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LEAD Financial Solutions

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United States
White Plains, NY
LEAD Financial Solutions

We are a cloud based accounting, bookkeeping & tax firm. We provide services to small business owne

10/29/2026

Making $250K+ but still checking your bank account before paying yourself? 💸

Revenue is up, but cash flow clarity shouldn’t be a guessing game. It’s time for a fractional CFO.

💬 Comment “LEAD” to book a complimentary discovery call.

09/14/2026

September checklist for business owners 📋 Save this before Q4 sneaks up on you.

08/24/2026

Stop scrolling and make sure you have your own copies of these things saved right now ↓

→ Bank, credit card + loan statements

→ Receipts + vendor invoices

→ Sales reports from your payment processor (Stripe, Etsy, Square, etc.)

→ Payroll reports (deposit confirmations, filings, W-2s/W-3)

→ Tax records (filings, estimated tax payments, IRS or state notices)

→ Bookkeeping records (monthly financial statements, reconciliation reports, year-end financials)

→ Business formation documents (LLC/organization documents, business licenses, EIN letter, state/local registrations, etc.)

These documents shouldn’t exclusively live in your phone files or a local folder on your laptop; make sure you’re saving them to a location that isn’t device-dependent! 🖥️

📓

08/20/2026

Back-to-school season isn’t just for the kids. 📋

If you’re a 6-to-8-figure founder and you can’t check all 6 of these off — your business needs a syllabus, not a summer break.

I run your numbers. You run the business.

Swipe through, then tell me which one you’re missing. (Be honest.)

If the answer is “more than one” — you don’t have to figure it out alone. That’s literally what I’m here for.

Curious what it’d look like to have this handled? Comment or DM BOOK to schedule a consultation.

08/19/2026

Just because it’s in your content doesn’t automatically make it a tax write-off. 👀

From ring lights to home offices to business meals, the business purpose matters.

Save this for later—and if you’re unsure what your business can legitimately deduct, book a consultation and let’s get it right. 💼✨

Comment or DM BOOK to schedule a consultation

08/18/2026

September 15 is the extended filing deadline for Partnerships and S Corporations. 📅

If your business filed an extension, now is the time to make sure everything is ready—not September 14.

Need help getting your business taxes in order? Book a consultation with LEAD Financial Solutions and let’s get you on track before the deadline.

08/08/2026

Want a one-way ticket to a stressful tax season? I'm here to help you avoid ALL that! 🚫

Swipe to learn the signs you could be riding the Hot Mess Express when it comes to your bookkeeping. ➡️

If you felt personally attacked by this post, it's time to schedule a consultation! Are your books up to date through June.

08/01/2026

Half the year is gone. The next half is where it counts.

August is the time to close out July, get ahead of your September estimated tax payment, and set up Q4 before it sneaks up on you.

If you want clear answers and actionable next steps, book your Clarity & Strategy: 1-Hour Business Consultation.

📲 DM BOOK to get started

07/16/2026

What I check before I let a client take a single distribution 👇🏽

If you’re an owner-employee of an S corp, payroll isn’t optional. You have to pay yourself a reasonable salary before a single dollar goes out as a distribution.

Reasonable = what you’d pay someone else to do your job. If that number is $80k, that’s roughly what you need to be running through payroll — not $20k with the rest “distributed” to dodge self-employment tax.

I look at market comparables, your experience, your time commitment, and the actual duties of your role before I ever sign off on a number.

Skip this step and try to outsmart the IRS? That’s not tax strategy. That’s an audit flag with your name on it.

Reasonable salary first. Distributions second. Every time.

(Comment or DM me “BOOK” if you want a gut-check on your number.)

Address

75 South Broadway
White Plains, NY
10601

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://leadfinancialsolutions.com/

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