Blog
Delegating Tools For Work And Home
When it comes to delegating, especially for working moms, it can seem like a great idea, but can often be challenging when faced with actually doing it. While it would be amazing to be Supermom and be able to do it all, you’re actually not doing yourself any favors,...
Interview With Twyla Verhelst, CPA, About What It Means To Be A Progressive Accountant
Every female CPA has a story and every entrepreneur has one as well. This week I had the pleasure of interviewing Twyle Verhelst, CPA. Twyla is the head of Freshbooks Account Channel and the leader of the Accounting Professionals program with Freshbooks. She was...
Why Your Personality Isn’t Permanent
Do you fall into the Dominant, Inspiring, Supportive or Cautious category per the DISC personality assessment? Do you know if you’re an ISTJ or an INFJ in the Myers-Briggs assessment? Or are you considered a Blue in the Color Personality Test? When it comes to...
Refunds for Unemployment Exclusion & IRA Contribution Due Date
IRS Refunds for Unemployment Exclusion On March 31, 2021, the IRS announced that it will begin sending refunds to taxpayers who received unemployment benefits and are eligible for the exclusion on up to $10,200 of benefits but who filed their tax return before...
Using A Portal For Document Exchange
Throughout the year, and especially at this time of year, tax preparers are exchanging documents with clients on a daily basis which is why it is vital to keep such document exchanges secure. Most of these documents include very sensitive information, making it...
The Alchemy of Stress
As accountants and moms, we are all under a good deal of stress these days. Whether it’s due to work deadlines, health concerns, children’s schedules or a host of many other reasons, stress seems to be a daily companion for a lot of us. Right now, it feels like...
One of the Best Time Saving Strategies
Doesn’t it seem like time is flying by when you look at your children and how fast they’re growing? But then it seems like time is slowly dragging when you’re working and you just want to get everything done. The most valuable asset you have as a working mom is time,...
What To Do When You Just Can’t Keep Up
As of the time of the recording of this podcast in March of 2021, more and more changes are being made that are affecting accountants in unprecedented ways. Between more rounds of PPP loans, the American Rescue Plan of 2021, and the IRS extension of the 2021...
More Unemployment Updates
IRS Updates Unemployment Exclusion Threshold As discussed in our previous blog, the American Rescue Plan, which was enacted on March 11, 2021 provides a retroactive exclusion for unemployment benefits received during 2020 (up to $10,200 per taxpayer). This...
How To Be Okay When Things Aren’t Okay
As we are all living in uncertain times, it can be challenging, especially as a mom, to deal with all the things that are known and unknown right now. When someone asks you, “How are you doing? Is everything okay?”, it can often feel like you’re a dam about to burst...
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