Tatum Accounting

Soooo are we calling this your ‘denial’ or ‘acceptance’ stage?

My least favorite part of the job - delivering crappy news. Sometimes the numbers don’t tell a great story and we need to have an honest conversation. I have found that when these talks take place it always helps to have them with someone you like and trust. Which is a two way street. I genuinely love working with my clients which, yes, can make the hard conversations more difficult. But it also means I care a whole lot more and I can work alongside you to get your business back on track. Typically a consultation is to see if my technical skills align with your business needs. Or to see if your budget can accommodate my rates. But a big part of the meeting is also to see how we mesh together. Are we going to be able to have those honest and hard conversations? If you are shopping accountants and haven’t found one you vibe with just yet, let’s talk. I would love to get to know you! Send me a DM or visit https://buff.ly/3J4Prpo to get started. #ToughConversations #ClientCare #HonestTalks #BusinessConsultation #AccountantLife #BuildingTrust #FinancialTransparency #ClientRelationships #ProfessionalGrowth

Here is a tip on how to save some money in 2025 👆👆👆 #EndOfYearCleanup #FinancialTips #SaveMoney #2025Planning

Ever wonder how that business owner you see on Instagram seems to have time for it all? Here's the tea ☕: She outsourced. I get it. That is easier said than done. But we all have the same amount of hours in a day. The way so many of us can *do it all* is by having someone else do some of it. Truth hurts. The easiest way to figure out where you should start outsourcing is finding those tasks that you are: 1. Not great at 2. Don’t like doing For my clients - that usually means bookkeeping. If you have been putting off your bookkeeping because you aren’t great at it and don’t like doing it, it may be time for a cleanup. (before the end of the year when your stress going to be📈) If you are ready to outsource, visit https://buff.ly/3J4Prpo and we will take it from there. #YearEndCleanup #BusinessAccounting #TaxPrep #FinancialOrganization

How are those 2024 goals coming? Sore subject….sorry. Look if you started the year with ANY goals around your finances, it is not to late to reconsider and strategize. When it came to your 2024 goals, you probably started too late. Maybe you started planning for 2024 in January - let’s get ahead of this thing. If you want to take control of your finances then you need to start early and be proactive. Which means let’s set you up for success in 2025, now. Don’t worry we will take baby steps - start by giving me a follow and let’s drip some financial literacy into your feed this Q4. #2024Goals #FinancialPlanning #ProactiveFinance #GoalSetting #StartNow #FinancialLiteracy #2025Success #PlanAhead #MoneyManagement #SmallBusinessGoals #Q4Planning

Exciting Announcement! In the world of remote work you often find yourself making unlikely connections with people all over the country. Through a shared sense of experiences in growing a business you often develop friendships that are more meaningful than you first expected. Which brings me to Anna! Some of you may be familiar with one of my colleagues, Anna Ortiz, CPA. Over the last few years our friendship has grown from the occasional email of support to throwing webinars together. Well recently we launched our joint venture, T&O Strategic Advisory, and we have decided to double down. After years of growing our separate firms, North Shore Accounting Services and Tatum Accounting, we are officially merging as Tatum & Ortiz Group PLLC dba T&O Strategic Advisory! This merger changes nothing in how services are delivered to our clients, as our systems and processes, as well as our team, remain the same. By joining together, we can offer more resources, expertise and value to support our clients' business growth and success, while continuing to provide personalized quality service that our clients have come to expect and certainly deserve. Be on the lookout - over the next couple months I will continue to update you on how you can connect with T&O Strategic Advisory. I am so excited to see where this partnership takes us! #BusinessMerger #NewBeginnings #TOAdvisory #StrategicGrowth #PartnershipSuccess #ClientFirst

Marketing has changed a lot over the years… #SmizeMoose

I need to be brutally honest about something - I am so glad I am not in your shoes. 😅 Outsourcing & hiring is hard, period. What is even more challenging is outsourcing work that you really are not experienced in so you do not always know what to look for (like accounting). Let me give you a sneak peek into the accounting industry right now. There are a lot of people becoming bookkeepers because they believe it is a good work from home job. And it is! But it is not something you can just pick up and start doing. 😬 Not understanding how revenue and expenses hit your bank and QuickBooks account can easily lead to mistakes that can harm your business by overstating your income or expenses. Hello IRS and crappy information you relied on to make business decisions! So why should you trust me? 💁♀️ Well - I’m an EA. Which means the IRS has put their personal stamp of approval on my knowledge. I also have a degree in accounting and certified in multiple apps like QuickBooks and Gusto. ✨ I realize you may still feel a bit skeptical - which is what consultations are for! Let’s get to know each other - Visit https://buff.ly/3J4Prpo or DM me to get talkin. #OutsourcingChallenges #HiringHelp #AccountingStruggles #BookkeepingTruths #TrustTheExperts #AccountingMistakes #IRSApproved #EnrolledAgent #QuickBooksCertified

Ready to let someone else handle your taxes and the 😳 50 different state rules? ✨ Visit https://buff.ly/3J4Prpo to get started. #TaxHelp #StateTaxRules #TaxConsultant #ExpertAdvice #TaxSeason #StressFreeTaxes #DMToConsult #TaxPreparation #TaxSolutions #FinancialExpert #GetStarted #ConsultWithMe Source: https://buff.ly/4dNb6lz

Reflecting on my most successful clients, one trait stands out: their openness to innovation. They aren't just listeners (although that helps!), but they're also eager to explore new ways of doing things. Direct, open, and always ready to learn, they understand the value of continuous improvement. They don’t presume to have all the answers already. This mindset not only fosters growth but also strengthens our partnership. What do your most successful clients have in common? #ClientSuccess #Innovation #ContinuousImprovement #BusinessPartnership