Ask Me Anything: Tax Season Prep with the Books & Benchmarks Expert Panel 

As 2023 comes to a close, are you ready for the upcoming tax season?  Join special guest JR Armstrong, CPA, from May & Company CPAs and Hayley Stewart, Bookkeeping Manager for Books & Benchmarks, for an ‘Ask Me Anything’ and discussion facilitated by Nathan Hayes.  Questions like:

1. Should I buy equipment to lower my tax bill?

2. What do my financial professionals need to have my books tax ready?

3. Who do I need to issue 1099s to?

4. And bring your own questions too!

Host: Nathan Hayes

Nathan has consulted with over 1,000 unique independent optometry practices in his career with both Prima Eye Group and IDOC. In addition to his passion for helping owners build practices that meet their unique goals, he has the unique ability to use benchmarks and data to give owners “permission” to take risks and invest in building the practice of their dreams.

For years, Nathan has wanted to build an up-to-date database of practice benchmarks, but efforts to have ODs self-report their metrics never gained traction. To ensure trustworthy data, an effective benchmarking platform would need to produce its clients’ financial statements. That’s where Hayley comes in.

Panelist: Hayley Stewart 

Hayley Stewart has a BS in Accounting from Montana State University, specializing in payroll and bookkeeping. Following four years at a CPA firm in Bozeman, Montana working with over sixty small businesses, she helped lead and develop a service line that provided bookkeeping services to financial advisors throughout the United States.

Hayley now leads a team of six bookkeepers for Books & Benchmarks. Her experience in taxes and passion for accurate bookkeeping are essential to Books & Benchmarks’ ability to both produce industry-leading financial reports and be an important resource in owners’ tax and wealth planning needs.