30 min

Episode 40: Helping Your CPA Get Ready for Tax Time with guest Rhonda Reed The Real Estate JAM

    • Investing

Are you tired of having to cram doing taxes at the end of the year? Maybe it’s time to bring your tax game to the next level!
 
Join JD and Melissa on the show with their guest, Rhonda Reed, as they talk about getting your CPA ready for tax time. Rhonda is the co-founder and CEO of Bookkeeping Express while being the CPA for Shorefront Investments (that’s us!). 
 
Here’s what to expect on the episode:
The massive contribution of a CPA who understands your needs. The value of complete record-keeping and proper documentation. Get on top of them before it’s too late! What documents are truly essential for audits? Knowing if you’re a sole proprietor or not, and when you need to make yourself an entity for tax purposes. At what point should you be starting to look into getting a CPA? Systems and tools that you can use to manage documents more easily. When should you decide to file an extension for your taxes? And much more!  
Remember, bookkeeping is not an afterthought. Stay tuned!
 
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About Bookkeeping Express:
 
Bookkeeper Express is a U.S.-based organization that develops customized DIY small business accounting and payroll solutions for companies in every industry.
 
At Bookkeeper Express, our mission is simple: we help our partners DIY safely, enabling them to spend less time worrying about bookkeeping and more time focusing on growing their operations. 
 
Our team of financial professionals offer small- to mid-sized business owners the tools and technology needed to automate payroll and bookkeeping, allowing entrepreneurs to DIY with confidence.
 
We take a deep dive into your current operations and processes to understand how you run your business. From there, we set up your QuickBooks file to best support the way you work. 
 
Bookkeeper Express then sets up the payroll solution, securing the $25,000 no penalty guarantee for the user. We also implement the bookkeeping platform, training clients on how to use, monitor, and analyze data. 
 
Most importantly, our solutions and automations maintain compliance to safeguard our clients against what they don't know that they don't know for ultimate peace of mind.
We are offering the audience a "Bookkeeping for Real Estate Tip Sheet" at this page: https://www.bookkeeperexpress.com/real-estate. 
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Resources:
Bookkeeper Express: https://www.bookkeeperexpress.com/ 
Phone: 888-672-9765
Facebook: https://web.facebook.com/bookkeeperexpresscpa/ 
Email: resources@bookkeeperexpress.com 
Download Rhonda’s FREE infographic and chart of accounts here: https://www.bookkeeperexpress.com/real-estate 
 
Hubdoc: https://www.hubdoc.com/ 
Quickbooks: https://quickbooks.intuit.com/ 
 
---
 
Connect with JD, Annabel, and Melissa!
Website: https://therealestatejam.com/ 
Facebook: https://www.facebook.com/therealestatejam/ 
Instagram: https://www.instagram.com/therealestatejam/ 
YouTube: https://www.youtube.com/channel/UCa_CWAV1OvH81yp6fITB4lg
Shorefront Investments: https://shorefront-investments.com/ 
Email: therealestatejam@gmail.com

Are you tired of having to cram doing taxes at the end of the year? Maybe it’s time to bring your tax game to the next level!
 
Join JD and Melissa on the show with their guest, Rhonda Reed, as they talk about getting your CPA ready for tax time. Rhonda is the co-founder and CEO of Bookkeeping Express while being the CPA for Shorefront Investments (that’s us!). 
 
Here’s what to expect on the episode:
The massive contribution of a CPA who understands your needs. The value of complete record-keeping and proper documentation. Get on top of them before it’s too late! What documents are truly essential for audits? Knowing if you’re a sole proprietor or not, and when you need to make yourself an entity for tax purposes. At what point should you be starting to look into getting a CPA? Systems and tools that you can use to manage documents more easily. When should you decide to file an extension for your taxes? And much more!  
Remember, bookkeeping is not an afterthought. Stay tuned!
 
-
 
About Bookkeeping Express:
 
Bookkeeper Express is a U.S.-based organization that develops customized DIY small business accounting and payroll solutions for companies in every industry.
 
At Bookkeeper Express, our mission is simple: we help our partners DIY safely, enabling them to spend less time worrying about bookkeeping and more time focusing on growing their operations. 
 
Our team of financial professionals offer small- to mid-sized business owners the tools and technology needed to automate payroll and bookkeeping, allowing entrepreneurs to DIY with confidence.
 
We take a deep dive into your current operations and processes to understand how you run your business. From there, we set up your QuickBooks file to best support the way you work. 
 
Bookkeeper Express then sets up the payroll solution, securing the $25,000 no penalty guarantee for the user. We also implement the bookkeeping platform, training clients on how to use, monitor, and analyze data. 
 
Most importantly, our solutions and automations maintain compliance to safeguard our clients against what they don't know that they don't know for ultimate peace of mind.
We are offering the audience a "Bookkeeping for Real Estate Tip Sheet" at this page: https://www.bookkeeperexpress.com/real-estate. 
-
 
Resources:
Bookkeeper Express: https://www.bookkeeperexpress.com/ 
Phone: 888-672-9765
Facebook: https://web.facebook.com/bookkeeperexpresscpa/ 
Email: resources@bookkeeperexpress.com 
Download Rhonda’s FREE infographic and chart of accounts here: https://www.bookkeeperexpress.com/real-estate 
 
Hubdoc: https://www.hubdoc.com/ 
Quickbooks: https://quickbooks.intuit.com/ 
 
---
 
Connect with JD, Annabel, and Melissa!
Website: https://therealestatejam.com/ 
Facebook: https://www.facebook.com/therealestatejam/ 
Instagram: https://www.instagram.com/therealestatejam/ 
YouTube: https://www.youtube.com/channel/UCa_CWAV1OvH81yp6fITB4lg
Shorefront Investments: https://shorefront-investments.com/ 
Email: therealestatejam@gmail.com

30 min