Are you Leaving Money on the Table?

A client recently expressed surprise when we asked for a copy of their vehicle purchase documents—something their previous bookkeeper never requested. Honestly, I hear this kind of feedback more often than I’d like.

When you purchase a new asset, your bookkeeper should be asking for several key details:

• Purchase documentation: Without it, critical deductions can be missed.

• Payment method: Did you pay cash? Finance it? If there’s a loan, it needs to be recorded properly in your books.

These aren’t just paperwork formalities—they’re essential steps to ensure your financial records are accurate and optimized for tax savings.

If your bookkeeper isn’t requesting documentation when assets are purchased, it might be time to reevaluate your support. Don’t let missed details cost you money.

📞 Let’s talk—stop leaving money on the table and give us a call today!