Karitsa Kerns, CPA, EA
CPA/EA for multi-six/7-figure owners; covers entity returns (1120-S/1065), balance sheet accuracy for planning, deadlines, and real tax strategy vs. prep.
Accountant Is Not CFO: Misunderstanding Costs Millions
I’ve seen the headlines and want to offer a different perspective. Cardi B allegedly said she “got burned” after discovering over $1 million was spent in a single month, and that she fired her accountant. I say allegedly because I didn’t see it, just the headlines. So let’s go from there. While that headline is grabbing attention, I know Cardi is pretty smart. It’s also highlighting a very common (and very costly) misunderstanding: An accountant and a CFO are not the same thing.
Smart Focus, Systems, and Boundaries Drive Best Tax Season
I just wrapped up my 10th tax season in business, and my first as a CPA. And let me tell you… this was, by far, my best season yet. Not because I worked more. But because I worked smarter. With a full-time job,...