Coaching · Businesses
Align your books and your taxes.
For small and medium businesses: get your accounting and your tax position working together, so the numbers you run on are the numbers you file on.
What we cover
What you will learn.
When the books and the tax return disagree, you lose both clarity and money. We bring them into one system.
In this track
Six one-hour sessions, taken together as one program.
- Unit 1 · Books that tell the truth. Set up a clean chart of accounts and reliable bookkeeping.
- Unit 2 · Cash flow and working capital. Read cash flow and manage the timing of money in and out.
- Unit 3 · Entity and compensation basics. Understand your entity, owner pay, and how they affect tax.
- Unit 4 · Aligning the books with the return. Keep the books and the tax return consistent all year.
- Unit 5 · Tax timing and estimated payments. Plan estimated taxes and time income and expenses.
- Unit 6 · The monthly and year-end rhythm. Build a close process that keeps you ready for tax time.
Ready to start this track?
Six one-hour sessions, mapped to where you are now and where you want to be. Enroll below to get started.