719: Peter Lang, Kimberly Merlitti, and Michele Williams: Financial Prep for Year-End- The Must Do’s

Today with Peter Lang, Kim Merlitti, and Michele Williams Welcome to a Well-Designed Business. Our financial Power Talk Friday experts, Michele Williams, Peter Lang, and Kim Merlitti are talking about year-end cleanup and planning for the new year. They cover what your balance sheet should look like, what tax strategies you can consider, what to look for in a financial professional, and why mindset matters. LuAnn, Peter, Kim, and Michele's Ah-Ha moments: “The balance sheet should be a perfect representation of your financial state at that moment.” - Michele Williams “It’s the day-to-day that moves us forward in any plan - it’s not just the big moment. It’s every single day being committed to the goal.” - Michele Williams “When you put it down on paper, it happens.” - LuAnn Nigara More about Peter, Kim, and Michele: Peter Lang Peter Lang is a Certified Public Accountant licensed in Rhode Island and Massachusetts. He is the founder of The Designer CPA, a CPA firm that works exclusively with business owners in the design industry. He has worked in public accounting since graduating from Providence College in 2002. After working for several larger size firms in Boston and Rhode Island, Peter realized his true passion was to start a firm that specifically focused on designers.   Kim Merlitti Kimberly Merlitti owns KMM Consulting based out of Washington, D.C. Kimberly has 20 years of experience working in accounting for companies such as Swinerton Builders, WRNS Studio and Martin Group. She has her Masters in Accounting from Golden Gate University. Located in Washington D.C. her clientele includes a diverse group of service based companies, with a main focus on small interior design, construction and architectural firms. The goal of her firm is to make the businesses she works for as profitable as they can be by educating them on accounting, cash flow management, tax deductions, project reporting, and business management. Michele Williams Michele is the founder of Scarlet Thread and Consulting in Atlanta, Georgia. Today we will learn about Michele’s background which includes the financial software industry as well as a business in soft window treatment fabricator. She also has a BS in business administration, a diploma in Christian life coaching and she is one of the few certified profit first coaches in the United States. Michele was also the communication director and editor in chief of the Drapery and Designs Professional Magazine from 2009 to 2012. She is a member of The Design Collective in Atlanta, the Designers Work Club Council and the Window Covering Association of America.  Connect with Peter, Kim, and Michelle: Peter Lang Website Instagram Facebook Kim Merlitti Website Instagram Michele Williams Website  Instagram Facebook Podcastd What’s new with LuAnn Nigara luannuniversity.com Inside Voice, Outside Voice Monthly Virtual Events http://www.luannnigara.com/cob Get The Goodies! For checklists, resources, and extra goodies from A Well-Designed Business sign up for free here. To Get on LuAnn’s Email List, text the word designbiz to 444999! Purchase LuAnn’s Books Here: Book 1: The Making of A Well – Designed Business: Turn Inspiration into Action Book 2: A Well-Designed Business – The Power Talk Friday Experts Pre-Order Book 3: A Well-Designed Business – The Power Talk Friday Experts Volume 2 Connect with LuAnn Nigara LuAnn’s Website LuAnn’s Blog Power Talk Friday Like Us: Facebook | Tweet Us: Twitter | Follow Us: Instagram | Listen Here: Podcast A Big THANK YOU to Today’s Podcast Sponsor: Revel Woods offers a line of handcrafted and custom curated, premium hardwood and resilient flooring. If you want easy-to-clean flooring for your allergen-free home environment, check out Revel Woods and become a Revelwoods Trade Designer today. Find out more at www.revelwoods.com.   Other Shows Mentioned: #164 #368 #284