Send us a text

Imagine entering tax season with confidence, knowing your books are in order. Does that sound too good to be true? 

Our QuickBooks Wiz, Kaylee, is here to prove it isn't. Drawing from her wealth of experience, she guides us through the crucial practice of categorizing and reconciling transactions monthly, ensuring no income or expense gets overlooked. She also emphasizes the importance of updating your books with any new assets or loans within the year. 

In the episode we cover the common pitfalls in QuickBooks and the secrets to avoiding. Are you making the most of your balance sheet and profit-and-loss statements? Discover the answer as we delve into the essential details of these financial statements. Kaylee also enlightens us on what it takes to keep your QuickBooks reconciled throughout the year and the most neglected practices in QuickBooks that could significantly impact your finances. We also tackle why you should always consult a CPA or accountant before using QuickBooks Live Bookkeeper and what could go wrong if you don't. Tune in for a practical guide to maintaining a clean set of books and achieving seamless tax preparation.

For more details on reading your financial statements that we discuss in this episode, check out episode 26 of this podcast! Click the link below to listen
https://podcasts.apple.com/us/podcast/what-your-cpa-wants-you-to-know/id1662233902?i=1000617866751

Create a STAN Store - Click here to try it out!

Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!



Shop our business guides!

Our Instagram Page

Our family page