Amethyst Financial LLC July 2025 Newsletter

🌞 Happy July!

Summer is in full swing, and as we dive into Q3, it’s the perfect time to check in on your business finances. Whether you’re a seasoned entrepreneur or just getting started, mid-year is a great time to reassess your goals, clean up your books, and make sure you’re on track for a strong finish to 2025.

📊 Mid-Year Financial Check-Up: Are You On Track?

Here are a few quick things to review this month:

✅ Reconcile your accounts – Are all your bank, credit card, and loan accounts up to date in your bookkeeping system?

✅ Review your Profit & Loss report – Are you spending more than expected in any category?

✅ Set aside funds for taxes – Don’t wait until the end of the year to prepare.

✅ Plan for growth – What investments can you make now to support Q4 goals?

Need help reviewing your numbers? Schedule a mid-year review with us!

Bookkeeping Tip of the Month: Categorization Matters!
Correctly categorizing income and expenses isn’t just for neat reports—it directly affects your tax deductions, financial insights, and compliance. Not sure how to categorize that equipment purchase or subcontractor payment? We’re happy to help.

🎖️ Special This Month: Veteran Business Owner Discount

We’re proud to support veteran-owned businesses. All veteran entrepreneurs receive 15% off monthly bookkeeping services through July. Just mention this newsletter when you contact us!

Small Business Spotlight!

East Security Services

When it comes to protecting what matters most, East Security Services delivers peace of mind with professionalism, reliability, and top-tier service. Locally owned and operated, this dedicated security company is committed to keeping our community safe.

From on-site security officers to event protection and custom surveillance solutions, East Security Services tailors their offerings to meet each client’s unique needs. With experienced and professional officers, they bring a courteous, vigilant presence to every assignment. As the official security partner of the Asheville Housing Authority, they’ve proven their trustworthiness and value to the local community.

🛡️ Why we love East Security Services:
✅ Responsive & dependable staff
✅ Customized security plans
✅ Locally invested, community-driven
✅ High standards of integrity and professionalism

Support a business that protects yours – connect with East Security Services today!

Call: 828-479-5307

Email: sales@eastsecurityservices.com

Website: eastsecurityservices.com

* Want to be featured? Send us a note—we’d love to showcase your business. You do not have to be a current client to be featured. If you become a client, you will get one free month of bookkeeping service.

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Here’s to freedom, clean books, and a successful July!
– Lisa at Amethyst Financial 💜