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