Blog2020-11-03T16:07:07-08:00

My Top Resources to Learn About Money Around the Internet

There are a lot of places to seek out financial advice on the internet. Which is great news!  Many of us don't receive good education on finances when we are younger. When we become adults, we either don't seek or don't find the information we need to have healthy finances. One of the main ways to fix this problem is very simple: [...]

Why Getting Financial Education is Key to Success

  Managing your finances, whether business or personal, is a skill. It's something we need to hone, not just something we might be naturally good at. To grow this skill, we need education! Financial education has so many benefits to our financial lives. Here are my top 3 for you: Increasing Your Longterm Wealth When we hear the phrase "return [...]

5 Steps to Educate Yourself to Financial Success

#1 Consider Your Values, Goals, & Dreams How do you want financial success to feel in your life? To answer this question, consider your values. These are the touchstones that will remind you of your desired feelings. Now, let's consider: What are your life goals? To quote my free e-Book Reach Your Life Goals: A Business Owner's Guide, "they are [...]

Want to Enjoy Your Life? Fund It.

The irony of financial goal setting is that we can get so wrapped up in our big-picture idea of financial success, that we forget to lean into enjoying our lives too. This is a snag that I see many people get stuck on. We focus on purchasing a home or funding our retirement. These financial priorities are great, but they [...]

4 Quick Tips to Get Your Finances Back on Track

Post tax-season, a lot of us are looking to do better on our finances. Maybe you got a big tax bill and are now wondering where your earnings went. Perhaps you were a little less organized than you would have liked. Whatever the case, mid-points like this are great times to give your finances a makeover! Here are my top [...]

Why Tracking Your Personal Finances is an Important Part of Your Business’s Money System

Even when they've got the basics of business finances down, many business owners I work with struggle with their personal finances. It's important to keep the two separate, but equally important to apply your financial skills to both! Today, I'm sharing my top two reasons to track your personal finances. These are especially important if you're a small business owner. [...]

Why Your Payment Processing Software Is Only Telling You Half the Story

Payment processing softwares - like Square or Stripe - are a very important tool for any small business owner who does business online. But they're not telling you everything you need to know about your business finances. Check in with your business's money system, and make sure you're getting the full picture by looking beyond your payment processing reports. Only [...]

How to Create Your Own Paycheck Using a Money System

  I know you like being your own boss, but do you ever have paycheck envy? Do you ever wish you could get a paid vacation? Do you get tired of the feast or famine in your personal income? Especially with creative or freelance work, this can be a real issue for some of us. Fortunately, when you create money [...]

Two Helpful Tax-Time Solutions to Implement Now

Planning ahead for tax season pays off. Whether you're chugging along on this year's taxes or all done, here are a couple tips you can apply to prep for tax time, any time of year. Set Money Aside Ahead of Time I've spoken with many business owners who've told me they regretted not setting aside money for taxes. Some also [...]

5 Steps to Get Ready for Tax Time

Yep, it's that time of year again! As a small business owner, or let’s face it, just as an individual, tax time can be stressful.  But there are ways to reduce that stress and be ready for tax time before you know it.  As a former tax preparer and practicing bookkeeper, here are my top suggestions; #1 – Designate a [...]

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