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Keep More at Tax Time with Smart Bookkeeping: Understanding Your Financial Reports
Live Event (online)
Small business owner bookkeeping
Date & Time: February 12, 2026, 1:00pm EST
Cost: $15.00
Duration: 90 minutes Language: English Register Now
About the event

Tax season is significantly more challenging when your financial records are incomplete or unclear. Effective bookkeeping not only keeps your records organized but also helps you identify mistakes, potentially saving you thousands in taxes each year.

In this webinar, bookkeeping expert Phyllis Johnson will walk you through practical bookkeeping steps every small business owner should know. You’ll learn how to create profit and loss statements, balance sheets, and other essential reports, along with tips to streamline your process and avoid costly mistakes.

All registrants will receive a free downloadable profit and loss statement and balance sheet template to use in their own business.

While the presentation plays, Phyllis will be available live to answer questions, followed by a dedicated 15-minute Q&A session to address your specific concerns.

What You’ll Learn:

  • Why smart bookkeeping is essential to your business’s financial health
  • How to create a profit and loss statement and balance sheet
  • Best practices for accurately tracking income and expenses
  • How bookkeeping can simplify tax season and save you time and money
  • Proven tips and tools to make bookkeeping easier and more efficient
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About the presenters
Phyllis Johnson
Phyllis Johnson, Owner & CEO, launched PKJ Consulting in 2015. PKJ Consulting is an Accounting & Consulting Services company for small businesses that provides accounting, bookkeeping, consulting, taxes, payroll and startup services.
Read Phyllis's full bio
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