Tax & Notary

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Loan Signing Agent Sample Buyer's Package | Signing Agent Practice Documents| Buyer's Package Loan Documents| Practice Loan Package| Notary
This listing is for a practice buyer's package for loan signing agents. Use these practice buyer's package to practice for your buyer loan signing. These are the exact documents sent to me for a buyer's loan signing. However, the names and addresses have been changed to protect private information. Using these practice documents will allow you to make sure you know where to sign and where to have your clients sign. Make sure to check out my Etsy shop for more mobile notary information! You can also follow me on YouTube. My channel name is Better Thrive. We discuss the mobile notary business as well as entrepreneurship and money! Your files will be available to download once payment is confirmed. Since this product is a digital download, I don't accept returns, exchanges, or cancellations
We are so excited to announce our partnership with Mackenzie Green of Sisk, Green & Associates CPAs. 🎉 Mackenzie is a CPA in North Carolina and works with clients nationwide. With this partnership, we can now add tax strategy + tax preparation into your monthly bookkeeping package. Our primary focus, providing insight each month to help guide your financial decisions, hasn't changed. This partnership will allow us to continue to provide excellent bookkeeping services to our clients while a...
Picture this. It’s six months from now, & you’re running your business with more focus & peace of mind than ever. Sounds great, right?⁣ ⁣Or, you could be stressed, worrying about tax season & if you’ll have to file an extension because your bookkeeping is way behind. You don’t know if you’ll owe taxes or not. I don’t want to see that happen! By 2025, I want to see you in control of your business instead of your business controlling you.⁣ Need help? Let’s connect! Tracey
👇 DO THIS AT MONTH-END 👇⁠ ⁠ 🗂️ Categorize transactions. Every transaction should be given a category indicating the type of business expense or income 💳 Reconcile your accounts. ⁠Check each bank, loan, and credit card statement to make sure all the activity that happened in your business this past month is accurately reflected in your books! ⁠ 🔢 Review your financial reports.⁠ ⁠ Are there any unusual charges? View your P&L - do you see any accounts that have abnormally high expenses this m...
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