How to Prepare Your Business For Tax Season With Kelli Lewis The Agent of Wealth

Many business owners are challenged with keeping up with their books during the year. After all, most entrepreneurs started their business to drive a passion forward, not become an expert on working with Quickbooks. As tax filing deadlines are getting closer, many small business owners are in a whirlwind trying to prepare and reconcile their books for the year. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kelli Lewis to discuss how business owners can prepare for tax season.
In this episode, you will learn:
Tips for tracking your income and expenses to prepare for tax season.Why having professionally prepared financial statements can help you learn valuable insights into your business.How the Chart of Accounts is used to gauge the overall financial health of your company.The importance of separating your business and personal finances.How using a bill pay service can help you free up time to spend growing and managing your business.And more!Resources:
Episode Transcript & Blog | KelliWorks | Kelli's Phone Number: (201) 308-3128 | Bautis Financial: (862) 205-5000