Phil Kuhlenbeck

Summary

We specialize in working with small businesses in the following areas: >Tax Planning and Preparation >Bookkeeping and Payroll Services >QuickBooks Installations & Support >Business Financial Management Services >Retirement Plan Design >Medical Benefits Consulting >Financial & Estate Planning Services We are unique in that we integrate various professional disciplines under one roof - CPA's, bookkeepers, financial planners, retirement advisors, and benefits specialists. As a result, our clients can easily access the services they want from a single source. Call us for a free consultation at 512.347.0991 or toll free 866.347.0991 CONTRIBUTOR TO FINANCIAL NEWSLETTER I Have Money in My Checkbook, Isn't That Enough? Do you know where to look in QuickBooks® accounting software for information that can help you figure out the financial health of your company? Do you know how to read the information you have? QUICKBOOKS QUIZ Q. You looked at your Profit and Loss statement and it says sales are $200,000 but you have only deposited $125,000 in the bank. This was caused by: a. Making an out of balance journal entry in your books. b. Your financial statement says "Accrued Basis" and your Balance sheet says "Cash Basis." c. Your printer read your file incorrectly and printed the wrong amount. d. The computer made a mistake and you need to upgrade your operating system. CALL 512.347.0991 for the answer TAX QUIZ Q. You have an adjusted gross income of $225,000. Which of these college tax breaks can you take advantage of? a. Education IRAs (officially called Coverdell Education Savings Accounts) b. The Hope Scholarship Credit c. A deduction for interest paid on a student loan d. The "Section 529" programs offered by most states in the country CALL 512.347.0991 for the answer Specialties: Treaty Oak is unique in that we are able to provide business and personal financial services under one roof. See our website: www.treatyoakfinancial.com