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