Tax & Financial Management for Notaries: Year-End Edition
Live Online Training on Zoom · 90 minutes · Eastern Time
Instructor: Vanessa Terry / Notary2Notary
About this training
Close out the year with your notary business finances in order. Covers tracking income and expenses, getting ready for tax season, and planning your numbers for the year ahead. Vanessa will incorporate new skills and AI tools for year-end organization and bookkeeping, like sorting income and expenses, summarizing mileage and preparing records for your tax professional.
This class is included with your Notary2Notary Unlimited Lifetime Access Pass — no registration needed. Sign in and it’s already waiting in your dashboard, along with the replay.
Can’t attend live? Registered students receive access to the training replay after it is uploaded to the student dashboard.
What you'll learn
- How to organize a year of notary income and expenses
- Records to gather before tax season
- Common business expenses notaries track
- How to set financial goals for the new year
Who this is for
- • New and experienced notaries
- • Mobile notaries and signing agents
- • Notary entrepreneurs growing their business
Taking more than one class? Pay once instead.
Individual classes are $27 each. The Unlimited Lifetime Access Pass is one payment of $197 and lets you register for eligible Notary2Notary live classes at $0 — no monthly fee and no renewal.