Next Level Virtual Assistant Conversations

Ep. 9 - Make Tax Season Super Simple with This Monthly Process

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As a virtual assistant (VA), managing our monthly finances doesn’t have to be scary. Join us as we share what hasn’t worked and what we’ve learned along the way to make this your easiest tax season ever!


Here’s what I do each month to track my income and expenses:

  • Print a paper copy of all receipts and bank statements
  • Input income and expenses in a spreadsheet (Find or purchase a spreadsheet that does all the math for you!)
  • Make sure my spreadsheet matches my bank statement

    • At the end of the year I send my CPA a link to my spreadsheet and that's it. My taxes are done!


    Episode Transcript

    Learn more about the Next Level VA program

    Get connected with one of our VAs, email us at [email protected]


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    Next Level Virtual Assistant ConversationsBy Lorelei Taylor and Marcelle Risjan