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Traditionally accounting and bookkeeping services are transactional – do the books, prepare the taxes, etc. Numbers in, numbers out, and you pay a fee. But what about profit? What if at the end of the day, by working with your accountant or bookkeeper you actually fattened your wallet? My firm does just that.
Tools/Apps
Owning a bookkeeping and tax preparation business I've had the pleasure of working with business owners in different stages of the small business journey. I've educated a multitude of topics and the three self paced courses you see listed here are the heavy hitters of the most commonly asked questions. I've developed these three courses with the small business owner in mind, regardless of where you are in your journey you will find a course that suits your needs.
Tax Preparation Checklist & Spreadsheet
The Tax Prep Checklist will give you information about what you need for your personal taxes. The Tax Prep Checklist spreadsheet will help you track your income and expenses each month. And finally the Profit & Loss report will give you a quick glance on how much money you are actually making each month.
Quickbooks
Not ready to hire a bookkeeper but want a good start? Step-by-step, how to use QBO for your business.
Cash Flow Training
The outcome of this course is to empower you to manage your cash inflows and outflows so you can make solid financial decisions for your business. I firmly believe you can have anything you want in life if you plan your cash by asking the questions: when is cash received and when should I spend it?