Balance Your Books

Starting a business? In this episode of Balance Your Books , we're breaking down what it really takes to lay a solid foundation. From choosing the right business structure to getting registered and organized with the proper documents, we’re covering the essentials that set you up for success. We also get into the importance of banking, budgeting, and building your support system early. Because...

In this episode of Balance Your Books , we’re breaking down the difference between bookkeeping and accounting—and why both matter for your business. We’ll explain what GAAP is (and why you should care), plus clear up the confusion around CPAs, tax preparers, and what each role really brings to the table. No shade to bookkeepers—we love them! But we’ll also share how hiring the right professional c...

In this episode of Balance Your Books, we’re breaking down the real difference between a contractor, freelancer, consultant, and an employee—and why it matters. We’ll walk through how each gets paid, what forms are involved, and when it makes sense to hire one over the other. Plus, we’ll get into the serious stuff: if the IRS thinks someone should’ve been classified as an employee, the burden fall...

In this episode of Balance Your Books , we’re talking about one of the most important foundations of financial clarity— keeping your personal and business finances separate . We’ll also get into why knowing how much money you actually have (not what you hope is there) is key to staying in control. And to wrap it up, we’ll share how to develop a simple tracking tool to help you plan your cash trans...

In this kickoff episode of Balance Your Books , we’re giving you the full rundown—starting with why we created this podcast and the meaning behind the name. You’ll also get to know your hosts, Kina Morgan, April Battiste-Reid, and Kimberly M. Johnson, three experienced CPAs with a passion for helping entrepreneurs and small business owners make smarter financial decisions. From bookkeeping and bud...

In this episode of  Balance Your Books , we’re giving you the auntie nudge you need:  File, baby, file—just do it!  We’re breaking down the types of forms you might receive depending on your business structure, like the K-1 for LLCs and S Corps. Plus, we’re talking about why keeping solid financial records  all year long  is essential—especially if you're filing quarterly. And yes, we’re even...