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