Tax & Bookkeeping Workflow for 2023

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[@lunamorris2091]

Keep more videos like this coming please. The more in depth and detailed they are the more helpful the are.

[@vipfinentcom]

This was amazing as usual, thank you for always being so thorough and helpful!

[@vanessaanderson1230]

Great video 🙏🏾

[@drk.knght50]

Great info. For sure will be implementing some of these systems for our tax preparation business. Thank you

[@shanteea86]

I would like to learn/talk about as a new tax preparer, how do I know which forms are needed for each client?

[@ashantirae]

Comment your email I can assist you with this for your clients. Are you a ptin or EFIN holder ?

[@noelvisramirezaccounting]

Question. How much to charge for services that your client assign, for example the annual report in sunbiz every year?

[@stephensbrostax]

Where is the invoice stage in the pipeline?

[@carlosavila7015]

Do you collect payment after you prepare a tax? Or after the engagement letter?

[@coralcabrera]

I believe she said she collects a deposit after the engagement letter.

[@stephensbrostax]

Profit first! money in.