Account for Data, LLC

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"Money talks… mine just says goodbye.’

I work with creative agency owners to turn inconsistent revenue into predictable profit using strategic accounting and tax planning. 😊 CPA = Can Prevent Anxiety (especially during tax season).
✅ I untangle bookkeeping, accounting, and tax prep so small business owners can actually enjoy their business (or at least their coffee).
🎉 Saving you from the ‘oops’ in QuickBooks, the ‘ouch’ in tax season, and helping you with the strategy to grow your business stress-free.

10/08/2026

Your income tax bracket might not tell the whole story. 👀

If you’re self-employed, you may owe self-employment tax AND income tax. That’s why setting money aside based only on your income tax bracket can leave you short.

In this week’s Owner’s Office Hours, I explain what self-employment tax covers, who typically pays it, and why you could still owe it even when deductions and credits bring your income tax down to zero.

There’s some good news, too: deductible business expenses generally reduce your profit, which can lower both taxes.

Have a business money question? Drop it in the comments—it could be a future Owner’s Office Hours topic!

This is general educational information. For guidance specific to your business and tax situation, reach out to me.

You know your revenue. But how much have you actually made?For Week 3 of our Tax-Ready by December 31 series, we're revi...
10/07/2026

You know your revenue. But how much have you actually made?

For Week 3 of our Tax-Ready by December 31 series, we're reviewing your Profit & Loss.

Revenue is important—but it's only the beginning.

Your P&L should help you understand what your business earned, what it spent, and what was left over. Before relying on that number, though, make sure the information behind it makes sense.

This week, take some time to:

✓ Compare your P&L revenue to sales reports, payment processors, or other reliable records
✓ Review outstanding Accounts Receivable
✓ Look for old, duplicate, or incorrect invoices
✓ Investigate unusual expense balances
✓ Check for personal expenses mixed into the business books
✓ Look for business expenses you paid personally
✓ Review large purchases that may need additional consideration
✓ Know your year-to-date profit

Remember:

Revenue ≠ Profit.

A business can generate $200,000 in sales and still have significantly less left over after expenses.

And your profit matters beyond understanding how your business performed—it can also affect your tax liability.

Don't wait until tax season to find out what your business actually made this year.

12 weeks. One task at a time. Let's get tax-ready by December 31.

Not sure where your business stands financially heading into year-end? Take our free Financial Foundation Assessment to identify the areas that may need your attention:

https://creativebizcpa.com/financial-foundation-assessment

A client asks for a lower price. You want to help, but the same project may still cost just as much to deliver.Here's a ...
10/06/2026

A client asks for a lower price. You want to help, but the same project may still cost just as much to deliver.

Here's a simple example: $1,000 in project revenue minus $600 in variable costs leaves $400. A 20% discount takes the price to $800. If the costs don't change, just $200 is left.

That remaining amount is contribution toward overhead and profit, not take-home pay. This example leaves out the owner's unpaid time, fixed overhead and taxes.

A useful next question is: “What smaller version of the project would fit this budget?”

Fewer deliverables may help, but calculate the new costs before agreeing. A smaller package still needs to make financial sense.

Which part of a pricing conversation feels hardest for you?

Ever moved your own savings into your business to get through a quieter week? That deposit can look just like a client p...
10/05/2026

Ever moved your own savings into your business to get through a quieter week? That deposit can look just like a client payment in a bank feed.

If you operate as a sole proprietor, record it as an owner contribution, not a sale. Keep the transfer details with your records.

With September ending, this is a useful check before you review Q3. It helps you see what clients paid for your work separately from what you personally put into the business.

Which part of your bookkeeping would you like explained in plain English next?

10/02/2026

Have you ever gotten your tax return back and thought, “How do I owe this much? I didn’t even make that much money”?

You remember the slow months, what you paid yourself, and how tight cash felt. But if you haven’t been reviewing your profit throughout the year, the number on your tax return can catch you off guard.

In this first Owner’s Office Hours video, I’m explaining why taking money out to pay yourself doesn’t necessarily reduce your business profit—and why knowing that profit throughout the year matters.

What question about your business finances would you like me to answer next? Leave it in the comments!

If you’d like to talk through your own numbers or tax situation, send me a message.

This video provides general information. Individual advice depends on your specific circumstances.

What’s hiding in your “I’ll figure it out later” accounts?For Week 2 of our Tax-Ready by December 31 series, we’re tackl...
09/30/2026

What’s hiding in your “I’ll figure it out later” accounts?

For Week 2 of our Tax-Ready by December 31 series, we’re tackling the transactions you weren’t quite sure how to categorize—and then left for another day.

Start with Uncategorized Expense, Ask My Accountant, Suspense, Uncategorized Income, or anywhere else you park transactions that need a closer look.

But don’t just move them somewhere to get them off the list.

“Business Expense,” “Miscellaneous Expense,” and “Other Expense” don’t tell you much when they become the place where everything lands. Your categories should help explain what’s happening in your business.

This week:

✓ Properly categorize what you know.
✓ Add notes and save supporting documentation.
✓ Send questions about anything you’re unsure of.

An Ask My Accountant account can be a useful place to hold questions—as long as you have a routine for reviewing and resolving them.

And don’t wait until tax time to ask. That charge you recognize today may be a complete mystery three months from now.

The goal isn’t just categorized books. It’s books that actually make sense.

13 weeks. One task at a time. Let’s get tax-ready by December 31.

Not sure where your business stands financially heading into year-end? Take our free Financial Foundation Assessment:
https://creativebizcpa.com/financial-foundation-assessment

Creative work gets better with feedback. It also needs a clear stopping point.If “two rounds of revisions” means one thi...
09/29/2026

Creative work gets better with feedback. It also needs a clear stopping point.

If “two rounds of revisions” means one thing to you and another to your client, the project can grow quietly while the fee stays the same.

Before your next kickoff, explain what a round includes, who consolidates feedback, and which changes would require a new estimate. Put those expectations in the agreed scope.

When an extra request arrives, keep the conversation warm and specific: “I can help with that. Let me confirm the added fee and revised delivery date before we start.”

Then compare estimated revision hours with actual time after the project. That gives you better information for the next quote.

What is the one scope detail you wish you had defined earlier in your business?

Your October calendar may look open. Your capacity budget tells a fuller story.Swipe through before you say yes to the n...
09/28/2026

Your October calendar may look open. Your capacity budget tells a fuller story.

Swipe through before you say yes to the next project →

Start with the hours you plan to work after time off. Reserve time for running the business and leave a buffer. The remainder is your total project-hour budget.

Our illustrative month:
120 planned hours - 30 business hours - 10 buffer hours = 80 project hours.
At 20 hours per project, that is four total slots, including work already booked. If two are committed, only two remain.

Estimate the whole engagement: calls, preparation, revisions, and delivery. Different projects may need different amounts of time.

Then check whether the fees support delivery costs, overhead, and owner compensation, and whether payment dates fit your bills.

Save this carousel and block your October business time before opening more bookings.

Thinking about turning your creative skills into a paid workshop? Start with the quieter-room scenario, not just the sol...
09/25/2026

Thinking about turning your creative skills into a paid workshop? Start with the quieter-room scenario, not just the sold-out one.

In our fictional example, a $120 ticket leaves $90 after $30 of per-person costs. With $900 in fixed costs, the workshop needs 10 paid seats to cover the modeled costs.

Eight seats would leave a $180 shortfall. Fourteen would leave $360 after those costs, before tax. These are planning examples, not predicted results.

Before opening registration, list the costs you pay regardless of attendance and the costs that grow with each person. Include your prep and teaching time and a share of overhead so "breaking even" doesn't quietly mean working for free. Your own time budget is not automatically a deductible expense.

Choose a minimum enrollment and decision date that fits your vendor commitments. Tell attendees your cancellation and refund policy before they book.

Browse the four slides, then try the calculation for your idea. What cost is easiest to forget when planning a class?

You want your client to love the final result. You also need the project to make financial sense.Those two goals can coe...
09/25/2026

You want your client to love the final result. You also need the project to make financial sense.

Those two goals can coexist.

The slippery part is not always a major request. Sometimes it is an extra version, another feedback round, and a new person joining the approval process.

In this carousel, a hypothetical $2,400 project grows from 24 to 32 hours without a fee change. Revenue per hour falls from $100 to $75. That is not a profit calculation, but it is a useful signal to investigate.

Before your next project starts, spell out what is included, how revisions work, and who approves the final version. When the request changes, confirm the scope, fee, and timeline in writing before doing the added work.

What tends to stretch your projects most: extra versions, feedback rounds, or changing approvers?

Illustrative example only; these are not recommended rates.

Address

Birmingham, AL
35203

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 2pm

Telephone

+18882314738

Website

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