What Your CPA Wants You to Know

Dec 04 2024 89 ep. 22 mins 4
What Your CPA Wants You to Know Podcast artwork

A podcast for entrepreneurs! We are a husband and wife team running our CPA firm together. We know just how difficult it can be to take your business dream to a reality. Our mission for this podcast is to guide, empower, and educate entrepreneurs in an easy-to-understand way! We want business owners to have the information that they need when they need it, AND without the hefty accounting invoices from a CPA! Follow along for practical advice, tips, and tricks from a CPA who knows what it is like to run a business, and strategies to keep your business thriving from an MBA! We will also show you how to run a business while keeping your family and sanity intact along the way!

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  Business  Education
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88. Throwback: New Business Owner? You're likely a Sole Proprietorship without knowing it!

Dec 04 2024 16 mins  
Send us a textTHROWBACK EPISODE! OLDIE BUT GOODIE :)If you started a business and didn't file any paperwork, what type of business are you??? Do you know???The IRS will automatically classify your business as a sole proprietorship and that you will file the business income and expenses on Schedule C of your personal tax return. So not much will change except for your tax return! If

87. Debunking Common Tax Myths: What You Really Need to Know!

Nov 20 2024 10 mins  
Send us a textJoin us as we challenge common tax myths that we hear often from clients. We explain why your CPA doesn't need a collection of every single receipt, thanks to the magic of bank statements, and how the progressive tax system really works. Listen to this quick 10 minute episode to learn what's true and what's false (& impress your CPA this tax season)!Create a STAN

86. Year-End To-Do List For Business Owners!

Nov 06 2024 25 mins  
Send us a textThere are SO many things for business owners to do at the end of the year + the first month of the new year! It's a LOT!This episodes guides you through what you should check off your list before the end of 2024. We help you get organized for tax time and explain what you can do before the year ends to reduce your taxes!With these actionable insights, equip yourself t

85. Owner Distributions & What All Business Owners Must Know About Them!

Oct 23 2024 14 mins  
Send us a textConfused about transferring money from your business to personal accounts? Whether you run a partnership, S-corp, sole proprietorship, or partnership, we'll guide you through owner distributions and explain why these transfers aren't classified as expenses. This episode is a must-listen for business owners confused on how to account for owner distributions and how the

84. Why Bad Bookkeeping Is Costing You Money! Common Mistakes We See

Oct 09 2024 17 mins  
Send us a textAre you using QuickBooks or another accounting software? Are you using it correctly?In this episode we discuss the big issues we see with Quickbooks (mainly user errors) and the biggest bookkeeping mistakes we see often.With QuickBooks subscription costs on the rise and many client complaints, we have a new tool in the works!Get excited about our new bookkeeping tool

83. Understanding Unrealized Capital Gains Tax: POSSIBLE New Tax Law!

Sep 25 2024 9 mins  
Send us a textNew tax laws coming in hot. Have you wondered what an unrealized capital gains tax could mean for you? Discover how the proposed tax changes could impact investors, from high-net-worth individuals to everyday people, and why it's crucial to stay informed even if you're not a millionaire.Join us as we discuss this proposed change and why its not as terrible as it sound

82. Sticky Business Partnerships + Lessons Learned with Sarah Mechling

Sep 11 2024 25 mins  
Send us a textCurious about the secrets to stress-free potty training and successful business partnerships? Join us as we chat with Sarah Mechling, the brilliant mind behind Tinkle and Toot, a potty training support business for parents. We discuss the complexities of business partnerships and Sarah's previous experiences. She opens up about the importance of setting up proper lega

81. Teaching Kids About Finances: Practical Advice for Parents

Aug 28 2024 25 mins  
Send us a textEver wondered how to equip your kids with the skills to manage money wisely? In this episode, we share things we do with our kids to teach them about money!We discuss how guiding your children to save for big-ticket items, like their first car, can instill lasting lessons in planning and patience. We share practical tips and strategies for integrating financial educat

80. Accepting New Clients! The Benefits of a Monthly Accounting Plan

Aug 14 2024 18 mins  
Send us a textWhat if you had a personal trainer for your business finances? In this episode, we introduce our Monthly Accounting Plan, designed to help business owners stay ahead of their accounting and tax duties, and budget for accounting services!This monthly accounting plan is a proactive, year-round CPA service. With consistent monthly consulting calls and annual tax projecti

79. The Power of Smart SEO Strategies with Maggie Schneider of Hilltop Help

Jul 31 2024 29 mins  
Send us a textEver wondered what increasing your website traffic could do for your business? Meet Maggie Schneider, a Squarespace web designer and SEO consultant that specializes in increasing online visibility for her clients in the health and wellness space. She started her business, Hilltop Help in 2021 looking for a creative outlet and a way to work from home while raising her