Budgeting this time of year is particularly important. When it comes to their money people want information and they want it quickly.
We pay bills for several clients in two ways:
- Directly into QuickBooks, from which checks can be printed, signed and mailed.
- Or we access the bill-pay feature at their bank, set them to pay and deliver on the dates required and then enter them into the client’s checkbook to make sure that they see them a full 10 days before they are going to hit the account.
This helps tremendously with budgeting. It insures that everything gets paid on time and it provides a cushion of time to make the changes should unexpected expenses come up.
Stay organized during the busiest times of the year! Putting things off makes “forgetting” the details all too easy.