Wells Fargo bank called me with unexpected news

I got a call from Wells Fargo Bank this morning, and it was a business
banker I had met at a recent business mixer. We had already connected
up for a follow up meeting after the mixer the following day to get
more acquainted, and for each of us to better understand what to
keep our feelers out for in the community.

She called to let me know that he had a customer that had done
(5) real estate investment deals earlier this year, and he was worried
about how to get it all prepared so he could get his taxes filed.

Once the client hired us, he dropped of “the box” of all of the documents,
statements, and receipts. We worked through everything and coded
it in QuickBooks and broke everything out through job costing on
each of the properties. This way we could show the income and expense
for each of the transactions he did and this would allow the CPA
to best identify what tax deductions they would be eligible for.

It’s exciting when your business is taking off and you see the money
coming in. It can also get a bit tricky and confusing trying to figure
this stuff out if this is not what you do everyday for a living.

Tell me about your last business deal you did. Did you know what the
profit was before you did the job, or did you take it in the shorts?

I have time late morning tomorrow, or early afternoon the next day
let me know what works best you want to connect for a quick call.

Warmly,