How to Prepare Your Business For Tax Season With Kelli Lewis

02/18/20 • 26 min

Many business owners are challenged with keeping up with their books during the year. After all, most entrepreneurs started their business to drive a passion forward, not become an expert on working with Quickbooks. As tax filing deadlines are getting closer, many small business owners are in a whirlwind trying to prepare and reconcile their books for the year. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kelli Lewis to discuss how business owners can prepare for tax season.

In this episode, you will learn:

Tips for tracking your income and expenses to prepare for tax season.
Why having professionally prepared financial statements can help you learn valuable insights into your business.
How the Chart of Accounts is used to gauge the overall financial health of your company.
The importance of separating your business and personal finances.
How using a bill pay service can help you free up time to spend growing and managing your business.
And more!

Resources:
Episode Transcript & Blog | KelliWorks | Kelli's Phone Number: (201) 308-3128 | Bautis Financial: (862) 205-5000

02/18/20 • 26 min

The Agent of Wealth - How to Prepare Your Business For Tax Season With Kelli Lewis

Transcript

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Welcome to the agent of wealth. Podcast with Mark about is from about us financial. In this podcast, Marc helps guide you towards financial freedom. Ensure you never run out of money and create a balance in life that prioritizes what is most important to you. Join us for this journey as Mark draws for years of expertise and guest experts to solve the multiple wealth building challenges involved in your financial life. Good morning. And welcome to the agent. Wel

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