Some mornings, you wake up feeling slightly on edge—not sure what your bank account looks like, wondering if a tax bill is creeping up, stressing over if you’ll make payroll. You know growth is possible, but without reliable systems, every decision feels like a...
Ever feel like you’re making money, but your bank account doesn’t seem to reflect it? You’re not alone. Many business owners know they’re working hard—but the numbers just don’t add up. Disorganized financial systems, late-night spreadsheet panic, and surprise tax...
It sounds like such a small thing—just open a new account. But for many business owners, the line between personal and business finances is more of a blur than a boundary. You start the week with good intentions. You plan to “go through receipts later.” You promise to...
It started with a classic story: a driven business owner, working hard, staying organized, and filing their taxes on time. Sounds responsible, right?But what they didn’t know — and what cost them over $12,500 in unnecessary taxes — was that waiting until tax season is...
Business Owner? Here’s What You Might Be Missing About Write-Offs You’re either leaving money on the table or risking an audit—and neither is a great place to be. Let’s be honest: most business owners fall into one of two camps when it comes to tax write-offs. Too...
If you think tax planning starts with hunting for deductions, you’re skipping a chapter. The real starting line? Your bookkeeping. Margo likes to call bookkeeping the “12 steps to an awesome tax return”—and she’s not wrong. Without accurate, well-organized books, even...
How Solid Financial Systems Help You Stop Surprises and Stay in Control of Your BusinessSome mornings, you wake up feeling slightly on […]