End-of-Year Financial Prep: Three Essential Steps for Business Owners

In this episode Shannon focuses on essential year-end financial tasks for business owners. As the year winds down, Shannon provides valuable insights into three crucial steps: catching up on bookkeeping, securing a tax professional, and organizing vendor expenses. While these steps may seem small, they can significantly reduce stress and set up listeners for success in the upcoming year. These actionable tips promise to be game changers for financial wellness as the new year approaches. Join us as Shannon dives into this timely financial advice.

 

What you'll hear in this episode:

01:48 Finish big tasks by Thanksgiving to de-stress.

03:36 January requests: Expensive; bookkeepers are busiest then.

07:36 Use Money Pro Matchmaker for choosing professionals.

11:35 Prepare early to avoid winter stress.

 

If you like this episode, check out:

The Truth About Tax Savings and Strategies

Is Hiring A Tax Strategist For You?

Why You Want to Avoid Tax Extensions

 

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Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.