Summary
Full Transcript
Join us for a chill, unscripted "chikahan" (chat session) with the Borderless Accountant community! In this casual Friday talk, we take a break from our usual lessons to discuss our experiences and struggles with the recent US tax return exercises. We also dive deep into a practical discussion on tax preparation software, comparing community experiences with Drake, ProConnect, TaxSlayer, and more. Plus, get exciting news about our upcoming ventures, including the launch of a comprehensive bookkeeping course and our vision for the new "Borderless Cafe" and mini-library in Mabini, Bohol, aimed at training the next generation of accountants. KEY CHAPTERS 0:00:05 - 0:03:18 Opening Remarks and New Office Tour 0:03:18 - 0:04:54 Announcing the New QuickBooks (QBO) Bookkeeping Course 0:04:54 - 0:07:13 Open Forum: Sharing Struggles with Tax Preparation Exercises 0:07:13 - 0:10:23 Community Hangout: Travel Plans & Local Spots (Ormoc, Bohol, Tagaytay) 0:10:23 - 0:13:56 The Vision: Building a "Borderless Cafe" & Mini-Library in Mabini 0:13:56 - 0:18:25 Creating a Steady Supply of Talent for the Community 0:18:25 - 0:26:19 Understanding the US Tax Season Timeline and Deadlines 0:26:19 - 0:31:56 Upcoming Collaboration Opportunity with a US-based Bookkeeping Firm Owner 0:31:56 - 0:34:43 Tax Software Deep Dive: Drake vs. ProConnect & More 0:34:43 - 0:50:12 Community Members Share Their Experiences with Drake Software 0:50:12 - 0:53:29 Why Bookkeepers Are in the Best Position to Offer Tax Preparation Services 0:53:29 - 1:00:00 Critical Client Advice: The Importance of Separate Business Bank Accounts Any persons, details, and financial info are fictional and are used for educational purposes only. FOLLOW US: FB page: Borderless Accountants FB group: Borderless Accountants Community Tiktok: @borderlessaccountants
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