Draw, Wage, Guaranteed payments? Hiring the wrong person / firm Co- mingling assets No Back- ups Tipped Employees Ignoring a holistic approach Not Paying Estimates Short Sighted solutions Poor Communica- tion Assuming a CPA will break the bank Improper Categoriz- ing expenses Poor Cash Mangement PL / BS understand- ing Unapplied Credits Improper Record Keeping Math Mistakes Separation of duties Not Reconciling accounts Year End planning Not Tracking Mileage / home office Neglecting Sales Tax Reimburs- able expenses Missing Deadlines SEP, IRA, Health Insurance? Draw, Wage, Guaranteed payments? Hiring the wrong person / firm Co- mingling assets No Back- ups Tipped Employees Ignoring a holistic approach Not Paying Estimates Short Sighted solutions Poor Communica- tion Assuming a CPA will break the bank Improper Categoriz- ing expenses Poor Cash Mangement PL / BS understand- ing Unapplied Credits Improper Record Keeping Math Mistakes Separation of duties Not Reconciling accounts Year End planning Not Tracking Mileage / home office Neglecting Sales Tax Reimburs- able expenses Missing Deadlines SEP, IRA, Health Insurance?
(Print)
Draw, Wage, Guaranteed payments?
Hiring the wrong person / firm
Co-mingling assets
No Back-ups
Tipped Employees
Ignoring a holistic approach
Not Paying Estimates
Short Sighted solutions
Poor Communica-tion
Assuming a CPA will break the bank
Improper Categoriz-ing expenses
Poor Cash Mangement
PL / BS understand-ing
Unapplied Credits
Improper Record Keeping
Math Mistakes
Separation of duties
Not Reconciling accounts
Year End planning
Not Tracking Mileage / home office
Neglecting Sales Tax
Reimburs-able expenses
Missing Deadlines
SEP, IRA, Health Insurance?
