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Taxes: One Sheet to Rule them All

by | Dec 14, 2022 | Member Spotlights | 0 comments

If the idea of organizing your transactions or filling out a tax return makes you suddenly sweat a little bit, today’s presenter Angie Finch, of Angie Finch, C.P.A. is just the professional you should talk to.

In her presentation, we first got a brief introduction to who Angie is outside her profession:

She and her husband Adam have four children in middle, high school, and away at college. Adam also operates a financial planning business—rounding out a household that lives and breathes professional financial services.

After the brief intro, we pivoted to a sample Excel file Angie’s generated (and uses still herself) to help small business owners track income and sort expense transactions.

While this activity may seem intimidating for some, Angie makes it very simple with the use of her sheet. She can also help with more sophisticated software like Quickbooks too!

If you’re looking to start a business, don’t let bookkeeping hold you back. Angie can help you with this, along with formation, payroll, tax filing, and more!

For more great presentations from professionals like Angie and to potentially deliver your own, join us in Dexter on Wednesdays.

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