Small Business Accounting: The Ultimate Checklist скачать в хорошем качестве

Small Business Accounting: The Ultimate Checklist

Download the FREE Checklist Here: https://claracfo.com/responsibility If you've ever been frustrated by dropped balls or confusion around who handles what in your accounting process — you're not alone. As Fractional CFOs, we’ve seen it all. That’s why the free, customizable Accounting Responsibility Checklist was designed to help your business stay financially organized and avoid costly mistakes. In this video, Hannah walks you through how to use the checklist, who it’s for, and why it’s critical for business owners, bookkeepers, and financial teams alike. In this video you will find: 0:00 Intro – The Chaos of Undefined Accounting Roles 1:06 — Introducing the Accounting Responsibility Checklist 2:05 — What's Included in the Checklist 3:01 — General Accounting Tasks (and Who Should Do Them) 5:14 — Accounts Receivable: Avoid Unpaid Invoices 5:40 — Accounts Payable: Never Miss a Bill Again 5:53 — Payroll: Who’s Running It and When 7:09 — Oversight: The Most Overlooked Financial Tasks 8:18 — Tax Time Clarity: Assigning Responsibilities 9:53 — Creating Rigor in your Account Department 10:51 — Final Thoughts + Tips To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: https://claracfo.com/services Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.