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