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"Money talks… mine just says goodbye.’

I work with creative agency owners to turn inconsistent revenue into predictable profit using strategic accounting and tax planning. 😊 CPA = Can Prevent Anxiety (especially during tax season).
✅ I untangle bookkeeping, accounting, and tax prep so small business owners can actually enjoy their business (or at least their coffee).
🎉 Saving you from the ‘oops’ in QuickBooks, the ‘ouch’ in tax season, and helping you with the strategy to grow your business stress-free.

10/23/2026

An S-corp can save you money—but your salary needs more thought than “I heard 50% was fine.”

In Part 2 of this week’s Owner’s Office Hours, we’re talking about reasonable compensation: what it means, the consequences of paying yourself too little, and how paying more than necessary can reduce potential savings.

I also cover compensation studies, payroll processing fees, a separate business tax return, and the cash you need available when payroll runs.

Paying taxes throughout the year can mean less left to pay at filing. But you still need to plan for income tax on the remaining business profit.

If you haven’t watched Part 1, check it out for home office reimbursements, accountable plans, and owner health insurance.

Have a business money question? Leave it below!

This is general educational information, not individualized tax advice. Reasonable compensation and overall tax results depend on your circumstances. A compensation study supports your salary decision but doesn’t guarantee IRS acceptance.

10/23/2026

Making an S-corp election doesn’t mean your home office expenses stop qualifying. But it does change how you handle them.

I see owners miss deductions because they don’t realize that expenses they once handed to their tax preparer now need extra steps.

In Part 1 of this week’s Owner’s Office Hours, I explain how an accountable plan helps your business reimburse you for expenses you paid personally—and why owner health insurance needs a different process, including payroll reporting.

Watch Part 2 for how to determine reasonable owner pay and budget for the costs that come with an S-corp.

Have a business money question? Leave it in the comments!

This is general educational information, not individualized tax advice. Deductions depend on your eligibility, documentation, and proper reporting. Reach out for guidance specific to your business.

10 Weeks Until Year-End! ⏳Your P&L looks good. But does your Balance Sheet tell the same story?It's easy to focus on sal...
10/20/2026

10 Weeks Until Year-End! ⏳

Your P&L looks good. But does your Balance Sheet tell the same story?

It's easy to focus on sales, expenses, and profit while overlooking another important part of your business finances: the Balance Sheet.

For Week 5 of our Tax-Ready by December 31 series, we're taking a closer look at what your business owns, what it owes, and what's happening in your equity accounts.

Here's your checklist for this week:

✅ Review your Balance Sheet as of September 30, 2026
✅ Investigate negative, unusual, or unfamiliar balances
✅ Compare loans and credit cards to actual statements
✅ Look for old invoices, unpaid bills, or unapplied payments
✅ Review owner contributions and distributions
✅ Identify transactions that may have been recorded in the wrong accounts

Why does this matter?

Because something as simple as recording a loan payment incorrectly—or treating an owner contribution as revenue—can distort your financial picture.

And those mistakes may affect the information you're using to make financial and tax decisions.

Remember: Just because your P&L looks right doesn't mean your books are right.

💬 Not sure what you're looking at when you open your Balance Sheet?

At CreativeBizCPA, we help business owners identify bookkeeping issues, clean up their financial records, and gain a clearer understanding of their numbers.

Need another set of eyes on your financials?

Send us a message. We'd love to help you get your books in shape before year-end!

10 weeks. One task at a time.

Not every unusual balance is an error. Consult your accountant before making adjustments you're unsure about.

Before buying equipment for the jobs you hope to book, compare it with the jobs you actually expect to deliver.This four...
10/19/2026

Before buying equipment for the jobs you hope to book, compare it with the jobs you actually expect to deliver.

This four-slide guide walks through a rent-or-buy decision without assuming ownership always wins.

Use one time window and comparable equipment. Include rental fees and logistics, or purchase and ownership costs less a realistic end-of-period resale estimate. Check insurance, repair, storage, availability, and cancellation terms.

The example shows equal estimated costs of $1,800 over 12 months. It is simplified and excludes tax and financing. Equal costs don't mean equal cash demands: buying may require money well before the work pays you.

Start with one real quote for each option. Then ask whether confirmed work and available cash support the decision.

What equipment decision is on your list right now?

10/16/2026

You’ve probably heard that an S-corp can save business owners money on taxes. But where do those savings actually come from?

Following our last Owner’s Office Hours on self-employment tax, this week I’m walking through a simple example of the same business with and without an S-corp election.

We’ll cover:
• What an S-corp election actually changes
• Why paying yourself a reasonable salary matters
• How the remaining profit can create potential tax savings
• Why additional costs need to be part of the decision

Hearing that someone else saved money doesn’t necessarily mean you will. Your business deserves its own analysis.

Next time, we’ll discuss reasonable compensation, accountable plans, and owner health insurance.

Have a business money question? Leave it in the comments!

General educational information, not individualized tax advice. Reach out for guidance specific to your business.

“We finished the work, but we haven’t sent the invoice yet.”For a creative business, that sentence often points to a mis...
10/15/2026

“We finished the work, but we haven’t sent the invoice yet.”

For a creative business, that sentence often points to a missing process. The fix is simple: decide the billing trigger before the project begins.

Your trigger might be a deposit, an approved milestone, final approval, or delivery. Pair it with one owner and one send date. Then keep a weekly list of completed or billable work that has not yet been invoiced.

This does not make clients pay faster by itself. It does remove a delay your business can control.

Take five minutes today to look for delivered work that is still waiting to be billed.

11 Weeks Until Year-EndThis Week’s Task: Estimate Your 2026 Tax BillYou may know how much money your business has made t...
10/13/2026

11 Weeks Until Year-End
This Week’s Task: Estimate Your 2026 Tax Bill

You may know how much money your business has made this year—but have you thought about how much of that profit may need to go toward taxes?

For many small business owners, taxes aren’t automatically withheld from business income. That means planning ahead matters.

This week, take time to:
✓ Project your total 2026 income
✓ Estimate your federal tax liability
✓ Review estimated tax payments and withholding made so far
✓ Figure out whether you’re on track or need to catch up
✓ Set aside cash for remaining tax obligations.

If you haven’t made estimated payments yet, don’t ignore it just because earlier deadlines have passed. It may still make sense to estimate where you stand, review safe harbor options, adjust withholding if applicable, and make a plan for the rest of the year.

Don’t wait until April to find out you should have been paying taxes all year.

11 weeks. One task at a time. Let’s get tax-ready by December 31.

Not sure where your business stands financially heading into year-end?
Take our free Financial Foundation Assessment here:
https://creativebizcpa.com/financial-foundation-assessment

General tax information only. Your payment requirements depend on your individual circumstances and business structure.

“How should I pay myself?” starts with a different question: How is the business taxed for federal purposes?A sole propr...
10/12/2026

“How should I pay myself?” starts with a different question: How is the business taxed for federal purposes?

A sole proprietor generally takes owner draws. The owner is not an employee of the sole proprietorship, and personal withdrawals are not deductible business expenses. Many single-member LLCs use this treatment unless they have elected a different federal classification.

An S corporation shareholder-employee who performs services follows a different path. The IRS requires reasonable compensation before non-wage distributions, and wages run through payroll.

The carousel compares these two common paths only. Partnerships, C corporations and other classifications have their own rules. Confirm the entity's federal tax treatment, choose a consistent pay cadence and keep wages, draws and distributions clearly labeled.

10/08/2026

Your income tax bracket might not tell the whole story. 👀

If you’re self-employed, you may owe self-employment tax AND income tax. That’s why setting money aside based only on your income tax bracket can leave you short.

In this week’s Owner’s Office Hours, I explain what self-employment tax covers, who typically pays it, and why you could still owe it even when deductions and credits bring your income tax down to zero.

There’s some good news, too: deductible business expenses generally reduce your profit, which can lower both taxes.

Have a business money question? Drop it in the comments—it could be a future Owner’s Office Hours topic!

This is general educational information. For guidance specific to your business and tax situation, reach out to me.

You know your revenue. But how much have you actually made?For Week 3 of our Tax-Ready by December 31 series, we're revi...
10/07/2026

You know your revenue. But how much have you actually made?

For Week 3 of our Tax-Ready by December 31 series, we're reviewing your Profit & Loss.

Revenue is important—but it's only the beginning.

Your P&L should help you understand what your business earned, what it spent, and what was left over. Before relying on that number, though, make sure the information behind it makes sense.

This week, take some time to:

✓ Compare your P&L revenue to sales reports, payment processors, or other reliable records
✓ Review outstanding Accounts Receivable
✓ Look for old, duplicate, or incorrect invoices
✓ Investigate unusual expense balances
✓ Check for personal expenses mixed into the business books
✓ Look for business expenses you paid personally
✓ Review large purchases that may need additional consideration
✓ Know your year-to-date profit

Remember:

Revenue ≠ Profit.

A business can generate $200,000 in sales and still have significantly less left over after expenses.

And your profit matters beyond understanding how your business performed—it can also affect your tax liability.

Don't wait until tax season to find out what your business actually made this year.

12 weeks. One task at a time. Let's get tax-ready by December 31.

Not sure where your business stands financially heading into year-end? Take our free Financial Foundation Assessment to identify the areas that may need your attention:

https://creativebizcpa.com/financial-foundation-assessment

Address

Birmingham, AL
35203

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 2pm

Telephone

+18882314738

Website

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