Everything you need to confidently navigate life after your S-Corp election, all in one bundle. Get the S-Corp Owner’s Playbook, plus specialized guides on Hiring children and spouses, the Augusta Rule, and Retirement contributions. Build a stronger foundation, explore additional tax strategies, and make more informed decisions for your business and future.

💼 End-of-Year Toolkit Get your business ready to close out the year stress-free. What’s inside: ✅ Year-End Checklist – Stay organized and compliant. ✅ Write-Offs Guide – Maximize your deductions. ✅ 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.

If you're planning to book your first EVER tax planning meeting this year, I made something for you! 🤭 My free Tax Planning Meeting Guide helps you organize your key numbers from 2026 so far, write down any expected changes for 2027, and prioritize your goals + questions to make sure you get the most out of your meeting.

For all my entrepreneurs with burning mileage questions, like: 🚘 Does it become business mileage if I take a client call on the way to Whole Foods? 🚘 What ~exactly~ does the IRS want to see recorded in my mileage log? 🚘 Which apps can make mileage tracking basically brainless? This free guide covers alllll that + more!

Understand how your S-Corp W-2 compensation impacts retirement contributions. Explore SEP-IRA, Solo 401(k), SIMPLE IRA, Mega Backdoor Roth, Cash Balance Plans, and SECURE 2.0 considerations, plus practical steps for choosing, reviewing, and coordinating your strategy each year.

Learn how to legitimately employ your children or spouse through your S-Corp. This guide covers real job duties, reasonable pay, payroll, documentation, child-specific rules, spouse considerations, Roth IRA opportunities, fringe benefits, and common mistakes—so family employment is structured correctly from the start.

The S-Corp Owner’s Playbook is an owner-level advisory guide designed to help business owners understand what changes after an S-Corp election, including payroll, reasonable compensation, distributions, cash flow, reimbursements, tax strategy, common mistakes, and ongoing financial routines. It helps owners operate their S-Corp correctly and strategically.

The Augusta Rule Toolkit is an educational guide and interactive workbook that helps business owners understand and implement the Augusta Rule (IRC §280A(g)). Learn how to determine fair market rent, document business meetings, maintain compliant records, and use practical templates, checklists, and worksheets to confidently implement the strategy correctly.

This is the thing every entrepreneur is wondering but is scared they'll sound dumb... "I made money, now howww the heck do I pay myself?!" 🫣 It could be really straightforward, like just transferring money from your business to your personal bank account. But depending on how your business is set up, that could also be a huuuuge no-no! 🙂‍↔️

I'm officially bringing back BuzzFeed-style quizzes! Except this one might not be quiiiite as fun as "which Friends character are you?" 🤭 My Mid-Year Money Review for Entrepreneurs helps you score yourself on these four areas of your business: → your bookkeeping health → your tax readiness → your cash flow confidence → your owner's pay

Opening a business bank account is one of those things entrepreneurs put off for months... just to finally do it and realize you could've done it in 30 minutes! And another thing: you do NOT have to default to whichever bank you use for personal banking.

Before you book that trip to Hawaii, just know that answering emails from the beach does NOT make your vacation a write-off! 🏝️ The IRS is striiiiict about business travel deductions (and even stricter if you're going international). But a legitimate business trip? It's filled with write-offs that you need to take advantage of! ✈️

Not to be dramatic, but asking ChatGPT how to categorize your expenses as an entrepreneur is a bold choice. Especially when you've got a certified accountant riiiiight here who's dying to give you all my tips + tricks!!

A free, easy-to-follow guide that helps small business owners understand estimated taxes, calculate safe-harbor amounts, and stay on track with quarterly payments—so you can avoid surprises, penalties, and daily interest.

If your 2026 budget strategy is "check my bank account + hope for the best"... Just go ahead right now and download this free Budgeting for Entrepreneurs guide. It gives you all the tips you need to build the very first budget you'll actually stick to.

I'm not trying to be dramatic... but *this* guide might just save your sanity this tax season. The key to a stress-free tax season is staying organized, and it starts with my FREE Personal Tax Organizer. 🗃️

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!

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!

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.

Hey! 👋🏽 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. 📖

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... 😅

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!

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.

STOP SCROLLING! ✋🏽 Next year's taxes may not be on your radar yet... but the 1099 filing deadline better be! 📅 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! 💬 Comment "1099" and I'll send you a copy!

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.

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?

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!

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

Are you a DIY bookkeeper? 📚 Download my FREE guide on account reconciliation to help you: 👉🏿 Learn what reconciling actually is 👉🏿 Understand the basic reconciliation process 👉🏿 Troubleshoot common errors But in all honesty, if you aren't 100% confident reconciling your own accounts, let ME do it for you! 👋🏾

Calling all Small Business! 📣 Have you ever Googled: 🔍 Do I owe estimated taxes? 🔍 How much do I owe for estimated taxes? 🔍 When are estimated taxes due? 🔍 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!

You know how they say accounting is the language of business? 🔢 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). 📈

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!

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

🚨 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.

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

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

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

🔥 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.

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.

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

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

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.

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!

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!

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.

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.

"Can I write that off?" - Every single one of my clients 💰 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!

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

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

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! 📈

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!

September 15th is coming up quick which means another estimated tax due date 📆 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... 💰

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

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