Hey there!

Don’t worry, this isn’t yet another Black Friday email, but I do hope you found some things you were already needing/wanting and snagged some discounts!

I’m here with our trusty monthly email with a few tips to help you close out the year in a tidy way!

📆 Upcoming Deadlines

• December 31 → BOI Report Due (NEW) - if you haven’t filed yet, it takes 5 minutes and it’s FREE RIGHT HERE >
• January 31 - 1099s due to recipients

🤝🏻 Meet me at BBD Live!

If you’re a part of James Wedmore’s world, I’ll be at BBD Live in Phoenix this week — hit reply to let me know if you’ll be there and we’ll link up!

💵 Money Tip

I have a couple of blogs that I wrote last year that are timely as we approach gifting season & year end!

→ A Guide to 1099s

• who gets them
• when to send them
• different types

→ Business Gifts

• IRS deductibility limits
• documentation you need to keep
• some of my favorites gift vendors

🤝 Work with us

We have just ONE available space for monthly or cleanup clients to begin in January 2025. The rest of our energy will be spent on taking care of existing clients’ year ends and 1099s.

If you’re still unsure about working with us, hit reply OR fill out our interest form HERE so we can talk about what we could accomplish together.

If you are making under $100k and want to handle your own books 👇👇

We’re building out a membership for DIYers! If you have a friend (or you are) just starting out in business and needs our support, we’d love if you share!

That’s it for now!

Serena + The Of Course Team