Alicyn McLeod
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atlantatax.bsky.social
Alicyn McLeod
@atlantatax.bsky.social
Driving financial clarity for law firms, entrepreneurs & individuals | Straightforward accounting, tax, and wealth management strategies | Back away from that S Corp
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.
December 30, 2024 at 2:03 PM
Everyone else is an idiot when your understanding is superficial.
December 27, 2024 at 12:22 AM
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??"
December 24, 2024 at 9:18 PM
Another day, another Excel file a client sends in pdf
December 23, 2024 at 7:06 PM
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?
December 20, 2024 at 8:46 PM
A platform is not an advisor.

Which doesn't matter until the platform breaks.

And you have no advisor.
December 17, 2024 at 6:58 PM
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.
December 17, 2024 at 1:32 PM
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.
December 13, 2024 at 12:31 AM
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.
December 5, 2024 at 3:40 PM
You can't make up for bad with more
December 5, 2024 at 3:26 PM
I have a joke about debits and credits, but it's so balanced, it will offend folks on the left and the right.
December 4, 2024 at 1:47 PM
If you’re an attorney running your own firm

And you’re concerned about 2024 taxes

Here’s where to focus:
December 3, 2024 at 1:44 PM
December 1, 2024 at 11:22 PM
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.
December 1, 2024 at 9:46 PM
Y'all we are HIRING.

Know of anyone looking for an accounting manager role with a super awesome firm?

www.linkedin.com/posts/alicyn...
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 -…
www.linkedin.com
November 29, 2024 at 10:02 PM
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.
November 27, 2024 at 3:40 PM