The Botkeeper Blog

Jess King

Experienced B2B Marketing Director with a history of working in the software, Saas, technology, accounting, and services space. Skilled in Management, Digital and Content Marketing, Search Engine Optimization (SEO), and Sales and Marketing Alignment. Inbound certified, HubSpot certified.

Recent Posts

5 min read

How Outsourced Bookkeeping Saved Ovia Health $50,000

By Jess King on May 17, 2019 9:09:00 AM

When Your Needs Outgrow Your Tools

Ovia Health is doing big things for women and families, and they need support that enables them the ability to grow at any pace, anytime. As a health and tech company, Ovia Health is committed to transforming the way employers support working women and families along their parenthood journey, improving outcomes by providing daily personalized engagement, proactively identifying potential health risks, and supporting a successful return to work.

But in 2018, the small finance team at Ovia Health needed an upgrade. They were dealing with some common accounting shortcomings related to their accounting software, in particular limited automation capabilities. This meant that they were still having to do a lot of manual bookkeeping on a regular basis, leading to human errors and inconsistencies. 

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3 min read

Tips for Planning Your 2018 Tax Returns

By Jess King on Jan 29, 2019 9:38:00 AM

If you’re putting off planning for your 2018 tax return, you’re running out of time.

The opening of each new tax season starts toward the end of January. Last year’s tax season began on January 29th, and while we’re still waiting to hear on this year’s timeline, it’s never too early to start planning.

Of course, most businesses leave their tax filing to their in-house accountants or outsourced CPAs, but whether you’re having a professional do it, or you’re taking the DIY approach, it’s good to get a jump start on the process.

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3 min read

The 3 Major Differences Between Tax Filing and Tax Planning

By Jess King on Jan 22, 2019 9:32:00 AM

Just like there’s a really, really big difference between tax avoidance (lessening tax liability and legal) and tax evasion (the deliberate under- or nonpayment of taxes and criminal), there’s a big distinction between tax planning and tax filing. Unfortunately, if you’re like most people, it’s a distinction you’re not all that familiar with.

The short version goes something like this:

  • Tax filing is when you prepare and submit your tax return to the IRS by a determined deadline.

  • Tax planning is working with a financial professional to make sure you use the tax code to your greatest advantage.

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3 min read

Understanding Why Tax Planning Is a Vital Step for Small Businesses

By Jess King on Jan 15, 2019 9:28:00 AM

Though the deadline for filing your taxes may be months away, most small business experts agree: the two best times to get a jump on tax planning are “now” and “all the time.”

We know that isn’t always easy for an overworked, enterprising small business owner, but it’s crucial to your company’s growth and success to make tax planning and strategizing a year-round effort.

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7 min read

Tax Planning for Beginners: 6 Key Principles Explained

By Jess King on Jan 8, 2019 9:52:00 AM

Tax planning is, by definition, an assessment of your financial situation from a tax perspective for the purposes of reducing how much money you owe the government. Legally, of course. The goal is to take stock of the money you’ve made, and choose which financial choices will promote the most favorable tax treatment. You do this through proper planning, which includes strategizing, timing, leveraging tax advantageous vehicles (i.e., retirement plans), and more.

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