Discover how I turned everyday spending into unforgettable family vacations using credit card points! In this post, I share my journey with the Chase Sapphire Preferred®, how we’ve traveled for free, and tips on using credit cards wisely to maximize rewards—without extra spending. Plus, learn about the current limited-time 100,000-point bonus and how business owners can earn even more. If you’re ready to make your money work for you, this guide is a must-read!

Not sure if you’re ready to hire a bookkeeper? Here are 5 signs your therapy practice could benefit from financial support—and how it can help you grow with less stress.

Want to feel more confident with your practice money? Here are 3 simple systems I use to help therapists bring clarity and calm to their finances.

Tax season has drawn to a close! Now is the time to delve into your business's past performance and plan a course for the future. Explore five essential actions, from evaluating financial metrics to refining tax strategies and setting pragmatic goals. With a clear-eyed assessment and strategic planning, you can fortify your business against uncertainty and navigate a path to enduring resilience. Let's dive into the numbers and chart a course forward together.

Discover the key steps to building an emergency fund for your business. Learn how to start small yet aim big, cut unnecessary costs, and open a dedicated savings account for accessibility and growth. Plus, we share our favorite banking platform to automate your savings! Secure your business's financial future today!

If 2024 was made up of your January repeating 11 more times, would you be happy with your year when you wake up on December 31?

Just by looking at the progress you have already made in the first 31 days, you can have a glimpse of what the rest of the year will be like if you don't change anything!

Today is day 1 of your next month and a chance to make small changes where needed.

In short, 1099s are required by the IRS to double check numbers when people file their tax returns.

When you issue a 1099 to an individual or a company, a copy goes to that person (the recipient), a copy goes to the IRS, and a copy goes to the state. So, if the recipient of a 1099 tries to understate their taxable income by excluding any income from their tax return, the IRS has a way to notice they are doing that.

Keeping all your receipts organized and in one place can help you track your expenses, save money on taxes, and make your accountant very happy!

Next time you think about tossing a receipt in the trash or put it in some drawer somewhere, remember that receipt is a very important piece of financial information.

These are the steps to ensure a smooth year-end closing!

Are you a therapist seeking clarity in managing your practice's finances? Explore our insightful guide, offering essential tips for independent bookkeeping and the undeniable advantages of partnering with a professional bookkeeper. Learn how to maintain HIPAA compliance using electronic health record management software. Elevate your practice's financial well-being and focus on what truly matters—supporting your clients' journey to healing and growth.