Find out how small business owners (just like you) are living the dream by creating a strong financial plan. Meet Shane and Jocelyn Sams — Financial Planning Rockstars Shane and Jocelyn are the husband-wife dynamic duo behind Flipped Lifestyle, a coaching business that helps people recreate their lives (and lifestyles) through starting an online business. They sell digital products and membership…
Got a Tax Notice? Don’t Freak Out–It Might Not Be the Truth!
Our tax expert reveals the mysterious relationship between your money and the tax system …and what it means for you! Dear Marilyn, I keep getting phone calls from someone claiming to be the IRS saying that I owe the government money. They had quite an elaborate story and really had me going…thought I was headed…
Diary of a Profit Planner
Is financial planning right for you, right now? Find out by following my story. We are thrilled to have open spots in The Profit Path. Which means that if you want to get a plan in place to become a financial rock star (like the ones we’ve been featuring here), now is the time to…
Two Reasons to Celebrate
Tax season is over and Discovery Sessions are now open! Guys. Guys! Tax season is OVER. This is us right now–feel free to join in: A huge congratulatory shoutout to all of you indomitable entrepreneurs and small business owners who toughed out another tax season… …and another shoutout to the doughty CPAs who helped their clients…
The Financial Rock Star Interview Series
Find out how small business owners (just like you) are living the dream by creating a strong financial plan. Meet Trivinia Barber — Financial Planning Rockstar Trivinia is the founder and CEO of Priority VA, a virtual assistant placement firm that matches online business owners with highly skilled administrators. Handpicked by Trivinia, a virtual assistant herself with X…
Tax Proposals in the 2016 Presidential Race – A Closer Look
How do this year’s presidential hopefuls plan to spend your tax money? Here’s the breakdown. There’s no denying that this presidential race has been more…entertaining, shall we say?…than a lot of past ones. But to be honest, all the extra noise in this year’s primary barely registers with me. As an accountant, when I listen to speeches…
Can I Write It Off? – Donations / Monetary Gifts to Your Business
How does the IRS feel about family/friends helping you out? It was 11.13am on a Tuesday. I was sitting cross-legged on the floor in front of my laptop, listening to Dave Brubeck, banging out some work, looking forward to lunch. My caffeine buzz was wearing off, so I got up to make another cup of…
Tax Proposals in the 2016 Presidential Race
The election is coming up…which tax plan are you voting for? With tax season almost over and done with (glory hallelujah!), let’s switch our focus over to a more relaxing topic: Tax proposals for the 2016 presidential election. (Yeah, we were just kidding about that “more relaxing” part.) A Campaign Promise = A Tax Proposal In the midst of…
The Financial Rock Star Interview Series
Find out how small business owners (just like you) are living the dream by creating a strong financial plan. As March transitions into April, and your business moves from first quarter into second, you may be running around with a million things to do. Entrepreneur life is never not busy. But here’s what you’re not doing: drumming your fingers on the…
Tame Your Business Chaos with TEAMWORK
Ever feel like your projects are managing you (instead of the other way around)? Find out how The Bottom Line team has tamed the chaos with Teamwork. Some people hate having lots of balls in the air. But I get energized by them. That’s why I love…L-O-V-E…Teamwork. [Tweet “I get energized by having lots of…