You owe it to yourself to keep tabs on every dollar that comes in and every cent that goes out. For some, do-it-yourself tools like Quickbooks and TurboTax are enough to keep the financial tracking in order, while others prefer to entrust their bookkeeping and tax preparation to an accountant or financial advisor. Not sure what’s best for you? There are plenty of resources available to help you figure it out.
Take an accounting or tax class.
Basic accounting and tax preparation are part of ASSETS Learning Circles and SCORE Lancaster-Lebanon’s Simple Steps for Starting Your Business curriculums. Check the calendar for accounting, bookkeeping, and tax-related workshops.
Kutztown SBDC has experts who can train you on how to use various accounting platforms and create financial projections. One-on-one assistance is available for businesses who have loans with ASSETS. SCORE Lancaster-Lebanon’s Mentoring Process for Existing Businesses includes needs assessment, situation analysis, financial history, goals and objectives, and critical issues.
Research, guides, and templates.
SCORE Lancaster-Lebanon and Duke Street Business Center provide online and in-house resources to help prepare, guide, and inform businesses on accounting and bookkeeping.
Get a referral for a pro.
SCORE Lancaster-Lebanon, Community First Fund, ASSETS, and Kutztown SBDC all provide referrals to clients seeking professional services in accounting & bookkeeping. SCORE provides a comprehensive and regularly-vetted-and-updated list of referrals. Community First Fund, ASSETS, and Kutztown SBDC can direct businesses to professional services through their vast community of regional relationships and networks.