#26: Your Financial Check Up with Sheri Allshouse

Building Optimal

Sheri Allshouse is back to share a few commonly overlooked financial accounts that could be costing you money. Sheri is a CPA with an expertise in home building and construction. Her firm is The Allshouse Group in Houston, Texas.

If you missed Episode 8: Common Tax Questons with Sheri, be sure to check it out!

If you’re interested in the financial book Sheri recommends, visit: https://amzn.to/2ZkRGPq

And finally, if you want The Allshouse Group’s financial checklist, they have generously offered it to our listeners for free. Please email Avi at [email protected]. In the subject line, please write “Building Optimal – QB Check List.”

Show Notes:

[3:30] – Reconciling bank statements.

[10:05] – Reconciling credit cards.

[15:00] – Considerations for accounts payable and receivable.

[23:40] – Considerations with the inventory account.

[24:50] – Customer deposits.

[31:06] – Classifying contracts.