• Question Mark on A Chalkboard

The 411 on the 1099

Last minute filings for 1099-MISC forms have me inspired for our weekly post today.  Last week a couple of clients called me wondering if they needed to send this form to a couple of their vendors.  After a lot of back and forth, it turns out they did.  This experience taught me there is a [...]

By |2020-02-25T20:40:07-06:00February 4th, 2019|Expenses, Miscellaneous|0 Comments
  • Photo of a crumpled up receipt with the words "Back to Basics".

Back to Basics: Receipts 101

Is anyone bracing themselves this week for back to school busy? Me too!! When my family’s schedules get hectic, I find myself forgetting the most obvious things…like the water bottle for my kiddo at her softball game. Not the end of our world, really, but something so simple that I feel silly for forgetting. I [...]

By |2020-03-03T13:30:13-06:00July 30th, 2018|Expenses, Tips & Tricks|0 Comments
  • Picture of Fiscal Year End written on a wall


Anyone want to geek out accounting-style with me for a minute?!  I'm going to go full geek, so please prepare yourself.  Let's talk about how accounting likes to be matchy-matchy.  One of the tenants of generally accepted accounting practices (GAAP) is that a business' expenses should be reported in the same period as the related revenues.  [...]

By |2020-02-27T14:35:06-06:00June 25th, 2018|Expenses, Tips & Tricks|0 Comments
  • Piles of Coins growing larger

Be a Budgeting Badass!

Have you already achieved Budgeting Bad-Ass status?  No?  This is no surprise; most people won't touch a personal budget with a 10-foot pole.  Budgeting isn't for the faint of heart, and it can feel SUPER overwhelming.  The American Psychological Association found that 72% of Americans "reported feeling stressed about money at least some of the [...]

By |2020-02-27T14:36:15-06:00February 26th, 2018|Expenses, Income, Tips & Tricks|0 Comments
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