Overview
This webinar is a practical guide to the top 10 most common bookkeeping mistakes that small business owners make and how to avoid them. Attendees will gain actionable insights on keeping accurate financial records, maintaining cash flow, and preparing for tax season without the stress. You will learn how to set up your bookkeeping system for success, stay compliant with tax regulations, and make sound financial decisions that support your business growth.
Why you should Attend
Avoid Costly Financial Mistakes: By attending this webinar, you'll learn how to avoid bookkeeping mistakes that could lead to IRS penalties, cash flow problems, and inaccurate financial reporting.
Save Time & Reduce Stress: You'll discover practical tips for automating your bookkeeping processes, freeing up time to focus on what you do best - running your business.
Gain Financial Clarity: Learn how to create accurate and reliable financial records that will help you make informed business decisions and improve profitability.
Fear, Uncertainty, and Doubt (FUD) Liner for Marketing Purpose:
- Are Bookkeeping Errors Keeping Your Business From Growing? Avoiding These Common Financial Mistakes Could Be the Difference Between Thriving and Failing. Don’t Let Bookkeeping Mishaps Put Your Business at Risk-Get the Clarity and Confidence You Need to Make Smarter Financial Decisions
Areas Covered in the Session
- Common Bookkeeping Mistakes Small Business Owners Make
- Strategies to Separate Personal and Business Finances
- How to Properly Categorize Expenses and Track Receipts
- The Importance of Cash Flow Management and Forecasting
- How to Stay on Top of Invoicing and Accounts Receivable
- Methods for Reconciling Accounts Regularly
- Best Practices for Tracking Small Transactions
- Quarterly Tax Planning Tips to Avoid Penalties
- Resources for Professional Help When Needed
- Tools and Automation to Simplify Bookkeeping Tasks
Who Will Benefit
- Small Business Owners
- Solopreneurs
- Freelancers
- Startup Founders
- Consultants and Coaches
- Independent Contractors
- Professional Service Providers (Attorneys, Designers, Marketers, Etc.)
- Anyone Managing Their Own Business Finances Without a Dedicated Bookkeeper
Speaker Profile
Stacy Luft is a Fractional CFO and bookkeeper who helps solopreneurs turn financial data into actionable insights. With a hands-on approach, she simplifies bookkeeping, financial planning, budgeting, and cash flow management. Formerly a Financial and Operations Executive, she has strong leadership and analytical skills. Stacy holds degrees in Accounting and an Executive M.B.A. from St. Joseph’s University.
Professional achievements:
- CEO of Business Balance, a resource for mastering financial management and sustainable business growth
- Fractional CFO and bookkeeper helping solopreneurs turn financial data into actionable insights
- Holds an A.A.S. in Accounting from Suffolk County Community College and a B.S. in Accounting and Executive M.B.A. from St. Joseph’s University
- Hands-on and practical approach with easy-to-understand concepts
Instructor
Stacy Luft