Tax & Bookkeeping Workflow for 2023

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  • Опубліковано 18 гру 2024

КОМЕНТАРІ • 11

  • @lunamorris2091
    @lunamorris2091 Рік тому +3

    Keep more videos like this coming please. The more in depth and detailed they are the more helpful the are.

  • @vipfinentcom
    @vipfinentcom Рік тому +2

    This was amazing as usual, thank you for always being so thorough and helpful!

  • @vanessaanderson1230
    @vanessaanderson1230 10 місяців тому +1

    Great video 🙏🏾

  • @drk.knght50
    @drk.knght50 2 роки тому

    Great info. For sure will be implementing some of these systems for our tax preparation business. Thank you

  • @noelvisramirezaccounting
    @noelvisramirezaccounting Рік тому

    Question. How much to charge for services that your client assign, for example the annual report in sunbiz every year?

  • @shanteea86
    @shanteea86 Рік тому +1

    I would like to learn/talk about as a new tax preparer, how do I know which forms are needed for each client?

    • @ashantirae
      @ashantirae Рік тому

      Comment your email I can assist you with this for your clients. Are you a ptin or EFIN holder ?

  • @carlosavila7015
    @carlosavila7015 2 роки тому +2

    Do you collect payment after you prepare a tax? Or after the engagement letter?

    • @coralcabrera
      @coralcabrera 2 роки тому +1

      I believe she said she collects a deposit after the engagement letter.

    • @stephensbrostax
      @stephensbrostax 11 місяців тому

      Profit first! money in.

  • @stephensbrostax
    @stephensbrostax 11 місяців тому

    Where is the invoice stage in the pipeline?