Emergency Preparedness

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Emergency Preparedness includes disaster planning, disaster recovery, and the ability to adapt to adverse conditions. We work with our clients to make sure that they have a plan for how to recover in the event of natural disasters, like fires, earthquakes, tornados, and hurricanes. As of 2020, we have focused on helping clients adapt to changing business environments brought on by the COVID-19 Coronavirus Pandemic, and helping our clients adapt and overcome.

Emergency Preparedness focuses on various areas including accounting and record keeping, IT infrastructure, communication system, proper types and levels of insurance, and business procedure development.

Your financial emergency preparedness can include your documentation storage, safe locations of important documents, and having a digital retrieval program for your systems. Having a flush savings account to weather the financial impact of these events can be critical to your family’s financial and emotional help.

Those with solid emergency preparedness plans were able to thrive during the challenging 2020 year, often qualifying for more aid because they were better organized, and receiving more assistance because they were not in a financial panic during the year.

In addition to her professional life as a CPA, Bette is a leader with the Boy Scouts of America, leading Girl Troop 18, one of the oldest Girl Troops in South Florida Council of the BSA, being one of only two troops to register on the first day permitted. The Scout Motto is “Be Prepared,” a practice she carries into her financial practice, helping her clients Be Prepared – khaki uniforms not required.

Disasters and Your Tax Documents

By |2015-07-07T15:41:55-04:00July 7th, 2015|Quickies with Bette|

You need to keep tax records for several years, but paper copies are risky. Storms, floods, or simply moving can result in losing or misplacing these documents. Electronic records, kept online, can save you from disasters, while keeping your documents available. ld tax returns and related documents and insurance policies can be scanned and saved in the cloud to electronic storage such as Dropbox, Box, or Google Drive. Many modern CPA firms like mine are paperless- ask your CPA to send you PDF versions of prior year tax returns. PDFs can be password protected to help keep your information secure.

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