Meet Maria Mejia
Empowering Your Financial Journey
Discover Maria, your dedicated financial expert, committed to guiding you through every financial decision with clarity and confidence. With a passion for helping businesses succeed, Maria brings expertise and personalized support to ensure your financial goals are met.
More About Maria
Accountant | Dedicated | Knowledgeable | Supportive | Trustworthy
I have always wanted to help people. I grew up in a big family of 7 kids so there were always opportunities to learn and to teach. In middle and high school I would do babysitting jobs for family friends.
Ever since starting school, at the community college, I have enjoyed doing accounting and the numbers aspect of business. In my first accounting class, everything just clicked together. I understood the concepts and knew how everything flowed together. I eventually graduated from Ensign College and went to Brigham Young University-Idaho. I enjoyed accounting even more as the classes became more challenging. I was the one kid always excited to learn new concepts.
I had always known that I didn't want to work in a big accounting business or a big corporation. I did an internship in a small accounting office and enjoyed it. I learned that I also like doing taxes. The idea of starting my own business had just begun to creep in. I worked in the accounting office for about a year before I moved up to Canada.
I was preparing to look for another office job when a family friend suggested starting an accounting business. That is when my first bookkeeping firm was born. The goal was to help small startups understand and organize their finances and be ready for tax time.
I had thought you needed to be a special kind of person to run a business and be an even more special kind of person to be an entrepreneur. I went to different networking groups in the community and found out that entrepreneurs come from all walks of life and at different points in their lives.
Getting to know different entrepreneurs and their businesses has helped me understand there are many strengths different people bring. I want to help people do more than just be compliment with the CRA. I want them to not only understand their numbers but to utilize them to grow their businesses. Partnering with David has amplified my knowledge to be able to better help fellow entrepreneurs.
I love accounting and I love bookkeeping. I love to continue to learn new things and use new technology. I also love helping other people. If I can help another person understand how money works, my life goal has been reached.
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A Simple Guide to Tax Planning for Solopreneurs and Small Businesses (after Tax Season is over)
One thing we hear often from business owners is that taxes feel stressful and unpredictable, especially after tax season is over and there is little clarity on what to do next. Many of the clients we work with come to us unsure of what they will owe or how to prepare for it.
Once we walk through their numbers together and put a simple plan in place, taxes become much more manageable and less overwhelming. Tax planning does not have to be complicated. It starts with a few simple habits that help you stay prepared throughout the year. Here are a few key steps to follow:
1. Set aside money regularly. Each time you receive income, move a percentage into a separate account for taxes. This helps you avoid scrambling when payments are due.
2. Track your income and expenses consistently. Keeping your bookkeeping up to date ensures you know your actual profit. Taxes are based on profit, not just the money coming into your account.
3. Understand your basic tax obligations. As a business owner, you may need to make estimated tax payments throughout the year. Knowing when these are due helps you stay compliant and avoid penalties.
4. Review your numbers monthly. Looking at your reports each month helps you see how your business is performing and estimate what you may owe in taxes.
5. Plan for larger expenses. If you are considering buying equipment or investing in your business, timing can impact your taxes. Having updated numbers helps you make better decisions.
6. Keep your receipts and documentation organized. Make it a habit to store receipts, invoices, and records throughout the year. This makes it easier to support your deductions and avoids last-minute stress.
If you need help organizing your bookkeeping and setting up a tax plan that works for your business, we would love to support you. Reach out to learn how we can help you stay organized, prepared, and confident in your numbers. Working with a professional throughout the year helps you make adjustments as you go and take advantage of opportunities to reduce your tax bill.
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