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Jordan ran his agency's finances on vibes. He checked the bank account when something felt off, thought about quarterly taxes once a year (funny, since "quarterly" means four times), and had the same January fire drill every single year. In this episode, Melissa breaks down why well-run companies don't check their numbers when something feels wrong — they check them on a schedule, and why that one shift changes everything.

What's inside this episode:

• Why Jordan — a sharp, successful founder — ran his entire financial life reactively, and what finally broke the cycle
• The monthly financial review: what to actually ask yourself, and why it only takes 20–30 minutes
• The quarterly review: how to spot trends instead of just snapshots, and which decisions need that extra lead time
• Tax planning windows — why the surprise in April is almost never about how much you made, but when you found out
• How a predictable financial cadence takes you out of "smoke detector mode" and quiets the dread around opening your books
• The three recurring calendar blocks Melissa wants you to schedule this week

This episode is for you if: You only open your books when something feels wrong, or dread checking your numbers because you're not sure what you'll find.

No Se Habla Taxes is the podcast for creative agency owners who want to understand the financial side of their business — without drowning in spreadsheets. Hosted by CPA and fractional controller Melissa Armstrong, each episode unpacks real operational finance questions through candid stories and practical insight. Subscribe to the newsletter at steadyhandaccounting.com for episode recaps and financial insights delivered straight to your inbox.

Not sure if your business is healthy or just busy? No Se Habla Confusion is a $500 financial assessment for creative agencies on QBO doing $300K–$3M. I dig into your numbers, find the gaps, and tell you exactly where you stand. Email info@steadyhandaccounting.com — subject line: No Se Habla Confusion.

Let's connect!

LI: https://www.linkedin.com/in/armstrongmelissacpa/

Website: https://steadyhandaccounting.com/