๐Ÿ‘‰ Where are my money people?


Hello Reader,

I'm embarrassed to admit it, but I've become a bit of a gossip lately.

I blame the podcast, ๐—ก๐—ผ๐—ฟ๐—บ๐—ฎ๐—น ๐—š๐—ผ๐˜€๐˜€๐—ถ๐—ฝ.

If you donโ€™t know it: itโ€™s 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 itโ€™s a sport.

Nothing โ€œimportantโ€ is discussed at all.

Yet it really works (and it's one of the few podcasts I still listen to religiously) because:

โ€“ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ด๐˜ต๐˜ฐ๐˜ณ๐˜บ๐˜ต๐˜ฆ๐˜ญ๐˜ญ๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ด ๐˜ฆ๐˜น๐˜ค๐˜ฆ๐˜ญ๐˜ญ๐˜ฆ๐˜ฏ๐˜ต,

โ€“ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต๐˜ข๐˜ณ๐˜บ ๐˜ช๐˜ด ๐˜ด๐˜ฉ๐˜ข๐˜ณ๐˜ฑ,

โ€“ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ฉ๐˜ฐ๐˜ด๐˜ต๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ค๐˜ญ๐˜ฆ๐˜ข๐˜ณ๐˜ญ๐˜บ ๐˜ช๐˜ฏ๐˜ต๐˜ฆ๐˜ญ๐˜ญ๐˜ช๐˜จ๐˜ฆ๐˜ฏ๐˜ต,

โ€“ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ธ๐˜ฉ๐˜ฐ๐˜ญ๐˜ฆ ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ด ๐˜จ๐˜ฆ๐˜ฏ๐˜ถ๐˜ช๐˜ฏ๐˜ฆ๐˜ญ๐˜บ ๐˜ง๐˜ถ๐˜ฏ.

๐—ง๐—ต๐—ฒ๐˜†โ€™๐˜ƒ๐—ฒ ๐—ฏ๐˜‚๐—ถ๐—น๐˜ ๐—ฎ ๐—ฟ๐—ฒ๐—ฎ๐—น ๐—ฐ๐—ผ๐—บ๐—บ๐˜‚๐—ป๐—ถ๐˜๐˜† around people who enjoy good stories and observing human behavior and laughing a little at how ridiculous we all are.

Plus, it's changed the way I value "gossip" forever.

Which makes me wonder: ๐˜ž๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฎ๐˜บ ๐˜ฎ๐˜ฐ๐˜ฏ๐˜ฆ๐˜บ ๐˜ฑ๐˜ฆ๐˜ฐ๐˜ฑ๐˜ญ๐˜ฆ? Whereโ€™s the space for people who like business, leadership, and wealth but donโ€™t want every conversation to feel like working?

Everything else is so heavy right now.

I want smart conversations about my shared interests AND some levity.

I want to hang out with my peers and not feel the pressure to "network" while I do it.

That desire has been quietly shaping what weโ€™ve been building over here. ๐—ง๐—ต๐—ฒ ๐—ป๐—ฒ๐˜„ ๐— ๐—ผ๐—ป๐—ฒ๐˜† ๐—ฆ๐˜๐—ผ๐—ฟ๐˜†๐˜๐—ฒ๐—น๐—น๐—ฒ๐—ฟ ๐—ฏ๐—ฟ๐—ฎ๐—ป๐—ฑ ๐—ฎ๐—ป๐—ฑ ๐˜„๐—ฒ๐—ฏ๐˜€๐—ถ๐˜๐—ฒ ๐—ฎ๐—ฟ๐—ฒ ๐—ป๐—ผ๐˜„ ๐—น๐—ถ๐˜ƒ๐—ฒ! This is not as a reintroduction of me, but as a clearer home for people who want better insight, better conversations, and a more human relationship with money.

And in two weeks, this idea gets literal.

Iโ€™m debuting a ๐˜“๐˜ช๐˜ฏ๐˜ฌ๐˜ฆ๐˜ฅ๐˜๐˜ฏ ๐˜“๐˜ช๐˜ท๐˜ฆ ๐˜ญ๐˜ถ๐˜ฏ๐˜ค๐˜ฉ ๐˜ด๐˜ฆ๐˜ณ๐˜ช๐˜ฆ๐˜ด with Amelia Misenheimer, called ๐—ž๐—ฎ๐˜๐—ต๐—ฒ๐—ฟ๐—ถ๐—ป๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—”๐—บ๐—ฒ๐—น๐—ถ๐—ฎ, ๐™„๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™š๐™™.

There's nothing to โ€œlearn.โ€ Just smart, relaxed conversations about what weโ€™re actually investing in right now.

Yes, we'll talk money (we can't help ourselves) but we'll also talk ideas, choices, and the lives weโ€™re invested in alongside our businesses.

I'm a CFO and tax advisor, and Amelia is a real estate and wealth consultant, so this is the conversation we're having offline everyday with clients and each other. We're just opening the door and pulling up a few more chairs.

If youโ€™ve ever thought, surely there are other people like me, there are. Weโ€™re just trying to find each other.

(๐—œ๐—ป๐—ณ๐—ผ ๐˜๐—ผ ๐—ท๐—ผ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ณ๐—ถ๐—ฟ๐˜€๐˜ ๐—ž๐—ฎ๐˜๐—ต๐—ฒ๐—ฟ๐—ถ๐—ป๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—”๐—บ๐—ฒ๐—น๐—ถ๐—ฎ, ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ฒ๐—ฑ ๐—ถ๐˜€ ๐—ฏ๐—ฒ๐—น๐—ผ๐˜„ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ถ๐˜ ๐—ฝ๐˜‚๐—น๐˜€๐—ฒ.)

Be profitable,

I'm excited for...

It's hard to fit in date days during tax season. My husband suggested instead to take the day off and pamper me while I keep pace on work.

I don't know everything he has planned, but I'm certainly looking forward to it.

An offer for you...

If youโ€™re ready for tax support that goes beyond filing a return, we have a small number of openings for new tax clients.

Our clients receive quarterly strategy calls, proactive planning around retirement and entity structure, and clear guidance on cash flow and estimated payments.

This is for business owners who want a thinking partner, not a once-a-year transaction.

If thatโ€™s you, book a call and letโ€™s see if itโ€™s the right fit.โ€‹

Favorite Thing...

I've been talking about tech wins the last month.

If something in your own tech feels confusing and is slowing you down, my friend and client Avital offers 60-minute private tech sessions.

You bring the confusing tools or clunky process, and she helps you spot the missing piece and untangle it fast.

Youโ€™ll leave with a recording, clear action steps, and new momentum.

Single sessions are $130 with no long-term commitment. Book a session or start with a quick intro call.โ€‹

Money Study...

If revenue dropped 30% for 90 days, would you feel strategic or reactive?

Extra cash just create calm. It prevents late fees, allow timely estimated payments, and gives you room to fund retirement and tax-advantaged accounts without stress.

The most effective tax strategy isnโ€™t a deduction; it's having cash on hand to deploy strategically.

โ€‹

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!

Read more from Hi! I'm Katherine, actress turned accountant

Hello Reader, I winced when a potential client recently said: โ€œ๐˜ ๐˜ฌ๐˜ฏ๐˜ฐ๐˜ธ ๐˜โ€™๐˜ฎ ๐˜ญ๐˜ฆ๐˜จ๐˜ข๐˜ญ, ๐˜ฃ๐˜ถ๐˜ต ๐˜ฎ๐˜บ ๐˜ฑ๐˜ณ๐˜ฆ๐˜ท๐˜ช๐˜ฐ๐˜ถ๐˜ด ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ถ๐˜ฏ๐˜ต๐˜ข๐˜ฏ๐˜ต ๐˜ธ๐˜ข๐˜ด๐˜ฏโ€™๐˜ต ๐˜ด๐˜ข๐˜ท๐˜ช๐˜ฏ๐˜จ ๐˜ฎ๐˜ฆ ๐˜ข๐˜ฏ๐˜บ ๐˜ฎ๐˜ฐ๐˜ฏ๐˜ฆ๐˜บ.โ€ ๐—ง๐—ฎ๐˜… ๐—ฝ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐—ถ๐˜€ ๐—ผ๐—ณ๐˜๐—ฒ๐—ป ๐—ณ๐—ฟ๐—ฎ๐—บ๐—ฒ๐—ฑ ๐—ฎ๐˜€ ๐—ฎ๐—ป ๐—ฒ๐—ถ๐˜๐—ต๐—ฒ๐—ฟ/๐—ผ๐—ฟ. 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 ๐—ธ๐—ฒ๐—ฒ๐—ฝ ๐—ถ๐˜ ๐—น๐—ฒ๐—ด๐—ฎ๐—น. Growing a business is risky enough. Shady tax planning rarely earns more than the stress is worth. ๐—•๐˜‚๐˜...

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