In my late teens and early twenties, I ran two creative businesses that piqued my interest in small business accounting and tax deductions…
Back then, I got a lot of confusing, vague, and often contradictory information from colleagues and professional tax filers when it came to best accounting practices and tax deductions for creative businesses.
I’m a little bit of a nerd (my husband would say it’s more than a little bit!). So when I couldn’t find the answers, I started doing my own research. I spent a lot of my free time studying business accounting, reading IRS Publications, Notices and Bulletins, and even reading court opinions from tax law cases. I’ve always had an analytical side, but in the process of doing this research, it really came out in full force.
By 2010, I was a certified QuickBooks ProAdvisor and a Certified Bookkeeper. In 2012, I started a full-service accounting company in Los Angeles, and for the next five years I served hundreds of clients who were based in California as well as in 7 other states. My clients ranged from solopreneurs bringing in $30k per year to larger companies with yearly gross incomes of over $5 million.
In 2016, I created my first online course and I began speaking at conferences and events for entrepreneurs. In 2017, I transitioned my business from an accounting company to a company that focuses on financial education, tax planning, courses and speaking.
Even though I’ve had a diverse clientele, my heart has always remained with helping small, creative businesses and freelancers.
Because I believe that if everyone actually understood the tax stuff, many more people would choose to work for themselves.