Velisa Bookkeeping Services LLC

09/04/2026

Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider.

If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Tuesday, September 15th.

09/03/2026

September gives business owners something valuable: time to make changes before the year is over.

Instead of waiting until December to discover that expenses climbed, cash flow tightened, or records need attention, use this month to compare where your business is now with where you expected it to be.

A few adjustments today can make Q4, and eventually tax season, much easier.

Want a clearer picture of where your business stands? Contact us to schedule a financial review.

09/02/2026

Small financial moves can pay off for years. Discover tax breaks for education, simple tax-planning strategies, ways to make banks compete for you, and how to avoid the technology upgrade tax.

College and trade schools are investments that can pay dividends for years. The same can be true of a few smart tax habits repeated year after year. In this month’s newsletter, we take a closer look at tax breaks for post-secondary education along with practical tax planning moves that can del...

08/28/2026

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation.

Too often a charitable tax deduction is disallowed upon review by the IRS. Don't let this happen to you. Here is what you need to know.

08/27/2026

Implementing accounting software is only the first step.

Proper configuration, accurate chart of accounts, data migration, and staff training all contribute to producing reliable financial reports.

As a Certified QuickBooks ProAdvisor, we help businesses build a stronger accounting foundation from day one.

08/25/2026

Your finances work better when everything works together.

Accounting, bookkeeping, payroll, tax preparation, and software support are all connected. Having one trusted team manage these services helps reduce errors and keeps your financial information consistent.

Let's simplify your business finances.

08/25/2026

Here is what everyone should know about 529 Educational Savings Plans

College is expensive and 529 College Savings Plans are a great tool to manage this expense tax-effectively. This is what you need to know.

08/21/2026

When an interest rate matters. This is what you need to know.

The IRS often sees the transfer of funds as a loan, whether there is a loan agreement or not. This also means there is an implied term and interest payment. When the IRS says a transaction is a loan, what interest rate do they use? Enter AFRs. Here is what you need to know.

08/21/2026

Healthy finances are built through consistent habits, not big moments.

Small actions like reviewing reports regularly, tracking spending, and planning ahead often have a greater long-term impact than major financial changes.

We'd love to help you build stronger financial habits.

08/19/2026

Small payroll mistakes can quickly become expensive.
Incorrect employee classifications, missed deadlines, and inaccurate payroll records can create unnecessary penalties and administrative headaches.

Having the right payroll process in place helps protect both your employees and your business.

Let us simplify your payroll with reliable professional support.