Y’all, it’s that time again. Time to get your TAXES in order! Ekkk! But, we’re NOT freaking out! Want to know why? Because I know my accountant + bookkeeper have our back. I’m excited to share about + refer both of them below.
Cheers to a fabulous 2023, friends!
Sarah Chancey
My Bookkeeper - Galatians Bookkeeping
I switched up my bookkeeper this year, and I could not be more grateful for the attention to detail and proactive approach Angelise and her team take at Galatians Bookkeeping. I also love the heart behind her business and desire to truly see her clients win financially. Forever grateful she reached out. You can learn more about her here.
My Accountant - Adam Nubern of Nuventure CPA
We’ve known Adam since college. In fact, Adam and his wife Lindsey moved out to Denver the same week we did back in ’09. And, to this day, they are some of our best friends. Like the kind of friends who drop in last minute and don’t mind dreaming + scheming with you over an open fire. We’ve always been impressed by Adam, and all of his mad accounting skills, so the choice to work with Nuventure CPA after watching him work so hard at a firm in Colorado was an easy choice. We knew we could trust him to guide us through our dreaded “self-employment taxes”! Working with Adam has always been super easy, and gives us such a peace of mind come April. Adam is affordable and friendly, plus a huge blessing to our family! We can’t recommend his services enough! You can learn more about him here.
Finally, my tools - Honeybook
I’ve been getting an exciting response from my tax + Q1 Goal post, and, the number one question from my readers has been, “How do you track your leads + sales?”
This has definitely been a challenge for me through the years, something that stole HOURS of my life. And, I’m actually super jelly of my team – why?
Because, now my team has one EASY tool where they can track lead status, contracts, and sales all in one place! Honeybook has saved my team hours of countless heart-ache, I wish I could have avoided in my early Chancey Charm days.
And, today, I’ve got 50% off YOUR annual membership with the code ChanceyCharm!
I’ve sat in goal accountability meetings with my planners, and they’ve been able to pull up their current vs last year’s numbers in SECONDS y’all. I can’t even.
So, there it is, the cat’s out of the bag, and I hope you’re as pumped as I am.
If you’d still like to compare and contrast a few more processing tools available for planners, I did a round up here.
You’ve got this friend!
ARE YOU READY TO LAUNCH YOUR WEDDING PLANNING BUSINESS WITHOUT THE HASSLE OF TRYING TO FIGURE IT ALL OUT THE HARD WAY?
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