The tax room
Nobody loses the business on a bad deal. They lose it on bad books.
Tell me what's coming in, what you spend on and who you pay. Mr AP reads your posture, builds the account system and set-aside rule you run every month, hands you the calendar with the cost of missing each one, then teaches the concepts and tests you on them.
- Four sweeps
- Set-aside rule
- Deadline calendar
- Printable
- 1
Put the real numbers in
Rough is fine. Honest is required.
- 2
Run the monthly system
Accounts, receipts, proof that survives an audit.
- 3
Brief your CPA
Walk in with the questions a pro respects.
Start here
Understand how your money is taxed and run a system that survives an audit.
What to bring
- Roughly what's coming in
- What you spend on
- Anyone you pay
- 1
Put real numbers in
Rough is fine. Honest is required.
- 2
Set the system
Accounts, set-aside rule, receipts and the monthly close.
- 3
Work the calendar
Tick each obligation and see what missing it costs.
The tax room
How you're taxed, the system to run monthly, the calendar of what's due, and the concepts — with a test at the end.
- Your posture: who reports what, on which return, and the set-aside rule per dollar collected
- The system: accounts, deduction categories and the proof each one needs
- The calendar: estimated payments, filings and renewals, with the cost of missing each
- Plain-English concepts — deduction vs credit, pass-through, contractor vs employee, nexus
- The questions to ask a CPA, and a test that shows whether you understood any of it