Hey everybody, welcome to this week's episode of Money Through Ease. I'm your host, Regan, and today I'm going to be sharing with you information about the fourth quarter fling. Last year I created this offer that I thought was brilliant, and I still think it's pretty brilliant. And I think it's going to be so helpful and such a great resource and way to work with me. For business owners and entrepreneurs like yourself, who stay up to date with their bookkeeping, maybe has a hard time keeping up with the paperwork all year long, and the result being that when it comes time to file taxes every year, you're scrambling. You're behind, you've procrastinated, you've avoided it. It causes you a lot of anxiety, so of course it makes sense that you avoid that. And the result of that being, you end up spending more money on your taxes than you really should be paying.
Because here's the deal: when you are not doing your business's bookkeeping, financial record keeping, financial reporting, reconciling categorization, all that good stuff that we're supposed to be doing every month when we're doing our bookkeeping, when you're not doing that on a regular basis throughout the year, you are actually missing out on tax deductions. If you're a small business owner, that means you get to deduct certain expenses related to the way you make money in your business on your individual tax return, on your personal tax return that you have to file every year, you need to claim your business income and any expenses related to how you made that.
You get to take business tax deductions to reduce that income, because if you're a sole proprietor, a single Member LLC, this is how you're filing and you don't have taxes withheld from your pay. People are just paying you money. You have to report that income. You also are allowed to take certain deductions to reduce that income so you don't pay as much in taxes. And this is how we do things as small business owners in the United States. But if you're not keeping up with that bookkeeping, if you're not looking at your transactions every month, if you're not categorizing things appropriately—which means that you assigned categories based on how an expense needs to be reported on your tax return—if you're not following the guidelines set for accounting in the United States, if you're not reconciling your account to know that your numbers are accurate, that you've accounted for everything—if you're not doing all this, and you're not looking at your reports on a regular basis, you are missing out on tax deductions. I can almost guarantee it with like 99% certainty.
Now, this is where the fourth quarter filing comes in, and I am not guaranteeing in any way that if you participate in a fourth quarter fling, if you sign up to do a fourth quarter fling with me, that you will save money on your taxes—that is not up to me. It's really not even up to you. It's up to what the tax law says that you are allowed to take, on what you have to. So I'm not guaranteeing that it will save money on taxes, but I can be pretty damn sure that if you're not doing your business bookkeeping all year long, you are missing out on tax deductions.
If this is you, if this sounds like you, if you're that person that I'm speaking to right now, and you have procrastinated all year, and every year you procrastinate, and every year doing your taxes is just like pulling teeth, like it is just so painful and anxiety-inducing, I want you to know that I get it and I see you, and that is why I created the fourth quarter fling. I made it to help you do exactly what you need to do to get your shit together for 2023 and to be able to file your return on time, to have a more accurate return than you would have if you weren't doing your bookkeeping.
If you don't do a fourth quarter fling, let's get together, let's work on your business goals, and get you set up for success next year.
So here's what our fourth quarter fling is: it's a way for me to take your business on a date. It's like an accounting date. What I do is I take a look at your bookkeeping in whatever shape it's in, in whatever form you have your business financials. If you're using QuickBooks Online, great. I'd love to have access to that so I can look at what's going on with your reports and your transactions and make recommendations for you. If you're not using QuickBooks Online, if you're not using accounting software, if you have a spreadsheet, if you don't have a spreadsheet, if you have a box of receipts, if you've got a zip lock bag of receipts, if you have no receipts at all—any point on your bookkeeping journey, the fourth quarter fling is designed to help you, I promise.
I'm going to take a look at whatever you've got going on, whatever you would like me to have access to and to see. If you don't want me to have access to something and you just want to do the virtual call, we can do that as well. But I do recommend allowing me access to look at whatever shape your bookkeeping is in currently. And then after I do that, we will have a one-on-one virtual call. This is where I give you a year-end checklist to get your shit together.
You're gonna get a written workbook, a written checklist from me that I have developed after almost damn near 10 years of doing this work, helping small business owners get their books. I have curated and distilled down my year-end process for all my clients, and I'm going to give that to you. I'm going to give you access to that. You'll get a written workbook, a written checklist, and it's not the same thing that I just give to everybody, by the way, because I have access to look at your bookkeeping, because I have access to look at your business finances beforehand. This customized workbook and checklist is going to be relevant to what you need to do in your business to get ready for tax season. I'm going to make recommendations for you. You're going to learn how to close out your books for 2023.
All of this goes towards helping you save money on taxes and getting the most out of your business deductions. If you sign up for a fourth quarter filing before October 1st, I want to tell you about a special bonus that you will receive by signing up by that date, October 1st, 2023. I'm going to include a resource that I'm currently developing for my future offer, "Mind the Gap." You might have heard of it if you've been listening to the podcast. You've heard of it? You'll be the first to receive a free resource from Mind the Gap if you sign up for a fourth quarter fling by October 1st of this year.
So, I want you to be in on the ground floor of me developing and creating content for Mind the Gap. I have already been creating content, I have been developing the course already, but I need your feedback. I need your help to make sure that I don't miss anything, to make sure that I got everything right, to make sure that it's helpful and is as resourceful as possible for you.
Sign up for your fourth quarter fling now before October 1st, 2023, and you'll get that free bonus from me. If you sign up after October 1st, that's perfect. As long as there are appointments available on my calendar for the fourth quarter filing, you can sign up through the end of December 2023.
Obviously, this is called the fourth quarter fling. It is only offered in the fourth quarter every year. The reason for that time constraint is that now is the best time to get your business keeping together before tax season. It is not during January. January is an extremely busy month for accountants everywhere. We're filing 1099s, and then people who do taxes are getting ready for tax season. After January, I kind of go on with my normal routine for bookkeeping, but I have clients that do their taxes with another tax preparer, and so I have to make sure their reports are finalized as well.
So, what you're getting if you sign up for a fourth quarter fling is less stress during tax time, because if we're signing up now, we're doing this work together now. I'm looking at your bookkeeping now. I'm looking at your business finances now. I'm making recommendations to you right now. This leaves you plenty of time to accomplish closing out your bookkeeping, getting things organized, raised before January hits and the craziness of tax season starts—no more procrastinating, no more anxiety about doing your business taxes.
So, get signed up for a fourth quarter fling before October 1st to receive your special bonus, but you will be able to sign up as long as there is availability through the end of December. If you want to actually understand what's going on in your business, you need to get on a fourth quarter fling. If you want to pick my brain and my nearly ten years of expertise in the small business bookkeeping industry, and if you want to come pick my brain, get on the fourth quarter fling with me.
Do you want a customized curated checklist specific to your business to help you get 2023 bookkeeping closed out? Do you want that? Sign up for a fourth quarter fling. Do you want to get a workbook with questions about how to evaluate your business finances? How to not miss tax deductions? How to get the most out of your business bookkeeping to help you prepare for taxes? Sign up for a fourth quarter fling.
If you want me to look at your bookkeeping, put my brain into it, put my eyeballs on it, and tell you what I think is going on and make recommendations to you, again, on the fourth quarter fling, sign up before October 1st. You will not only get the free resource, but anybody who signs up for a fourth quarter fling at any time will be invited to beta test "Mind the Gap." That is my entrepreneurial bookkeeping course that is currently in development. If you sign up for a fourth quarter fling, if you work with me this year, I will invite you to beta test that offer coming up. Otherwise, you're gonna have to wait till sometime next year to get into Mind the Gap.
Another reason to do a fourth quarter fling, if I haven't given you enough reasons already, is that I am developing an entrepreneurial community. This is going to be a community for entrepreneurial support, for you to come network with other people who are doing this same work. That community is going to be launching on February 1st, 2024. If you sign up for a fourth quarter fling at any time, you will be invited into that entrepreneurial community at no extra cost. You will get to have access to that community for as long as you'd like to be in it.
You need to get on a fourth quarter fling. I've given you so many reasons to sign up in this 12 and a half minutes that I've been recording. Go get on the link in the show notes, go to my website, go to my social media, click the link in my bio, get on the fourth quarter fling, get signed up today so that you can get that bonus. Sign up before October 1st, sign up before spots fill up, y'all. I don't have—I mean, I don't have infinite time. I have just as many hours in the day as you do. I have limited time to be able to devote to fourth quarter flings. I have client work that I have to do, I have projects that I'm working on. I want to be able to devote time to you and your needs.
And if you want to work with me before the end of the year, get your stuff together, get on a fourth quarter fling.
I am opening up a limited amount of spots because, like I said, I've got a lot of other things going on, but I have devoted time on my calendar for fourth quarter flings. You need to get on there before they fill up. You need to get on there before October 1st so that you can receive that free resource from Mind the Gap. You get a sneak peek of what's coming later, so you can visit the link in my bio on any of my social media. You can go to the show notes; there will be a link for you to access my calendar and get signed up for a fourth quarter fling immediately. This sign-up is available now, so you can go now. Go to the link in the show notes.
If it's before October 1st, 2023, that you're listening to this, you still have time to capture that special bonus, that free resource from Mind the Gap, as long as there is availability for a fourth quarter fling. It may fill up, I don't know. I hope so. That would be amazing. But you need to get in there and do it.
The fourth quarter fling is only available from October 1st to December 31st every year. There's no better time to get your shit together, to get your business bookkeeping together, than right now during the fourth quarter before tax season starts. Trust me on this. I've been doing it for 10 years. Save money on your taxes, have less stress at tax time, quit living in the dark about your business bookkeeping and your business finances.
You don't need to be organized to sign up. You don't need to have QuickBooks to sign up. We will talk about all of that. Just get your ass on to the fourth quarter fling, get signed up, have a virtual call with me, have me look at your bookkeeping, get your free bonus, get access to the entrepreneurial community starting February 1st. All of these perks are amazing. I've talked enough. Go sign up. I'll talk to you all next week.