Year-End Practices & Document Gathering for Small Businesses

Event Details

Year-End Practices & Document Gathering for Small Businesses

Join us for a webinar on “Year-End Practices & Document Gathering for Small Businesses” designed to help small business owners and managers streamline their processes and be better prepared for tax season.

Learn how to organize essential financial records, identify vendors needing 1099s, and understand the critical documents CPAs require for accurate tax filing. We’ll discuss actionable tips for gathering and managing key records like bank statements, payroll reports, and major purchase receipts, along with best practices for reconciling accounts and simplifying the tax process. Let’s start 2025 off on the right foot and get ahead of tax season stress!

Instructor: Holly Morton, owner of Accrual Mistress Bookkeeping & Consulting

As the founder and owner of Accrual Mistress Bookkeeping and Consulting, Holly is dedicated to helping businesses achieve financial success through meticulous record keeping. She entered the accounting field in December 2016, and since then, has become a trusted expert in bookkeeping and business consulting. With a strong background in Accounting and extensive experience in using QuickBooks, Holly brings a wealth of knowledge and expertise. She prides herself on delivering accurate and insightful financial solutions that empower businesses to make informed decisions and reach their goals. When she’s not working, Holly can often be found reading, knitting, or adventuring with her husband and puppy.

REGISTER HERE

“The Women’s Business Center is funded in part by the U.S. Small Business Administration”