Cocktails & Capital

Resources: Crunch On! Snacks @Crunchonsnacks Tatum Accounting Our Blog Instagram

Resources: B4K3 : Baking Service @b4k3deliveries Tatum Accounting Our Blog Instagram

Resources: Strong Not Sorry Profit First for Microgyms Profit First Book Strong Not Sorry Instagram Tatum Accounting Our Blog Instagram

Some may think it’s hard to have a career as a military spouse, but Katie with Love & Lettering used it to her advantage after COVID. Tune in to hear how she took a leap of faith and balances her business while working at home. Resources: Love and Lettering Instagram Spouse-ly Tatum Accounting Our Blog Instagram

And that’s a wrap on 2023! For 2024 I’m taking a SMART approach—think Specific, Measurable, Attainable, Relevant, and Timely goals. I’m swapping broad targets for specifics, like nailing savings goals instead of chasing revenue numbers. It's all about keeping it simple yet awesome for the coming year, embracing challenges with self-compassion. Join me and set your 2024 goals with a side of balance...

Join me and my very good friend Carrie Robertson, owner and operator of Peanut City Candle Company. Where we get a behind-the-scenes look at how she started her business and the challenges that come with it Resources: Peanut City Candle Company Tatum Accounting Our Blog Instagram

My obsession with true crime mixed with my love for accounting gave me a brilliant idea for a new podcast series all about fraud cases So I would like to introduce the first episode of the new series, the Luckin Coffee case. How fast can a coffee company take over China? Listen to find out their big secret. Resources: The Story Behind How Luckin’s Fraud Was Discovered The Luckin Coffee Scandal and...

Come chat with me and my friends at MediaBooks Agency. This is a behind-the-scenes look at how I market and how the brand of Tatum Accounting came to be. Tatum Accounting MediaBooks Agency Our Blog Instagram

You may have heard of the capsule wardrobe, an easy yet stylish way to get ready in the morning. Right? Why wouldn't we use the same guidelines for running a business? Introducing the capsule office guide. All the tools you will absolutely need to run your business on a budget, without losing any of the style. Resources: Wave HoneyBook Square Stripe SquareSpace Zapier Asana Slack Trello Planoly Gu...

Everyone take your seats because class is in session. Today, we’re talking all things sales tax. This is such an important topic for all business owners, whether you’re selling products or providing services. From filing to nexus and everything in between there is a ton of information here so grab a notebook, a pen, and let’s get started. Resources: What is Sales Tax? Thomson Reuters Article How t...

So you want to hire a bookkeeper or maybe you already have, but how do you know that your bookkeeper is a good one In this episode, we will talk about the good, the bad, and the ugly—bookkeeper edition. Resources: Episode 6: Do Not Skip These Monthly Bookkeeping Steps For Your Business Monthly Bookkeeping Checklist Our Blog Instagram

I know that running a business isn’t always sitting at a desk and taking calls. Sometimes it involves driving and running errands and those miles add up! In this week's episode, we are going to talk about the mileage deduction and how your business can benefit from it! Resources: Episode 32: New Business Owner? Here’s the Business Taxes cheat sheet Your Guide to Optimizing the Travel Deduction Tax...

Wow, I can’t believe we’re halfway through the year already. We have a lot of updates and news to share so let’s pull back the curtain once again. So grab your gin and tonic or your coffee and let’s chat. I have missed yall. Resources: Episode 28: How to Reverse Engineer Your Money Goals Episode 29: Behind The Curtain: My 2022 Review Episode 11: Candid Lessons I Learned in Business Episode 1: How...

New business owner? I’ve got the ultimate business taxes cheat sheet. Just for you. It’s no secret that one of the hardest parts of starting your own business is figuring out what taxes you need to pay and when.  And how.  And how much.  The list goes on. In this episode, I break down that list, how business taxes are different than personal ones, and how the heck to manage it all....

I hate to be the bearer of bad news, but that recession everyone keeps saying is coming? Yeah, it’s coming. But before you go full on doom spiral, take a breath. We’ve faced pandemics, inflation, TikTok AI filters turning you into The Scream instead of the Mona Lisa - and we’ve made it through. So this week’s episode of Cocktails & Capital is about facing the recession and choosing to grow! Re...

Are you thinking of taking the plunge and hiring an employee? It can be a daunting prospect - you’ll need to think about things like wages, benefits, and the legal implications of having someone on your team. In this episode, we’ll explore the costs associated with hiring and retaining an employee, how to determine if you have the budget to afford an employee and some tips on onboarding. Tune in t...

Let’s talk - business owner to business owner. Want to know how my 2022 went? I get pretty vulnerable in this episode as I walk you through each quarter of Tatum Accounting. Lessons I learned, what went right, what went wrong, and how I am making sure 2023 is going to be my best year yet. Give it a listen and let me know how your 2022 went. Resources: Year-End Close Out Webinar Office Hours Our Bl...

Please, please, please, tell me you set some financial goals for 2023. Well, if you haven’t yet, you’re in luck! In this episode, we'll talk about the best way to create and achieve money goals - Reverse Engineering. We'll discuss what should be considered when making money goals, understanding what your actual goal is and where you currently stand. Key Terms to know: Your Actual Goal. This is whe...

Got your 2022 accounting records all organized but just wish you had an accountant to tell you what they all mean? I have maybe the next best thing. This week, I am walking you through the process of reviewing your 2022 finances.  - What should you be doing first? - What should you be looking for? - What do we even do with all this information? Resources: Cocktails & Capital: Ep 16 Office...

In years past, I’ve found that I spend a TON when it comes to the holidays. Travel, presents, and extra hot cocoa from the cute stand at the Christmas market.  But racking up credit card debt is no way to start the holiday season.  In this episode, I’m talking about how I am enjoying the holidays but still saving big money. Resources: 1099 Handout 1099 Package Office Hours Our Blog Insta...

I’m talking about ALL things taxes. Don’t worry, I’ll make it fun! Taxes might not be the most fun thing to talk about but as we’re going into 2023 it’s important to be prepared so we can run our businesses compliantly. In this episode, I go over the different kinds of taxes, the difference in paying personal versus business taxes, and when a business owner can expect to pay each one. Resources: W...

In this week’s episode, I am chatting about the accounting tasks on your business to-do list that you should really get done before that ball drops on New Year’s Eve. Resources: End of Year Checklist Image Year-end Accounting Checklist Article 1099 Handout 1099 Package Office Hours Our Blog Instagram

Are you being treated like an employee instead of as a contractor? In this week’s episode, we are diving deeper into the ABCs of independent contractors, no really, I’m literally talking you through the ABC test which you can use to help determine your worker status. A - Absence of control B - Business of worker C - Customarily engaged Resources: The Complete List of Worker Classification Tests By...

Giving back to our community is something we are BIG about here at Tatum Accounting. One way we like to do that is by shopping local and supporting small businesses. In this week’s episode, I share 4 ways you can support small businesses during the holiday season. Be sure to listen till the end for a few of my favorite businesses I like to support. Resources: How to Give Back During the Holidays a...

With 2023 quickly approaching, we want to make sure we are looking ahead and setting goals for the new year. In order to set effective goals, you’ll need to take a good look at your previous year. That’s where analytics comes in. In today’s episode, I go over all the different KPIs I track in my business and how you can implement them into yours. Be sure to check the resources below for the analyt...