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CFO on the Go
Home
Communications
Karbon Dashboard
QuickBooks Online
Resources
Services
  • Guide to CFO Services
  • Guide to Support Services
  • Add-On Services
  • Accounting Services
More
  • Home
  • Communications
  • Karbon Dashboard
  • QuickBooks Online
  • Resources
  • Services
    • Guide to CFO Services
    • Guide to Support Services
    • Add-On Services
    • Accounting Services
  • Home
  • Communications
  • Karbon Dashboard
  • QuickBooks Online
  • Resources
  • Services
    • Guide to CFO Services
    • Guide to Support Services
    • Add-On Services
    • Accounting Services

As we work to wrap up tax season this month, we want to take a moment to express our heartfelt gratitude for your continued trust in us at Bell Solutions. Your partnership is invaluable as we strive to create efficient and comprehensive solutions tailored to protect small business. 


The arrival of Spring not only ushers in a vibrant season of renewal but also symbolizes new beginnings and exciting opportunities for small business as we look ahead to 2026. 

We are thrilled to announce the introduction of new services this Spring, specifically designed to enhance your tax planning strategies. At Bell Solutions, we consistently monitor the tax implications for your business, and now, with the addition of tax filing services, we aim to holistically support both your business and personal tax planning. 


March also marks the commencement of our annual supporting documentation audits, income tax meetings, and the beginning of Spring Meetings. 

Let's CFO on the Go!

60-Day Audit

March is the first of our annual supporting documentation audits. These audits are initiated throughout the tax year to ensure compliance with IRS, state, local and CFO Service requirements for your small business. Please take this time to supply all documentation for the first 60-days of 2026. 

Supporting Documentation

Supporting documentation is the key to keeping accounting costs low while also keeping your small business tax and audit ready. 


Expense Receipts, Deposits Details, and W9s can be emailed to info@bellsolutions.biz every day or once a week.  

Bookkeeping Rules | Due March 31

At the beginning of each year recurring transactions can be verified as 'Bookkeeping Rules', so that you do not need to send weekly documentation. 


Please check your email for your current list of 'Bookkeeping Rules' to be verified for 2026.

Income Taxes with Bell Solutions

Thank you for a great first tax year so far. Our goal is to have all income taxes filed before the end of March. 


When your personal taxes are prepared, we will let you know so we can schedule a time to review. If you have supplied all of your personal tax information, feel free to schedule a time now. 


All income tax information can be accessed from your  ProConnect Link, including your engagement letter, the ability to securely upload tax documents and answer questions. This is also how you can review and e-sign your income tax returns. 


Thank you. We appreciate your patience this year!

Spring Ahead

March 16: Business Taxes Due

March 16-20: Accounting Services/OOC Meetings

March 16-April 10: Income Tax Meetings

March 30-May 15: Spring Meetings

March 31: Bookkeeping Rule Verifications Due


March: 60-Day Audits 

Spring Meetings

How can we help support you this year? If you want to meet to discuss your finances, have questions about your Services or small business compliance, are interested in additional QuickBooks training, or other matters affecting small business this year - please use the link below to find a time that works best for you. This calendar will remain open through May 5th if you would like to wait and schedule until you have your income tax information.

Schedule Now

Spring Reminders

Mileage Deduction

The 2026 standard mileage rate for business is 72.5 cents per mile.

Corporate Minutes

All corporations (LLCs) need to hold and document an annual shareholder(s) meeting. You can hold more meetings, if needed, but one per year is the minimum requirement. Documentation of this meeting is referred to as 'minutes'. Learn more

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