Description

Your accountant is more than someone who files your tax return once a year. They can be one of your most valuable business advisors, but only if you know how to work together effectively.

In this session, you’ll learn what information your accountant needs, how to keep financial records that save time and money, and how to prepare for tax season long before filing deadlines arrive. We’ll cover the documents and financial reports you should have ready, common recordkeeping mistakes to avoid, and practical steps you can take throughout the year to make tax preparation smoother and potentially reduce your tax burden.

You’ll also learn when to ask questions, what financial reports every business owner should understand, and how regular communication with your accountant can help you make smarter business decisions all year long.

Whether you’re just starting your business or have been operating for years, this class will help you build a stronger partnership with your accountant, reduce tax-time stress, and put your business on a stronger financial footing.

Presenter: Daryn West, Forward Financial

Additional Information

This event is being held in-person on the 4th floor at Innovation Pointe which is located at 318 Main St. Evansville, IN 47708. Street parking is free for 2 hours. You can also park at the Locust Street Parking Garage located at 416 Locust St, Evansville, IN 47708.

Fifth Third Bank is a sponsor of the Southwest Indiana SBDC and helps make workshops like this possible.

REGISTER HERE

Funded in part through a cooperative agreement with the US Small Business Administration. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.