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Get Ahead of Year-End Finances

As the year winds down, it is the perfect time to get your business finances organized. We’re here to help you streamline your tax preparation:

 

  • Go Paperless: Enroll in eStatements & eNotices to access electronic tax documents faster and more securely.
     
  • Track & Categorize: Use our financial tools to easily categorize transactions for smooth aggregation and reporting.
     
  • Access Statements: Download a full year's worth of statements—available if enrolled in eStatements all year.
     
  • Find Transactions Fast: Quickly search your transaction history to identify key expenses.
     
  • Download Transactions: Export transaction data in the format of your choice, including Spreadsheet (xls or csv), Microsoft OFX (ofx), Quicken (qfx), or Quickbooks (qbo).
     
  • Work with a Bookkeeper? Add your bookkeeper as a user in Online Banking for faster reconciliation and easier collaboration. Contact cashmanagement@nsbvt.com for assistance.
     
  • Plan Ahead: Open a dedicated business account now to manage and separate next year's tax obligations. Connect with us to get started.
     
  • Consider Our Customized Solutions: Explore our full suite of cash management services to streamline and strengthen your business processes, such as transmitting payroll, collecting rent or fees, preventing check and ACH fraud, and more. Contact cashmanagement@nsbvt.com to learn more and get started.


Take control of your business finances before the year ends. We're here to support you every step of the way.

CONNECT WITH A BUSINESS BANKER