Explore the fundamentals of financial planning and management in this comprehensive 2.5-hour tutorial. Learn why financial planning is crucial, delve into tax preparation and planning strategies, and master Quickbooks for creating estimate vs. actual reports tailored for home builders. Gain insights into bookkeeping basics, understand how to hire a virtual CPA, and interpret financial statements. Navigate Form 1040 filing, S Corporation tax returns, and avoid common bookkeeping pitfalls. Discover the importance of financial literacy for small business owners, various business valuation methods, and the benefits of working with virtual accounting firms. Differentiate between accounting and bookkeeping, explore tax planning techniques, and understand their connection to financial planning. Examine the three basic financial statements, learn about liquidity from a CPA's perspective, and get financial tips for freelancers. Understand the advantages of outsourcing tax preparation, learn to input HUD statements for property sales, and develop cash flow projections for construction companies. Conclude with tax planning strategies for contractors and insights on conducting job performance reviews.
Overview
Syllabus
Financial Planning: Why is it Important? - Nashville Financial Management Firm.
Tax Preparation and Planning Nashville, TN.
Quickbooks Estimate vs. Actual Report - Tutorial for Home Builders.
Basics of Bookkeeping - Accounting Firms, Nashville, TN.
How to Hire a Virtual CPA | Hiring a Virtual Accounting Firm.
Understanding Financial Statements and How They Are Affected by Bookkeeping.
How To Fill Out Form 1040 - Form 1040 Instructions.
Filing S Corporation Tax Return - CPA Services Online.
6 Common Bookkeeping Mistakes to Avoid – Accounting Firms Nashville, TN.
Importance of Financial Literacy for Small Business Owners.
Methods of Business Valuation – Accounting Firms Nashville,TN.
Advantages of Hiring a Virtual CPA - Virtual Accounting Firm.
The Difference Between Accounting & Bookkeeping - Accounting Firms Nashville, TN.
Tax Planning - Accounting Firms, Nashville, TN.
How Tax Planning and Financial Planning are Connected.
3 Basic Financial Statements - the Balance Sheet, Income Statement & Cash Flow Statement.
What is Liquidity? Liquidity Explained by a CPA.
Evan Hutcheson, CPA: Financial Tips for Freelancers.
Outsource Your Tax Preparation - The Benefits of Outsourcing Tax Returns.
HUD statement input, Property sale HUD, Input property sales.
Cash Flow Projection for Construction Companies - Bookkeeping for Contractors.
Tax Planning for Contractors & Job Performance Review.
Taught by
Evan Hutcheson, CPA, LLC
