TPN Tax Talks: Tax-Minded Bookkeeping: Building the Bridge Between Books and Returns
Topic: Tax-Minded Bookkeeping: Building the Bridge Between Books and Returns
Speaker: Christine Gervais
Guest Speaker: Hope Brown
Join Christine Gervais and Hope Brown for a practical 30-minute discussion on how tax practitioners and bookkeepers can work together more effectively to streamline tax preparation and deliver better client outcomes. This session explores the critical handoff between bookkeeping and tax filing, highlighting common reconciliation issues that create preparation delays, missed deductions, and compliance risks.
Christine and Hope will share strategies for developing tax-minded bookkeeping practices within your firm or in partnership with external bookkeepers, covering what to look for in monthly financials, how to communicate tax implications throughout the year rather than at filing time, and ways to frame communication that benefits both parties. Whether you maintain bookkeeping services in-house or collaborate with bookkeeping professionals, this session will help you create smoother workflows and more profitable client relationships heading into the 2026 filing season.
Cost: Free
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