Why June couldn’t hire a tax pro (and maybe you can’t either)


Hi Reader,

Can I trust someone with my money? What if they mess it up? Or steal from me? Or make me feel stupid?

What if trust isn’t the real issue

Let me tell you about June (not her real name).

June has made incredible progress on her Money Story so far—following the first steps in my 10 Step Tax Strategy, setting up a solid savings plan and retirement accounts, and even consciously planning for her kids’ college education.

But lately, as her business has grown, she’s resisted taking the next steps—like hiring a tax preparer or leveraging more advanced strategies.

At first, she thought it was about control. “It’s always been just me, TurboTax, and a pile of receipts,” she said. “Maybe I just don’t trust anyone else with my financial info.”

But as we dug deeper, the real reason emerged.

To take the next step, June would have to become someone who delegates. Someone who lets go of doing it all, and trusts someone else to handle things more effectively.

That’s when it hit her:

“If I’m not the one making the clever tax strategy…
If I’m not the one solving it all…
Do I even deserve the results?”

💥 Bingo.

June believed her work was her worth.
And handing off this task made her feel like she didn’t earn the rewards.

But here’s the thing—by clinging to that belief, June was leaving thousands of dollars on the table. Every single year.

Money that could be invested. Compounded. Multiplied into hundreds of thousands—maybe even millions.

And she’s not alone. I see this all the time.
Brilliant business owners unknowingly held back by an outdated story about who they’re supposed to be in order to “deserve” financial success.

That’s why I’m so excited to be speaking at the Effortless Impact Summit that starts TODAY.

This isn’t your typical "do more to be seen" event. It’s packed with conversations about how to show up consistently and profitably—without the burnout, hustle, or self-sacrifice.

My session goes live Tuesday, June 4, and I’m sharing something I see all the time in the coaching work I do with June and others: The Fear of Success May Be More Limiting Than the Fear of Failure.

These kinds of beliefs can quietly sabotage our visibility, our revenue, and our well-being.

If any of that sounds familiar, I’d love for you to catch my session. I’ll be talking about how to shift these patterns—so your growth actually feels good.

You’ll also hear from brilliant business owners sharing real-world strategies on content, collaborations, automation, and aligned visibility—designed to support you, not drain you.

🎟️ Reserve your free ticket here!

Let’s build visibility that actually supports your business and your well-being.

Hope to see you inside,

I'm excited for...

Last week we hit some big milestones:

  • My younger daughter turned one.
  • My husband and I celebrated our ten-year wedding anniversary.

Our wedding reception was at a brewery, so it seems only appropriate that we celebrated last week by renting a brewery again.

This time we had a playground, cupcakes, and a lot more toddlers, but there were still good drinks and I still danced.

An offer for you...

Team BKA is going through a little brand shift, and I'm cooking up offerings and pricing models.

I'm conducting market research calls with expert brands like coaches, consultants, agency owners, authors, creators, freelancers, and other service providers.

If that's you, would you sign up for a call by clicking here? I truly have nothing pitch, and I so value your expertise.

Favorite Thing...

Speaking of breweries, my favorite summer drink comes from my favorite TX brewery.

Hop Spring by Saint Arnold's is a zero alcohol, zero calorie drink with a bright, hoppy punch.

Saint Arnold's uses a process similar to dry-hopping in beer brewing, just without fermentation, to give this sparkling water its unique, delicious flavor.

Money Study...

The big, beautiful bill is now law. It's also more than 900 pages. I'll share new and important updates for small business owners in this section the next few months

Here's the first: State and local taxes (SALT) are now capped at $40K a year IF your household income is below $500K.

Business owners can still deduct an unlimited amount of SALT taxes through your business with a PTE election. We'll definitely keep making this election for our clients.

(Psst... I do a live, in-depth training every quarter for our tax clients. Book an exploration call if you're interested in getting more support on these tax changes.)

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!

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