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this month’s training:

The Bookkeeper’s Role in S-Corp Strategy: What to Flag, How to Recommend, Where to Stop

DATE:

01-13-2026

Time:

5pm CST

Hosted by: Desi Alejandre, EA

With S-Corp clients, the bookkeeper is often the first person to notice when something looks off. But there’s rarely a clear strategy for what your role should be. This session covers responsibilities, boundaries, and hand-off points. You’ll know what to flag, what to recommend, and what stays with the tax preparer.

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What you’ll learn

In just 60 minutes

Taught by an IRS Enrolled Agent who reviews S-Corp files, fixes compliance issues, and handles client cases weekly.

✓ The exact revenue + profit ranges bookkeepers should pay attention to (and how behavior matters just as much as the numbers)

✓ How to identify owner pay behavior that tells you a client isn’t ready for payroll or the discipline S-Corps require

✓ The right way to start a 3-way conversation between you, the client, and the tax pro so you stay in your lane while adding massive value

✓ What to say (and NOT say) when a client asks, “Should I become an S-Corp?”

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You won’t want to leave an empty seat!

The Part of Tax Work No One Admits They Struggle With

Knowing the rule is one thing. Applying it to a client’s return is another. Like when they ask if their new truck qualifies or if their kid can be paid through the business, and your mind races. You start panic sorting through all the exceptions you’ve learned.

It’s catching an odd deduction on a 1120-S and not knowing whether to question it or leave it alone. It’s trying to write a simple email about a reimbursement and realizing you’re not sure which expenses qualify. This training was built to make those moments easier and less stressful.

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This free training is for you if:

✓You’ve Googled “When should someone become an S-Corp?” only to find 10 different answers, none of which fit your client
✓You’re constantly wondering where your role ends and the tax pro’s begins — and no one has ever given you a straight answer
✓You’ve spotted S-Corp patterns months before tax season… but felt stuck waiting for the tax pro to “finally look at the books”
*cries in frustration*
✓You know a client is approaching S-Corp readiness, but you’ve been unsure how to bring it up without overstepping or sounding like you’re giving advice
✓A tax pro has elected S-Corp for a client who was a hot mess — and you were left cleaning it up because the tax pro didn’t ask for your input
✓You’re tired of being the last to know when a client brings up S-Corp… when YOU are the one who sees the financial behavior in real time
✓You want to feel confident looping in the tax pro early — and you want them to appreciate you for it, not act annoyed or dismissive

Can’t Attend Live? No Problemo!

Register anyway, and the replay will be automatically delivered to your inbox when the webinar ends.

click below!

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Only 30 Spots Available

Most tax pros and bookkeepers don’t realize they need support until a client asks a question they struggle to answer. By then, the damage is already done.

These sessions prevent those moments, and the seats go quickly every month. Reserve your spot while registration is open.

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free monthly training

Know *Exactly* What to Do the Next Time a Client Needs You

Walk into your next client meeting knowing exactly what to look for, what to change, and what to flag without second-guessing anything.