Spring Clean Your Finances in 8 Simple Steps

by | May 4, 2020 | Accounting

Spring is a time of new beginnings and fresh starts. While your finances don’t start over, they do change slightly year to year. If you’re looking for a productive project to stay busy while you self-quarantine, then get rid of financial clutter and enjoy the peace of mind a clutter-free existence brings.

Eight Simple Ways to Spring Clean Your Finances:

  • Take a Financial Inventory- think debts, assets, income streams and FSA/HSA balances
  • Scrub Your Budget – analyze your monthly debt/income ratio; save money by cancelling unused monthly subscriptions or services
  • Automate Savings – regularly deposit cash into your savings account from your checking; choose the dollar amount and frequency, then watch your cash reserve grow over time
  • Automate Bill Payments – if you have a reoccurring bill like a mortgage or car payment, then think about signing up for automated payments; you’ll avoid late fees and earn the potential to maintain or improve your credit score
  • Go Paperless – remove messy piles of paper by signing up for paperless statements, then organize (or shred) records you may have stock piled over the years
  • Check Your Withholding – make sure enough withholding is being taken out of your paychecks to cover potential tax liability
  • Create or Update Estate Plan – if you want to protect your assets, business and/or beneficiaries when you’re no longer are able to do so, then you’ll want an estate plan
  • Reassess Retirement Contributions – maximize your 401(k) employer match and automate contributions per pay period – remember saving for retirement is a marathon, not a sprint

Getting your income and expenses organized is the best way to take control of your finances. This will allow you to plan appropriately for the future, set goals and eliminate the stress of the unknown.

Don’t hesitate to contact us by clicking HERE or call us at (248) 934-0550 if you would like to learn more about the consultation and accounting services we offer. We are here to help.

Disclaimer

Always remember, Senter, CPA is here for you if you need any assistance.

Don't hesitate to give us a call at 248-934-0550, or contact us below.

Mastering the TaxDome Client Portal

Now that you’re all set up with your TaxDome portal (woohoo!), let’s talk about what happens next.

We’re Hiring: Rockstar Bookkeeper – Client Accounting Services

At Senter CPA, we don’t just keep the books—we keep small businesses moving. We’re a tight-knit team that’s proudly powered by coffee, cloud tech, and a whole lot of care for the clients we serve.

We’ve been supporting entrepreneurs, family-run businesses, and community builders for years. But we don’t live in spreadsheets from 1997. We’re the kind of firm that automates what can be automated, embraces fresh tools, and dares to rethink what accounting support should feel like.

The One Big Beautiful Bill Act: What You Need to Know

The One Big Beautiful Bill Act (OBBBA), passed in 2025, is a major new law that changes a lot about taxes, health care, and more. Here’s a simple breakdown of what it means for individuals, families, and businesses.

Senter CPA 2025 Pricing Update

Growing With You—While Maintaining Excellence and Security

Welcome to the Senter, CPA Team – Marisa Kruszewski

Marisa Kruszewski is joining the Senter, CPA team as an Administrative Assistant.

Getting Started with TaxDome: Your Senter CPA Client Portal

We recently shared the exciting news that Senter CPA, P.C. is transitioning from Onvio to TaxDome, our new all-in-one client portal. This change is designed to simplify how you work with us—and now it’s time to show you how it all works.

Protect Yourself from Financial Fraud

To safeguard yourself from personal financial fraud, stay vigilant about securing your personal information, regularly monitor your financial accounts, exercise caution during online transactions, and never share sensitive details with unfamiliar sources.

Accountants or Superheroes? You Decide…

Being honest, no one hears accounting and thinks “wow! that’s got to be fun!”. There are no explosions, no villains (except for maybe tax law), and definitely no fights (unless you count audits). But behind every successful business is a calm, calculator-wielding hero crunching numbers and saving the day one set of financials at a time. Yes, we mean that literally.

Senter, CPA Moving to TaxDome for a Better Client Experience

At Senter CPA, P.C., we are always seeking new ways to deliver the highest quality service, communication, and security to our clients. As part of that mission, we’re excited to announce an upcoming change to the way we manage our client portal and internal workflows: we are officially transitioning from Thomson Reuters Onvio to TaxDome.

Dolly Parton’s Imagination Library

As an affiliate of Dolly Parton’s Imagination Library, the Rotary Club of Clarkston is committed to creating a community that works for all children and all families, especially those most in need. Literacy is the foundation of a child’s education and helping kids thrive is our priority.