by Julie Lehto | Apr 30, 2025 | Finance
As the flowers bloom and the days grow longer, spring is the perfect time to refresh more than just your home—your finances could use a good “spring cleaning,” too! At J.L. Money Matters, we believe your books should be as fresh and organized as your closet. Here are...
by Julie Lehto | Jan 22, 2025 | Finance
It’s that time of year again! As we close out 2024 and get everything ready for your accountant to ensure a smooth and stress-free tax season, here’s a handy checklist of essential tasks to complete: Year End Checklist JLMM 2425 Questions? Call us at (216) 401-5050 or...
by Julie Lehto | Dec 9, 2024 | Finance
What is the BOI report? The Financial Crimes Enforcement Network (FINCEN) is now requiring that many companies report information to FinCEN about the individuals who ultimately own or control them. FinCEN began accepting reports on January 1, 2024. If are a 25% or...
by Julie Lehto | Sep 20, 2024 | Finance
As September draws to a close, small business owners everywhere are feeling the impact of the busy back-to-school season. Whether you’re a parent managing your household or just navigating the general uptick in activity this time of year brings, you’ve likely been...
by Julie Lehto | Aug 29, 2024 | Finance
Back to School: A Perfect Time to Reassess Your Business Finances As the back-to-school season kicks off, it’s not just students who should be getting organized—small business owners can benefit from this fresh start, too. With summer distractions winding down,...
by Julie Lehto | Jul 24, 2024 | Finance
As summer heats up, it’s essential to stay on top of your tax responsibilities to avoid any surprises come tax season. At J.L. Money Matters, we know that tax compliance can be a year-round effort, and summer is a great time to ensure everything is in order....
