When tax season rolls around, neglected accounting tasks can haunt small business owners. It’s a pain to categorize income and expense transactions from memory or track discrepancies among hundreds of ...

In my updated checklist file, I included a “preparer’s work process and procedures checklist.” This started out as a checklist for beginners with step-by-step procedures to follow, but as I got into ...

My 2023 updated Word file of checklists is now available. There are 145 tax, practice management and personal tip checklists and a Getting Your Affairs in Order Tool Kit with 25 added checklists. They ...

An audit engagement is a critical exercise for stakeholders such as employees, owners, investors and lenders. For the sake of efficiency, auditors must focus on standard audit tasks; they can't focus ...

An understaffed accounting department caused big trouble for the city of Spokane, Washington. During an audit of the city’s 2014 taxes, several errors surfaced, including revenue miscalculation, an ...

Q. I’ve developed various forms, surveys, and checklists in Word that we’ve used for years, and they work well. However, I’m drowning in paper. What would be the easiest way to convert these forms, ...

Opinions expressed by Entrepreneur contributors are their own. An understaffed accounting department caused big trouble for the city of Spokane, Washington. During an audit of the city’s 2014 taxes, ...