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Upleveling
Joy Lutz, CPA, CTP
21 episodes
1 week ago
Taxes shouldn’t blindside you every April—and if they do, it’s time to fix the process. In this episode of Upleveling, we dive into the mindset shifts and simple strategies that will help you avoid tax surprises, protect your cash flow, and make confident financial decisions year-round. From building a tax-saving cadence to why $0 tax bills might actually be hurting your long-term goals, this episode is a must-listen for growth-minded business owners.
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Entrepreneurship
Business
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All content for Upleveling is the property of Joy Lutz, CPA, CTP and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Taxes shouldn’t blindside you every April—and if they do, it’s time to fix the process. In this episode of Upleveling, we dive into the mindset shifts and simple strategies that will help you avoid tax surprises, protect your cash flow, and make confident financial decisions year-round. From building a tax-saving cadence to why $0 tax bills might actually be hurting your long-term goals, this episode is a must-listen for growth-minded business owners.
Show more...
Entrepreneurship
Business
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Before You Fire: Ask This First
Upleveling
6 minutes
6 months ago
Before You Fire: Ask This First
In this week’s episode, Joy dives into one of the toughest decisions a business owner can face: letting someone go. But before you hand out the pink slip, there’s a critical question you need to ask—is this a people problem or a process problem? Joy unpacks how to spot the root of underperformance and shares a practical framework for diagnosing whether the issue lies with the individual or the systems they’re working within. You’ll learn how to approach the situation with clarity, reduce cost...
Upleveling
Taxes shouldn’t blindside you every April—and if they do, it’s time to fix the process. In this episode of Upleveling, we dive into the mindset shifts and simple strategies that will help you avoid tax surprises, protect your cash flow, and make confident financial decisions year-round. From building a tax-saving cadence to why $0 tax bills might actually be hurting your long-term goals, this episode is a must-listen for growth-minded business owners.