January Newsletter 2016
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6 Ways to Spot a Superstar CPA Firm for Your Business

by Jennifer Barnes, Co-Founder and CEO, ProBackOffice

If you need help finding a good CPA firm, let us help you. We work very synergistically with CPA’s and have collaborated with some of the best firms in San Diego. Most CPAs can give you the basic support but are they strong enough to take your business to the next level? There are many criteria when searching for your CPA. These are some of the top criteria we use to spot the right CPA firm for our clients:
  • They come highly recommended and with strong references
  • Experience with clients in the same industry and size as your business
  • Pro-active, responsive and thorough
  • Ability to think outside the box and ask great questions
  • They are a GO-TO resource for the company
  • They care about your business

Important Dates To Remember for 2016

1/15/16 - 2015 fourth quarter estimated tax payments due
2/2/16 - W-2s & 1099s are due to your vendors and staff
2/29/16 - 1099s are due to the IRS
3/15/16 - Business tax returns are due
4/15/16 - The individual tax return and extension deadline

For electronic filing, you can visit this web site, They provide the ability to e-file many forms, including Form 1099-misc.  The cost for a small volume is generally the same as paper forms, for a really small volume this tends to be less expensive, either way, quite efficient to use. 

Also, review the following IN ORDER TO DO 1099s:
  • W-9s are on file and signed for contractors/consultants receiving >$600 in non-employee compensation
  • Review vendors in QuickBooks to make sure they’re set up as 1099 vendors
  • Review the expense accounts being charged by those vendors to ensure they are mapped as a 1099 expense account.
Don’t’ wait until the last minute. If you need our help closing the books or doing your 1099s, don’t hesitate to ask.

Year End Checklist

  • Remember to order 1099s and other supplies 
  • Ensure you have all vendor 1099 information on file
  • Verify all active employee data
  • Perform any bonus calculations for your staff
  • Verify and review benefit information for your employees
    • Ensure all payroll liability accounts are accurate
    • Review employee wages, sick time and PTO 
  • Prepare a 90-day cash flow forecast for Q1
  • Determine the proper accruals to close out 2015
  • Set a date to finalize year-end financials
  • Create a 2016 list of goals
If you haven't already, contact Pro Back Office to assist with any HR or Accounting needs.

PBO Partners' News 

Community Events

1/14/16 -  IPA or IPO? Presenting Greg Koch, Stone Brewing Co.  Get $20 off with this code: PBOJAN2016.

1/26/166 Degrees Breakfast Speaker Series 1.26 - Live, Play, Work - Real Estate Trends 2016

1/18 - 4/1 - Women's Financial Academy Mention “Pro Back Office” in your email and receive a 25% discount 

2/11/16 - Vistage San Diego CEO Summit


"Jack of all trades, master of none." - Are your bookkeeper and controller the same person? Is that person managing all of your finances? 

We all multitask, but the reality is if we can focus on what we do best, things get done faster and better. PBO brings expertise and focus. Give us a call today and lets discuss how our team of Superstars can help you. Contact us at or 858.622.1681.

About Pro Back Office

Pro Back Office (“PBO”) gives you access to highly skilled finance and accounting talent. We have more than 45 professionals in our San Diego office and serve clients throughout the Pacific Southwest region.  Our back office management and project consulting professionals offer expertise in all aspects of finance and accounting from the bookkeeping role to the CFO. 
The three partners of PBO – Scott Palka, Jennifer Barnes and Mike Ford – bring a combined 70+ years of finance, accounting and business consulting experience.  Many of our team members have Big 4 experience in audit and consulting.  PBO’s client base covers many industries including: manufacturing, construction & development, real estate, food & beverage, medical device & life science, non-profit, professional services, healthcare, technology and software.  Our model provides a comprehensive and personalized solution for your finance, accounting and consulting needs by giving you support at varying levels. PBO aims to push work down to the lowest level resource in a cost effective and efficient manner.  Please visit our website at for more information.

Copyright © 2016 Pro Back Office, All rights reserved.

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