- Finance,
- | October 29, 2025
What is the Interest Rate for 1099 Tax?
Every year around tax season, I’ll sit with clients and there’s always a interest rate for 1099 tax form that gets overlooked. It’s the 1099-INT income form from your bank [&hellip...
- Financial Planning,
- Finance,
- Tax Preparation,
- | October 21, 2025
How to Plan for Quarterly Taxes (Without Getting a Surprise Bill)
Freelancers and self-employed workers enjoy the flexibility of being their own boss, but one major challenge they face is handling taxes. Unlike traditional employees who have taxe...
- Financial Planning,
- Finance,
- | September 28, 2025
1099 vs W9 — What’s the Difference
Introduction As a CPA who has been practicing for over 10 years and worked with many self-employed professionals and small businesses, I get this question a lot. And I’ll tell [&he...
- Financial Planning,
- Finance,
- | May 14, 2025
The Best Bookkeeping Practices for Freelancers & Gig Workers
Being a freelancer or gig worker comes with amazing freedom. You set your own schedule, pick your clients, and call the shots. But it also comes with a challenge: managing [&hellip...
- Financial Planning,
- Finance,
- | May 10, 2025
How Good Bookkeeping Can Help You Get a Business Loan
Applying for a business loan can feel overwhelming. Lenders want to see that your business is stable and capable of repaying debt. Messy books can lead to rejections. Clean, well-o...
- Financial Planning,
- Finance,
- Small Business,
- | May 8, 2025
Bookkeeping for Beginners: A Step-by-Step Guide for Small Business Owners
Bookkeeping might sound intimidating at first, but it’s one of the most important aspects of running a successful small business. Keeping your financial records in order helps you ...
- Financial Planning,
- Finance,
- | March 26, 2025
How to Keep Track of Business Expenses Without Losing Your Mind
Tracking business expenses is one of those tasks that can feel… endless. Receipts pile up, bank statements get messy, and sometimes you wonder, “Where did all my money go?” If [&he...
- Financial Planning,
- Finance,
- Small Business,
- | March 26, 2025
How to Separate Business & Personal Expenses to Avoid IRS Issues
I get it. You start a business, freelance gig, or side hustle and before you know it, you’re using the same card for groceries and client lunches. It seems harmless […]...
- AI & Bookkeeping,
- Finance,
- | March 26, 2025
Best Accounting Practices for Airbnb Hosts & Short-Term Rental Owners
If you’re an Airbnb host or short-term rental owner, managing your income, expenses and taxes properly is crucial for maximizing profits and staying compliant with tax laws. ...