Jessica G, CPA

Directions Website

Sharing Knowledge and Experiences to Help Build YOUR Wealth

This page provides regular financial tips

* Tax Debt Representation
* Small Business Accounting & Tax Prep
* Personal Tax Prep

Book a complimentary discovery call today! https://calendly.com/jsgcpa/complimentary

A discovery call gives you the opportunity to tell me about your needs and determine if my services are right for you - this is not a strategy or advisory consultation

NOTE: Complimentary discovery calls can only be booked through the link above

09/25/2026

Life insurance math can turn into a rabbit hole fast. Income replacement formulas, riders, term versus permanent. It's a lot, and it stops people before they even start.

Skip the spreadsheet for now. Start with a gut check instead: if something happened to you tomorrow, what would the people who depend on you actually need covered? Mortgage. A few years of income. College, maybe.

That number is a starting point, not a final answer, but it's miles ahead of no number at all.

✅ 𝗦𝗺𝗮𝗹𝗹 𝘀𝘁𝗲𝗽 𝗳𝗼𝗿 𝘁𝗼𝗱𝗮𝘆: sit with that gut-check question for five minutes. Write down the number that comes to mind.

𝗗𝗶𝗱 𝗮 𝗻𝘂𝗺𝗯𝗲𝗿 𝗰𝗼𝗺𝗲 𝘁𝗼 𝗺𝗶𝗻𝗱 𝗾𝘂𝗶𝗰𝗸𝗹𝘆, 𝗼𝗿 𝗶𝘀 𝘁𝗵𝗶𝘀 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝘁𝗶𝗺𝗲 𝘆𝗼𝘂'𝘃𝗲 𝘁𝗵𝗼𝘂𝗴𝗵𝘁 𝗮𝗯𝗼𝘂𝘁 𝗶𝘁?

09/24/2026

Most people insure their car, their home, their phone even. The thing that pays for all of it, your ability to earn an income, often has zero coverage. That's disability insurance, and it's the policy people forget exists.

If you're self-employed, this one's on you entirely. There's no employer safety net filling the gap.

This isn't about fear. It's about knowing what you actually have, so it's a choice and not a blind spot.

✅ 𝗦𝗺𝗮𝗹𝗹 𝘀𝘁𝗲𝗽 𝗳𝗼𝗿 𝘁𝗼𝗱𝗮𝘆: find out if you have any disability coverage at all, through work, a policy you bought, anywhere. Just find out.

𝗗𝗶𝗱 𝘁𝗵𝗮𝘁 𝘀𝘂𝗿𝗽𝗿𝗶𝘀𝗲 𝘆𝗼𝘂 𝗲𝗶𝘁𝗵𝗲𝗿 𝘄𝗮𝘆?

09/22/2026

Nobody gets excited about insurance. It's the paperwork you sign once and never think about again, until the one day you really need it to have been right.

That's exactly why it deserves five minutes of your attention now, while nothing's wrong. A plan only works if the coverage behind it actually holds up.

✅ 𝗦𝗺𝗮𝗹𝗹 𝘀𝘁𝗲𝗽 𝗳𝗼𝗿 𝘁𝗼𝗱𝗮𝘆: check when you last updated your beneficiary designations. Old job's 401(k), an old life insurance policy, anywhere that lists a beneficiary. If it's been years, or if life has changed since, that's worth fixing this week.

𝗪𝗵𝗲𝗻'𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝘁𝗶𝗺𝗲 𝘆𝗼𝘂 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗹𝗼𝗼𝗸𝗲𝗱 𝗮𝘁 𝘁𝗵𝗮𝘁? 𝗕𝗲 𝗵𝗼𝗻𝗲𝘀𝘁.

09/18/2026

A budget you made in January and haven't looked at since isn't a budget anymore. It's just a guess.

Life changes. Rent goes up. A subscription you forgot about is still quietly charging you every month. A budget that flexes with those changes works. One that doesn't gets abandoned, usually with some guilt attached. You don't need the guilt.

𝗦𝗺𝗮𝗹𝗹 𝘀𝘁𝗲𝗽 𝗳𝗼𝗿 𝘁𝗼𝗱𝗮𝘆: find one subscription or recurring charge you forgot you had. Decide, on purpose, whether it stays or goes.

𝗗𝗶𝗱 𝘆𝗼𝘂 𝗳𝗶𝗻𝗱 𝗼𝗻𝗲?

09/17/2026

The 38th Annual TAAACC Conference is heading to Fort Worth, September 23 to 25, 2026.

This year's theme is It's Time to Get REAL, Real Intelligence for real Black business results.

Register Here: https://taaacc.org/2026-taaac-annual-conference/

09/17/2026

Most budgets work backward. Bills first, fun money next, and savings gets whatever's left over, which is usually nothing.

Flip it. The moment money hits your account, move something into savings first, even a small amount. Then build the rest of your spending around what's left.

It sounds too simple to matter. It's not. It's the difference between saving being a goal and saving being automatic.

𝗦𝗺𝗮𝗹𝗹 𝘀𝘁𝗲𝗽 𝗳𝗼𝗿 𝘁𝗼𝗱𝗮𝘆: set up one automatic transfer, even $25, from checking to savings. Set it and forget it.

If you started this habit today, what would you be saving toward?

09/15/2026

Say the word "budget" out loud and watch people's shoulders tense up. Mine included, for a long time.

Here's the reframe that actually helped me: a budget isn't a list of things you can't have. It's just you, deciding in advance where your money goes, instead of finding out after the fact where it went.

That's it. That's the whole thing. No spreadsheet perfection required.

𝗦𝗺𝗮𝗹𝗹 𝘀𝘁𝗲𝗽 𝗳𝗼𝗿 𝘁𝗼𝗱𝗮𝘆: pull up your last three days of spending. Don't judge it, don't fix it yet. Just look. Noticing is step one.

What's your honest first reaction when you hear the word "budget"?

09/11/2026

If you've been putting off a real conversation about your money because you feel like you should already have it figured out, you're not alone. And you're not behind.

𝗠𝗼𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗱𝗼𝗻'𝘁 𝘀𝘁𝗮𝗿𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘁𝗵𝗲𝘆 𝗳𝗶𝗻𝗮𝗹𝗹𝘆 𝗳𝗲𝗲𝗹 𝗿𝗲𝗮𝗱𝘆. 𝗧𝗵𝗲𝘆 𝘀𝘁𝗮𝗿𝘁 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘁𝗵𝗲𝘆'𝗿𝗲 𝘁𝗶𝗿𝗲𝗱 𝗼𝗳 𝗴𝘂𝗲𝘀𝘀𝗶𝗻𝗴.

You don't have to fix everything at once. You just need to know what matters most and have a plan for moving forward.

Whenever you're ready for that, I'll be here. No pressure, no pitch. Just an open door.

𝗪𝗵𝗮𝘁'𝘀 𝗼𝗻𝗲 𝗺𝗼𝗻𝗲𝘆 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻 𝘆𝗼𝘂'𝘃𝗲 𝗻𝗲𝘃𝗲𝗿 𝗮𝘀𝗸𝗲𝗱 𝗮𝗻𝘆𝗼𝗻𝗲?

09/10/2026

Ask people what “wealthy” means and most will give you a bigger number than they have now.

But the business owners I know who actually feel wealthy don't talk about their bank balance.

They talk about being able to say no to a bad client. Taking a real weekend off or vacation with their family. Not lying awake doing math at 2am.

𝗧𝗵𝗮𝘁 𝗸𝗶𝗻𝗱 𝗼𝗳 𝘄𝗲𝗮𝗹𝘁𝗵 𝗱𝗼𝗲𝘀𝗻'𝘁 𝗰𝗼𝗺𝗲 𝗳𝗿𝗼𝗺 𝗼𝗻𝗲 𝗴𝗼𝗼𝗱 𝘆𝗲𝗮𝗿 𝗼𝗿 𝗼𝗻𝗲 𝘀𝗺𝗮𝗿𝘁 𝗺𝗼𝘃𝗲.

It comes from your taxes, savings, debt and investments all working together instead of pulling in different directions.

𝗪𝗵𝗮𝘁 𝘄𝗼𝘂𝗹𝗱 𝗵𝗮𝘃𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗼𝗽𝘁𝗶𝗼𝗻𝘀 𝗰𝗵𝗮𝗻𝗴𝗲 𝗳𝗼𝗿 𝘆𝗼𝘂 𝘁𝗼𝗱𝗮𝘆, 𝗻𝗼𝘁 𝘀𝗼𝗺𝗲𝗱𝗮𝘆?

09/09/2026

𝗬𝗼𝘂 𝗺𝗮𝗸𝗲 𝗴𝗼𝗼𝗱 𝗺𝗼𝗻𝗲𝘆. 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗿𝗲 𝘀𝘁𝗲𝗮𝗱𝘆. 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗶𝘀 𝗴𝗿𝗼𝘄𝗶𝗻𝗴. But you still feel a little uneasy every time you check your bank account.

Sound familiar? You're not doing anything wrong. That feeling is common, and it usually just means you're managing numbers instead of following a plan.

𝗗𝗼𝗶𝗻𝗴 𝘄𝗲𝗹𝗹 𝗮𝗻𝗱 𝗳𝗲𝗲𝗹𝗶𝗻𝗴 𝘀𝗲𝗰𝘂𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗺𝗼𝗻𝗲𝘆 𝗮𝗿𝗲 𝗻𝗼𝘁 𝗮𝗹𝘄𝗮𝘆𝘀 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝘁𝗵𝗶𝗻𝗴.

One is about income. The other is about having a plan behind it.

𝗪𝗵𝗲𝗻'𝘀 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝘁𝗶𝗺𝗲 𝘆𝗼𝘂 𝗳𝗲𝗹𝘁 𝘁𝗿𝘂𝗹𝘆 𝗰𝗮𝗹𝗺 𝗮𝗯𝗼𝘂𝘁 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂𝗿 𝗺𝗼𝗻𝗲𝘆 𝘀𝘁𝗮𝗻𝗱𝘀?

Address

640 Taylor Street
Fort Worth, TX
76102

Website

https://www.mycpaisjessica.com/

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Jessica G, CPA

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