the money for your business. The logic...
03/23/2020

If you're a new business owner, you might be wondering how you should be handling the money for your business. The logical thing to do is to use your personal bank account, right? 🤔
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➡️ In reality, keeping your business and personal expenses separate is a must. If the business entity is a corporation or an LLC, owners are required to keep their personal and business accounts separate.
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➡️ Sole proprietors don't legally have to keep separate bank accounts, but it is highly recommended to do so. You'll find that tax season is a lot less painful when you keep both business and personal transactions separated. Doing this also makes it easier for you or your accountant to manage your business finances.
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🌟 TIP🌟 Be on the lookout for bank fees. Some banks have a monthly "account maintenance" fee or a monthly minimum. Look for a bank with minimal fees (or no charge) if possible to save you a couple of bucks throughout the year.

#newbusiness #newbusinessowner #tipsfornewbusinessowners #smallbusiness #sanantonio #businessmoney #bankaccount #personalvsbusinessfinances

I am officially a QuickBooks ProAdvisor! 🥳 I will start teaching QB classes in the near future and help new business own...
03/20/2020

I am officially a QuickBooks ProAdvisor! 🥳 I will start teaching QB classes in the near future and help new business owners set up their accounting software.

If you're thinking about getting QuickBooks Online, let me know! I can get you a good deal 🙌

Call or text (210) 343-2738
Email: [email protected]

“Many persons call a doctor when all they want is an audience”.Have you been on a call with someone and all you can thin...
03/19/2020

“Many persons call a doctor when all they want is an audience”
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Have you been on a call with someone and all you can think about is when you can give your input or when would be a good time to give your sales pitch? 🤔
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In the process, you’ve forgotten to actually listen to what the other person is saying.
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Active listening is a skill that requires practice.
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Remember: people don’t buy your service, they buy the solution. ✨you’ll know the solution when you are able to identify the problem. This will only happen when you start listening.
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2/20 I’m a little behind on my reading this year, but glad to take this classic book off my reading list. 📚

#bookstagram #smallbusinessowner #businessowners #businesswoman #entrepreneur #salestips #communication

Your success is becoming increasingly difficult to ignore - you've worked so hard to gain consistency in your business a...
03/16/2020

Your success is becoming increasingly difficult to ignore - you've worked so hard to gain consistency in your business and your hard work is paying off. ✨
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Your dream clients are consistently signing up for your services and you've become well-known in your circle as the subject matter expert 😁
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You've gone from establishing a business to growing one 📊 Are you ready to keep up with the momentum? 🔥
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It's time to switch from survival mode to CEO mode 👩‍💼 👨‍💼
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Take your business to the next level by learning how to make informed decisions, maximizing day-to-day cash flow, and planning strategically for the future of your business.
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Don't worry if you don't know where to start, that is what we are here for! 🙋‍♀️
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Book a FREE call with us today!
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➡️ https://calendly.com/lotus-fms/discovery-call ⬅️

#servicebasedbusiness #successfulpeople #successfulentrepreneur #growbusiness #accounting #bookkeepingservices #sanantonio #smallbusiness #nextlevel #businessowner #womenhelpingwomen

Need help getting that loan to purchase vehicles or equipment for your business? Or perhaps you'd like to set goals for ...
03/14/2020

Need help getting that loan to purchase vehicles or equipment for your business? Or perhaps you'd like to set goals for your business and have a plan in place? 📊
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Help is only a phone call away 🌟
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➡️ https://calendly.com/lotus-fms/discovery-call ⬅️

#outsourcedcfoservices #cfoservices #accountant #budgeting #planning #businessowner #sanantoniotexas

Cash flow management, budget planning, sales taxes? oh my! 😓..Don't stress -  leave the accounting stuff to us and enjoy...
03/10/2020

Cash flow management, budget planning, sales taxes? oh my! 😓
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Don't stress - leave the accounting stuff to us and enjoy your day 🌴
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https://calendly.com/lotus-fms/discovery-call

#accountingservices #bookkeepingservices #cfoservices #bookkeeper #accountant #sanantoniotexas #servicebasedbusiness #smallbusinessowner #smallbusiness

Aren't ready to commit to a long-time bookkeeping service? 🤔 No problem! We offer as-needed bookkeeping services to fit ...
03/07/2020

Aren't ready to commit to a long-time bookkeeping service? 🤔 No problem! We offer as-needed bookkeeping services to fit your budget and business needs without any long-term commitments ✨
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Let's come up with a custom plan just for you? Book a call today!
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👉 https://calendly.com/lotus-fms/discovery-call
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#bookkeepingservices #bookkkeeper #sanantonio #servicebasedbusinesses #accounting #accountingservices

Jeanette at Lotus-FMS: Accounting Solutions for Small Business Owners's cover photo
03/07/2020

Jeanette at Lotus-FMS: Accounting Solutions for Small Business Owners's cover photo

February went as quickly as it came. How are you doing with keeping up with your business financial goals?  💸Keeping an ...
02/28/2020

February went as quickly as it came. How are you doing with keeping up with your business financial goals? 💸

Keeping an accurate record of your income and expenses not only helps you during tax time, but it gives you so much information to help you make informed decisions about your business.

📊What do you see in your financial statements that you would like to do differently next month?
📊What can you keep doing to continue on the positive trajectory you're on?
📊Where is your money going and are there any cost-saving opportunities you've missed without realizing it?

Hold yourself accountable to your financial goals this month and every single month afterward.

If you're feeling stuck, overwhelmed, or just too busy to do it on your own, don't worry. I've got you covered! 🙋‍♀️

Book a FREE consultation with me to tell me more about your business, go over your objectives, and come up with a strategy to get you where you want to be.

➡️https://calendly.com/lotus-fms/discovery-call⬅️

#smallbusinessowner #bookkeepingservices #accountingservices #accountability #sanantoniotexas #financialgoals #financialfreedom #businessfinances

Address

San Antonio, TX

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+12103432738

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