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Category: Business Planning

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  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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…
  • When Pivoting Is Hard

    Business Planning | 11.18

    Question of the Week When Pivoting Is Hard Happy Friday, all! I hope you didn’t miss me too much last week. I was traveling and didn’t get a chance to…
  • Creating the Products You Want

    Business Planning | 10.28

    Question of the Week Creating the Products You Want Happy Friday, all! We dropped a very cool MDB episode this week. I chat with Anjali Jariwala, CPA, CFP, an experienced…
  • Charge What You’re Worth

    Business Planning | 10.14

    Question of the Week Charge What You’re Worth Happy Friday, all! We dropped an episode this week on MDB that I’m sure resonates with all entrepreneurs – charging what you’re…
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Brian Thompson Financial LLC (“BTF”), is a Registered investment Adviser in the State of Illinois. Based in Chicago, BTF focuses specifically on serving mission-driven LGBTQ entrepreneurs locally and nationwide. Brian Thompson, JD, CFP® is a proud member of NAPFA, XY Planning Network and Pride Planners.