At Monarch CPA, we strive to provide our clients with accounting best practices for improved financial literacy. Our blog posts offer some insight into how we achieve your accounting goals.
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From the beginning, Monarch has been primarily an accounting and tax firm. So it’s understandable when our new clients shy away from talking about personal finance. We hear it all the time: I’m just here for business. Let’s not worry about my personal stuff. But as a small business, we have our own very personal reasons for talking about personal finance. It’s a part of our DNA: the values that inform each of our processes and decisions. We believe in taking care of you first because your financial literacy and wellness create the basis for your business to thrive.
https://www.monarchcpa.com/wp-content/uploads/2021/08/Meet-the-Team-Cover.png 420 530 Christine Mortensen https://www.monarchcpa.com/wp-content/uploads/2020/07/monarch-cpas-logo-300x101.png Christine Mortensen2021-07-31 11:07:082021-08-24 11:02:33Meet the Monarch Team
We love getting to know our clients on a personal and professional level so we thought it’d be fun to give you all a peek into the lives of the hardworking women behind Monarch CPA. Get to know Amy, Shannon, Ella, Jessica and Katie!
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Many of us formulate beliefs about money before we even got our first "big kid" job and they stem from several different places, such as our family's socioeconomic status, financial literacy and spending habits. It's up to us to find our own truth with our money and values. Have any of these five lies been holding you back?
https://www.monarchcpa.com/wp-content/uploads/2021/07/monarch-emergencyplanning.jpg 800 1200 Christine Mortensen https://www.monarchcpa.com/wp-content/uploads/2020/07/monarch-cpas-logo-300x101.png Christine Mortensen2021-07-08 16:15:012021-07-08 16:17:35Expect 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!
https://www.monarchcpa.com/wp-content/uploads/2021/06/financial-coach-monarchcpa.png 933 1400 Christine Mortensen https://www.monarchcpa.com/wp-content/uploads/2020/07/monarch-cpas-logo-300x101.png Christine Mortensen2021-06-10 10:12:232021-06-10 10:15:34Financial 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.
https://www.monarchcpa.com/wp-content/uploads/2021/06/Your-Guide-for-Understanding-the-Child-Tax-Credit-Monarchcpa.jpg 1000 1500 Christine Mortensen https://www.monarchcpa.com/wp-content/uploads/2020/07/monarch-cpas-logo-300x101.png Christine Mortensen2021-06-10 09:44:092021-06-10 09:44:09Your 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.