Kick off the new year on the right financial foot! In this episode, we’re diving into the three key steps every small business owner needs to take to set up for success in 2025. Learn why completing last year’s bookkeeping ASAP is critical, how to stay ahead of the game with quarterly tax payments, and why having a proactive tax strategy could save you thousands. Whether you’re ready to hand off your books to a pro or simply want to understand how to better track your finances, this episode is packed with actionable tips to make your financial year less stressful and more profitable. Don’t wait until it’s too late—start the year strong, and set your business up for growth and success. Let’s make 2025 your best year yet!

Next Steps:

💰Download: The Ultimate Guide to Reducing Taxes 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> hello@phillipsbusinessgroup.com

📲 Follow me on IG @ the.tiffany.p.cpa

In this episode, we dive into the shocking story of Bench Accounting’s sudden shutdown and what it means for small business owners. With no warning, Bench left many clients scrambling to access their financial records—right in the middle of tax season! We’ll break down what happened, why private equity firms are stepping in, and how to avoid finding yourself in a similar situation.

You’ll learn simple steps to take control of your business finances, like keeping your own copies of tax returns, ensuring access to your accounting software, and building a plan to stay organized. Your business finances are too important to leave to chance!

If you’ve ever felt overwhelmed by bookkeeping or worried about how to protect your data, this episode is packed with helpful advice to keep your finances secure and your business thriving. Don’t miss it!

Next Steps:

💰Download: The Ultimate Guide to Reducing Taxes 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> hello@phillipsbusinessgroup.com

📲 Follow me on IG @ the.tiffany.p.cpa

As we step into 2025, let’s take a moment to reflect on the wins, lessons, and growth from 2024. In this special episode, I’m sharing the things I’m most thankful for—both in business and life. From reaching over 100,000 podcast downloads to improving my health, breaking free from constant overwhelm, and leading my team with a renewed vision, it’s been an incredible year of transformation.

Whether 2024 was a great year for you or brought challenges, this episode will inspire you to find gratitude and prepare for a fresh start. Join me as I highlight the power of reflection, resilience, and a mindset of gratitude to set the stage for a successful year ahead.

Let’s celebrate what’s behind us and get ready for the exciting opportunities in 2025! Tune in now.

Next Steps:

💰Download: The Ultimate Guide to Reducing Taxes 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> hello@phillipsbusinessgroup.com

📲 Follow me on IG @ the.tiffany.p.cpa

This is part 2 of our series on uncovering if your CPA is really on your team—or working for the IRS. In this episode, we dive into three more powerful questions you need to ask your tax professional to ensure they’re helping you save money and reduce your tax bill.

If you missed part 1 in episode 168, make sure to go back and listen! In that episode, we shared the first three must-ask questions to determine if your CPA is proactive, strategic, and truly on Team Taxpayer.

This follow-up episode builds on that foundation, giving you even more tools to make smart decisions for your business finances. Learn how to identify the right tax plan, assess your professional team, and position yourself for a more profitable year.

Don’t leave money on the table—listen now and take control of your financial future!

Next Steps:

💰Download: The Ultimate Guide to Reducing Taxes 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> hello@phillipsbusinessgroup.com

📲 Follow me on IG @ the.tiffany.p.cpa

Have you been told that payroll is your biggest expense as a business owner? Think again! In this episode, we uncover the real budget-buster: taxes. From income tax to property tax (and even taxes when you die), they add up fast. But here's the good news—reducing your tax bill is possible with the right strategies and professionals on your side.

We’ll explore three key questions to ask your CPA to know if they’re truly helping you save or playing for the IRS. Plus, learn how to spot missed opportunities to keep more money in your pocket. If you’re ready to take control of your finances and make 2025 your best year yet, this episode is a must-listen.

Don’t leave money on the table—tune in now and get the tools you need to start saving!

Next Steps:

💰Download: The Ultimate Guide to Reducing Taxes 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> hello@phillipsbusinessgroup.com

📲 Follow me on IG @ the.tiffany.p.cpa

As 2024 wraps up, it’s time to set your sights on a bigger, better, and more successful 2025! In this episode, I’ll share the three powerful strategies I’m using to prepare my business for growth in the new year. You’ll learn why playing it safe holds you back, how to set goals that challenge and inspire you, and the secret to delegating effectively. Whether it’s building the right team, breaking down big goals into actionable steps, or giving yourself the space to think and grow, these tips will help you take your business to the next level. If you’re ready to lead with intention and make 2025 your best year yet, this episode is for you. Let’s dive in and get you on the path to thriving in the new year!

Next Steps:

💰Download: The Ultimate Guide to Reducing Taxes 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> hello@phillipsbusinessgroup.com

📲 Follow me on IG @ the.tiffany.p.cpa

As the year wraps up, it’s the perfect time to reflect, plan, and prepare for a successful 2025! In this episode, I share four essential strategies that every small business owner needs to focus on to make the new year their best yet. From investing in yourself and creating strong systems to preparing your team and aligning with external partners, these actionable tips will help you level up both professionally and personally.

You’ll learn how to set clear goals, streamline your operations, and build a team that’s ready to grow with you. Whether you’re aiming for more balance, higher revenue, or smoother workflows, this episode is packed with practical advice to help you hit the ground running in 2025. Don’t miss out on these key insights!

Next Steps:

💰Download: The Ultimate Guide to Reducing Taxes 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> hello@phillipsbusinessgroup.com

📲 Follow me on IG @ the.tiffany.p.cpa

If you’re a business owner living in a state with high income taxes, this episode is for you! Discover a powerful tax strategy that could save you thousands of dollars. I break down how a special workaround called the Pass-Through Entity Tax (PTET) can help you get a bigger tax deduction while still benefiting from the standard deduction. This strategy is perfect for owners of S corporations or partnerships, especially in states like California, New York, and New Jersey.

We’ll dive into how the SALT cap affects your taxes, why this tax break is so valuable, and the steps to make sure you qualify. Plus, find out why 2025 could change everything. Don’t leave money on the table—tune in to learn how to maximize your tax savings!

Ready for expert advice? Click the link in the show notes to book a free tax assessment with my team.

Next Steps:

💰Download: The Ultimate Guide to Reducing Taxes 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> hello@phillipsbusinessgroup.com

📲 Follow me on IG @ the.tiffany.p.cpa