The Planning Mistake That Cost One Business Owner Over $12,000
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 too late to plan. This isn’t...
Business Owner? Here’s What You Might Be Missing About Write-Offs
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 cautious. You’re afraid to deduct...
Why Clean Books Are the First Step to Real Tax Strategy
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 the smartest tax advisor is...
Master Your Business Finances with This One Monthly Routine (Plus a Game-Changing Bundle)
If you're like most business owners, you didn’t start your company because you love spreadsheets and tax codes.And yet—here we are, halfway through Q3, and your finances still feel a little…fuzzy. Maybe your books are behind, your income goals feel like a moving target, or you’re worried you’ll...
Are You in Chaos, Momentum, or Growth Mode? This 2-Minute Check Will Tell You
Most real estate investors and small business owners know the feeling: you're working hard, staying busy, and maybe even bringing in decent revenue—but something still feels… off. You’re constantly asking yourself:"Am I on track? What am I missing? Is this really the best I can do with my money?"...
Stop Guessing Your Numbers — Learn the Terms That Actually Drive Your Business
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 guide who can speak your...
You’re Not Bad at Finances—You Just Never Learned the Language
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 way—through trial, error, and Google....
You’re Working Hard… So Why Does It Feel Like You’re Going Nowhere?
You wake up early, answer every call, chase every lead—yet the success you imagined still feels out of reach. It’s exhausting, isn’t it? I know because I’ve been there. Stressed. Overwhelmed. Wondering if all this effort will ever pay off. But here’s what changed everything: I stopped just working...
You Know How to Close Deals—But Do You Know How to Build Wealth?
If you're a real estate professional, chances are you're great at generating income. But making money and keeping money are two very different skills. Many agents and investors focus on sales, hustle hard, and celebrate commission checks—only to find themselves financially overwhelmed and...
The Seeding Package: Month-End Bookkeeping That Keeps Your Business Grounded
You’re sending invoices, delivering great work, maybe even seeing cash come in regularly—but somehow, the numbers still don’t feel right. You’re not sure where the money’s going, and when it’s time to make decisions, you're stuck relying on gut instinct instead of real data. Sound familiar? Many...