Overwhelmed by taxes, but not ready to hand everything off yet?You’re not alone. A lot of smart, scrappy business owners and real estate investors want to understand their finances—but don’t want to become full-blown accountants. You’re the DIY type. You just need a...
Here’s a secret most people won’t admit: business finances are confusing because they’re designed that way. No one hands you a cheat sheet when you start a business. And unless you’ve studied accounting or finance, you’re probably figuring things out the hard...
When you’re deep in the day-to-day of running your business, it’s easy to think financial planning is something you’ll “get to later.” But the truth is, life doesn’t wait for later. One of our clients—a retail store owner—had no plan in place for emergencies....
Would You Rather Block Off Time for a “Cash Flow Cleanup” or a “Revenue Recharge”? One sounds like a chore, the other like a business boost. (Spoiler alert: they’re the same thing.) Many business owners avoid financial reviews because they feel...
I’ve been where you are—navigating the ups and downs of entrepreneurship, pouring my heart and soul into building a business. One thing I’ve learned through my journey is how crucial it is to have a solid financial foundation. That’s why at Heartfelt CFO and...
If you’re working from home like many professionals today, you might be missing out on a major tax savings opportunity: the home office deduction. I’ve seen firsthand how understanding and correctly claiming this deduction can make a significant difference in your tax...
How to Separate Your Business and Personal Finances (Without Losing Your Mind)It sounds like such a small thing—just open a new […]
