Business Archives - JMV Financial Services

Mandatory BOI Filing for Business Owners

Are you a business owner looking to add another task to your never-ending to-do list? Of course, you aren’t. As of January 1st, 2024, FinCEN began requiring reports from many companies; with minimal exceptions [and a huge penalty if you fail to comply]. I hate to be the bearer of bad news! I hope that[...]

by Jillian Verdun
Posted on August 21, 2024
in Business, Cash Management, Financial Health

Many of us naturally set a New Year’s resolution of attracting abundant opportunities, financial wealth, and success. Who wouldn’t enjoy being financially successful? Millions of people also hope to meet those same goals year after year – but not everyone implements a “Money Magnet” mindset to make that a reality. So, we find ourselves[...]

One common problem of entrepreneurial people who run their own company is that they can easily let their professional pursuits take over. This means that they’re letting business related matters cross a boundary into their personal lives, and it’s a chronic problem. They may get to the point where they have no life. Is this you,[...]

In just a couple of months, the COVID-19 pandemic has changed the everyday lives of individuals globally. Businesses must explore the financial and operational difficulties brought about by the COVID -19 pandemic while quickly addressing their employees, clients, and suppliers’ requirements. Here are the top 6 most common points: 1. Work at home. Numerous companies[...]

by Jillian
Posted on December 19, 2019
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Many people tend to procrastinate when it comes to their personal tax returns. In fact, according to the IRS, over 50 million people left filing taxes to the very last weekend! This year’s deadline for filing personal tax returns has changeddue to COVID-19. You can file as early as February 2020, since many important tax[...]

by Jillian
Posted on November 21, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Every year the Department of Treasury, which is an umbrella for the IRS, is required by federal law to determine whether or not to make cost-of-living adjustments to retirement contribution limits. If the cost of living goes up, generally so do those limits. 2019 is the year of increase! If you’re 49 years of age[...]

architectural-design-architecture-banks-351264

by Jillian
Posted on October 24, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

In our virtual and paperless generation, it’s easy to keep tabs on your checking account balance without really taking the time to review each monthly transaction. You know about how much you’ve spent, so at first glance it all seems “about right.” What you may be missing, though, are some changes to your bank’s policies[...]

by Jillian
Posted on October 10, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Here’s the result of the honor of writing another guest blog for Brenda Violette, Founder of Violette Business Services: If it takes a village to raise a child, then couldn’t the same be said for running a business? Absolutely! Just like raising a child, each person in a company’s development, growth, and expansion has a[...]

by Jillian
Posted on September 26, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Virtual COO Brenda Violette, Founder of Violette Business Services, asked me to write a guest blog on Profit First… …and here it is! Are You Taking Profit First in Your Business? Profitable. Debt-free. Thriving. These are the words every business owner dreams of using to describe their company. Most small businesses will struggle for years,[...]

by Jillian
Posted on September 12, 2018
0 Comments
in Budgeting, Cash Management, Financial Health, Profit First, Quickbooks, Taxes

Life is unpredictable. Your secure job gets outsourced. You fall in love. Your brand new car needs repairs. Your kid flushes his toy down the toilet. Things totally out of our control can happen at any given moment. While you may not ever be fully mentally prepared for life’s little surprises, you can be financially ready[...]

Business

Mandatory BOI Filing for Business Owners

Money Averse to Money Magnet Mindset

How to Avoid Becoming a Slave to Your Small Business

6 Ways COVID Has Changed Business

3 Ways to Start Preparing for The 2020 Tax Season

IRS Raises the Roof on Retirement Contribution Limits in 2019

3 Ways Banks Take Your Money that You May Not Know About

Guest Blog: Can Your Virtual COO also be Your CFO?

Guest Blog: Are You Taking Profit First in Your Business?

4 Things to Do Today to Minimize Life’s Financial Surprises

Get Started Today Download the 5 Core Chapters of the Book Profit First

Avoid the Top 10 Bookkeeping Mistakes

Categories

Our Mission

Our Company

Our Services

Contact Us

Learn More

Company Info