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Everyone talks about the benefits of being self-employed: 🚀 More flexibility 🧾 More write-offs 💼 More control But few mention the hidden cost: 👎 The 15.3% self-employment tax. That’s on top of your federal and state income taxes. Earn $100K in profit? You’re looking at

☕️ I’ve got my coffee ordered, session links saved, and suitcase not even close to packed—but I’m officially counting down to #SNH25! @JoeWoodard always puts on THE BEST conferences that I attend. This year’s Scaling New Heights theme is “Make It So”—and that speaks directly to

I’ll drink my coffee cold if it’s smooth—but I won’t compromise on this one thing in my work. That one thing? Clarity. It doesn’t matter if it’s a tax projection, an audit response, or a QuickBooks cleanup—if it’s not clear, it’s not complete. I’ll take a lukewarm cup of Haitian

Today, I’ll be meeting up with some of the brightest, boldest, and most forward-thinking minds in the accounting profession—my fellow honorees from the Top 40 Under 40, hosted by CPA Practice Advisor. It’s more than just a networking event—it’s a vision summit for the future of

Everything revolves around: 1⃣Deliverables 2⃣Outputs 3⃣Results Tragically, we spend a lot of focus on items like billables, time, cost-accounting, etc. Jennifer Lee Wilson (She/Her/Hers) at #CPATLS40

You can only be: 1⃣ intensely appealing to a small group of people 2⃣ moderately appealing to a large group of people edkless at #CPATLS40

"I don't want a pipeline. I want a waiting list." ~ edkless at #CPATLS40

I might be showing my ignorance but I didn’t even know what creatine was until a few days ago.

Scaling New Heights #SNH25 isn’t just another industry conference. It’s the one I circle in bold every year on my calendar. Why? Because it’s where real change begins. Here’s what keeps bringing me back to Joe Woodard's conference: 🧠 Grow Your Practice – Whether it’s advisory

The session lineup for #SNH25 this year? Absolutely loaded. @JoeWoodard & 😎💙✨Heather Day Satterley did an awesome job this year! We’re talking AI automation, real-world pricing models, client onboarding, tax strategy, CAS efficiency, and more. I’ve already shared my exact lineup—link here if

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Most small business owners think tax prep = financial strategy. It’s not. Tax prep is important. But if that’s all you're doing, you're missing the bigger picture. Filing your return: ✅ Tells you what already happened ❌ Doesn’t help you build the future you want At RLJ, we’ve

Does anyone else speak this language? Drop your best workplace emojis in the comments 👀 #FinanceTips #FinanceDaily #FinanceMeme

I think I like it. Will have to test it first.

One of my favorite parts of #SNH25 that @JoeWoodard puts on each year is the exhibit hall—not just because it’s full of energy and ideas, but because it’s where you discover the next app that might completely change how your firm operates. This year, I’m especially excited to

So what does “wealth planning” actually mean when you're a small business owner? It’s not just about investing. It’s about aligning your business and personal goals with intention. Here’s what it includes: 1️⃣ Tax-efficient compensation planning 2️⃣ Entity structure that matches