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Posted 12/18/2021 in Business Owner

The Top 3 people you need on your team at the end of the year.


The Top 3 people you need on your team at the end of the year.

Business Owners, these are the Top 3 people you need on your team at the end of the year.

  1. An attentive bookkeeper who can enter all of your transactions, ensure all of the documentation is attached to each transaction, and cleanup any messy areas that were not resolved during the year.
  2. A tax specialist, to make sure you are accounting for all of your deductions and paying the least amount of taxes possible (while still being in compliance with tax laws).
  3. A CPA to ensure your books are complete, ACCURATE, and in line with Generally Accepted Accounting Principles. This is important because you need someone to sign off on the accuracy of your financial statements, and work with the auditors or IRS should the need arise. A CPA will also need to prepare and sign the tax forms submitted to the IRS. The CPA does not do all the work, they are there to ensure the work is done right and that any business risk areas present are minimized or eliminated.

You must have a separation of duties to ensure internal controls are in place, which means you need multiple people involved in your finances. Make sure you choose people you can trust, and then make sure you choose trustworthy people to check their work.

We have some amazing financial professionals on our site to browse and choose from. Some of them are even CPAs! Start searching here to create your dream team today.

Good Luck and Happy Winter!