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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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People Framework Part 3
Upleveling
12 minutes
1 month ago
People Framework Part 3
Great teams don’t happen by accident—they’re built through intentional onboarding, clear expectations, and continuous development. In this episode, we break down how to design a 30/60/90-day plan, instill your company culture, build strong systems, and use KRAs and KPIs to guide performance. Learn how to equip your team with the tools and clarity they need to thrive—because when your people grow, your business grows.
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.