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Vani | CPA Tax Coach
Helping Small Business Owners and Freelancers Keep More of What They Earn Through Better Tax Planning and Bookkeeping


Stop Uploading Receipts Into QuickBooks — Read This First
Think uploading every receipt is good bookkeeping? Think again. One of the most common mistakes freelancers and small business owners make is creating duplicate expenses by entering receipts for transactions that are already imported through their bank feed. Learn how to manage receipts the right way, keep your books accurate, and avoid costly cleanup at tax time.

Vani Murthy
Jun 187 min read


Safe Harbor vs. Quarterly Taxes: Which Method Is Better for Freelancers and Independent Contractors?
Many freelancers assume they must calculate quarterly taxes perfectly every quarter. The IRS offers another option called the Safe Harbor Rule, which can help self-employed individuals avoid penalties while simplifying tax planning. Learn the key differences between Safe Harbor and Quarterly Estimated Taxes, the pros and cons of each approach, and how to choose the method that best fits your income and cash flow.

Vani Murthy
Jun 167 min read


Why Your Profit Doesn't Match Your Bank Balance
If my business made money, why doesn't my bank account reflect it?" The answer usually comes down to understanding the difference between profit, taxes, and cash flow.

Vani Murthy
Jun 169 min read


Stop Drowning in Receipts: 5 Simple Bookkeeping Steps That Actually Work
Running a business means wearing a lot of hats — but drowning in receipts shouldn't be one of them. In this post, Vani, CPA walks you through 5 simple bookkeeping steps to take your finances from chaotic to crystal clear. No accounting degree required.

Vani Murthy
Jun 167 min read
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