If you’re thinking about hiring a bookkeeper, especially as tax season gets closer, you’re probably asking the right question. The next question is: are the right pieces in place to make that support actually work?

In this practical workshop, we’ll walk through what a bookkeeper needs from you in order to do their job well. You’ll learn how to set up easy, manageable accounting systems, understand who the qualified owner is for tax filing, and identify which tax forms you should be filing based on your business designation.

By the end, you’ll have clarity around your financial setup, a clear sense of what’s missing (if anything), and confidence walking into conversations with a bookkeeper, knowing your business is organized, prepared, and ready for the next step.

If you want bookkeeping support to feel helpful instead of overwhelming, this workshop will show you how to get there.