Monthly Newsletters

November Newsletter 2021

beyond the Numbers

November 2021

We have so much to be thankful for, but most of all we are thankful for our clients, colleagues and business partners! We can't do what we do without you!

Venmo and Cash App to start issuing
1099-k's for 2022 at a new threshold of $600

If you have collected payments over $600, those payments will need to be reported to the IRS beginning on January 1st, 2022.  If you are a business using third party payment apps including: Venmo, Cash App, Zelle, or Paypal, you will be required to send users a Form 1099-K for transactions made by mail or electronically.

Make sure you are keeping good records as Form 1099-K includes both taxable and non-taxable income.  This will only effect your 2022 tax return filed in 2023! For more information click here.

10 Tips for Year-End Strategic Planning

Where, and more importantly where not to invest your business’s resources is essential in making tough decisions regarding: money, staff time and focus, customer attention, etc. As the new year approaches, consider answering these questions:

1. What is your single biggest “limiting factor” inside your business?
2. What are 10 potential ways to push back or make your limiting factors less limiting for your business?
3. Go back through your list of 10 solutions and note each solution that is a “low hanging fruit”
4. Go back through your list of 10 solutions and note each solution that is a “home run”
5. Determine your “sweet spots”

Click here for the other 5 tips and to read more!

Just a Quick Reminder about Thanksgiving Holiday Hours:

We want to hear and share your good news!

Next month we want to celebrate you and your business! We want to spread the word on any job openings, success stories, or good news related to your business! Click the button below, send us a little blurb, and we will feature you in our year end newsletter!

On the Books Recommendations (Books, Podcasts, and More!

November Podcast: The Financial Mindset Fix with Psychotherapist Joyce Marter

Join the conversation as psychotherapist and founder of Urban Balance fills people in on how improving your mental health can directly contribute to your financial wealth.
 
Through the tools cultivated in her book, she shares how a 360 holistic view of success with practical tools can amplify an individuals self-worth and self-esteem in order to create financial abundance.

November Book: Better Business, Better Life, Better World “The Movement”

How would you answer this question: “What would be the best advice you’d give to your grandchildren to help them build a Better Business, Better Life, and a Better World?”

Read the answers to that exact question from 62 extraordinary entrepreneurs and social leaders from around the world. Written by authors who have advised governments, mentored startups to Fortune 500 companies, won awards and acclaim, and have written collectively 42 other books featured on Forbes, NY Times, CNN, and BBC.
 

1099 Season is Here!

It’s that time of year again. Please don’t wait until the last second!

If you have 1099’s that you need to send us, click the button below. You can also send this link to your vendors so they can send them to us directly:

https://forms.clickup.com/f/27yna-1022/NAMAS7AQMEXB8Q7NXK

Upcoming Events:

UNC’s BeAM MakerFest – November 30th @ 4:30-6:30pm – Join this first ever event to show off any creations, ideas, prototypes from research, or entrepreneurial efforts you have! All levels of experience welcome for competitions and prizes.

Downtown Techies Raleigh Happy Hour – December 7th @ 5:00-7:00pm – Come to Wye Hill to hang out on the huge patio overlooking the city while you enjoy tech and beer!


Cape Fear Women’s Summit 2021 – December 9th @ 5:30-8:00pm – The second annual collaborative event where local women’s networking groups join forces to create one of the largest women’s network events seen in North Carolina. Any role and career level are welcome.

Share the love!

Our best form of advertising is word of mouth! We have very limited availability for new clients in Q1 of 2022, and we’d rather take referrals than advertise! If you know someone with a tech or biopharma startup that we might like to work with, please send them our way.

We’d also really appreciate an online review if you’re willing! You can submit a Google review by clicking the button below.

Be sure to follow us below on social media for updates, news,
and everything On The Books!

Do you know someone who could use our services?

Our best form of advertising is word of mouth and referrals from current clients. We are looking to add a few start-ups to our client list in 2020, so if you know anyone that we could help, please send them our way. If you don’t, you can still help by leaving us a review on Google. Just click the button below!

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