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And we have to work much harder at establishing process, routines and accountability since we don’t have a boss breathing down our necks. In addition to all of this, solopreneurs often face specific accounting, tax, and finance challenges. These tools often come with tutorials and can automate many accounting processes.
If you want to be a bookkeeper, you have to get bookkeeper training. You can get bookkeeper training in a few ways. The first way is on your own , and there are two options for this: You can complete the Accounting Coach bookkeeper training. Step 2: QuickBooks Online training and certification.
Add the retirement conversation to your advisory agenda : Often, clients don’t know what to expect from their accountant or an advisory relationship. Advise your client throughout the year on strategies such as estimated tax payments, early withdrawals from retirement accounts, and the max income limits to qualify to contribute to a Roth IRA.
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