Employee Withholding Issues
Is your employees’ withholding still wrong? Even employees who used the new W-4 may still have the wrong amount of FIT withheld from...
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Financial Intake Worksheet
Hi. I'm Michelle. I first starting working in personal finance in 2014. I was an Army Civilian employee and we had some awesome resources...
Tax Prep Checklist
Download my tax prep spreadsheet to make sure your gather the correct documentation. It shows documentation for Business and Personal...
Resilience Assessment for the Personal Finance Consulting
This is a tool to self-assess your financial resiliency. Once completed, my job is to help increase your resiliency through different...
Cutting costs: maximizing results
This is your blog post. Great looking images make your blog posts more visually compelling for your audience, so choose media that really...
10 ways to engage with your clients
This is your blog post. Blogs are a great way to connect with your audience and keep them coming back. They can also be a great way to...
How to stay organized at work
This is your blog post. To really engage your site visitors we suggest you blog about subjects that are related to your site or business....
Ways to improve client communication
This is your blog post. Blogs are a great way to connect with your audience and keep them coming back. They can also be a great way to...