A complete description of military-specific tax rules can be found in . The IRS website also contains military tax tips and links to resources such as IRS Publication 3, Armed Forces Tax Guide , a Department of Defense and Military OneSource program that provides free tax return preparation and e-filing for service members and some veterans, with no income limit ..read more

Secondly, I feel like this award was an outward expression of the support and sense of community that I’ve been blessed to experience over the past many years — I’m so incredibly grateful to all who nominated me, especially the amazingly encouraging my LinkedIn post on the topic , who apparently rounded up many of the incredible members of my ‘Ask A CPA’ subscription, as well as the ‘Bookkeeping Buds’. And special gratitude to the team at BTG who voted, especially our beautiful and talented emcees , for insisting that I belonged up there. Bonus points: due to the space-theme of the BTG gala, I ..read more

❤️ We’re starting small, intentionally, and as such we’ll be capping our founding member group at only 50 people — there are only 9 spots left as of August 10th! Get in here and help us create the community you want to see in our industry. (Or feel free to just sign up for our updates if you want to have FOMO like all the time, that’s cool, too ..read more

Questions regarding Round 1 of the Good Food Fund can be directed to Allies for Community Business at  . Entrepreneurs seeking grant application assistance can contact A4CB by calling 872-710-0035 or by sending an email to  is a coffee shop and bookstore in the Experimental Station on the South Side of Chicago. Surrounded by community-driven non-profits and civic journalism projects, Build is designed as a hub of great coffee and radical collaboration. They act as a small venue for performances, workshops, gallery shows, book groups, game nights, and more. They sell used books, local ..read more

And yet again I learned that if something sounds sensational and suspicious… it might not be grounded in evidence and analysis. Rely only on your trusted advisors for the education and resources that will help you guide your small business clients. (And then provide links to those resources to the sensationalists who spread misinformation.) that likely triggered the unfounded rumblings I was hearing, as well as referenced a new Journal of Accountancy article that delved deeper ..read more

Note! As my readers know, I am downright fanatical about transparency and full disclosure (often to my detriment, as you may have noticed that I have a wildly popular award-winning blog that is non-monetized). Though this particular post is a paid partnership with Intuit, I want you to know that a) I wanted to write an article on QBOA anyway, but couldn’t find the time; getting paid allowed me the break from client work I needed to make it happen; and b) they didn’t delete a single thing when I presented it. In fact, they have been totally cool with all my Intuit-bashing since the first a ..read more

See you soon at Scaling New Heights! an earlier one on the topic of QuickBooks Connect 2023  — download the app and register for my session “The Tax-Ready Bookkeeper” ? — join us for  my video blog about those amazing takeaways my recent article for Insightful Accountant  for Insightful Accountant — and watch  my takeaways from last year’s SNH ..read more

I hope you get something helpful from our conversation! It’s essential that we share our questions, doubts, struggles and challenges in order to discover that we’re not alone, and to provide support for our colleagues, ultimately affecting the mental health of the whole industry, and assisting small businesses in their important community-building work. (Another passion project of mine — come see me present the panel “Vulnerability as a Strength” at ‘s “What’s Your And?” podcast; my memberships in accounting communities such as puts you in a position where you don’t know how to do your job. Ha ..read more

Note! As my readers know, I am downright fanatical about transparency and full disclosure (often to my detriment, as you may have noticed that I have a wildly popular award-winning blog that is non-monetized). Though this particular post is a paid partnership with Intuit, I want you to know that a) I wanted to write an article on QBDT–>QBO conversions anyway, but couldn’t find the time; getting paid allowed me the break from client work I needed to make it happen; and b) they didn’t delete a single thing when I presented it. In fact, they were totally cool with all my Intuit-bashing… w ..read more

Looking forward to the formal announcement at . If you see me there, please come on up and introduce yourself! to speak at Scaling New Heights  Accounting Technology conference, to be held June 16-19, 2024 in Orlando. Top 100 recognition by peers and their industry has opened doors of the amazing women in this group that was nominated for the received a place in either the main tier or the “ ” award. This really says something about the community that has built. We support each other — and something that I see in common with all our Top 100 and 25 Up-n-Comers is that every one of them foc ..read more