News and Bookkeeping Updates from Polymath
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Holy Cannoli... We won a thing! Ingrid was selected as the 2017 recipient of the Rule Breaker Awards in the category of Professional Services. Learn more about this crazy awesome honor at

It's Time for Year-End Planning!

What does that mean for you and your business?

October 3rd, 2017

Hi <<First Name>>

If you are one of our fantastic Polymath clients, it means that it's time to schedule an appointment. Be expecting a call or email from us soon if you haven't gotten one already.
For the rest of our beloved small business audience, check out this article on the importance of collecting W-9 forms. Also, now is a great time to schedule an appointment with your accounting professionals. We don't want January to catch you unawares!
For all of our fantastic accounting colleagues, take a look at this article from Intuit's Firm of the Future blog all about our awesome Year-End Wrap-Up (YEWU) process. We're happy to share our favorite tools and workflows with you to help your clients succeed.
Together we are making the world a better place, built on a foundation of thriving small businesses.

Tax Deadlines

Not sure what happens when? It can be a lot to keep track of. Here's a handy table that might help, especially since some of the deadlines recently changed. When it doubt call your tax professional. They can make sure you have your ducks in a row!

Upcoming Fun: Ingrid will be speaking at QuickBooks Connect in San Jose this November. She will be on an amazing panel with accounting heroes Michelle Long, Hector Garcia, and Stacy Kildal discussing important conversations for accounting pros to have with clients.
 Click here for more information about QB Connect!

PENNY'S CORNER - Question of the Month:

"I'm just a small business owner. Why would I ever need leadership or public speaking skills?"

Sekou Andrews answers on the Ask A Bookkeeper show!



Southern Oregon Woodard Group
3rd Monday of Each Month

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