financial planning, small business owners, small business, financial strategy, financial freedom

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 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…

financial planning, discovery session, small business, strategy,

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…

financial planning, small business owners, small business, financial strategy, financial freedom

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…

CPAIYC #010: How To Stop Stressing In Your Online Business

Legacy Podcast

[powerpress] Welcome to the CPA in Your Corner podcast!  In this week’s episode we sat down for a lovely chat with Sarah Littlefield, Licensed Marriage + Family Therapist and budding online entrepreneur! Today we are tapping into her expertise about how to stop stressing when it comes to your online business…not to mention timely advice for this…

CPAIYC #009: Inventory

Legacy Podcast

[powerpress] Welcome to the CPA in Your Corner podcast! Today we are talking about inventory and how it affects YOUR bottom line. Links and resources mentioned in today’s show: The Bottom Line on Twitter Xero is our Hero Free Discovery Call Thank you for listening! We can’t begin to tell you how much we appreciate it! If…

Business entity startup and setup

Business Entity Startup and Setup

One question we are often asked is, “What type of business entity should I set up?” The answer is always, “It depends.” There are implications that have to do with the type of business entity you establish, whether you declare yourself to be a sole proprietor, an LLC, or S-Corp. Different levels of government also…