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Rocky Mountain Marketing- Digital Marketing, Social Media for Entrepreneurs

The Tax Prep Playbook: Essential Strategies to Get Your Books in Order with Heather Zeitzwolfe

Feb 13, 2024
30:44

Are you ready for a riveting conversation about taxes?


I bet you didn't expect to find excitement in the world of bookkeeping and tax compliance. Heather Zeitzwolfe, with her vibrant personality and unconventional approach, is here to make tax talk not only bearable but fun. She's the go-to expert for business owners looking to revolutionize their financial organization and tax preparedness. But here's the unexpected part – she's not your stereotypical introverted, buttoned-down accountant. With her creative background in fashion and a love for spreadsheets, Heather brings a refreshing and entertaining twist to the world of taxes.


Now, if you're ready to turn tax insights into action and shape your financial legacy, Heather is the person you need to know. Stay tuned as we uncover the unexpected joy of tax compliance with Heather Zeitzwolfe.


In this episode, you will be able to:

1. Master Tax Compliance: Learn the essential steps to keep your business tax-compliant and avoid costly penalties.

2. Organize Finances Effectively: Discover the importance of record-keeping practices for maintaining financial clarity and making informed business decisions.

3. Find the Right Financial Partner: Uncover the key factors to consider when hiring the perfect bookkeeper or accountant for your business needs.

4. Maximize Deductions: Understand the difference between draws and expenses as a solopreneur to optimize tax benefits and minimize liabilities.

5. Optimize Financial Management: Explore the best software solutions for efficient financial organization and streamlined business operations.


Get Ready For Taxes Workbook https://getradicalprofitgrowthaccelerator.com/tax-tools


00:00 Welcome to Rocky Mountain Marketing

00:49 Introducing Heather Zeitzwolf

02:49 Understanding Bookkeeping and Taxes

04:56 Navigating Contractor and Employee Taxes

08:25 Preparing for Tax Season

17:03 Choosing the Right Bookkeeping Software

19:48 When to Hire a Bookkeeper or Accountant

22:32 Final Tips and Contact Information

29:43 Conclusion and Next Steps


Visit Heather Zeitzwolfe's social media pages:

Website: https://getradicalprofitgrowthaccelerator.com/

Instagram: https://getradicalprofitgrowthaccelerator.com/

LinkedIn: https://www.linkedin.com/in/heatherzeitzwolfe

Podcast: https://getradicalwithyourbusiness.buzzsprout.com/


Learn more about Katie and Next Step Social Communications:

Speaking: https://katiebrinkley.com/

Website: https://www.nextstepsocialcommunications.com

Linkedin: https://www.linkedin.com/in/katiebrinkley

YouTube: https://www.youtube.com/channel/@rockymountainmarketing

Instagram: https://www.instagram.com/iamkatiebrinkley/

Facebook: https://www.facebook.com/groups/socialprofitlab


#taxtips #smallbusinesstaxes #denverbusiness

#taxseason


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