Basic Bookkeeping Tips Get a Bank Statement With a Month-End Cutoff Date – This is another basic tip
that can reap big rewards. Synchronizing your bank statement with other monthly records will make it
easier to reconcile your statements and track expenses. Many statements have a mid-month date. Talk
to your bank and request a change in your statements to a month-end date. You can usually download
your statements from your banks website, but be sure to save them on your computer. When you close
that account or sometimes if your bank is sold, you lose access to that information.
Summer is in full swing; schools are closed; networking meetings are smaller. People are taking time to
enjoy the weather and their personal lives. While I am working as hard as ever, I am taking time to
enjoy some personal time. I took my mom and brother to visit my paternal grandparents’ gravesite in
Daytona Beach and then had a nice afternoon on the beach. I have two vacations planned: a week in
Chicago in July visiting friends and two weeks in Colorado in August visiting family and celebrating my
grandson’s 1st birthday. I hope you are enjoying your summer as well!!!