368 | 5 Finance Fundamentals To Master Year-Round Tax Organization

357 | Recruiting High-Performers & Making A-Player Hires With Laura Couvillon

What You'll Discover In This Episode:

  • How To Separate Your Personal And Business Finances Responsibly 
  • How To Choose The Right Accounting System
  • The Most Important Integrations To Consider 
  • Strategies For Organizing Digital Tax Receipts & Documents 
  • Best Practices For Real-Time Financial Tracking  
  • How To Implement Regular Bookkeeping Check-Ins  
  • So Much More!

Did this year's tax season leave you feeling utterly swamped and frazzled?

If just the mere mention of tax season sends shivers down your spine or puts a bad taste in your mouth, you’re far from alone. For many business owners, the recent tax deadline (or coming-up-in-a-month tax deadline for C corporations or sole proprietorship) became a perfect storm of anxiety. Your financial data might have been dispersed across a multitude of platforms - your accounting software, spreadsheets such as Excel or Google Sheets, credit card and bank statements, expense tracking applications, email correspondence, and perhaps even physical receipts stashed in various locations like your desk, your wallet, a folder, or even your glove compartment - making it incredibly difficult to compile correct information precisely when you needed it most.

You might have devoted weeks, if not months, to sorting and organizing documentation for your Certified Public Accountant (CPA) to prepare your tax filings, all while simultaneously striving to run your business as usual, showing up for yourself, your clients, and your team. Did you lose sleep over the persistent apprehension of possible audits or overlooking valuable deductions? That’s pretty common when you don’t have a great grip on tax organization.
The encouraging news is that you're not destined to endure the same level of stress next year. Today, I am going to empower you to master year-round tax organization year after year - not with theoretical suggestions but with time-tested methods designed to conserve your time, resources, and a substantial amount of stress.

In this episode of the Small Business Straight Talk Podcast, I dive into five simple finance fundamentals you can add to your routine to help you master year-round tax organization, so you can go into the next tax season confident and stress-free!

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Amber De La Garza

About the author

Amber De La Garza is The Productivity Specialist! Amber helps small business owners maximize profits, reduce stress, and make time for what matters most by improving their time management and elevating their productivity! Amber is a sought after coach, trainer, speaker, writer, host of the Small Business Straight Talk Podcast, and creator of Leverage Lab®.

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