Influencer Entrepreneurs With Jenny Melrose

Smart Strategies for Preparing for Tax Season Without the Stress

Informações:

Sinopsis

Tax stress doesn’t start in April—it starts when we ignore the basics. We sit down with Rose, best-selling author of Add a Zero, to turn anxiety into a simple, repeatable system that keeps your books clean and your tax bill smaller. From hiring an affordable bookkeeper to building monthly routines, we walk through the exact steps that make compliance easy and strategy possible.We dig into the power of clean data: connecting your accounts to QuickBooks, letting a pro categorize your transactions, and answering a short monthly list of questions so your P&L stays accurate. Then we layer in automation using project tools like Asana—recurring tasks for contractor 1099s, retirement contributions before the cutoff, and a post-filing strategy session with your CPA. The result is less guesswork, fewer surprises, and more time to focus on work that grows the business.Rose breaks down the tax-savvy retirement options many entrepreneurs skip. Learn how a solo 401k can combine employee and profit-sharing contributions