Description
If you have been shoving all your business receipts in a shoebox and taking them to your bookkeeper to figure out, this might be helpful for you!
This downloadable financial template is the exact document that we use to organize our financial information to submit to our accountant at tax time. It is easy to use and does calculations for you.
This will save you tonnes of time researching what to include. It includes prompts to remind you of your income categories as well as the items that may qualify as a deduction in your professional service business. We use this document throughout the year to monitor the financial health of of professional service business.
Disclaimer – I am not a lawyer nor am I an accountant. This template is an organizational tool only and I encourage you to utilize tax and accounting professionals to guide you in all the financial decisions and tax preparation activities for your business.
