Handing Off Taxes

Before you hand off your QuickBooks Online file to your tax accountant, take a few minutes to do a final review. Catching small mistakes now can save hours of cleanup later and ensure your financial reports actually reflect the real story of your business. In this video, we walk through a simple process to review your Balance Sheet and Profit & Loss so you can spot anything unusual before tax season. We cover reconciliations, accounts receivable and payable, inventory, loans, owner distributions, and how to compare this year’s numbers to last year to find red flags.

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