About this Event
Not sure your financial numbers are right? You're not alone.
If you open your Profit & Loss and wonder whether any of it is correct, this workshop is for you. If your books get attention only in March, a week before your tax preparer needs them, this workshop is for you. And if you aren't sure where to start, this workshop is definitely for you.
Last-minute bookkeeping costs real money. It leads to tax extensions, missed deductions, income you can't verify, and a tax preparer stuck asking, "What is this transaction?" The fix is not more hours in March. It's doing the right steps in the right order, before the year ends.
In 45 minutes, you'll learn how to:
1. Clean up your books: put every transaction in the right place and keep personal money out of business reports
2. Reconcile everything: prove your records match your bank, credit card and loan statements
3. Finalize your reports: know what your Profit & Loss, Balance Sheet and Cash Flow Statement are telling you
4. Hand off to your tax preparer: bring the right packet, fix the red flags first, and know the deadline dates that matter.
YOU'LL LEAVE WITH:
- A clear plan for your books, from now through January 2027.
- My Year-End Bookkeeping Checklist (15 steps, with fillable check boxes)
- Answers to your questions in a 15-minute live Q&A
NO ACCOUNTING BACKGROUND NEEDED. I keep it plain English and software-neutral, so it works with QuickBooks, Xero, Wave, a spreadsheet, or whatever you use today.
WHO SHOULD COME:
Small business owners, freelancers, side-hustlers and startup founders who want books they can trust for taxes, business loans or business credit.
YOUR HOST:
Sharonda Myricks is the Founder of Perennial Financials. She helps small business owners clean up their bookkeeping and understand what their financial statements are telling them, so they can spend more time running their business and less time hunting for that one transaction.
The best time to get your books tax ready is before tax season. Save your seat today.
DATE AND TIME: Tuesday, November 10, 2026, 6:00pm to 7:00pm
LOCATION: Trussville Public Library (Parkway Room) 201 Parkway Dr, Trussville, AL 35173
PRICE: FREE
Seats are limited. Register today. You must still register through Trussville Public Library as well. Here is the link: https://www.trussvillelibrary.com/event/16769236
Event venue & nearby stays
Trussville Public Library, 201 Parkway Drive, Trussville, United States
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