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New tax laws coming in hot.  Have you wondered what an unrealized capital gains tax could mean for you? Discover how the proposed tax changes could impact investors, from high-net-worth individuals to everyday people, and why it's crucial to stay informed even if you're not a millionaire.

Join us as we discuss this proposed change and why its not as terrible as it sounds, for now! :)

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Curious about the secrets to stress-free potty training and successful business partnerships? Join us as we chat with Sarah Mechling, the brilliant mind behind Tinkle and Toot, a potty training support business for parents.

We discuss the complexities of business partnerships and Sarah's previous experiences. She opens up about the importance of setting up proper legal agreements and the steps new entrepreneurs should take to protect their ventures. From obtaining an EIN to forming an LLC, Sarah shares lessons learned the hard way.

Connect with Sarah!

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Ever wondered how to equip your kids with the skills to manage money wisely? In this episode, we share things we do with our kids to teach them about money!

We discuss how guiding your children to save for big-ticket items, like their first car, can instill lasting lessons in planning and patience. 

We share practical tips and strategies for integrating financial education into your parenting. This is one topic we love to talk about, come join in on the conversation with us!

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What if you had a personal trainer for your business finances? In this episode, we introduce our Monthly Accounting Plan, designed to help business owners stay ahead of their accounting and tax duties, and budget for accounting services!

This monthly accounting plan is a proactive, year-round CPA service. With consistent monthly consulting calls and annual tax projections, this membership-based service is here to provide ongoing support and strategic guidance, ensuring better financial health for your business.

We focus on how this structured approach can lead to significant cost savings and more informed financial decisions. If you're a business owner looking to transform your financial management, this is your chance to learn how to secure one of our limited client spots!

Reach out to us at: [email protected]t

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Ever wondered what increasing your website traffic could do for your business? Meet Maggie Schneider, a Squarespace web designer and SEO consultant that specializes in increasing online visibility for her clients in the health and wellness space. She started her business, Hilltop Help in 2021 looking for a creative outlet and a way to work from home while raising her two young children. She eventually left her career as a registered nurse to pursue her business full-time and has helped businesses grow their brand awareness online and get more leads and sales through strategic content marketing and thoughtful search-engine optimized web design. Maggie also recently launched her SEO course RANK Method- which is the A-Z blueprint to simplify SEO and marketing strategies for the busy business owner. She is most active on Instagram @hilltophelp

Instagram: instagram.com/hilltophelp

Website: hilltophelp.com

FREE 5-Day SEO Email Challenge: hilltophelp.com/seo-challenge

FREE Content Creation Training: hilltophelp.com/content

SEO Course (RANK Method): hilltophelp.com/rank

Use discount code CPA100 to get $100 off the price of RANK Method. 

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How did managing your online business become such a technical headache? Discover a game-changing solution that’s transforming the way creators, influencers, and business owners operate. In this episode we discuss the benefits of Stan Store—a robust platform that rolls the functionalities of Shopify, Flodesk, and other essential apps into one seamless, easy-to-use tool. 

Inspired by a podcast featuring Stan Store's founder, we dive into the vision and motivation behind this groundbreaking software. Learn why Stan Store is becoming indispensable for those who want to enhance their digital presence without the usual tech stress. Whether you're struggling to juggle multiple apps or looking to streamline your business processes, this episode will be helpful! Tune in to find out why Stan Store is the must-have tool for today’s digital entrepreneurs.

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Ever wondered how to steer clear of the most common pitfalls as a business owner? 

In this episode, we tackle everything from opening separate business bank accounts and maintaining proper bookkeeping, to avoiding the pitfalls of rapid business growth and budgeting effectively for accounting and legal services. Hear our tips on setting aside funds for taxes and simplifying tax preparation, including the practice of scheduling a projection meeting with your CPA. Prepare to equip yourself with knowledge that can save you from costly mistakes and ensure your business thrives from the start!

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Ever wondered how humor can transform your marketing? Join us as we welcome Janelle Baum, the orthodontic influencer, who shares her unique journey from an orthodontic treatment coordinator to a sought-after speaker and consultant. Janelle's comedic talents led her to helping orthodontic offices enhance patient engagement and drive sales. Get ready to laugh and learn as Janelle reveals her strategies for standing out in a crowded market with creativity and humor.

Authenticity and consistency are at the heart of Janelle's success, and she shares how embracing your unique personality can set your brand apart. Think of yourself as a "Froot Loop in a world of Cheerios"—and don't be afraid to be different. We'll discuss the importance of regular engagement on social media and the value of feedback from your community. Janelle's insights on blending your true self with your marketing efforts will inspire you to refine your content and style for maximum impact.

This episode is packed with tips for maximizing social media, boosting client engagement, and driving business success.

Here's where you can connect with Janelle!
Instagram
Website
Tik Tok

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Ever wondered how a small CPA firm can handle a large workload efficiently and produce record breaking profits? This episode is your gateway to understanding the secret sauce behind our firm's growth and productivity. In this episode we share basic tools like phone apps and spreadsheets to advanced solutions like monday.com.

Discover how adopting the right tools can significantly enhance your business's efficiency and profitability.

A favorite tool of ours is Calendly. Learn how integrating this scheduling tool not only streamlined our appointment process but also reduced no-shows and ensured upfront payments.

This episode covers the significance of gradually implementing efficient business practices over the years. By staying organized and finding creative ways to cut down on time, we've managed to grow our client base while maintaining high-quality service.

Don't miss out on these valuable tips that can transform your business!

Here are the products mentioned in the episode that we use and love :
Calendly - for booking meetings
Flodesk - for emailing customers
Nextivia - For internet phone system
Square - for invoicing, payroll, and more!

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Forking over $31,200 yearly for health insurance as new entrepreneurs sounded like a financial nightmare. That was not in our budget when we started our business years ago. We did some research and stumbled upon the world of health sharing plans.

We know if you're starting a new business, health care has likely crossed your mind!  In this episode we explain what we did for health coverage when we quit our jobs and what we do today. We share the pros and cons of health sharing plans that can save you money if you are on a tight budget in the beginning. 

 

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