Say GOODBYE to stressful tax preparation experiences forever.
This workshop is perfect for business owners, like you, who are DIY-ing all of the accounting,
but working with a tax preparer (or doing your own tax returns).
In this 60-minute workshop, you’ll walk away with a plan to make this upcoming tax season smooth sailing.
Wednesday, December 17th | 10 am PST
Online (replay available)
Live teaching + Q&A
Pay What You Can
Many small business owners don’t like to do their own accounting
but don’t have the resources to have someone else do it.
Tell me if you’ve ever done any of the following:
Put off your accounting tasks for months because you are intimidated by the process and don’t want to ‘do it wrong’
Guessed at how much profit your business made because you know that your reports are wrong, but are too overwhelmed to spend more time learning about accounting
Updated your accounting in a last-minute frenzy right before tax time
You’re so focused on running all the other areas of your business that you’re stressed out when it comes time to tackle your accounting. You just keep putting it off until it becomes an emergency. Yikes.
You spend hours and hours each week looking up how to record transactions, googling how to fix errors in Quickbooks, or researching tax-deductible rules to make sure you are doing it right. The DIY method you’re using needs to be supercharged.
Truth bomb: Your efforts thus far haven’t helped you get your accounting organized or shown you how to save money on taxes one bit. It’s still a hot mess.
Well, now is the time to get 2025 tax season started on the right foot.
The #1 question I get asked is ‘how do I save on taxes?’
You need to have accurate and complete accounting records before we can even talk about tax savings.
There is so much misinformation out there (um, hello TikTok influencers) that there’s a real need for quality information from tax professionals for small business owners in an easy to understand language. So this workshop is designed to answer the most frequently asked questions by small business owners that I get on a daily basis. No gatekeeping information here.
This is a ‘pay what you can’ workshop, so when you sign up you pick the amount you can afford - $10, $25, or more - the choice is yours and whatever fits your buget the best. Most accounting pros like me would charge lots of money for this type of workshop.
WHAT’S COVERED…
Form 1099 - who needs one and what to do with ones you receive
Tax deductions - what the IRS says you can and can’t write off
Common tax savings - home office, vehicle expense, retirement contributions
Accounting and record keeping best practices
S-corps - when to make the election, reasonable compensation, and other items
You have more time to work on the other areas of your business now that you’re not STRESSING about getting your accounting done. Maybe you’ll take the free time to hang out with your family, take up a new hobby, or come up with the next great product for your business. The possibilities are endless.
ALLOW ME TO INTRODUCE MYSELF…
Through 10 years of experience, I’ve helped hundreds of small business owners get their accounting under control and gain clarity on their tax situations.
No stress. No tears. No procrastinating.
If you are fully committed to making this the year that you get control of your business finances, then you are in the right place.