This episode walks you through how to file your BOI report on the FINCEN website if you have not yet filed!

If you filed an LLC, you can still be classified as a Sole Proprietorship. You will have some additional filing requirements for the state you filed the LLC in. 

We explain why your CPA doesn't need a collection of every single receipt, thanks to the magic of bank statements, and how the progressive tax system really works. 

This episodes guides you through what you should check off your list before the end of 2024. We help you get organized for tax time and explain what you can do before the year ends to reduce your taxes!

This episode is a must-listen for business owners confused on how to account for owner distributions and how they work! Tune in and empower yourself with the knowledge to tackle owner distributions head-on.

Are you using QuickBooks or another accounting software? Are you using it correctly?
In this episode we discuss the big issues we see with Quickbooks (mainly user errors) and the biggest bookkeeping mistakes we see often.

Have you wondered what an unrealized capital gains tax could mean for you? Discover how the proposed tax changes could impact investors, from high-net-worth individuals to everyday people, and why it's crucial to stay informed even if you're not a millionaire

Curious about the secrets to stress-free potty training and successful business partnerships? Join us as we chat with Sarah Mechling, the brilliant mind behind Tinkle and Toot, a potty training support business for parents.

We discuss the complexities of business partnerships and Sarah's previous experiences. She opens up about the importance of setting up proper legal agreements and the steps new entrepreneurs should take to protect their ventures. From obtaining an EIN to forming an LLC, Sarah shares lessons learned the hard way.

Ever wondered how to equip your kids with the skills to manage money wisely? In this episode, we share things we do with our kids to teach them about money!

What if you had a personal trainer for your business finances? In this episode, we introduce our Monthly Accounting Plan, designed to help business owners stay ahead of their accounting and tax duties, and budget for accounting services!

Ever wondered what increasing your website traffic could do for your business? Meet Maggie Schneider, a Squarespace web designer and SEO consultant that specializes in increasing online visibility for her clients in the health and wellness space.

How did managing your online business become such a technical headache? Discover a game-changing solution that’s transforming the way creators, influencers, and business owners operate.

Ever wondered how to steer clear of the most common pitfalls as a business owner?

In this episode, we tackle everything from opening separate business bank accounts and maintaining proper bookkeeping, to avoiding the pitfalls of rapid business growth and budgeting effectively for accounting and legal services.

Get ready to laugh and learn as Janelle, the orthodontic influencer, reveals her strategies for standing out in a crowded market with creativity and humor.

Discover how adopting the right tools can significantly enhance your business's efficiency and profitability.

In this episode we explain what we did for health coverage when we quit our jobs and what we do today.

In this episode we explain the importance of keeping your W-4 in check, ensuring you're not caught off guard with a hefty tax bill or a disappointing refund.

Have you heard of the new Beneficial Ownership Information Report that must be filed by all LLC owners in the U.S?

We take off our "accounting" hats and put on our "business owner" hats to share how we do a quarterly meeting in our business and how you can do it too!

We explain the numbers on your personal tax return (Form 1040) and how to review your tax return. A skill everyone should have!