Notes from Financial Ducks

This morning we talked with Boss Lady and Numbers Ninja Jenn Haynes of A-One Mobile Bookkeeping and Tax Expert Valerie Horner of V. Horner Accounting about getting your financial ducks in a row for year-end.

We covered some good stuff for everyone to know so we thought we'd share it here.

First, Jenn made a list of things to do. You can find it here on Instagram. There are three images.

Next, we talked about getting w-9s from every independent contractor you work with. If they're not a corporation you're probably gonna need to send them a 1099 form. You can find a printable/fillable w-9 form on the irs.gov page. The link is here, heads up its a .pdf link.

Valerie shared this planning document with us. (It's another .pdf link.)