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End of Year Toolkit

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πŸ’Ό End-of-Year Toolkit Get your business ready to close out the year stress-free. What’s inside: βœ… Year-End Checklist – Stay organized and compliant. βœ… Write-Offs Guide – Maximize your deductions. βœ… 1099 Prep Guide – Know who to send forms to and when. Perfect for DIYers and business owners who want to start tax season prepared and confident.

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Year-End Checklist for Entrepreneurs

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I wiiiish I had a way to get this year-end checklist into the hands of every entrepreneur but for now, I'll settle for getting it to you!

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6 Tax Planning Moves To Make Before 2026

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I've put together a list of 6 powerful tax savings strategies that, if you want to take advantage of them, you've got to take action by the time the ball drops on New Year's Eve!

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What you need to know about S Corporations

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SPOILER ALERT: An S election isn't the magic tax hack that TikTok tax bros make it out to be...But it *can* be a powerful tool for business owners who want to minimize their self-employment tax. This guide covers exactly what you need to know before you check that box.

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Services + Pricing Guide

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Hey! πŸ‘‹πŸ½ If you're not quite ready to hop on a discovery call with me, but still want to learn more about what I do, my new tax Services + Pricing Guide is the perfect place to start. πŸ“–

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Contractors Vs Employees

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Hiring your first (or fifth) team member? Before you start onboarding them, let’s make sure you’re not accidentally throwing up major red flags to the IRS + DOL... πŸ˜…

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ULTIMATE ACCOUNTING CHEAT SHEET

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Understanding your numbers shouldn’t have to feel like learning a whole new language, but a lot of small business owners feel like they’re doing a Duolingo lesson reviewing their financials. That’s why I’ve created the Ultimate Accounting Cheat Sheet that explains all the accounting jargon you need to know in plain English!

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Things They Didnt Teach You In School About Business

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You don’t know what you don’t know when you’re starting a business! I’ve put together a guide on the most common finance concepts I always find myself explaining to new entrepreneurs.

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GUIDE TO 1099s

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STOP SCROLLING! βœ‹πŸ½ Next year's taxes may not be on your radar yet... but the 1099 filing deadline better be! πŸ“… If you're a business owner who works with contractors (or you're a contractor yourself) my FREE 1099 guide is for you. Don't let this January deadline catch you unaware! πŸ’¬ Comment "1099" and I'll send you a copy!

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Invoicing 101

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There is a right way (and several wrong ways) to invoice your clients. The last thing you want to do is send a confusing invoice that leaves your customer unsure of how much, when, or how to pay you. Check out my FREE Invoicing 101 guide to learn which types of businesses need to send invoices, what to include, how to follow up on overdue payments, and more invoicing best practices.

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Turning Meals Into Deals

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This guide covers a few of the most common, like: Can I write off my morning coffee? Do I need to keep receipts for my business meals? Wait, are meals only 50% deductible or 100% deductible?

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Your Ultimate Guide To Hiring Contractors

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Whether you’re hiring a contractor (or working as an independent contractor yourself), you need this month’s freebie covering the ins & outs of hiring a new contractor!

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Key Performance Indicators Every Small Business Needs To Know

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Developing customized Key Performance Indicators (KPIs) for your business is key (no pun intended) to monitoring your business’s progress toward your goals! πŸ”‘

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Free Guide to Reconciling Your Bank Accounts

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Are you a DIY bookkeeper? πŸ“š Download my FREE guide on account reconciliation to help you: πŸ‘‰πŸΏ Learn what reconciling actually is πŸ‘‰πŸΏ Understand the basic reconciliation process πŸ‘‰πŸΏ Troubleshoot common errors But in all honesty, if you aren't 100% confident reconciling your own accounts, let ME do it for you! πŸ‘‹πŸΎ

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ESTIMATED TAXES FOR SMALL BUSINESS

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Calling all Small Business! πŸ“£ Have you ever Googled: πŸ” Do I owe estimated taxes? πŸ” How much do I owe for estimated taxes? πŸ” When are estimated taxes due? πŸ” What are the penalties if I forget to pay my estimated taxes? Then you need to read my FREE Guide to Estimated Taxes for Small Business!

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Custom Chart of Accounts for Small Business

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You know how they say accounting is the language of business? πŸ”’ Well, using a custom chart of accounts is basically like using Google Translate! You’re taking what you want to translate (your transactions) and turning it into something you can truly understand (useful financial reporting). πŸ“ˆ

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9 Ways To Avoid A Surprise Tax Bill

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Did you pay WAY more in taxes than you were expecting to this April? OOF! 🫣 Following these tips can help you reduce (or at least be prepared for) your tax liability next year!

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Reconciling Your Books

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AKA "How to Be Your Accountant's Favorite Client" when you send them clean, reconciled books! πŸ“š

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Write-Offs Guide

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🚨 FREEBIE ALERT 🚨 This one's for all of the business owners who want to maximize their tax write-offs this year! Grab your FREE copy to learn what qualifies as a deductible expense, what documents you need for proof of your write-offs, and a list of common deductions.

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Tax Season Survival Guide

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My FREE Tax Season Survival Guide is for you if: πŸ‘‰πŸΎ You want to stay up-to-date on tax season changes πŸ‘‰πŸΎ You're confused about what documents you need to give your tax accountant πŸ‘‰πŸΎYou don't want to miss an important tax due date

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YOUR ULTIMATE Year-End Business Checklist

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Feeling overwhelmed with EVERYTHING you have to do before the end of the year? πŸ“ I’ve put together a FREE Year-End Business Checklist to help point you in the right direction when it comes to: βœ”οΈ Accounting βœ”οΈ Business Systems βœ”οΈ Information Technology βœ”οΈ Marketing and MORE!

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FREE PRICING GUIDE

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Pricing right can MAKE or BREAK your business! I see too many new business owners struggle with: πŸ“‰ Undervaluing their services 🚫 Not aligning with their target audience's willingness to pay πŸ’Έ Questioning their prices with every new client

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Structuring Your Business For Success

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πŸ”₯ Tax Savings Tip: Want to save on taxes? Choose the right form of business! If you're starting a new business, one of the easiest ways to set yourself up for success is to choose the optimal entity structure.

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Radiant Finances: Empowering Moms to Understand and Manage their Finances

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Welcome to 'Radiant Finances: Empowering Moms to Understand and Manage their Finances,' a journey where we illuminate the path to financial wisdom, helping you, extraordinary moms, shine brightly in your financial endeavors.

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Bookkeeping Software Showdown

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🀯 Save the headache of dating around and find your perfect fit using my Bookkeeping Software Showdown guide!

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BALANCE SHEET BREAKDOWN

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🌟 Want to get the MOST out of your balance sheet? You need my free Balance Sheet Breakdown!

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SERVICES GUIDE

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Want to see how I can help you achieve your business goals? Check out my new Services Guide to learn all about my services, pricing, onboarding process, and more about working with me.

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Financial Dream Team Recommendations

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In this month's guide, I'm breaking down the roles of each of the members of your financial dream team plus sharing a due diligence checklist and a few personal recommendations!

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Cash Flow Crash Course

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I've created a free guide to help you learn how to track your cash flow with tips to help keep your business in the green!

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Tax Planning Questions

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With the spring tax season coming to an end, it's time to start thinking about tax planning. I've prepared a list of 14 questions to help guide your tax planning conversation with your accountant.

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Bookkeeping Checklist

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Are you looking for an easy way to keep track of your bookkeeping? Look no further! Our checklist will help you stay organized and keep track of all your financial data, so you can focus on growing your business.

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75+ TAX WRITE OFFs GUIDE

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"Can I write that off?" - Every single one of my clients πŸ’° When it comes to tax deductions for business owners, the BEST way to ensure that an expense can be written off as a tax deduction is to ask your tax accountant who is familiar with your unique business! With that being said... I've compiled a list of 75+ expenses that *could* be deductible for you to run by your tax accountant!

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1099 GUIDE

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As we start 2023, let's make sure you're set up for success! Here's a freebie guide to help you maximize your 1099 filing and deductions. Happy New Year! #TaxSeason2023

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COMPREHENSIVE YEAR-END ACCOUNTING GUIDE

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As we enter the tax season, we are giving away a free accounting guide to help you file your taxes.

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Understanding Your P&L

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Want to know how to analyze the performance of your business like a pro? As we enter the season of giving, I'm giving away one of my most valuable freebies of the year! We're talking everrrrything P&L! πŸ“ˆ

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WATT Preferred Partner List

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I'm incredibly fortunate to work with amazing business owners every day and I want to share them with you! I've put together a list of my preferred partners who you may find helpful as a business owner yourself! Am I missing a business you love? Hit REPLY and let me know who should be added to my preferred partner's list!

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FREE ESTIMATED TAXES GUIDE

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  • 4 files

September 15th is coming up quick which means another estimated tax due date πŸ“† If this is news to you - it's time to download my Intro to Estimated Taxes guide! We're covering everything from when to pay them, how much to pay, and what happens if you DON'T pay them... πŸ’°

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Beauty Industry Revenue Plan

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Tips on how to Increase and sustain Revenue Learn how to:1. Develop new ways to bring income into your business 2. Keep your clients engaged 3. Create ambassadors out of the current client base you have 4. Increase your knowledge 5. Develop new systems and processes for your business that will benefit you and your clients

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Small Business Guide to TAX CREDITS

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The only tax credit guide you will ever need!Are you looking for ways to lower your taxable liability and owe less in taxes?Do you have employees?Are you looking for employees?This guide is for you! You will be able to use these tax credits to tax plan and move your business forward