SquareUp CPA

12/03/2024

At SquareUp CPA, we believe that positive energy is key to success in both life and finance. That's why we've created an environment filled with support and enthusiasm, ready to welcome you!

As the holiday season approaches, we're here to take the stress out of your accounting needs, letting you focus on what truly matters—celebrating and making memories!

👉 Dive into the new year with confidence! Let us handle your finances, so you can keep those good vibes flowing.

Stay positive, stay motivated, and most importantly, stay connected with us at SquareUp CPA. Together, let's make the upcoming year the best one yet!

11/26/2024

🍁 As we gather to celebrate this season of gratitude, we at SquareUp CPA want to express our deepest thanks. We are truly grateful for our clients, our team, and our community. Each of you has enriched our lives and made our work a fulfilling journey. We are blessed to serve you and grow together. Thank you for making every day rewarding. 🙏🧡

10/09/2024

To grow your business, you must manage your finances effectively. Hiring an accountant or bookkeeper like us is a great way to ensure your success. Contact us at (206) 928-3901 for an initial consultation.

10/08/2024

The Consumer Financial Protection Bureau (CFPB) has a variety of free financial booklets you can download (or even request to be mailed to you at no cost). Visit this link to access free information booklets regarding debt, bills, credit, and saving. These may be helpful to read when scheduling an appointment with us! Call us at (206) 928-3901 with any questions you have. https://bit.ly/3SqfwWX

10/07/2024

Set reminders for the important tax dates regarding payroll taxes, estimated quarterly taxes, and when you need to initiate payroll for each pay period. We'll help you make sense of cents, contact us at (206) 928-3901.

10/05/2024

A business credit card can be a very smart financial decision for saying on top of managing your company’s expenses and to build credit. Before applying, there are several things you should consider to ensure you’re making the most of your business’ financial needs.

Applying for a business credit card can be a smart financial move for managing your company's expenses and building credit. However, before you dive into the application process, there are several important factors to consider to ensure you're making the right choice for your business's financial ne...

10/02/2024

Once you've pinpointed your income sources, the next step in retirement income planning is to determine what expenses you will be paying for throughout your retirement. Doing so will give you a clearer picture on how much money you will need to save for to live comfortably in retirement. If you're looking for any assistance with your retirement plan, we're here to help. Call us at (206) 928-3901 to schedule your appointment today.

10/01/2024

A will, trust, power of attorney, beneficiary designations, healthcare orders, and tax planning are all commonly included in estate planning. Contact us today at (206) 928-3901 for more information about our services.

09/30/2024

Many companies use independent contractors, but you must be careful to handle them properly. If the IRS determines that you misclassified workers, you may owe back taxes and penalties plus you may have to provide expensive fringe benefits. In general, workers are considered contractors if you have little control over how they get the jobs done. Call us at (206) 928-3901 for advice on how to protect yourself when classifying contractors.

09/28/2024

The inheritance you leave your family can set the tone of your loved ones’ financial situation for generations to come. When planning your estate and administering a trust, there are complexities you must navigate through to ensure that your wishes are carried out as you intend. Careful planning and understanding your goals are key to a successful inheritance and legacy.

Leaving behind an inheritance is more than just a financial transaction; it's a legacy that can profoundly impact the lives of your loved ones for generations to come. Whether you're planning your estate or navigating the complexities of administering a trust, there are several crucial consideration...

09/25/2024

Have you heard of the Consumer Financial Protection Bureau (CFPB)? This free government website can help you get your finances organized! Your Money, Your Goals (YMYG) is a financial empowerment toolkit created by the CFPB that equips frontline staff with tools and skills to empower clients in understanding their own financial situations and connects them to resources available in their community. You can access PDF versions of the toolkit, or even get a free one mailed to you. It's time to get your finances in check! Contact us at (206) 928-3901 to discuss fiscal strategies for your situation today. https://bit.ly/4cVbRIP

09/24/2024

While self-employment can bring you a sense of fulfillment, it can also lead you to costly mistakes if you're not careful. Improve your strategies and learn about common financial mistakes made by other entrepreneurs by checking out the article below! Contact us today at (206) 928-3901 for personalized assistance with your financial goals.

Self-employment can be used as a vehicle to launch your dreams and build wealth. Avoiding these financial mistakes may increase your chances of success.