Entries by Christine Mortensen

Expect the Unexpected: Protect Your Business with an Emergency Plan

As a young and vivacious business owner, a personal emergency that might take you out of your role for four weeks to six months or more is probably the last thing on your mind. But as a fellow business owner, CPA and financial coach, I’m here to remind you that the unexpected does happen. And yes, it could happen to you! Think about the impact it would have on your business if you went MIA for just a week with limited access to email, without warning. What would happen? How long would it take to dig yourself out? Stay ahead of an emergency or extended leave by having game plan. Learn more in this latest article!

Financial Coach vs Financial Advisor… Which One Do I Need?

There are various reasons why it would make sense to work with a financial coach or financial advisor at different points in your life. Ideally, you would find those professionals at the right time, and the work you do with each of them would complement the other. But often, that’s not what happens. Read on to find out which might be the best fit for where you are at in your life right now.

Your Guide for Understanding the Child Tax Credit

If you have made tiny humans, you may have received some extra stimulus money from the government over the last year. And you may have heard that the American Rescue Plan Act (ARPA) includes even more support for families with children in the form of advance payouts on the 2021 Child Tax Credit (CTC). But there’s a big catch—before you book that trip to Disney, make sure you’re not going to have to pay it back. Read on for a breakdown of what we know right now and what the credit may mean for you.

5 Reasons Your Small Business Needs A CPA

As a small business owner, you are in the unique position of having to be an expert in running the daily operations of your business. Having a CPA who understands the stress you are already under, and can handle your accounting and tax services, can lift some of that burden from your shoulders. Read five reasons why you should have a CPA in your corner as a small business owner.

Stress Awareness Month: Four Strategies to Manage Financial Stress

April is Stress Awareness Month and after the most stressful year in decades, so many are still feeling the emotional, physical and financial weight of this pandemic. If you are experiencing constant stress, anxiety and worry about your financial situation, please know, you are not alone. The financial burden of the COVID-19 pandemic has impacted countless American families, and we are sensitive to that. If you’re looking for small ways to help reduce your financial stress during this time, read further to get some ideas that might work for your life.