Hi Reader, I clicked to review this tax return and winced. This new client started with us in February 2025. So while we can prepare and file her 2024 tax returns on time, we’re very limited in the strategies we can use to reduce her taxes. The year is already over. Which is why my face was now scrunched and unhappy. 😬 This client’s tax bracket was 24%. In the US, you pay different tax amounts at different levels of income. If you’re a single filer in 2024: You pay 10% tax on your first $0 -...
9 days ago • 3 min read
Hello Reader, Back in October 2016, I was a starry-eyed—yet completely broke—actress. My love affair with money was just beginning. I had a business license, an online course on starting a bookkeeping business, and a 400-square-foot apartment so cramped there wasn’t room for a desk. Every evening, I’d balance my computer on my lap and shove the dog over so I could sit on my smelly, second-hand couch from college—less than 100 feet from the stove, where my husband was making way too much noise...
12 days ago • 2 min read
Hi Reader, Do you have a goal to make more money in 2025? Great! Now, what’s your plan to keep more of that money? How will you be more profitable—without working more hours? And let’s get real for a second… 💰 What’s your strategy for lowering your tax bill as your income grows? 💰 Are you saving enough for retirement, healthcare, and the big financial milestones ahead? 💰 What about building generational wealth—and passing down not just money, but financial wisdom to your kids? If you’re not...
14 days ago • 3 min read
Hey Reader, What if managing your money felt more like improv and less like stress? As a former actress, I spent years training in improv, where the number one rule is simple: "YES, AND." 💡 YES means accepting whatever is thrown your way—no matter how unexpected or messy.💡 AND means building on it, responding creatively, and keeping the momentum going. It turns out, money works the same way. A few months ago, I had one of the most interesting podcast conversations of my career with Joe...
16 days ago • 2 min read
Hello Reader, This client call was going great, but now there’s a tense pause. I’m walking this client through filing her 1099s. We’ve gone over which 1099 she should use, which vendors to pay, and a great software that makes filing easy. I tell her the deadline to file is Jan 31st. “Every year?” she asks. “Yup, every year.” I confirm. That’s when she paused. Eyes downcast, this ashamed business owner finally mutters “See, how am I supposed to know that?” Reader, that’s a fair question. How...
23 days ago • 3 min read
Hello Reader, My friend and mentor, the branding rockstar Tiffany Neuman, is hosting an EPIC workshop series next week, and I’m telling you—you WANT to be there! Especially if you ever wondered how to clearly articulate the value of what you do (or even what it IS that you do?) As a multi-passionate powerhouse with several different offers, this was me! If you know who you want to serve but—if you’re being honest, you sometimes struggle to know how to reach them with a message that encourages...
28 days ago • 3 min read
Hello Reader, What do a software developer and a gym owner have in common? They both wanted to meet with me in person. I have been running a virtual business since 2016. I love that my team is all over the world, my clients are all over the world and that I can travel anywhere I want with my family. However, there is something magical about that person to person connection. Both of these gentlemen had the same experience with their previous accountants: their previous team was smart and...
30 days ago • 3 min read
Hello Reader, David Bach’s The Automatic Millionaire changed my life before I even read it. If you don’t recognize his name, Bach is a legend in personal finance—12 bestselling books, 100+ million people impacted, and Oprah’s go-to money expert (he was on her show six times!). I met him once at my very first financial conference. He shook my hand, thanked me for a great conversation, and casually handed me a copy of his book—like it was a business card. I was in awe. Who networks like that?!...
about 1 month ago • 3 min read
Hello Reader, Shame thrives in silence. When our money stories go unacknowledged, shame takes root—either paralyzing us (freezing us in fear and doubt) or making us overcompensate (working harder than we need to out of defensiveness). Neither is good for business. That’s why I was so grateful for the chance to have a deeply honest conversation on the Unbreakable Business Podcast by Honeybook. In this episode, I shared some vulnerable Money Stories from past clients—stories that many of us...
about 1 month ago • 2 min read