Are you tired of chasing down W-9s and managing spreadsheets as tax deadlines approach? In this practical webinar, attendees will gain insights on integrating 1099 management into their monthly workflows, and explore effective strategies for handling tax documents for numerous vendors year-round.
This presentation will offer valuable knowledge on navigating the latest compliance changes and requirements for 2025, time-saving methods for W-9 requests and 1099 issuance, and seamless integration of 1099 management into your ongoing workflows to prep you for the upcoming tax season.
Learning Objectives:
The Dancing Accountant
CPA
[email protected]
(773) 562-8834
Nancy McClelland has been helping small business owners and their trusted advisors with Accounting, Bookkeeping, Tax, and Advisory Services for 30 years. She specializes in helping companies and individuals improve their financial footing by becoming more organized, complying with best practices and accepted standards, and increasing their efficiency and accuracy in every facet of business operations and accounting technology. But most importantly, she cares about her clients and colleagues, and loves focusing on education and outreach, especially through her award-winning blog at thedancingaccountant.com.
Keeper.app
Account Executive
[email protected]
(501) 269-2358
Chad Pues, CPA, has a diverse background in accounting and finance, with a career spanning over a decade. Currently serving as an Account Executive at Keeper.app since September 2022, Chad previously held significant roles including Partner and Director of Outsourced Accounting at Berg Partners LLC, and Senior Technical Support Specialist at Toast, Inc. Chad's experience also includes serving as an Audit Manager at Pierce Firm, PLLC, and an Audit Senior at FROST, PLLC, along with foundational experience as an intern at Cobb & Suskie, Ltd. and in the culinary industry at Mike's Place. Chad earned a Bachelor's Degree in Accounting and Marketing from the University of Central Arkansas.