It’s tax season… do you have your finance shit together? Do you have the right designations and deductions in order? The good news is that you have me!

Today we’re going to talk about bridging the gap between personal and business finances and creating habits and systems that are sustainable across both, because they’re not completely separate things.

I can see the eyerolls now… quarterly taxes. You shouldn’t be thinking about taxes only during tax season.

This is an information heavy episode, so get ready to take some notes!

Now that you’ve narrowed down what entity type fits best, it’s really common for entrepreneurs wonder about the best way to pay themselves.

Get your notebook - today we’re diving into the different entity types and what they all mean.

We’ve chatted about why you need to really understand your numbers, now it’s time to go deeper with your infrastructure and foundation.

There are a million tips out there, like: Save your receipts. Contribute to retirement. Be an S-corp!

The problem is there's no "why" behind those. If you don't know why you're doing those things, you're going to miss out on a lot of tax deductions.

Not treating your business like a business could be costing you tens of thousands of dollars in taxes every year.

Would you take money advice from a crusty old white man using technical jargon? Me neither. Finances are gate-kept and overwhelming, for no good reason.

The Freelance CFO has been around in various iterations for about 10 years now, but I really went all in full time at the beginning of the pandemic in March of 2020 after being let go unexpectedly from my day job.

Have you worked with accountants or lawyers that use language around money that doesn’t make sense to the average person? We’re here to remove the stigma around money conversations for everybody.