“I only hear from my CPA once per year.” If you only hear from your accountant once a year, you’re not alone. What most people don’t realize is it’s not necessarily a problem with your CPA, it’s just an issue of miscommunication. For many business owners, that’s become the norm: you upload your documents, wait […]

Many business owners think they’re overwhelmed because they “aren’t good with numbers.” But the truth is more compassionate than that: You’re overwhelmed because you’re trying to track everything, when you only need to track a few things. Keep reading to get tips for businesses under $500K and the most important metrics to track.  I’ve worked […]

Running a business isn’t just creativity, clients, and cash. It’s also a revolving door of filings, payments, reconciliations, renewals, tax planning, reviews, and decisions. This is your annual business blueprint, so you can use the same strategies that successful CEOs use to stay profitable and prepared all year.  TL;DR Annual Business Blueprint: The Quarterly Rhythm […]

If you’ve spent time on TikTok or Instagram, you’ve probably seen creators confidently answering the question Can I write off clothing? and claiming: “Write off your entire wardrobe.”“Everything you wear for business is deductible.”“If you wear it in content, it’s a business expense.” It sounds liberating. It also sounds like really bad advice. As a […]

No Tax on Tips? Here’s What’s Actually Changing in 2025 Through the One Big Beautiful Bill, Congress created a new tips deduction that retroactively takes effect January 1, 2025. It’s being framed as a win for service workers—and in many ways, it is—but like every shiny new tax break, the truth depends on the fine […]