In this episode, I'm sharing practical, tactical advice to help you manage your year-end finances with confidence. It's easy to feel rushed this time of year, but slowing down and focusing on a few key tasks can make all the difference. I walk you through three essential steps: catching up on bookkeeping, finding and securing the right tax professional, and organizing your W-9s for 1099 filings. Tune in to take the stress out of year-end and set yourself up for a strong start to the new year.
What you'll hear in this episode:
[00:45] End-of-Year Productivity Tips
[2:15] Financial Tasks to Complete Before Year-End
[05:50] Securing Your Tax Professional
[09:10] Review Vendor Payments for 1099s
If you like this episode, check out:
Essential W-9 Practices for Compliance
Why The Rich Pay No Taxes and You Feel Left Out
Don't Speed If You Can't Afford a Ticket
Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/
Connect with Shannon: https://www.linkedin.com/in/shannonweinstein
Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Follow along on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.
