CLOSE OUT THE YEAR RIGHT
Free training for business owners and bookkeepers. 
There's a serious shortage of CPAs right now.
Which means messy books, last-minute scrambling, and repeat problems don’t just cause stress anymore. They can cost you your CPA.

This free training shows you the five avoidable mistakes that create friction, delays, and distrust every tax season... and what to do instead.

Why you should care

CPAs are overloaded.

And when clients ignore warnings, delay cleanup, or rely on “the software will handle it”…
they get dropped.

Replacing a CPA is harder than ever.

This free training shows you what actually causes problems at tax time... and how to avoid them.

You'll walk away with this insider knowledge:


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- The 5 avoidable mistakes that derail tax season

- Why bookkeeping ≠ data entry

- Where automation and AI help (and where they quietly create risk)

- What CPAs really need from your books

- How to reduce stress, delays, and surprise tax bills

No fluff. Just the things that matter.

Let's Get Your Books RIGHT This Tax Season

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