Marketing Happy Hour

Tax Preparation 101: Getting Organized + Saving Money | Katie Hardie of Hardie CPA


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This week, we're chatting tax preparation with Katie Hardie, Owner of Hardie CPA - tailored tax & accounting solutions to help you succeed. Specifically, Katie covers organization tips for setting yourself up for success come tax season, plus how to save money with deductions. If you're a side hustler or entrepreneur, she also covers when to set up a business bank account and LLC for your brand.


About Katie Hardie, in her own words: Hello! I’m Katie, the owner of Hardie CPA and your new helpful and professional CPA. As a small business owner myself, I understand the challenges of staying organized, compliant & analyzing the data to enhance your bottom line.

My goal is to educate & empower other service-based small business owners by providing clarity & resources on complex accounting topics that typically leave you overwhelmed. I deliver a plan and guidance that will help you build a path forward for your business by getting organized & helping you save money in taxes.

I believe that success & growth will follow when business finances are in order and this is one thing you do not have to manage alone!

I am a member of the American Institute of Certified Public Accountants. I graduated from the University of South Florida with degrees in Finance & Accounting. I have a full range of experience as a CPA including tax, bookkeeping & audit.

I grew up in Dunedin, Florida and have two daughters. I work virtually & travel on-site to meet clients in both the Dunedin & surrounding Tampa Bay area as well as all over the US.


Check out Hardie CPA: ⁠hardiecpa.com | Estimated Tax Worksheet | Common Expenses Sample List | Blog: What's Tax Deductible for Your Business?

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