Baer Mountain Financial Services

10/04/2026

Todays’s vibe 😆

Happy Sunday! 🐓🌿♥️

10/03/2026

Doing your own books doesn’t mean you have to figure out everything on your own.

My DIY Books Support Service is for business owners who want to stay hands-on with their bookkeeping but could use a little guidance, reassurance, or help figuring out what the heck they’re looking at.

Get started at go.baermountainfs.com/books-support-lite

10/02/2026

More resources all around! 🍻

New tools & downloads are now live, including small-business guides, some handy-dandy calculators and other useful things to help make the financial side of life a little less chaotic.

Be sure to bookmark the page because more will be added as I create or discover them

🔗 https://www.baermountainfs.com/resources

10/01/2026

🛠️ RESOURCE THURSDAY

🧩 You shouldn't need a decoder ring to read your financial reports. I created this simple guide to help you understand what your P&L, Balance Sheet & Cash Flow reports are actually telling you (no accounting degree required). .

🔗 LINK IN COMMENTS because apparently we can only post 2 a month now 🙄

09/30/2026

🍎 Now that the girls are back in school, I'm back to being open-ish on Fridays for Best Fit, Books Check-In, and Support Calls 📞

If you think you've seen this before, you have...I'm reposting so I could pin it 📍

🔗 Calendly link in comments because FB only allows 2 links each month now apparently 🙄

09/30/2026

09/29/2026

A little extra help building your retirement savings? Yes, please. 👀

Beginning in 2027, the new IRS Saver’s Match will help eligible low- and moderate-income taxpayers grow their retirement savings by matching up to 50% of qualifying contributions (up to $1,000 per person annually).

Unlike the current Saver’s Credit, this benefit is deposited directly into your retirement account rather than reducing your tax bill.

Nothing for you to do yet - the program starts with 2027 contributions and will be claimed when filing your 2027 tax return in 2028.

Check out the graphic for a breakdown of how it works, who may qualify, and the income limits.

🔗 Full details from the IRS:
https://www.irs.gov/credits-deductions/savers-match

09/25/2026

📱With the new IRS app, you can do things like check your refund status, make & review payments, view select notices & letters, access your tax records/transcripts, and get your IP PIN.

The app is free, and if you already have the IRS2Go app, just download the update.

⚠️ Use caution: With anything involving your tax information, make sure you're using verified IRS resources rather than clicking an ad or an unsolicited text/email link. When in doubt, start directly at the IRS website.

Not exactly the most exciting app you'll ever put on your phone, but potentially one of the more useful ones come tax season. 😏

09/17/2026

🛠️ RESOURCE THURSDAY

🧩 You shouldn't need a decoder ring to read your financial reports. I created this simple guide to help you understand what your P&L, Balance Sheet & Cash Flow reports are actually telling you (no accounting degree required).

Having reports is great, but actually *understanding* them is .

⬇ Wrangle your Reports:

Download free tax guides, bookkeeping checklists, and other practical guides designed to help you stay organized all year round.