Tax Planning And Compliance
The 4 Most Common QuickBooks Mistakes (and how to fix them)
As a CFO and Wealth Coach, I’ve worked with tons of creative entrepreneurs and healers who sign up for QuickBooks with good intentions…and then find themselves in WAY over their heads. I definitely get why this happens! Because let’s face it. Not everyone is an accountant. Most of us never spent a moment thinking about…
Read More4 Ways AI Will Change Bookkeeping (and how to roll with the changes)
AI is shaping up to be transformative in EVERY aspect of our lives. So it’s probably no big surprise to anyone that the AI revolution is coming for bookkeeping and accounting, too. It’s already happening with QuickBooks, and it’s effects are already being felt by both long-time QuickBooks users (like me) and newcomers alike. So…
Read MoreThe $40,000 Tax Mistake My Client’s CPA (almost) Made
UPDATED for 2026 I make it a part of my regular services to ensure that the CPAs my clients work with aren’t making any costly mistakes. And trust me, even the best of CPAs can make a mistake on a tax return. It’s easy to see why… In 2025, the IRS received around 165 MILLION…
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