Preparing for your Accountant

We've all got questions about the things we don't know about. Here's one, it's January and tax season in the US, what do I need to prepare for the accountant for taxes? Let's simplify this! Given that it's early, start to gather this stuff now and spend a little bit of time over the next few weeks to bring it all together.

  • Statements, Evidence and Online Transactions
  • When to start and how long it will take
  • Get questions answered like "How do you put this? Where do you put this? What do you do with that? How does that work?"

These simple steps will make an impact on us this time next year, this way we aren't stressed because we'll already have it all done. Get your paperwork and skinny lattes together and let's all celebrate that you're ready for your taxes!

Hang out with us in the virtual cafe on Jan. 17, at 5pm CST / Jan. 18, 10am AUS, for the Live Tour!

Live Tour Sign Up

In the club this month, Kerry will be teaching us how to put our Digital Shoe Box together so we can have a different level of pressure for 2024.

We would love you to tune in for this episode and future discussions in the virtual cafe, where you too can get in control of your business finances.

We hope you enjoy this experience 🙏

Cheers ☕ Kerry & Kim

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Information contained in this podcast should be taken as general advice only and your personal circumstances have not been taken into account. It is recommended that you seek financial advice from a professional who is licensed to do so. If you choose to act upon the general advice shared, you do so at your own risk.