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Avoid Year-End Surprises: Weekly Accounting for Financial Clarity

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Manage episode 478647579 series 2564699
Content provided by Nichole Stohler and Mike Stohler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nichole Stohler and Mike Stohler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Are year-end tax bills catching you off guard? In this episode of The Richer Geek Podcast, Anne Gannon, founder of The Largo Group, shares how a weekly accounting system can help you ditch tax season stress and make smarter financial decisions year-round.

Anne reveals why traditional accounting often fails small businesses, and how shifting to real-time insights empowers you to take control of your cash flow, break-even points, and tax strategy. You’ll also discover how real estate fits into long-term wealth planning and why proactive communication with your CPA is key.

Whether you're a real estate investor, entrepreneur, or small business owner, this episode offers actionable advice to help you plan ahead, reduce surprises, and build financial clarity.

In this episode, we’re discussing…

  • Traditional accounting is backward-looking and reactive, leaving business owners blindsided.

  • Weekly accounting offers real-time visibility into financial metrics for better, faster decisions.

  • Don’t rely solely on your accountant: know your numbers and ask the right questions.

  • A quarterly tax strategy helps you make timely adjustments and avoid last-minute panic.

  • Real estate can be a powerful tool for building long-term wealth, equity, and passive income

Resources from Anne

LinkedIn |The Largo Group | Real Estate Accelerator

Resources from Mike and Nichole

Gateway Private Equity Group | Nic's guide | Franchise With Bob

  continue reading

179 episodes

Artwork
iconShare
 
Manage episode 478647579 series 2564699
Content provided by Nichole Stohler and Mike Stohler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nichole Stohler and Mike Stohler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Are year-end tax bills catching you off guard? In this episode of The Richer Geek Podcast, Anne Gannon, founder of The Largo Group, shares how a weekly accounting system can help you ditch tax season stress and make smarter financial decisions year-round.

Anne reveals why traditional accounting often fails small businesses, and how shifting to real-time insights empowers you to take control of your cash flow, break-even points, and tax strategy. You’ll also discover how real estate fits into long-term wealth planning and why proactive communication with your CPA is key.

Whether you're a real estate investor, entrepreneur, or small business owner, this episode offers actionable advice to help you plan ahead, reduce surprises, and build financial clarity.

In this episode, we’re discussing…

  • Traditional accounting is backward-looking and reactive, leaving business owners blindsided.

  • Weekly accounting offers real-time visibility into financial metrics for better, faster decisions.

  • Don’t rely solely on your accountant: know your numbers and ask the right questions.

  • A quarterly tax strategy helps you make timely adjustments and avoid last-minute panic.

  • Real estate can be a powerful tool for building long-term wealth, equity, and passive income

Resources from Anne

LinkedIn |The Largo Group | Real Estate Accelerator

Resources from Mike and Nichole

Gateway Private Equity Group | Nic's guide | Franchise With Bob

  continue reading

179 episodes

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