What do you need to give your accountant to prepare taxes? First, your completed QuickBooks file that is reconciled through December. Next bank/credit card statements for all accounts (my tax preparer only needs the Dec statements). Reports from your payroll company about taxes paid and amounts worked for each employee. Also, copies of 1099s issued and received from eligible clients. Plus a few more things!

Videos mentioned:
Tax prep from last year:    • Everything i sent my ACCOUNTANT for T...  
Payroll Scorp:    • Owner's Draw vs. Salary (what's the d...  

My website: https://www.finepoints.biz/

☑My favorite bookkeeper training (affiliate links)
Bookkeeper Launch free series: https://sk293.isrefer.com/go/BLFS/ML82/
Bookkeeper Launch FAQs: https://sk293.isrefer.com/go/BLFAQ/ML82/
Bookkeeper Launch checkout: https://sk293.isrefer.com/go/BLIO/ML82/

☑Classes taught by me
How to start your business in 30 days (Bookkeeper Business Coach): https://finepoints.newzenler.com/cour...
How to get clients (Bookkeeper Marketing Coach): https://finepoints.newzenler.com/cour...

☑Free stuff
➡Is bookkeeping right for me? (free masterclass): https://finepoints.newzenler.com/fp/b...
➡How I got my first 3 CLIENTS (free masterclass): https://finepoints.newzenler.com/fp/c...
➡Start a bookkeeping business (free checklist) https://finepoints.newzenler.com/f/st...
➡LEARN bookkeeping (my favorite training options): https://finepoints.newzenler.com/f/ce...
➡Where to start bookkeeping (chart): https://finepoints.newzenler.com/f/de...
➡Tax Biz (free intro class on taxes): https://sk293.isrefer.com/go/TBFW/ML82/
➡More freebies on my website: https://www.finepoints.biz/resources
➡ Please SUBSCRIBE!    / @finepointsbookkeeping  

☑Pass the ProAdvisor Test: Fast and Easy QBO (affiliate links)
For Basic (code "finepoints" for discount): https://www.fastandeasyqbo.com/Morgan
For Advanced (code "finepoints" for discount): https://www.fastandeasyqbo.com/Morgan...

☑Other awesome classes (affiliate links)
Booming Bookkeeping: https://www.boomingbookkeeping.com/re...
Nerd Enterprises: https://www.nerdenterprises.com/a/202...
5 Minute Bookkeeping: https://courses.5mbacademy.com/?ref=a...

▶My Bookkeeping Tech Tools: https://www.finepoints.biz/blog/techn...

▶ Videos to get started bookkeeping:
Learn bookkeeping:    • 10 ways to LEARN bookkeeping: classes...  
Bookkeeper certification for FREE:    • FREE ProAdvisor certification for boo...  
How to become a bookkeeper (with chart):    • How to become a BOOKKEEPER! Training ...  
How to get clients:    • 20 ways to get bookkeeping clients  
What does a bookkeeper do?    • WHAT DOES A BOOKKEEPER DO? Job descri...  
Day in the life playlist:    • "Day in the life" of a bookkeeper (DITL)  
Bookkeeper Launch video:    • 10 FIRST IMPRESSIONS of Bookkeeper La...  
Client onboarding:    • One Client, START TO FINISH (part 1: ...  
How much to charge:    • HOW MUCH to charge as a bookkeeper (P...  
Services to offer:    • BEGINNER services to offer as a bookk...  

▶ More videos you'll like:
Big, medium & small clients:    • CLIENT EXAMPLES: Small, Medium & Larg...  
Niches playlist:    • Niches for bookkeepers  
Before you start:    • Bookkeepers: 7 THINGS TO KNOW before ...  
Impostor syndrome for bookkeepers:    • How to overcome IMPOSTOR SYNDROME  f...  
10 reasons to start bookkeeping:    • WHY START BOOKKEEPING?  
How to clean up a client's books:    • How to do a "CLEANUP" for bookkeeper...  

#bookkeeper #finepoints #bookkeeping