Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
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Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
How to Clean Up Your Financials Mid-Year Without Starting Over
Unfiltered Profit
18 minutes
2 months ago
How to Clean Up Your Financials Mid-Year Without Starting Over
Think you’re pocketing an easy 15% tax savings? You might be paying for it in ways you haven’t calculated. Too many business owners get pushed into an S-Corp without understanding the bookkeeping, payroll, and compliance traps that come with it. The result? More stress, higher costs, and zero real benefit. In this episode, Caitlynn and Seanna strip away the hype and give you the unfiltered truth—so you can decide if the S-Corp is a smart move for your business or a financial sinkhole. BY ...
Unfiltered Profit
Feeling like your business systems are duct-taped together? In this episode, Caitlynn and Seanna pull back the curtain on the five tools they actually use to stay organized, protect their time, and keep their coffee warm — literally. From shared inboxes and client portals to the apps that stop you from checking email at midnight, these are the real-life tools that keep their CPA firm running smoothly without burning out. BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: The underrated tech t...
