Not Reconciling accounts SEP, IRA, Health Insurance? Tipped Employees Hiring the wrong person / firm Reimburs- able expenses Poor Communica- tion Year End planning Neglecting Sales Tax Laziness. Not looking at prior tax returns Draw, Wage, Guaranteed payments? Separation of duties? Not Tracking Mileage / home office Improper Categoriz- ing expenses Improper Record Keeping Unapplied Credits Missing Deadlines Poor Cash Mangement PL / BS understand- ing Ignoring a holistic approach Co- mingling assets Math Mistakes Not Paying Estimates Short Sighted solutions Assuming a CPA will break the bank Not Reconciling accounts SEP, IRA, Health Insurance? Tipped Employees Hiring the wrong person / firm Reimburs- able expenses Poor Communica- tion Year End planning Neglecting Sales Tax Laziness. Not looking at prior tax returns Draw, Wage, Guaranteed payments? Separation of duties? Not Tracking Mileage / home office Improper Categoriz- ing expenses Improper Record Keeping Unapplied Credits Missing Deadlines Poor Cash Mangement PL / BS understand- ing Ignoring a holistic approach Co- mingling assets Math Mistakes Not Paying Estimates Short Sighted solutions Assuming a CPA will break the bank
(Print)
Not Reconciling accounts
SEP, IRA, Health Insurance?
Tipped Employees
Hiring the wrong person / firm
Reimburs-able expenses
Poor Communica-tion
Year End planning
Neglecting Sales Tax
Laziness. Not looking at prior tax returns
Draw, Wage, Guaranteed payments?
Separation of duties?
Not Tracking Mileage / home office
Improper Categoriz-ing expenses
Improper Record Keeping
Unapplied Credits
Missing Deadlines
Poor Cash Mangement
PL / BS understand-ing
Ignoring a holistic approach
Co-mingling assets
Math Mistakes
Not Paying Estimates
Short Sighted solutions
Assuming a CPA will break the bank
