I don’t know about you, but I truly enjoy being a lifelong learner. In fact, evolution was a core value of my former bookkeeping business, and that’s because I firmly believe there’s always room to change and grow.
So whether you’re a seasoned bookkeeper or still fairly green, improving your skillset is something that everyone can (and should!) focus on regularly.
Think of my Bookkeeper’s Business Incubator program as a how to run a virtual Bookkeeping Business 101 course. I don’t teach the basic skills or knowledge needed to be a bookkeeper. Instead, I teach experienced bookkeepers how to run a highly profitable business.
With that being said, I DO incorporate several important lessons on how to avoid common pitfalls, such as the dumpster fire known as tax time. And this is a big part of the Skills pillar within my Incubator program.
How to improve your tax time skills
Tax time was such a 🔥 topic with my inaugural class of Incubator students that I actually developed a separate Tax Time Training devoted to helping bookkeepers annihilate the stress of tax season.
Here’s the gist:
If you’re waiting until “tax season” to start thinking about 1099s, you’re already behind schedule. 😬
I say this because for YEARS, my team and I spent many 12+ hour days and sleepless nights trying to meet our deadlines… only to fall into the same trap the following year. Even after we swore we’d do better.
Yeahhhh… I got REAL tired of it. Finally, I clawed my way off that merry-go-round and I said ENOUGH. 🙅♀️
I took a step back, identified my pain points, and developed year-long workflows to help eliminate stress come tax season.
And after a little trial-and-error with getting my team on board, IT FREAKIN’ WORKED.
Now, tax time is easy, breezy — because I have the workflows and systems in place to keep us accountable all year long.
Why workflows matter
My students and I spend A LOT of time in the Incubator program understanding and implementing workflows that help us hone our skills and become more efficient bookkeepers.
Why? Because the more efficient you become…
👉 The less mistakes you make so,
👉 The faster you get so,
👉 The more clients you can take on,
👉 And ultimately, the more money you make.
Pretty simple, huh?
Be your own rainmaker,
Justine