Group Coaching - Year End TasksAdding S Corp Insurance to W-2s

When: Jan. 10, 11:00AM
Where: Zoom - 11:00 A.M. EST

Description

Goals: Review, Set Rocks for Q1 2023

Book Nugget: The Lean Start Up

Bookkeeping Topic: Medical insurance premiums for S Corp owners should be added to the W-2. We'll discuss how, and what happens if you don't.

Group Coaching - Relay Bank Demo

When: Jan. 17, 11:00AM
Where: Zoom - 11:00 A.M. EST

Description

Goals: Review

Book Nugget: The Lean Start Up

Bookkeeping Topic: I love to show you the method we've developed to best present an accurate set of books, with all the supporting documents right at the fingertips on the CPA who needs them.

Group Coaching - Best Practice for the Chart of Accounts

When: Jan. 24, 11:00AM
Where: Zoom - 11:00 A.M. EST

Description

Goals: Review

Book Nugget: The Lean Start Up

Bookkeeping Topic: One of the first things you should do when you inherit a file is to take ownership of the file and make sure the file has a professional and clean looking chart of accounts. I'll show you some best practices.

Group Coaching - Monthly Deliverable Framework

When: Jan. 31, 11:00AM
Where: Zoom - 11:00 A.M. EST

Description

Goals: Review

Book Nugget: The Lean Start Up

Bookkeeping Topic: One of the first things you should do when you inherit a file is to take ownership of the file and make sure the file has a professional and clean looking chart of accounts. I'll show you some best practices.