Prepping your books for tax season is only half the work.
In this episode of Engage Your Brand®, I’m joined by my own bookkeeper (and good friend), Hailey Ann, for a conversation that goes beyond QuickBooks and spreadsheets. Because yes, you need clean numbers and categorized expenses, but you also need a nervous system that feels safe looking at them.
We’re talking bookkeeping for wedding and event pros, tax season prep that actually saves you money, and the deeper “money stories” that can keep you over-researching, undercharging, or making decisions from pressure instead of clarity. Hailey also shares why she pairs bookkeeping with somatic money coaching, and how your body can hold onto money stress even when your numbers look “fine” on paper.
If tax season makes you want to avoid your bank account, this one’s for you.
Key takeaways:
- Why knowing your numbers is a branding move, not just a finance task
- The difference between “money mindset” and real financial strategy (and why you need both)
- The nervous system archetypes (fight, flight, fawn, freeze) and how they show up in spending and decision-making
- What to do if you’re stuck over-researching every investment before you act
- Why revenue is not profit and what most business owners miss when they only look at “big numbers”
- Tax season basics: why categorizing expenses matters and how it impacts your deductions
- Common misconceptions about write-offs (and what actually counts)
- How to stop outsourcing your power to generic affirmations and create beliefs your body can actually trust
- What it looks like to build financial safety in a way that supports long-term growth
Connect with Hailey
If you need help cleaning up your books before tax season, want ongoing bookkeeping support, or you’re ready to work through money stories with somatic money coaching, Hailey offers standalone and combined packages.
Find her on Instagram or TikTok, or reach out via her website.
Resource mentioned:
The Overflow Room: Hailey’s library of somatic routines + guest expert trainings designed to help you move your body while learning practical business support.
If you listened and thought, “Yep… I need this,” send me a DM and tell me:
Are you more of an over-researcher (freeze) or a fast-mover (fight) when it comes to money decisions?