Getting Your Books Tax-Ready

-Reconcile the Accounts Before You File Match each bank, credit-card, and loan account to its statements. Check that deposits and expenses are complete, transfers are recorded clearly, and balances agree. -Gather the Records Behind the Numbers Bring together receipts, invoices, mileage logs, contractor details, equipment purchases, loan statements, and owner contributions or withdrawals so the figures have useful support. -Prepare a Clear Handoff for Your Tax Professional Provide complete financial reports, clear uncategorized items, flag unusual or personal transactions, and list open questions instead of guessing how an item should be treat

Speaker(s): Hi, I'm Asheley Kenny, the person behind Strong Side Books. I'm a Fredericksburg local and mom to an 18-year-old. I happen to enjoy the part of running a business that most people put off: making sense of the numbers. I help clients turn scattered transactions into organized, understandable books, so they can see where they stand and walk into conversations with lenders and tax professionals prepared.

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Fee: No Cost