Future Forward Tax: The Tax-Ready Bookkeeper
Presenter: Nancy McClelland
Topic: The Tax-Ready Bookkeeper
Why learn about tax? Because bookkeepers are on the front lines of a business’s financial activity — and often in the best position to catch issues early, reduce risk, and keep clients from learning expensive lessons the hard way. Bookkeepers have front-row seats to the daily decisions that shape a client’s financial story. And when bookkeepers and tax pros work together throughout the year, clients benefit from fewer surprises, stronger compliance, and smarter planning.
Join Nancy McClelland, The Dancing Accountant and founder of ‘Ask a CPA’, to explore some practical tax and accounting essentials that every bookkeeper should know – to help spot red flags, streamline collaboration, and support better decision-making. Knowing what matters and what doesn’t, can make you an invaluable partner to your clients and their CPAs. That kind of value is worth charging for... because when the books are tax-ready, everybody wins!
Learning Objectives:
After completing this session, participants will be able to:
- Identify the differences between book income and taxable income.
- Learn how entity choice affects not just taxes, but also financial statements.
- Communicate better with CPAs and clients by unlocking the mysteries of Tax Speak.
Cost: Free
CPE Credits: 1
Subject Area: Communication and Marketing
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
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