Keep More at Tax Time with Smart Bookkeeping: Understanding Your Financial Reports

Date & Time: February 12, 2025, 1:00 pm EDT
Cost: $15.00
Duration: 90 Minutes

Learn how to save money during tax season with smart bookkeeping, clear records, and essential financial reports.
businesswoman writing in notebook

About the Webinar

Tax season is significantly more challenging when your financial records are incomplete or unclear. Effective bookkeeping not only keeps your records organized but also helps you identify mistakes, potentially saving you thousands in taxes each year.

In this webinar, bookkeeping expert Phyllis Johnson will walk you through practical bookkeeping steps every small business owner should know. You’ll learn how to create profit and loss statements, balance sheets, and other essential reports, along with tips to streamline your process and avoid costly mistakes.

While the presentation plays, Phyllis will be available live to answer questions, followed by a dedicated 15-minute Q&A session to address your specific concerns.

What You’ll Learn:

  • Why smart bookkeeping is essential to your business’s financial health
  • How to create a profit and loss statement and balance sheet
  • Best practices for accurately tracking income and expenses
  • How bookkeeping can simplify tax season and save you time and money
  • Proven tips and tools to make bookkeeping easier and more efficient

Get access to...

on-demand recording
Get unlimited access to the webinar recording so you can watch, pause, and revisit the class anytime after purchase.
class materials
Download the presenter’s slides and any handouts or templates provided to support your learning and implementation.
Resources and Tools
Get curated links to additional SCORE guides, articles, and tools that build on what you learned in the webinar.

Phyllis Johnson

Owner & CEO, PKJ Consulting

Phyllis Johnson, Owner & CEO, launched PKJ Consulting in 2015. PKJ Consulting is an Accounting & Consulting Services company for small businesses that provides accounting, bookkeeping, consulting, taxes, payroll and startup services. She started her company because growing up in the Bay Area of California, she saw many small businesses startup and close due to lack of resources, planning, and assistance. She became passionate about wanting to help small businesses.