In this insightful episode we learn the importance of good financial planning, and how it empowers your future. Many people consider investments as their prime financial planning vehicle - but did you know that after World War II, the stock market drops in value an average of 33% every five years? Portfolio diversification is the key to help offset these shifts - and that's what we'll be discussing today.

If you'd like to learn more about Annie's firm, Atlantis Accounting, please visit our website. And if you'd like to schedule a no-cost, no-obligation consultation, here's a link to Annie's calendar.

"My father was fond of saying you need three things in life; a good doctor, a forgiving priest and a clever accountant," movie lovers will recognize this quote. And it's never more true than that once-per-year magical time. No, not Christmas - tax season! 

In today's session we talk tax strategy, and have fun while we do it! We'll cover such topics as: not letting tax savings dictate how you live, the difference between cash and accrual basis filings, why you should NOT take tax advice from random YouTubers and much more. 

If you enjoy today's episode, we'd like to extend to you a valuable offer - a free consultation and follow-up business tax planning advice on the following:

- Tax Savings Strategies to Employ Before Year End

- The Best Ways to Prevent a Paper Audit from the IRS

- The Best Steps to Take if You're Currently Under a Paper Audit

Schedule your call here.

To learn more about Annie and her firm, Atlantis CPA, please. visit our website.  

Markets change, our needs and goals change, and sometimes the business we so energetically started begins to look different. If you are considering unwinding your company, your choices are straight-forward. Sell or close. There are important considerations to each, and we'll explore them in today's episode.

To learn more about Annie's firm - Atlantis CPA, please visit her website. And if you'd like to schedule a no-cost, no-obligation consultation, here's a link to her online calendar.

The Atlantis Team offers financial planning, tax strategy and accounting services - but we also help businesses evaluate their cost centers and even offer resources to help you enhance and empower your sales and marketing strategies. In today's episode, Annie interviews Phillip Macko - a serial entrepreneur, career coach and consultant who brings 25+ years senior sales and marketing experience to today's conversation.

Join us, it's a fun one - we promise!

And if you'd like to learn more about Atlantis CPA, please visit our website. Or, if you're interested in a no-cost, no-obligation initial consultation, please schedule one using our online calendar. 

Every business needs equipment, but when and how your business acquires these assets has direct impacts on cash flow, depreciation schedules and taxes. In this episode we dive deep into the considerations a business should explore before making a capital equipment acquisition with our financial expert Annie. 

To learn more about Annie's firm, Atlantis CPA, please visit her website. Or, if you need expert advice, please use her online calendar to schedule a no-cost, no-obligation consultation. 

In this episode, we explore the tax-related timing and implications of your corporate structure. Whether you are a sole proprietor, sole member LLC, partnership or C-Corp, it's important to understand what is due, when it's due and how to correctly file. Today's session touches on each corporate structure and the associated tax reporting requirements it has. 

To learn more about Annie's firm, please visit her website. And if you'd like to schedule a no-cost, no-obligation initial consultation with Annie, you can reserve your time here.

In today's Ask Annie episode we explore the important considerations to weigh when placing your financial future in the hands of a software package versus a financial planning professional. The nuances in communication matter as they can have a compounding effect on your financial future, so it's important to make an informed decision!

Join us as we explore the many benefits of working with a financial planning professional vs a self-serve software package.

To learn more about the many services Annie's firm provides, please click here. Or, if you'd like to schedule a no-cost, no-obligation consultation, you can access her online calendar here.

Not all financial services companies are created equal. In addition to her CPA certification and Master's Degree in Business, Annie is the proud recipient of a Certified Kingdom Advisor certification. As such, she must adhere to ELEVEN key service promises. Join us for today's episode to explore the Atlantis Accounting difference.

To learn more about Annie and Atlantis Accounting, please visit their website, or if you'd like to schedule a no-cost, no-obligation consultation, please use this link to secure a time on Annie's calendar. 

How you structure your staff in your business has impacts on your profitability, tax strategy and more. In today's episode we again "Ask Annie" to flex her MBA muscle and speak to the pros and cons of each hiring option. In this conversation, Annie advises that you shouldn't base employment decisions based on the tax consequences, instead determine what's best for your business and then consider the tax consequences this decision may have. 

To learn more about Annie, please visit her website, or schedule a no-cost, no-obligation consultation here.

In addition to her CPA and CKA certifications, Annie hold an MBA. Today we ask Annie to flex her MBA muscle as we explore the importance of developing a comprehensive business plan prior to launching a new venture. And importantly, beyond! The Business Plan should be a living, breathing document, though many businesses allow it to collect dust post-launch. Case in point, today's markets face unprecedented complexities; pandemic/ post-pandemic, oil and gas costs, supply chain challenges, inflation, microchip shortages, Ukraine and more. The assumptions made when you started your business have changed - perhaps it's time to revisit yours?

To learn more about Annie, please visit her website, or schedule a no-cost, no-obligation consultation here.