Information regarding the experiences in leveraging the PPP and ERC programs. Will also discuss the average value per location, differences by industry, timeline for payment, etc.

The impacts of getting behind in doing your own bookkeeping or the impact of your bookkeeping provider providing financial statements late.

Will show you the negative impacts of not identifying potential fraud and theft, meeting bank loan reporting requirements, meeting franchisor reporting requirements, and evaluating trends in your business. Time to increase the levels of security when it comes to your financial connections.

Transition considerations, visibility to business operations during the transition, etc.

William will discuss the following: When to have a holding company, how many LLCs make sense, where should I put different expenses in my businesses and what are the considerations for S-Corp/LLC/C-Corp?

Most of you are not experts in accounting and tax preparation, and honestly, don’t want to be. Remaining current on your tax filing stems directly from maintaining a clean set of books throughout the year. The most successful entrepreneurs take advantage of the best accountants to guide them through their tax and compliance needs.