In this episode, I share key insights from my experiences in the third quarter of 2025. I discuss the major impacts of the One Big Beautiful Bill Act on tax planning and preparation, emphasizing the importance of staying updated and proactive. I also delve into the challenges and strategies of effective delegation, including my journey to hiring an executive assistant. Lastly, I reflect on the benefits of building a business that operates smoothly in my absence, highlighting the value of trust, standardized processes, and setting client expectations. Join me as I navigate these significant lessons and prepare for the upcoming quarter.

Pedal the Cause: https://www.givesignup.org/cancercuringcar

Breaking Down the Big Beautiful Bill Part 1 for Businesses: https://www.buzzsprout.com/2320941/episodes/17660799

Breaking Down the Big Beautiful Bill Part 2 for Individual Taxpayers: https://www.buzzsprout.com/2320941/episodes/17697587

In this episode, I open up about a recent bout with imposter syndrome and how it affected my confidence as a business owner. I'll share the highs and lows, including moments of feeling like a fraud and the encouraging shifts that helped me regain perspective. Listen in as I explore the importance of changing our inner dialogue, the role of supportive communities, and the incremental successes that remind us of our progress. This episode is a heartfelt reminder that we are not alone in our struggles and underscores the value of having mentors and coaches to guide us through challenging times.

In this episode, I share my busy end-of-summer experiences and the importance of embracing life’s opportunities. Inspired by my supportive husband and overcoming the challenges of participating in male-dominated sports, I emphasize the need to take action and not let fear or societal expectations hold you back. My personal journey, including a cancer diagnosis, has taught me to seize the moment and do what brings joy and fulfillment. I encourage listeners to stop waiting and start doing the things they’ve been putting off, whether it’s a trip, a new hobby, or simply something that makes you happy. Your time is now, so just do it.

In this episode, I discuss the importance of realigning your client base to ensure your business continues to grow and thrive. While on a girl's trip in Northern Georgia’s Blue Ridge Mountains, I share my experiences with managing client relationships, including the challenges of letting go of clients who no longer fit your services, handling difficult conversations, and the necessity of re-evaluating client fit regularly. I also talk about lessons learned over the years, such as trusting your gut instinct, setting clear boundaries, and maintaining a streamlined client onboarding process. My journey illustrates that reevaluating client relationships is essential for sustaining a successful business. Finally, I invite listeners to share their own experiences and challenges with managing client relationships.

In this episode, I discuss the importance of shifting the accounting industry from a transactional focus to a relationship-based approach. By understanding the 'why' and 'how' behind business activities, accountants can add more value to their clients, helping them navigate both personal and professional challenges more effectively. I share my journey, the importance of core values, and practical steps on how firms can build stronger, more empathetic relationships with their clients. This episode is a call to move beyond traditional transactional services and embrace a more holistic, human-centered approach to accounting.

In this episode, I take you on a personal journey to the SCCA Solo Nationals, where I participate in autocross racing alongside my family. I share my experiences, challenges, and the thrill of competing, everything from tire changes to racing in unpredictable weather. I reflect on the highs and lows of the event, the joy of spending quality time with my daughter, and the personal satisfaction of competing against myself. Join me for a behind-the-scenes look at my passion for racing and how it intersects with my life as an accountant, business owner, and coach.

SCCA YouTube Short: https://youtube.com/shorts/9VxEu0gjE7s?feature=shared

SCCA Facebook Reel: https://www.facebook.com/share/r/17CKZXy9ME/

SCCA Instagram Post: https://www.instagram.com/p/DN0v2s6ZkIz/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==

In this episode, I celebrate reaching episode 50 and share the journey of building a business I love. I revisit the goals set for 2025, including implementing a comprehensive marketing plan and standardizing processes within the firm. I discuss the challenges and progress made towards these goals, reflecting on the importance of delegation and consistency. Additionally, I provide updates on personal life, such as racing events and quilt projects, emphasizing the significance of maintaining a work-life balance. Join me as I outline future plans and encourage listeners to stay connected and engaged.

In this episode, I share three of my favorite tools that I use daily to enhance my productivity and organization. I discuss the Full Focus Planner, a game-changing tool from Michael Hyatt for managing time and setting goals; the Remarkable, an electronic note-taking device that helps keep my notes organized and easily accessible; and the Sidetrack, a portable monitor extender for my laptop that significantly boosts my efficiency, especially when I'm on the go. Tune in to learn how these tools can help you streamline your workflow and build a business you love.

Full Focus Planner: https://fullfocusstore.com/pages/planner

Free to Focus by Michael Hyatt: https://fullfocusstore.com/products/free-to-focus

Remarkable: https://remarkable.com

SideTrak: https://www.amazon.com/stores/SideTrak/page/BB06159F-1F7B-43CE-B6E1-CB901C43BE38?is_byline_deeplink=true&deeplink=76F8035F-842E-43E1-BDA9-2CD1908F9721&redirect_store_id=BB06159F-1F7B-43CE-B6E1-CB901C43BE38&lp_asin=B092W7Y8XT&ref_=cm_s...

In this episode, I discuss the significant changes in tax legislation following the newly passed bill. I provide an overview of updates that impact individuals, including the extension and modification of provisions from the Tax Cuts and Jobs Act of 2017. Key topics include standard deductions, personal exemptions, child tax credits, mortgage interest deductions, and tips and overtime tax breaks. I also highlight additional changes such as charitable contribution deductions, enhanced deductions for seniors, and itemized deductions for automobile interest. Finally, I provide advice on how to navigate these updates, the importance of consulting credible sources, and what to expect moving forward.

In this episode, I share Part 1 of my review of the recent tax legislation passed by Congress. The One Big Beautiful Bill Act (OBBBA), passed in early July, is the biggest tax legislation since the pandemic.

In Part 1, I break down the biggest items impacting Small Businesses including: bonus depreciation, the extension and permanence of the QBI deduction, overtime and tip changes, charitable contribution changes for corporations, and the change in the 1099 reporting requirements starting in 2026.

This high level review should give you talking points to take back to your tax preparer before year end to make sure your tax plan encompasses any changes.

OBBBA Text: https://www.congress.gov/bill/119th-congress/house-bill/1/text