Q & A

with Nadia the CPA

What you can expect...

Running a small business is hard. Especially when you don't know what you don't know about managing the money that's flowing in and out of your business. Do you know how to satisfy all of the federal, state, and local requirements of a small business owner? I developed this series to take away some of the guess work and answer the questions I get asked the most. Join me as I answer these questions and yours. Each session lasts an hour. All sessions are virtual.
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These classes are perfect for the business owner, aspiring business owner or employee responsible for accounting who wants to get more legit in their business or learn more about how a healthy financial system can drive better decision-making.

Upcoming Classes

How much do I pay myself? 

Free
Tuesday, May 4, 11:30a to 12:30p 
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We will discuss:
• the math that helps determine owner pay
• the professional way to move the money
• how to track owner pay in your accounting system​

What are some QuickBooks Pro tips? 

Free
Tuesday, June 1, 11:30a to 12:30p 
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​Nadia will share:
• how to navigate QuickBooks
• how to pre-fill invoice and expense templates to save time
• how to create customized reports

Can I pick your brain? Ask Me Anything

Free
Tuesday, August 3, 11:30a to 12:30p 

​Confused about accounting? 
Don't know where to start with setting up systems? 
Started setting up an accounting system, but not sure what you're looking at?
Unsure who to call to help? ​

How do I get grants, loans and government contracts?

Free
​Registration details to come.
Tuesday, October 5, 11:30a to 12:30p 
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Nadia will share:
• the basic documents that prove you are a legitimate business
• what you can do today to start preparing to apply
• financial organization that helps you report what is required

Do I need an accountant for that?

Free
​Registration details to come.
Tuesday, November 7, 11:30a to 12:30p 
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Nadia will share:
• the difference between a bookkeeper, CPA, tax preparer, & financial advisor
• how to know if an accountant is a good fit for you
• key moments in your business where you need a trusted accountant

I'm starting a business - is it an LLC?

Free
​Registration details to come.
Tuesday, December 7, 11:30a to 12:30p 
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Nadia will share:
• the different legal structures available when starting a business
• the differences in taxation among each of these structures
• questions to ask to determine the best fit for you

Previous Classes

​What money habits help me Secure the Bag?

This class has passed.
Tuesday, February 2, 11:30a to 12:30p 
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Nadia will share the importance of:
• separating your business and personal finances
• tracking money flowing in and out of your business
• putting money systems in place

​Is that REALLY an independent contractor? 

This class has passed.
Tuesday, March 2, 11:30a to 12:30p 

Nadia will share the importance of understanding:
• the things that determine employee classification
• best practices for onboarding new people
• financial implications of making the wrong choice

What about all these taxes? 

This class has passed.
Tuesday, April 6, 11:30a to 12:30p 
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Nadia will share:
• the different types of taxes small business owners are responsible for paying
• the payment frequency and authority for each type of tax
• ways to simplify the tax calculations and payments

BUSINESSES WE SERVE

We offer a variety of services for business owners who need enough guidance for DIY accounting and those who want the assurance of professional preparation.  Check out this list of past and present clients.