Tired of Feeling Like Your Books Aren’t Good Enough?
If you’ve ever handed your work to a CPA and felt unsure… you’re not alone.
Even when the books are clean, they often come back with adjustments, questions, or reclassifications — and it can leave you wondering what you missed.
But here’s the truth:
It’s not your effort.
It’s not your attention to detail.
Most bookkeepers were never taught how their work actually flows into a tax return.
And that missing connection is what creates the confusion, the back-and-forth, and the stress during tax season.
This course is designed to change that.
INTRODUCING...
The Taxed Bookkeeper™
Course
Price: $197.00
In this course:
You’ll learn how your books translate into tax reporting, what CPAs are really looking for,
and how to create financials that don’t just look clean —but are truly tax-ready.
So you can stop second-guessing your work…
and start feeling confident in every number you deliver.
Because your work is valuable —
you just need to see how it all connects.
Course Outline:
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MODULE 1 — Bookkeeping vs. Tax Preparation
3 lessons- 1.1 What Bookkeepers Do (And Don’t Do)
- 1.2 What CPAs & Tax Preparers Do
- 1.3 Why Clean Books Reduce Tax Stress
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MODULE 2 — Understanding the Major Tax Return Types
6 lessons- 2.1 Schedule C (Sole Proprietor)
- 2.2 Form 1065 (Partnership Return)
- 2.3 Form 1120S (S-Corporation Return)
- 2.4 Form 1120 (C-Corporation)
- 2.5 Form 990 (Nonprofits)
- 2.6 Rental Real Estate (Schedule E)
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MODULE 3 — Thinking Beyond the P&L
3 lessons- 3.1 Book Income vs Taxable Income
- 3.2 Why CPAs Make Adjusting Entries
- 3.3 Reading a Tax Return as a Bookkeeper
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MODULE 4 — The Balance Sheet: Where Tax Problems Hide
3 lessons- 4.1 Loan Classification & Debt Accuracy
- 4.2 Fixed Assets & Depreciation Awareness
- 4.3 Equity & Retained Earnings
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MODULE 5 — Year-End Strategy Awareness
3 lessons- 5.1 Pre-Tax Season Review
- 5.2 Preventing CPA Adjustments
- 5.3 Delivering a Tax-Ready File
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MODULE 6 — Preventing Tax-Season Cleanup Work
3 lessons- 6.1 Monthly Habits That Reduce CPA Adjustments
- 6.2 Common Bookkeeping Mistakes That Trigger CPA Corrections
- 6.3 How to Communicate With Tax Professionals
I'M BETH.
Education:
- Undergraduate Degree in Communications and Business from Susquehanna University
- Masters of Accounting Degree from Nova Southeastern University
For more info, please visit www.heygoodbookinllc.com
I’ve been an accountant since 2007, specializing in small business and corporate accounting. In 2011, I shifted into tax, where I gained a deeper understanding of how bookkeeping directly impacts the tax return.
When your books are clean, organized, and structured correctly, everything else falls into place — from tax preparation to financial decision-making.
I created these products to simplify the bookkeeping process, create consistency, and help you maintain accurate, tax-ready financials year-round.
When tax season comes, there’s no stress — just clean books, clear reports, and a smooth handoff to your CPA.
"I recently had the pleasure of working with Beth. My experience was nothing short of outstanding."
Irene Kiselev
"Beth is a wealth of knowledge when it comes to bookkeeping and taxes. HIGHLY recommend!"