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 are business owners supposed to know (and track!) everything about their finances?

An internet search is great, but unless you already know all the laws and jargon at play, how do you begin your search? What keywords should you use?

AI is making this kind of search even harder. Google AI overviews show misleading or inaccurate information in financial searches 43% of the time.

I don’t think business owners CAN reasonably know this stuff ahead of time. Tax laws change every year! I’m constantly reading and researching here.

So what’s the solution?

Someone who knows a lot about you and cares about your success needs to tell you when and where to pay attention. You need to trust this person has your back, so you can stay focused on the (much harder) job of growing your business and caring for your family.

And that’s what I told this client.

“You can’t know. That’s why you have me.”

In addition to 1099s, on this call we covered:

📌 When does a contractor need to become an employee?

📌 Do I need to make quarterly tax payments?

📌 Actually, what is self-employment tax?

📌 What other types of taxes are there?

📌 Oh, states govern sales tax! How can I make tracking and paying my sales tax easier as I expand into other states?

This client confesses to me “In the past, I would have let all these words fly past me. I would have just let it go as something I need to deal with later.”

But she was really impressed with the way I listened. I could quickly and easily define and outline how everything applied to her.

Not how each financial concept worked generally – but specifically how it worked FOR HER, her business, her goals, her money story.

I’m not trying to teach her accounting, I’m helping her run her business.

With such a clear focus, she walked away with a clear and easy plan – a truly holistic plan for the first time! – in less than an hour.

She now feels confident to go out and make a lot more money, knowing it will be smartly and strategically handled every step of the way.

Want this same confidence when you do your taxes this year? Sign up for a free Breakthrough Session with me, no strings attached!

​

To your success,

​