Marketing Happy Hour Tax Preparation 101: Getting Organized + Saving Money | Katie Hardie of Hardie CPA
This week, we're chatting tax preparation with Katie Hardie, Owner of Hardie CPA - tailored tax & accounting solutions to help you succeed. Specifically, Katie covers organization tips for setting yourself up for success come tax season, plus how to save money with deductions. If you're a side hustler or entrepreneur, she also covers when to set up a business bank account and LLC for your brand.
About Katie Hardie, in her own words: Hello! I’m Katie, the owner of Hardie CPA and your new helpful and professional CPA. As a small business owner myself, I understand the challenges of staying organized, compliant & analyzing the data to enhance your bottom line.
My goal is to educate & empower other service-based small business owners by providing clarity & resources on complex accounting topics that typically leave you overwhelmed. I deliver a plan and guidance that will help you build a path forward for your business by getting organized & helping you save money in taxes.
I believe that success & growth will follow when business finances are in order and this is one thing you do not have to manage alone!
I am a member of the American Institute of Certified Public Accountants. I graduated from the University of South Florida with degrees in Finance & Accounting. I have a full range of experience as a CPA including tax, bookkeeping & audit.
I grew up in Dunedin, Florida and have two daughters. I work virtually & travel on-site to meet clients in both the Dunedin & surrounding Tampa Bay area as well as all over the US.
Check out Hardie CPA: hardiecpa.com | Estimated Tax Worksheet | Common Expenses Sample List | Blog: What's Tax Deductible for Your Business?
____
Say hi! DM us on Instagram and let us know which bonus episodes you're excited for - we can't wait to hear from you! Please also consider rating the show and leaving a review, as that helps us tremendously as we move forward in this Marketing Happy Hour journey and create more content for all of you.
Get the latest from MHH, straight to your inbox: Join our email list!
Follow MHH on Social: Instagram | LinkedIn | Threads | Twitter | TikTok | Facebook
New to Marketing Happy Hour (or just want more)? Download our Marketing Happy Hour Starter Kit
This podcast is an MHH Media production. Learn more about MHH Media!
Interested in starting your own podcast? Grab our Podcast Launch Strategy Guide here.