UMW SBDC – Getting Your Books Tax-Ready

Reconcile the Accounts Before You File
Match each bank, credit-card, and loan account to its statements. Check that deposits
and expenses are complete, transfers are recorded clearly, and balances agree.

-Gather the Records Behind the Numbers
Bring together receipts, invoices, mileage logs, contractor details, equipment purchases,
loan statements, and owner contributions or withdrawals so the figures have useful
support.

-Prepare a Clear Handoff for Your Tax Professional
Provide complete financial reports, clear uncategorized items, flag unusual or personal
transactions, and list open questions instead of guessing how an item should be treat

Speaker(s): Hi, I’m Asheley Kenny, the person behind Strong Side Books. I’m a Fredericksburg local and mom
to an 18-year-old. I happen to enjoy the part of running a business that most people put off:
making sense of the numbers. I help clients turn scattered transactions into organized,
understandable books, so they can see where they stand and walk into conversations with lenders
and tax professionals prepared.