Now that you have finished your 2021 taxes, it’s time to think about tweaks to your recordkeeping system for 2022. (We promise, these tweaks will make tax time next year a bit more pleasant.) Whether you are tracking income, expenses, inventory, customers, grant applications, or time, this workshop will review the pros and cons of various systems, and outline the challenges individuals face in choosing a system that meets their own needs. Lastly, we’ll review some strategies to help with the habit part of recordkeeping… which may be the hardest part of all.
As part of this free workshop, we’ll:
- Identify records to retain for tax purposes, as well as effective systems for tracking expenses and income.
- List pros and cons of various recordkeeping systems.
- Build habits to manage records effectively throughout the year.
About Instructor Elaine Grogan Luttrull:
Elaine founded Minerva Financial Arts in 2009. She works to build financial literacy in creative individuals and organizations through education and coaching. Her goal is to make all creative individuals both financially empowered and creatively free.
