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Alicyn McLeod

@atlantatax.bsky.social
539 followers 159 following 70 posts

Driving financial clarity for law firms, entrepreneurs & individuals | Straightforward accounting, tax, and wealth management strategies | Back away from that S Corp

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Alicyn McLeod @atlantatax.bsky.social · 30/12/2024
TIL when someone says they are from Chicagoland it's an actual city and not a cute way of saying how much they love Chicago.
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Alicyn McLeod @atlantatax.bsky.social · 27/12/2024
Everyone else is an idiot when your understanding is superficial.
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Alicyn McLeod @atlantatax.bsky.social · 24/12/2024
I feel about property taxes the way I imagine most non-tax CPAs feel when someone says "oh you're a CPA! can you help me with my TAXES??"
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Alicyn McLeod @atlantatax.bsky.social · 23/12/2024
Another day, another Excel file a client sends in pdf
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Alicyn McLeod @atlantatax.bsky.social · 20/12/2024
Prospective client just told me they had to go to HRB 2x to get their 2023 1040 prepped. The first time, the person who knew how to enter K1s wasn't there. 👀 Went back and that person still wasn't there. Someone else powered through it painfully. 🤦🏻‍♀️ Ummm...this is a thing?
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Alicyn McLeod @atlantatax.bsky.social · 17/12/2024
A platform is not an advisor. Which doesn't matter until the platform breaks. And you have no advisor.
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Alicyn McLeod @atlantatax.bsky.social · 17/12/2024
Do you want a new convert to lead you on your own spiritual journey? Probably not. Be careful who you are consuming your AI-related information from.
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Alicyn McLeod @atlantatax.bsky.social · 13/12/2024
To everyone considering adding their spouse as an owner to their business because "it just seems like a good idea", please talk to an attorney first. You're welcome.
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Alicyn McLeod @atlantatax.bsky.social · 05/12/2024
1099s are the WORST Starting to work through W9 requests for monthly clients. It's...not fun. We're building a process to address this on a monthly basis going forward, but that won't make this any more fun.
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Alicyn McLeod @atlantatax.bsky.social · 05/12/2024
You can't make up for bad with more
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Alicyn McLeod @atlantatax.bsky.social · 04/12/2024
I have a joke about debits and credits, but it's so balanced, it will offend folks on the left and the right.
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Alicyn McLeod @atlantatax.bsky.social · 03/12/2024
If you’re an attorney running your own firm And you’re concerned about 2024 taxes Here’s where to focus:
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Alicyn McLeod @atlantatax.bsky.social · 01/12/2024
Pie chart caption "Talking to a Prospective Client". Small percentage of time scoping, large percentage of time asking "wtf is their current advisor thinking?" over and over
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Alicyn McLeod @atlantatax.bsky.social · 01/12/2024
After years of practicing as a solo, one of my many surprises about firm building is just how hard accounting is. To get meta, I'm surprised I'm surprised. I've complained about how little accountants actually know accounting for years. To see it in my own team tho is...painful.
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Alicyn McLeod @atlantatax.bsky.social · 29/11/2024
Y'all we are HIRING. Know of anyone looking for an accounting manager role with a super awesome firm? www.linkedin.com/posts/alicyn...
linkedin.com
Alicyn McLeod, CPA, CFP® on LinkedIn: Agate CPA is hiring! Location: Remote, US-based candidates only Salary:…
Agate CPA is hiring! Location: Remote, US-based candidates only Salary: $85,000 per year Benefits: - 3 weeks of vacation + week of Christmas/New Years -…
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Alicyn McLeod @atlantatax.bsky.social · 27/11/2024
One of the biggest challenges we face as accountants doesn’t have anything to do with analyzing financial data. It’s navigating the CHAOS of multi-factor authentication (MFA) across banks, credit card companies, and payment platforms.
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