Helping You Understand and Improve Your Business

• Your Individual Return Checklist

  Tax | 03.21

  Reflection of the week Your Individual Return Checklist Happy Friday, all! Tax season is in full swing. Many of you wrapped up your business returns last Monday—congratulations! That’s no small…

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• Last-Minute Review Tips for Monday’s Deadline

  Business Planning | 03.14

  Reflection of the week Last-Minute Review Tips for Monday’s Deadline Happy Friday, all! We are just a few days away from the S-Corp filing deadline. So, I imagine a lot…

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• Can I deduct that as a business expense?

  Fundamentals | 03.07

  Reflection of the week Can I deduct that as a business expense? Happy Friday, all! This week, I’m answering another common tax question: “Can I deduct that as a business…

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• Should I Make an S-Election

  Business Planning | 02.28

  Reflection of the Week Should I Make an S-Election Hey all! Happy Friday. Tax season is in full swing, and my most frequently asked question from my business owners is,…

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• New Zealand Reflections

  Fundamentals | 02.21

  Reflection of the Week New Zealand Reflections Hey all! Happy Friday. It’s been a couple of weeks since you’ve heard from me, but it’s been for the most fantastic reason.…

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• Finding Calm in the Chaos

  Fundamentals | 01.31

  Reflection of the Week Finding Calm in the Chaos Hey all…happy Friday! What. A. Week. The executive branch of our government has been super busy creating chaos, anxiety, and fear…

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• Building A Business For Financial Independence

  Business Planning | 01.24

  Reflection of the Week Building A Business For Financial Independence Hey all…happy Friday! I’m having a lot of conversations about building the business of your dreams. And they made me…

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• Your 6-Step Checklist To Close The Books On 2024

  Business Planning | 01.17

  Reflection of the Week Your 6-Step Checklist To Close The Books On 2024 Happy Friday, all! This week was a whirlwind of closing out the company’s books, analyzing the info…

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• Tips for Wednesday’s Estimated Tax Deadline

  Business Planning | 01.10

  Reflection of the Week Tips for Wednesday’s Estimated Tax Deadline Happy Friday, all. And happy new year! I hope you had a restful and restorative holiday. If you’re like me,…

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• Happy Holidays!

  Fundamentals | 12.20

  Question of the Week Happy Holidays! Happy Friday, all! Another year in the books! As usual, I’m practicing what I preach and taking off the last two weeks of the…

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• Building Systems For Change

  LGBTQ Finance | 12.13

  Reflections of the Week Building Systems For Change Happy Friday, all! I hope you had a good week. We dropped yet another impactful and inspiring MDB episode this week. I…

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• Reclaiming Your Time 

  Business Planning | 12.06

  Reflection of the Week Reclaiming Your Time Happy Friday, all! I hope you had a lovely Thanksgiving. We dropped another timely (pun intended) episode last week. I chat with Conrad…

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• What are you thankful for?

  Fundamentals | 11.22

  Question of the Week What are you thankful for? Happy Friday, all! And happy weekend before Thanksgiving! I love this time of year. Thanksgiving marks the beginning of several weeks…

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