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...
Tax Deductions We Love to Hate: The Top 5 That Drive Us Nuts
Unfiltered Profit
17 minutes
1 month ago
Tax Deductions We Love to Hate: The Top 5 That Drive Us Nuts
Are You Actually Maximizing Your Tax Strategy — or Just Hoping for the Best? The Mistake Too Many Business Owners Make Most entrepreneurs assume their accountant is “handling everything,” but the truth is most professionals are only filing — not planning. That means you could be missing deductions, misusing write-offs, or overpaying taxes simply because no one is looking at the strategy behind your numbers. Here’s the Real Talk You Need to Hear In this episode of Unfiltered Profit, Caitl...
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...