How to Avoid Financial "Heartbreak" During Tax Season

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Build to Enough

Little Fish Accounting

153 episodes

6 months ago

Little Fish Accounting presents Build To Enough. The pursuit of endless growth and scaling can leave entrepreneurs feeling burned out and unfulfilled. This podcast explores how to build sustainable, purpose-driven businesses that align with your lifestyle and values, rather than defined by rapid expansion alone. On this show, we’ll reframe definitions of success, provide strategies for structuring companies around desired lifestyles, and share stories of entrepreneurs finding deeper fulfillment by focusing on “enough.” Join us as we discuss moving off the hamster wheel and building businesses with balance and meaning.

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Entrepreneurship

Business,

Management

How to Avoid Financial "Heartbreak" During Tax Season

Build to Enough

13 minutes

8 months ago

How to Avoid Financial "Heartbreak" During Tax Season

You know that feeling when you finally get your tax return back, and the number staring at you is way higher than you expected? That’s financial heartbreak. 💔

But it doesn’t have to be that way! In this episode, we’re talking about how to stay ready so you don't have to get ready.

What You’ll Learn:

🔹 Why tax surprises happen (and how to dodge them)

🔹 The real key to saving on taxes (hint: it’s not just deductions)

🔹 Simple ways to keep your finances organized year-round

🔹 How to work with your accountant, not just drop off paperwork

No more last-minute stress—let’s get you prepped and in control.

(00:00) - This is Build to Enough

(01:08) - Understanding Financial Heartbreak

(02:00) - Importance of Proactive Financial Planning

(03:34) - Strategies for Avoiding Tax Surprises

(04:47) - Role of Bookkeeping in Tax Planning

(05:38) - Quarterly Estimates and Clear Communication

(07:48) - Mid-Year and Year-End Tax Planning

(09:02) - Practical Tips for Tax Preparation

(11:04) - Staying Organized and Professional Help

(12:25) - Review and Adjust Your Tax Strategy

Connect with Keila!
LinkedIn - www.linkedin.com/in/keilahilltrawick
Website - www.krht.co

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

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