J&J Trilogy Accounting Services LLC

J&J Trilogy Accounting Services LLC I help truckers & service-based biz owners keep more money with smart tax strategies! We work with clients remotely through secure documentation.
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Feeling a little out of your routine?Here are some simple tips to help you get back into a routine and refocus on your g...
09/02/2026

Feeling a little out of your routine?

Here are some simple tips to help you get back into a routine and refocus on your goals.

What’s one thing you want to accomplish this week?

We’re headed into the last quarter of 2026!Now is the time to get focused on what you want to accomplish before the year...
09/01/2026

We’re headed into the last quarter of 2026!

Now is the time to get focused on what you want to accomplish before the year ends.

Remember, turn each goal into monthly objectives, then break them into simple weekly tasks.

What are your Q4 goals?

Save this post for when you're planning your Q4 goals, and follow for more practical CFO, bookkeeping, and business finance tips.

We’re almost through Q3 and heading into the final months of 2026, so now is the time to focus on your year end goals an...
09/01/2026

We’re almost through Q3 and heading into the final months of 2026, so now is the time to focus on your year end goals and prepare for upcoming deadlines.

This month, take time to:

- Review your August numbers
- Get your books up to date
- Review your year end revenue and profit goals
- Check your cash flow
- Start looking for a bookkeeper and tax accountant now
- Plan for year-end deadlines

What’s one business goal you’re working toward this September?

We love helping our clients stay organized, improve cash flow, understand their numbers, and feel confident making finan...
08/31/2026

We love helping our clients stay organized, improve cash flow, understand their numbers, and feel confident making financial decisions.

Ready to spend less time worrying about your books and more time growing your business?

Book a call using the link in our profile or DM "books" below to learn more about our services.

One of the most important decisions you'll make as a business owner is choosing the right business structure.Here's what...
08/30/2026

One of the most important decisions you'll make as a business owner is choosing the right business structure.

Here's what to consider:

- Understand the differences between a sole proprietorship, partnership, LLC, and corporation.

- The level of protection depends on how your business is structured and operated.

- Keep your personal and business finances separate.

- Open a dedicated business bank account.

- Maintain accurate bookkeeping and financial records.

- Speak with an attorney or tax professional before choosing or changing your business structure.

Generally, LLCs and corporations can help protect your personal assets from business debts and legal claims, while sole proprietorships and general partnerships typically do not provide this protection.

Have questions about business structures? Drop them in the comments below.

Save this post for later and follow for more practical tax, and business finance tips.

Don't focus on looking successful. Instead, focus on building a financially healthy business.Here's how:- Track your exp...
08/29/2026

Don't focus on looking successful. Instead, focus on building a financially healthy business.

Here's how:

- Track your expenses from day one
- Price for profit, not just to win clients
- Track your cash flow every month
- Separate your personal and business finances
- Don't wait until tax season to organize your books

What's one piece of advice you'd give someone starting a business today?

Old balances in accounts like Suspense, Uncategorized Income, Uncategorized Expense, or Uncategorized Asset are usually ...
08/28/2026

Old balances in accounts like Suspense, Uncategorized Income, Uncategorized Expense, or Uncategorized Asset are usually a sign that something needs attention.

Here's what to do:

- Run a report for the account and review all transactions.
- Open each transaction to identify the vendor, customer, or bank activity.
- Reassign the transaction to the correct income, expense, asset, or equity account.
- Reconcile your accounts to confirm your books are accurate.

These issues are more common than you think, and they can affect your Profit & Loss, Balance Sheet, and the accuracy of your tax return.

That's why it's important to review and clean up your books regularly.

Have questions? Drop them in the comments below.

Save this post for later and follow for more practical bookkeeping, business, and money tips to help keep your business finances organized.

Mark these important tax deadlines for September 15, 2026:- Third quarter estimated tax payment due for self employed in...
08/27/2026

Mark these important tax deadlines for September 15, 2026:

- Third quarter estimated tax payment due for self employed individuals and business owners who make quarterly estimated tax payments.

- Extended tax return deadline for Partnerships (Form 1065) and S Corporations (Form 1120-S) that filed an extension.

Save this post for later and follow us for more practical money, bookkeeping, and business tax tips.

Here's a quick comparison:Standard mileage:- Deduct a set IRS rate for each business mile driven.- Simpler recordkeeping...
08/27/2026

Here's a quick comparison:

Standard mileage:

- Deduct a set IRS rate for each business mile driven.
- Simpler recordkeeping.
- Best if you don't have many vehicle expenses.

Actual expenses:

- Deduct the business portion of actual vehicle costs like gas, insurance, repairs, maintenance, registration, and depreciation.
- Requires detailed records and receipts.
- May result in a larger deduction for some businesses.

Have questions about which method may be right for your business? Drop them in the comments below.

Save this post for later and follow for more practical tax, and business finance tips.

Here are some simple ways to better protect your business:(1) Reconcile your bank and credit card accounts every month.(...
08/26/2026

Here are some simple ways to better protect your business:

(1) Reconcile your bank and credit card accounts every month.
(2) Review your bank statements and financial reports for unfamiliar transactions or unusual changes.
(3) Never give one person complete control over your finances. Separate duties whenever possible.
(4) Review vendor and employee payment details before sending money.
(5) Watch for duplicate payments or duplicate invoices.
(6) Change your passwords regularly and enable two factor authentication on financial accounts.

Save this post for later and follow for more practical bookkeeping, business, and money tips.

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Winter Garden, FL

Telephone

+14076357293

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