Your quarterly P&L isn’t there to judge you… it’s there to tell the truth you’ve been avoiding. When you actually review it, you can see whether your growth is real, your spending is aligned, and where profit is quietly leaking. Read it like a leader, not a punishment… then decide what changes next.

Money conflict isn’t about the numbers—it’s about safety, identity, and unmet needs. In this guide, you’ll learn a 5-stage framework to move out of fear and into grounded, confident financial conversations. Shift from avoidance and overreaction into clarity, leadership, and self-trust.

Which does your business actually need? Is there an easy way to understand CPA vs. bookkeeper? Read on. Being a business owner isn’t all cupcakes and roses. Instead of creating and doing that thing you love (and do best), you’re thrust into the unknown of operations, sales, and finances.  You’re now not only the CEO, […]

As a CPA who oftentimes works with early stage entrepreneurs, I’m regularly asked “how do trades and barters impact taxes for small business?” With costs rising and cash tighter than ever, many business owners are turning to barter and trades to get what they need. Bartering has existed since Mesopotamia, and while it can build […]

Do you owe someone a 1099 form? If you’re asking yourself, “Do I need to send 1099 form?”, and you paid someone for services rendered, rent, or attorney fees – chances are you need to file some 1099s. And as a CPA, every year, I see the same thing:Business owners scrambling in January to figure […]