Keep More at Tax Time with Smart Bookkeeping: Understanding Your Financial Reports

Tax season is significantly more challenging when your financial records are incomplete or unclear. Effective bookkeeping not only keeps your records organized but also helps you identify mistakes, potentially saving you thousands in taxes each year.

In this webinar, bookkeeping expert Phyllis Johnson will walk you through practical bookkeeping steps every small business owner should know. You’ll learn how to create profit and loss statements, balance sheets, and other essential reports, along with tips to streamline your process and avoid costly mistakes.

While the presentation plays, Phyllis will be available live to answer questions, followed by a dedicated 15-minute Q&A session to address your specific concerns.

What You’ll Learn:

• Why smart bookkeeping is essential to your business’s financial health
• How to create a profit and loss statement and balance sheet
• Best practices for accurately tracking income and expenses
• How bookkeeping can simplify tax season and save you time and money
• Proven tips and tools to make bookkeeping easier and more efficient