Somnio CPAs

10/06/2026

Join our friends over at Somnio Wealth for a great webinar tonight at 5:30pm EST!

📋 Before the year ends, there are a few items you should plan for now.

Join us for our upcoming webinar as we cover important year-end planning topics, including:

• Required Minimum Distributions (RMDs)
• Tax planning opportunities
• Charitable giving
• Retirement contributions
• Beneficiary designations
• Estate planning
• And more

We’ll also begin with a brief update on the current market and economic environment.

Whether you’re approaching retirement, already retired, or simply planning ahead, this conversation can help you identify items worth reviewing before the calendar turns.

📅 Tuesday, October 6th
🕐 5:30pm EST
💻 Zoom Webinar

Register today: https://zoom.us/webinar/register/WN_wBFlbB3aQeq6aBxsJaaPow

03/09/2026

Many business owners review financials once a year - during tax season.

But sustainable growth requires ongoing visibility. Monthly reviews, cash flow projections, and forward-looking forecasts help owners make proactive decisions instead of reactive ones.

Financial systems shouldn’t just measure the past - they should guide the future.

👉 If you’d like more clarity around your business finances, schedule an introductory call
through the link in our bio

02/23/2026

Here’s a question many business owners don’t ask - but probably should:

Do I understand why my numbers look the way they do?

CFO services aren’t just about producing reports. They’re about interpretation, planning, and helping owners feel informed when making decisions. Without context, numbers can feel overwhelming - or misleading.

When you understand the “why” behind your financials, you can engage more confidently in conversations about growth, staffing, investments, and timing.

Understanding leads to better-informed decisions - and fewer surprises.

Curious what your numbers are really telling you? Schedule a conversation with our
team using the link in our bio.

02/18/2026

High revenue doesn’t always mean a healthy business.

One of the most common insights we share with business owners is this: timing matters.

When money comes in - and when it goes out - can have just as much impact as how much you earn overall.

Cash flow affects payroll, growth decisions, stress levels, and flexibility. Understanding those patterns can help business owners better anticipate challenges and make more intentional choices, especially during periods of growth.

Revenue tells you how big your business is. Cash flow helps you understand how it actually operates day to day.

Numbers tell a story - you just need help reading it.
👉 If you’re a business owner looking for clearer financial insight, schedule an initial consultation through the link in our bio.

02/06/2026

Ever wonder what a CFO really does, and whether your business needs one?

For many growing companies, hiring a full-time CFO isn’t realistic. But making decisions without financial clarity isn’t ideal either.

That’s where fractional CFO services come in.

At Somnio CPAs, CFO support often includes cash flow analysis, forecasting, budgeting, and helping business owners understand why their numbers look the way they do, not just what the totals say. It’s about context, planning, and visibility.

When you understand the story behind your numbers, you’re better equipped to ask the right questions and make informed decisions as your business evolves.

If you’ve ever felt like you’re reacting instead of planning, a conversation may be a good place to start.

👉 Schedule an introductory meeting through the link in our bio

01/29/2026

Tax season has officially begun, and getting an early start can make the process more manageable.

Before schedules get busy, now is a helpful time to get organized. A few practical steps include:

✅ gathering tax documents as they arrive
✅ confirming filing status and dependents
✅ tracking charitable giving and major deductible expenses
✅ making sure your CPA and financial advisor are communicating

A bit of preparation now may help reduce stress later and assist in identifying any questions sooner rather than later.

If you have tax-related questions or would like support as you prepare, reach out early. Use the link in our bio to get started.

10/28/2025

🌟 Meet Lucina! 🌟

We’re thrilled to welcome Lucina Fitzpatrick, our new Tax Administrator to Somnio CPAs!

A proud Louisvillian, Lucina is a devoted wife and mom to six amazing kids. Her life is filled with family fun and church activities that keep her grounded and joyful.

At Somnio, Lucina is most excited to learn new things and help individuals achieve their dreams and goals - a passion that aligns perfectly with our mission. 💙

When she’s not busy keeping up with her family, you’ll find her relaxing with a heartwarming romcom or laughing along to favorites like Abbott Elementary, Malcolm in the Middle, and Everybody Hates Chris.

Please join us in giving Lucina a warm Somnio welcome in the comments below! 👏

09/17/2025

Have questions about the One Big Beautiful Bill Act and how it may affect you? Join us along with Somnio Wealth in a few weeks as we break down what changes were made and what it means for Young Investors and 401(k) Participants, Retirees, and Business Owners. You won't want to miss this!

🌟 Big Tax News: The One Big Beautiful Bill Act is here and we are here to help you understand it!

Somnio Wealth, along with our strategic partners at Somnio CPAs are hosting a series of webinars tailored to YOU!

We’re offering 5 tailored webinar sessions:

For Young Investors & 401(k) Participants
- Tuesday, Oct. 7 @ 9am EST – REGISTER HERE -> https://zoom.us/webinar/register/WN_XmbSy_NwQDOn813JuMMghA #/registration
- Tuesday, Oct. 7 @ 12pm EST – REGISTER HERE -> https://zoom.us/webinar/register/WN_kGnAJ48VRq-NiCqbUIkaJQ #/registration
- Tuesday, Oct. 7 @ 6pm EST – REGISTER HERE -> https://zoom.us/webinar/register/WN_9CjVbxvdQGCetgAXlt2ITQ #/registration

For Retirees
- Thursday, Oct. 9 @ 6pm EST – REGISTER HERE -> https://zoom.us/webinar/register/WN_mCdL7sh7QlOPds519FoD4Q #/registration

For Business Owners
- Tuesday, Oct. 14 @ 6pm EST - REGISTER HERE -> https://zoom.us/webinar/register/WN_BF1uGImATZq6fdFlwkeK0A #/registration

💻 This is a free virtual events

👉 Have questions? Email us at [email protected]

08/28/2025

We couldn't be more excited about this merger - Thanks Business First for highlighting this milestone!

The firm has been looking to expand after recognizing a need for focusing on CFO services.