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Owned by Sheronda

Group Coaching for (Virtual) Tax Preparation Owners.

Group Coaching for (Virtual) Tax Preparation Owners.

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26 contributions to Global TAXpreneur CEO Academy
Bookkeeping
During class someone asked about bookkeeping and I think that I may have answered that question incorrectly because if your software integrates Quickbooks then that would be a part of your bookkeeping. So I was looking at it from the perspective that they would be handling the invoicing and the payments but if it integrates with Quickbooks then that would be apart of your bookkeeping for your business.
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When a client is a non-filer and has returns from older years
What I did not mention today when I showed you the Excel spreadsheet with the estimate profit for my client who needs the last 6 years filed, you will charge more for older years. It requires you to access software from older years and you also will need to research tax laws for that earlier year as well. So, it is ok to charge more for having to do the extra research for prior years. An example of this would be during the pandemic when they mailed out stimulus checks.
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12-13-2025 Part 1 Video Link
https://1drv.ms/v/c/305ef4be9de8c168/IQAjc_BunQzKSJfNXieh7fK2AZ0MqDrIr9TLumnb-m7lgFg?e=5cOX5E Part 2 Bonus/Extra Hour will be posted once downloaded
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WordPress.com for Websites is 30% off
You can get 30% off if you used the Code GRASSHOPPER WordPress.com Pricing | Find the Perfect Plan for Your Site
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Sheronda Ervin
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10points to level up
@sheronda-ervin-4698
Federally Licensed Enrolled Agent and Certified Money, Mindset and Business Coach

Active 2h ago
Joined Dec 2, 2025
Houston, TX