How To Prevent A 2021 Accounting Mess At Your Agency (the PPP episode)
Dan Englander
How To Prevent A 2021 Accounting Mess At Your Agency (the PPP episode)
Dan Englander

At this point you’re probably inundated with resources about PPP and the other stimulus packages; not to mention that by the time we go live with this one, the well might be dry.

What’s less-covered is what happens at the end of 2020 – tax-wise, we’re in relatively uncharted territory.

One thing is for sure; cleaning up a big accounting mess is a lot harder than setting things up neat and clean from the start, and today’s episode will help you in that mission.

Mario Lucibello is a Partner and Accountant at Greenhaus Riordan & Co. LLP, and he’s Sales Schema’s trusted tax professional.

Most of the time my interactions with Mario boil down to him being the bearer of bad news about upcoming California payroll burdens and such [Dan shakes fists in the air at California], so it’s refreshing to strategize with him on collecting government money for once.

Some things we covered: 

  • How to set up payroll strategically to achieve full PPP forgiveness.
  • What to know about the quarterly tax extension.
  • How to navigate tax uncertainty.
  • Expense deep diving.

Links: 

Greenhaus, Riordan & Co. LLP

Video Training: How to Sell Agency Services in Uncertain Times

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