Is your business prepared?

Let's talk taxes, finances & prep!

With tax season around the corner, many of us will be balancing both our businesses and personal finances and it’s easy to become overwhelmed! Here are some resources that you may find helpful for planning for your business and personal expenses.

Receiving a Higher Tax Refund:

This blog covers how you can receive a higher tax refund this season, and how to reinvest your money after that!

Track your spending & subscriptions:

Rocket Money helps you keep track of your bills, stay on top of what's due, pay bills on time, and avoid late fees and overdrafts. They also centralize all of your subscriptions into a single list so you never lose track of what you're paying for —something easy to do when you own a business!

Tax Advice from a CPA Professional:

Atiya Brown has helped her customers save over $7MM in tax savings since 2021 alone. She is a dually licensed CPA (Canada and the USA) with 18 years of tax experience.

Atiya discussed accountants, bookkeepers, and CPAs and the difference between them as you continue your small business journey along with tips and tricks from a tax pro. Check it out!

Financial Documents:

Financial documents are all documents, contracts, reports, and other records that directly relate to a specific business. These documents are crucial tools for communication, record-keeping, and decision-making. These documents may include various written resources that back up a wide variety of business operations. 5 Financial Documents you NEED are: