Accounting & Financial Jargon You Need to Know
If you aren’t fluent in accounting or finance speak, you’re not alone. The truth is more than 40% of small business owners call themselves financially illiterate—even though a significant number are handling their finances all on their own.
Use this eBook as a handy guide to help you master the lingo used in:
Basic business documents
Finance and accounting reports
Tax documents and forms
Marketing reports and tools
So, What Does It All *Really* Mean?
To get the foundation you need to prepare professional accounting documents, you’ll need a clear understanding of:
Finance and Accounting Definitions
With a strong foundation in commonly used accounting definitions and financial reports, you’ll gain insight into the health of your business, helping you make big-picture business decisions.
Tax Terminology
Even if you outsource your tax preparations to an accounting professional or bookkeeper, having a firm grasp on the most common tax terminology and forms will make tax time less daunting.
Marketing Vocabulary
Accountants and financial wizards aren’t the only ones to have their own language. Marketers also have their own vocabulary concerning analytics, marketing strategies and digital metrics.
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About the author
Twyla Verhelst is the founder of the FreshBooks Accounting Partner Program and a Certified Professional Accountant (CPA) with more than 20 years of industry experience. She previously co-owned and operated an advisory-led accounting firm. She also co-founded a cash flow application empowering greater communication and value-added insights between accountants and their clients.
Twyla Verhelst, CPA
Founder of the Accountant Channel, FreshBooks
