In this episode of Balance Your Books, we’re giving you the auntie nudge you need: File, baby, file—just do it! We’re breaking down the types of forms you might receive depending on your business structure, like the K-1 for LLCs and S Corps. Plus, we’re talking about why keeping solid financial records all year long is essential—especially if you're filing quarterly. And yes, we’re even getting into sales tax (including what online business owners need to know). This one’s full of gems to keep you in compliance and out of trouble!

In this kickoff episode of Balance Your Books, we’re giving you the full rundown—starting with why we created this podcast and the meaning behind the name. You’ll also get to know your hosts, Kina Morgan, April Battiste-Reid, and Kimberly M. Johnson, three experienced CPAs with a passion for helping entrepreneurs and small business owners make smarter financial decisions. From bookkeeping and budgeting to taxes, reporting, and business strategy—we’re covering it all, with clarity, confidence, and just the right amount of auntie energy.