I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!
The conversations that save the most in taxes
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Hello Reader, Itโs no secret accountants are busy this season! Hereโs how high earners should use valuable face time with their tax team. 3 things to share with your accountant this season: ๐ญ. ๐ง๐ฒ๐น๐น ๐บ๐ฒ ๐๐ผ๐๐ฟ ๐น๐ถ๐ณ๐ฒโ๐ ๐ด๐ฟ๐ฒ๐ฎ๐๐ฒ๐๐ ๐ฎ๐บ๐ฏ๐ถ๐๐ถ๐ผ๐ป๐ If I donโt know what you want your money to do, I canโt structure it correctly. ๐๐ญ๐ญ ๐ต๐บ๐ฑ๐ฆ๐ด ๐ฐ๐ง ๐จ๐ฐ๐ข๐ญ๐ด ๐ฎ๐ข๐ต๐ต๐ฆ๐ณ: โข Funding college, โข funding a sabbatical, โข leaving millions to charity, โข dying with zero. ๐๐ฐ๐ข๐ญ๐ด ๐ญ๐ช๐ฌ๐ฆ ๐ต๐ฉ๐ฆ๐ด๐ฆ ๐ฅ๐ช๐ณ๐ฆ๐ค๐ต๐ญ๐บ ๐ข๐ง๐ง๐ฆ๐ค๐ต: โข how aggressively we plan for taxes, โข how much liquidity you need vs. can defer, โข how your business is structured, โข how and when money can be pulled out. Last year, a client wanted me to confirm a ROTH strategy from his financial advisor, yet conversions made no sense for this clientโs lifestyle and estate goals. Goals I knew because I talk purpose with my clients. ๐๐ฐ, ๐ ๐ณ๐ฆ๐ค๐ฐ๐ฎ๐ฎ๐ฆ๐ฏ๐ฅ๐ฆ๐ฅ ๐ข๐จ๐ข๐ช๐ฏ๐ด๐ต ๐ช๐ต ๐ข๐ฏ๐ฅ ๐ด๐ข๐ท๐ฆ๐ฅ ๐ฉ๐ช๐ฎ 1.07 ๐ฎ๐ช๐ญ๐ญ๐ช๐ฐ๐ฏ ๐ช๐ฏ ๐ต๐ข๐น๐ฆ๐ด. If I only know your numbers and not your ambitions, then Iโm โoptimizingโ nothing. ๐ฎ. ๐๐ผ๐ปโ๐ ๐๐ฝ๐ฎ๐ฟ๐ฒ ๐๐ต๐ฒ ๐ฝ๐ฒ๐ฟ๐๐ผ๐ป๐ฎ๐น ๐ฑ๐ฒ๐๐ฎ๐ถ๐น๐ Most financial damage doesnโt come from bad decisions, but from decisions made too late or too quickly. A client recently told me she was trying to get pregnant and wanted to plan for the drop in her income. Instead, I set up a payroll strategy to take full advantage of her stateโs paid family medical leave, a strategy she did not know about, and I only knew to deploy because she spared me no details. Youโre not expected to know all the rules, so ๐จ๐ฆ๐ต ๐ข ๐ด๐ต๐ณ๐ข๐ต๐ฆ๐จ๐ช๐ด๐ต ๐ช๐ฏ๐ท๐ฐ๐ญ๐ท๐ฆ๐ฅ ๐ช๐ฏ ๐ถ๐ฏ๐ค๐ฐ๐ฎ๐ง๐ฐ๐ณ๐ต๐ข๐ฃ๐ญ๐ฆ ๐ด๐ช๐ต๐ถ๐ข๐ต๐ช๐ฐ๐ฏ๐ด ๐ฃ๐ฆ๐ง๐ฐ๐ณ๐ฆ ๐ข ๐ฅ๐ฆ๐ค๐ช๐ด๐ช๐ฐ๐ฏ ๐ช๐ด ๐ฎ๐ข๐ฅ๐ฆ. ๐ฏ. ๐๐ฟ๐ถ๐ป๐ด ๐บ๐ฒ ๐ด๐ผ๐๐๐ถ๐ฝ ๐๐ณ๐ช๐ฏ๐จ ๐ฎ๐ฆ: โข The thing your mastermind swears by โข The TikTok tax hack โข The โthis saves millionsโ advice ๐๐ฆ๐ค๐ข๐ถ๐ด๐ฆ: โข Some strategies only work in very specific situations โข Some people are confidently wrong โข And sometimes there is something smart we should explore further ๐๐ป ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐น, ๐๐ผ๐ ๐๐ต๐ผ๐๐น๐ฑ ๐ป๐ฒ๐๐ฒ๐ฟ ๐ณ๐ผ๐น๐น๐ผ๐ ๐ฎ๐ป๐ ๐๐๐ฟ๐ฎ๐๐ฒ๐ด๐ ๐๐ผ๐ ๐ฑ๐ผ๐ปโ๐ ๐ณ๐๐น๐น๐ ๐๐ป๐ฑ๐ฒ๐ฟ๐๐๐ฎ๐ป๐ฑ. Not that you need to understand compliance, but you should know enough to double-check Iโm getting the results youโre expecting. ๐๐ ๐ถ๐๐ปโ๐ ๐บ๐ ๐ท๐ผ๐ฏ ๐๐ผ ๐๐ฎ๐ ๐๐ฒ๐ ๐ผ๐ฟ ๐ป๐ผ ๐๐ผ ๐ถ๐ฑ๐ฒ๐ฎ๐, ๐ฏ๐๐ ๐๐ผ ๐ณ๐๐ฟ๐๐ต๐ฒ๐ฟ ๐๐ผ๐๐ฟ ๐๐ป๐ฑ๐ฒ๐ฟ๐๐๐ฎ๐ป๐ฑ๐ถ๐ป๐ด ๐ฎ๐ป๐ฑ ๐ฎ๐ฝ๐ฝ๐น๐ ๐๐๐ฟ๐ฎ๐๐ฒ๐ด๐ ๐ถ๐ป ๐ฐ๐ผ๐ป๐๐ฒ๐ ๐. Happy tax season!
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Hi! I'm Katherine, actress turned accountant
I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!
Hello Reader, I winced when a potential client recently said: โ๐ ๐ฌ๐ฏ๐ฐ๐ธ ๐โ๐ฎ ๐ญ๐ฆ๐จ๐ข๐ญ, ๐ฃ๐ถ๐ต ๐ฎ๐บ ๐ฑ๐ณ๐ฆ๐ท๐ช๐ฐ๐ถ๐ด ๐ข๐ค๐ค๐ฐ๐ถ๐ฏ๐ต๐ข๐ฏ๐ต ๐ธ๐ข๐ด๐ฏโ๐ต ๐ด๐ข๐ท๐ช๐ฏ๐จ ๐ฎ๐ฆ ๐ข๐ฏ๐บ ๐ฎ๐ฐ๐ฏ๐ฆ๐บ.โ ๐ง๐ฎ๐ ๐ฝ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด ๐ถ๐ ๐ผ๐ณ๐๐ฒ๐ป ๐ณ๐ฟ๐ฎ๐บ๐ฒ๐ฑ ๐ฎ๐ ๐ฎ๐ป ๐ฒ๐ถ๐๐ต๐ฒ๐ฟ/๐ผ๐ฟ. Either you swallow a big tax bill every year and stay safely within the lines. Or you chase aggressive strategies that promise big savings but come with real risk. I fall firmly on the side of ๐ธ๐ฒ๐ฒ๐ฝ ๐ถ๐ ๐น๐ฒ๐ด๐ฎ๐น. Growing a business is risky enough. Shady tax planning rarely earns more than the stress is worth. ๐๐๐...
Hello Reader, I'm embarrassed to admit it, but I've become a bit of a gossip lately. I blame the podcast, ๐ก๐ผ๐ฟ๐บ๐ฎ๐น ๐๐ผ๐๐๐ถ๐ฝ. If you donโt know it: itโs a podcast where people anonymously submit low-stakes, real-life gossip โ coworker drama, weird friend dynamics, social faux pas โ and the hosts retell the story with smart guests who dissect it like itโs a sport. Nothing โimportantโ is discussed at all. Yet it really works (and it's one of the few podcasts I still listen to religiously) because: โ...
Hello Reader, A good idea can change the world.But vision only creates lasting impact when itโs supported by financial structure. Thatโs why I love financial reporting. A clear Money Map turns unformed potential into concrete, measurable action. And a strong financial diagnostic is often the fastest way to remove hidden obstacles to smooth, consistent growth. In my work with founders, I see incredible vision every day. The challenge is rarely the idea. Rather, it's building the financial...