If you’re a business owner, you have probably seen the acronym “BOI” floating around recently.  You’ve probably also seen click bait videos or reels trying to scare you about being fined $500 a day if you don’t report.  I’m here to help you filter through the scare tactics, scams, and those trying to make money […]

January 8, 2024

Oh BOI – What Business Owners Need to Know

Every day, I hear more and more people talking about how expensive everything is these days.  Even people who never paid attention before, are paying attention now.  So what do you do when your spending is out of control, and the cost of everything seems to be skyrocketing?  Here are a few tips to help […]

December 18, 2023

Is Your Spending Out of Control?

Everyone says it: “Prepare for the unexpected.”  We all know that anything can happen at any moment that can change our lives forever.  We all know we should take steps to prepare for these types of things, but life gets busy – like really busy.  And we put things on the back burner for “another […]

November 16, 2023

Prepare for the Unexpected

As a financial coach, it’s important to “practice what I preach”.  In this current environment of increasing costs of literally everything, even people who never paid attention to their finances are paying attention now.  I am by no means perfect with my budget, but over the years I have developed a few money habits that […]

October 13, 2023

Saving Money Hacks

You usually hear the phrase, “Productivity Equals Profitability”.  But what about Proactivity?  There are just over three months remaining for this year.  How can you make the most of it?  One way is to focus on your numbers now to find ways to increase your profitability.  Don’t wait until January to do a review of […]

September 10, 2023

Proactivity Equals Profitability

CPA meeting with client

Last night, my husband and I went out for dinner.  Lately we have been trying to eat healthier, with smaller portions, and cook meals at home (not only healthier, but better for our budget!).  The juicy burgers with bacon and loaded fries on the menu were too hard to resist.  And of course, they were […]

August 14, 2023

Crash Budgeting

photo of financial coach Carrie Williams

Is the cost of food giving you sticker shock these days?  Costs are rising wherever you look, and food can be a big chunk of your spending each month.  If you’re starting to feel the squeeze in your wallet, here are some actionable tips to help keep those expenses down. It Pays to Pay Attention […]

July 10, 2023

5 Ways to Cut your Food Spending

These last few years have been filled with transition for lots of people.  If your transition has included changes in your employment, please keep reading.  If you have transitioned from a job where you were getting paid as a “W2 employee” and are now getting paid as a “1099 contractor”, there will be some big […]

June 22, 2023

1099 Income and Taxes

It seems to be everywhere:  the option to “buy now, pay later”.  Convenient? You bet.  Helpful? Maybe.  A good idea? Rarely.  Before you “buy” into the hype (literally), let’s explore some things to consider before you click that button.  What is BNPL? Buy now, pay later (BNPL) is a way to get your stuff now […]

May 10, 2023

Buy Now, Pay Later Risks

Taxes.  The dreaded 5-letter word.  Somehow the American culture (and government?) has created a fear factor when it comes to our annual duty to pay taxes.  Part of the reason may be that the tax code is so darn complicated, but I digress.  The truth is, it doesn’t have to be a scary event.  You […]

April 25, 2023

I filed my taxes, now what?

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Rumor has it...

I used Running Valley Financial for my personal and small business tax preparation and it was an amazing experience. Not only was it simple to upload my documents but also went over my deductions and caught a few I had been missing the past couple years resulting in a better return for me. She was professional and super knowledgeable. I'd recommend her and will be filing my taxes through Running Valley next year.

- m.C.

I didn't have a good experience with my previous CPA and had to switch. Carrie is a CPA that DOES worry about clients and works with them to make sure their questions get answered. She really took the time with me to go over everything. Her great customer service and professionalism really makes a difference when working with a CPA.

- M.B.

Last year my accountant made taxes complicated, and seemed too busy to truly help me even when I made  appointments. This year I'm so thankful to switch to Running Valley Financial because everything is simple and easy to understand!

- C.C.