Free 3-part class · Live on Zoom
Are you about to pay more tax than you owe?
If your books aren't right, your tax return won't be either. Join a free 3-part class and get your books tax-ready before January, taught by bookkeeper Julie Davis.
📅 3 short sessions 💬 Live Q&A 🎁 Free QuickBooks Review
CLASS SCHEDULE
Session 1 · Clean It Up — [DATE 1] · [TIME]
Session 2 · Get It Right — [DATE 2] · [TIME]
Session 3 · Hand It Off — [DATE 3] · [TIME]
"Julie has done our bookkeeping for over seven years... It is a breath of fresh air to have someone committed and reliable taking care of this aspect of our business!"
LeeAnn Krause · Big House Beans
You'll walk away with
Taught by Julie Davis
Bookkeeper and founder of Payton Davis, helping East Bay business owners get tax-ready for years.
Save your free seat
Takes 30 seconds. We'll send your Zoom link and reminders.
🔴 Limited spots only
Why now
Q4 goes fast. January doesn't wait.
Between the holidays and year-end rush, the next few months disappear. Then January shows up, and so does everything your taxes need from you.
OCTOBER
The best window to fix your books while there's still time.
NOV – DEC
Holidays, busy season, year-end. Bookkeeping gets pushed aside.
JANUARY
1099s due. Sales tax due. Your CPA needs clean records.
TAX TIME
Wrong numbers in means a bigger tax bill out.
The hidden cost
Checking your bank balance isn't the same as knowing your numbers.
Most owners are busy working in their business, not on the books. Here's what that can cost:
💸
Paying more tax than you owe
If your books are off, your QuickBooks reports are off, and you file taxes on the wrong numbers.
😰
Payroll surprises
Is the money for payroll really there, or are you just hoping it is? Clean books tell you before it's a problem.
❄️
No plan for the slow months
Winter slows service businesses down. You can't budget for it if you don't know what's coming in and going out.
📂
No backup if you're audited
If the IRS ever asks, you'll want every number documented and ready, not rebuilt in a panic.
What you'll learn
Three sessions. One goal: tax-ready books.
01
Clean It Up
[DATE 1] · [TIME]
• How to spot miscategorized transactions
• Reconciling bank and credit card accounts
• The "undeposited funds" trap most owners miss
You'll leave with: a clear picture of where your books stand.
02
Get It Right
[DATE 2] · [TIME]
• Deductions owners get wrong (like meals)
• Who needs a 1099 and what you need to file it
• Payroll and sales tax records to double-check
You'll leave with: fewer costly surprises at tax time.
03
Hand It Off & Plan Ahead
[DATE 3] · [TIME]
• The CPA-ready checklist
• The reports that matter (and how to read them)
• Budgeting for the slow months ahead
You'll leave with: a package your CPA will thank you for.
This class is for you if…
✓ You own a business with employees, payroll, or contractors
✓ You do your own books (or hope someone is)
✓ January tax prep stresses you out every year
✓ You want to understand your numbers, not just survive them
It's not for you if…
✕ You already have a full-time accounting team
✕ You want accounting theory instead of practical steps
✕ You'd rather wait until April to think about this
Common mistakes
Things business owners believe that cost them money
❌
"I use QuickBooks, so my books are fine."
QuickBooks is only as accurate as what goes into it. Without the accounting basics behind it, small errors add up on your tax return.
❌
"Business meals are a 100% write-off."
Most business meals are only 50% deductible, and only with the right documentation.
❌
"My CPA will sort it out."
Your CPA works from what you give them. Messy books in means more billable hours, or mistakes, out.
📷 Photo of Julie
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Meet your teacher
Hi, I'm Julie Davis.
I've spent years helping East Bay business owners get their books in order, from roofers and contractors to restaurants and retail shops. I'm the person who makes sure your numbers are right, so you can focus on running your business.
"If I tell you I'm going to do it, I'm going to do it."
My job is to get you ready, so when you file your taxes (or heaven forbid, get audited) you have the backup to support every number. I double-check every client report for accuracy, because your trust matters to me.
However you want to work, I can help:
→ I'll teach you → I'll do it with you → I'll do it for you
What clients say
Trusted by local business owners
★★★★★
"Julie has done our bookkeeping for over seven years and has enabled us to focus on the areas of our business that we need to focus on as she tends to all the needs we have both big and small. It is a breath of fresh air to have someone committed and reliable taking care of this aspect of our business!"
LeeAnn Krause
Big House Beans
★★★★★
"No matter how complex or urgent a request, she consistently delivers her reports on time, ensuring that they are both accurate and meticulously organized. Furthermore, her patience stands out, especially when … explaining intricate details to those less versed in the world of accounting."
Ginger Weeden
CEO, Set In Motion Marketing and Media
★★★★★
"Julie is my bookkeeper and admin support for my business. She is an incredible support! She handles all my backend office support, provides me with monthly P&Ls, is collaborative, insightful, professional, and so easy to work with."
Maile Collmer
Asentiv
ATTENDEE BONUS
FREE
QuickBooks Review
Attendee bonus
Julie will look at your books, personally.
Everyone who attends can book a free QuickBooks Review. Julie will log in, check the areas where problems usually hide, and send you a short summary of what she finds. No obligation.
✓ Chart of accounts ✓ Key reports
✓ Undeposited funds ✓ Balance sheet
QUESTIONS
Frequently asked
Is this really free?
Yes. The class and the QuickBooks Review are both free. No credit card, no catch.
Is this a sales pitch?
No. You'll get real, practical steps you can use yourself. If you'd like help afterward, Julie is happy to talk, but there's no pressure.
I already use QuickBooks. Do I need this?
Probably. Using QuickBooks and having accurate books are two different things. This class shows you how to check that what's in there is actually right.
I have a CPA. Isn't that enough?
Your CPA files your taxes based on what you give them. This class helps you hand over clean, organized records, which can save you time, money, and back-and-forth.
I'm too busy. What if I miss a session?
Every registrant gets the replay, so you can catch up on your own time.
Do I need to prepare anything?
Just bring your questions. If you use QuickBooks, having it open during class helps you follow along.
Start the new year with books you can trust.
Seats are limited to keep each session interactive. Save yours now and walk into January ready.
Free · Live on Zoom · Replay included · Free QuickBooks Review for attendees
Payton Davis · Bookkeeping & Small Business Support · 925.775.4912 · paytondavis.com