You know that feeling when you finally get your tax return back, and the number staring at you is way higher than you expected? That’s financial heartbreak. 💔

But it doesn’t have to be that way! In this episode, we’re talking about how to stay ready so you don't have to get ready.

What You’ll Learn:

🔹 Why tax surprises happen (and how to dodge them)

🔹 The real key to saving on taxes (hint: it’s not just deductions)

🔹 Simple ways to keep your finances organized year-round

🔹 How to work with your accountant, not just drop off paperwork

No more last-minute stress—let’s get you prepped and in control.

• (00:00) - This is Build to Enough
• (01:08) - Understanding Financial Heartbreak
• (02:00) - Importance of Proactive Financial Planning
• (03:34) - Strategies for Avoiding Tax Surprises
• (04:47) - Role of Bookkeeping in Tax Planning
• (05:38) - Quarterly Estimates and Clear Communication
• (07:48) - Mid-Year and Year-End Tax Planning
• (09:02) - Practical Tips for Tax Preparation
• (11:04) - Staying Organized and Professional Help
• (12:25) - Review and Adjust Your Tax Strategy

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting

Do you ever wonder if your business is set up to grow the way you actually want it to? In this episode Keila breaks down how to use your financial data as a compass to reaching your goals.

She’ll dive into the common traps business owners fall into—like overextending resources, running on gut instinct, or ignoring key numbers—and how tracking the right metrics can help you avoid them.

Plus, she explains how tools like dashboards and reporting can give you a clearer picture of what’s working, what’s not, and how to course-correct along the way.

If you’re ready to stop guessing and build your business in a way that works for you, this episode is packed with actionable tips to get you there!

• (00:00) - Introduction to Scaling Your Firm
• (01:06) - Importance of Data in Business Growth
• (02:00) - Challenges of Ignoring Data
• (04:10) - Financial Metrics and Goals
• (05:47) - Spotting Inefficiencies
• (06:24) - Intentional Decision Making
• (07:11) - Client Support Strategies
• (09:18) - Scenario Planning
• (10:23) - Actionable Steps for Business Growth
• (12:15) - Conclusion

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting

How many times have we set big, ambitious goals at the start of the year, only to feel overwhelmed a few months in? 🙋🏽‍♀️

This week on Build to Enough, Keila shares why traditional goal-setting often fails us and how to flip the script. Instead of chasing someone else’s version of success, let’s focus on what’s enough for you.

✨ In this episode:
✔️ How to set goals aligned with your values and capacity
✔️ Why "enough" is the key to sustainable success
✔️ Practical tips to create intentional, focused goals

• (00:00) - Welcome to Build to Enough
• (01:21) - Setting Goals for the New Year
• (03:01) - Defining 'Enough' in Your Business
• (04:15) - Implementing SMART Goals
• (07:25) - Avoiding Burnout and Overcommitment
• (13:10) - Practical Tips for Sustainable Success
• (14:43) - Conclusion and Looking Ahead

Twitter - x.com/littlefishcpa

More About Little Fish Accounting

Learn more about Little Fish’s suite of services at www.littlefishaccounting.com.

Follow Little Fish Accounting at instagram.com/littlefishaccounting