Helping You Understand and Improve Your Finances

• Inspiring A Movement of Kindness

  Business Planning | 03.03

  Inspiring A Movement of Kindness Happy Friday, Everyone! We dropped one of my favorite Missions Driven Business podcast recordings this week. I chatted with Matthew Hoffman, the founder of You…

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• Prep Documents Checklist for your 1120S

  Business Planning | 02.24

  Question of the Week Prep Documents Checklist for your 1120S Happy Friday, all! I hope you had a good week. Tax season is in full swing, and I’ve spent much…

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• Finding Your Calling In Business

  Business Planning | 02.17

  Question of the Week Finding Your Calling In Business Happy Friday, all! I hope you had a good week. On the Mission Driven Business podcast this week, I chatted with…

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• Bank Reconciliation 101

  Business Planning | 02.10

  Question of the Week Hey all! Happy Friday. Tax season is in full swing, and I’m spending time with my business owners tying up loose bookkeeping ends for 2022, so…

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• Lessons from the 1099-NEC Deadline

  Business Planning | 02.03

  Question of the Week Lessons from the 1099-NEC Deadline Happy Friday all, What. A. Week! We passed our first tax deadline of many with the 1/31 Information Returns deadline. For…

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• Lifting Underrepresented Voices

  Business Planning | 01.27

  Question of the Week Lifting Underrepresented Voices Happy Friday, everyone! What a week! We dropped another great episode of the Mission Driven Business podcast. I chat with Sonya Dreizler and…

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• What happens if I missed Estimated Tax Day?

  Business Planning | 01.20

  Question of the Week What happens if I missed Estimated Tax Day? Happy Friday, everyone! I hope you had a good week. Tax season is almost in full effect. The…

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• Numbers for the New Year

  Business Planning | 01.13

  Question of the Week Numbers for the New Year Happy Friday, everyone! Last week, I wrote about high-level ways to prepare for 2023. I have some nitty gritty tactical tips…

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• What’s your word for 2023?

  Fundamentals | 01.06

  Question of the Week What’s your word for 2023? Hey all! Happy first Friday of the year! I hope you had a restful and rejuvenating break. I know I did.…

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• Your Year-End Checklist

  Business Planning | 12.16

  Can you believe it’s already the end of the year? Now is the time to celebrate with friends and family, reflect on the past 12 months, and plan for the…

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• How to Make the Most Out of Charitable Giving

  Fundamentals | 12.09

  Question of the Week How to Make the Most Out of Charitable Giving Happy Friday! It’s that time of year to think about end-of-the-year charitable giving. During the holidays, we…

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• Scaling with the Right Clients

  Business Planning | 12.02

  Question of the Week Scaling with the Right Clients Happy Friday, all! We are on the second to last MDB podcast of 2022! I chat with Christopher Dale, CFP and…

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• What are you thankful for?

  Fundamentals | 11.25

  Question of the Week What are you thankful for? Happy Friday, all! And Happy Thanksgiving! I hope you have had a celebratory and connective holiday so far. I still love…

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