Getting ready to do your taxes can be overwhelming even if you send them to a preparer.

In less than 1 hour, you will know what to keep for your records, how to track information, and more so you’re not pulling your hair out.

I know what you’re thinking...

“I don’t need to worry about this yet, I’m not making enough money yet.”
You need to learn the financial side so that if you have an audit, you don’t want to owe additional taxes, interest, and penalties. Because the IRS doesn’t care if you make $10 or $100,000 a year.

“I hate paying for boring things like bookkeeping or I already have an accountant, shouldn’t this be their problem?”
It’s like having good tires for your car. Your car won’t get very far if there’s no thread on your tire – the car will spin out. Understanding and having good financial records & bookkeeping are crucial for your business. Even if you outsource it, you’re still responsible for them as the business owner.

“I’m not big enough to worry about the accounting side yet. I’ll wait until I start selling things.”
This is the perfect time to learn how to document all those expenses you have.

Imagine…

being able to get your taxes done earlier instead of scrambling to complete them with 3 hours to spare on the last day.

Financial Records: Organization & Documentation for Taxes

• Ready to prepare your taxes whether you do it yourself, use Turbo Tax, or send it to a CPA.
• You’ll have all your documents organized if someone asks you a question.
• Not worry as much if you get an envelope in the mail for an IRS audit because you’ll know what should be documented.

Accounting can be complex and scary learning it on your own, especially if you don’t consider yourself a numbers person. But it doesn’t have to be with the right tools and systems in place.

This is for Small Businesses in the United States.
This course is best for Sole proprietors, Single-member LLC, and Partnerships.

Understand what you need to do in manageable bite-size pieces.

“Years ago I had the privilege to work with Janet in my new role as a nursing leader. Janet helped me bridge my clinical knowledge with the financial side of the hospital. Being able to connect services provided, expenses and staff productivity is crucial for any business. Janet has a wealth of knowledge and an ability to explain financial concepts in easy to understand terms.”  Brooke M, Nurse Leader

Go from chaos to more relaxed and confident.

“Janet is a great partner who will guide you through the maze of accounting rules. Organized and thorough Janet can make understanding your financials easy. She is a good teacher who will help you protect your business assets by implementing internal controls.”  Lana Adams, CFO