Your Year-End Financial Survival Guide: How to Get Your Investor Books Squeaky Clean for 2026 with Vonmarie Thomas
DEC 31, 202548 MIN
Your Year-End Financial Survival Guide: How to Get Your Investor Books Squeaky Clean for 2026 with Vonmarie Thomas
DEC 31, 202548 MIN
Description
<p>Good morning, afternoon, and evening, real estate investors! As the year wraps up (or kicks off!), many of us are either panicking about last-minute "shit to get done" or making grand New Year's resolutions for financial prowess. Let's be real: when it comes to the nuts and bolts of your operations, accounting isn't always "sexy." But today, we’re making it downright <em style="color: inherit;">irresistible</em>! We're talking with the absolute financial rockstar, Vonmarie Thomas, an investor, entrepreneur, and fractional CFO who helps entrepreneurs like us achieve financial clarity and peace of mind. If your books look like a crime scene, or you're just looking to seriously step up your game for 2026, Vonmarie's got the magic wand (and the strategy) you need!</p><p><br></p><p>Here’s what you’ll uncover to get your investor finances in fighting shape:</p><ul><li><strong style="color: inherit;">Wrangle Your W9s & Master Your Contractors:</strong> Forget the mob-boss vibes! Learn why getting W9s, signed contracts, and using protected payment methods (like credit cards) for <em style="color: inherit;">every</em> contractor isn't just good practice – it's crucial for IRS defense and avoiding sketchy surprises.</li><li><strong style="color: inherit;">Structure for Success (and Sanity):</strong> Discover why proper entity structuring (LLCs, operating agreements, separate bank accounts) isn't just about asset protection; it's about avoiding commingled funds, ensuring business continuity, and making sure your spouse isn't left wondering "what the hell is this?"</li><li><strong style="color: inherit;">Pay Yourself First (Seriously!):</strong> Uncover why many ambitious entrepreneurs neglect to pay themselves, jeopardizing their financial well-being and business health. Vonmarie emphasizes that if you're the management company, you need to account for (and pay for!) your own vital role.</li><li><strong style="color: inherit;">Beyond the Basics: Leveraging Tax-Smart Strategies:</strong> Explore often-missed opportunities like self-directed IRAs for investing, Keyman insurance for partnerships, and even the "Augusta discount" for clever tax write-offs – turning expenses into advantages.</li><li><strong style="color: inherit;">Build Your Financial Dream Team (No DIY Disasters!):</strong> Stop trying to wear all the hats! Understand why bringing in a team of financial professionals like Vonmarie isn't a luxury, but a necessity for growth, avoiding costly mistakes, and ensuring your financial house isn't a "house of cards."</li></ul><p><br></p><p>If you've been sticking your head in the sand about your finances, this episode is your wake-up call (without the cold water!). Vonmarie proves that financial clarity isn't just for the big guys; it's essential for every entrepreneur looking to build a sustainable, profitable business. Because let's face it, all work and no play makes for a very dull investor! Don't let another year go by with messy books and missed opportunities. Give yourself the gift of clarity: book a 90-minute Money Clarity Session with Vonmarie Thomas for just $297. It's the smartest investment you can make for your business (and your peace of mind!) in the New Year.</p><p><br></p><p><strong style="color: inherit;">Connect with Von Marie Thomas:</strong></p><p><a href="https://vonmarie.myflodesk.com/moneyclaritysessions" rel="noopener noreferrer" target="_blank">Book a Money Clarity Session HERE!</a></p><p>LinkedIn: https://www.linkedin.com/in/vonmariethomas/</p><p><br></p><p>Go out, take some action, get your finances in order, and we'll see you at the top!</p><p><br></p><p>#RealEstateInvesting #FinancialClarity #Bookkeeping #Accounting #LLC #W9 #IRS #CashFlow #SelfDirectedIRA #BusinessGrowth #Entrepreneur #TaxStrategies #FinancialPlanning</p><p><br></p><p><a href="https://youtube.com/live/zXLFnbzkPXo" rel="noopener noreferrer" target="_blank"><strong>Watch the Original VIDEO HERE!</strong></a></p><p><br></p><p><a href="http://TalkWithScottCarson.com" rel="noopener noreferrer" target="_blank"><strong>Book a Call With Scott HERE!</strong></a></p><p><br></p><p><a href="http://NoteWeekend.com" rel="noopener noreferrer" target="_blank"><strong>Sign up for the next FREE One-Day Note Class HERE!</strong></a></p><p><br></p><p><a href="http://NoteUmbrella.com" rel="noopener noreferrer" target="_blank"><strong>Sign up for the WCN Membership HERE!</strong></a></p><p><br></p><p><a href="http://NoteBuyingForDummies.com" rel="noopener noreferrer" target="_blank"><strong>Sign up for the next Note Buying For Dummies Workshop HERE!</strong></a></p><p><br></p><p><strong>Love the show?</strong> Subscribe, rate, review, and share!</p><ul><li><a href="https://weclosenotes.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="noopener noreferrer" target="_blank" style="color: rgb(0, 79, 191);">Here’s How »</a></li></ul><p><br></p><p><strong>Join the Note Closers Show community today:</strong></p><ul><li><a href="https://weclosenotes.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(0, 79, 191);">WeCloseNotes.com</a></li><li><a href="https://www.facebook.com/noteshowpodcast/" rel="noopener noreferrer" target="_blank" style="color: rgb(0, 79, 191);">The Note Closers Show Facebook</a></li><li><a href="https://twitter.com/noteshowpodcast" rel="noopener noreferrer" target="_blank" style="color: rgb(0, 79, 191);">The Note Closers Show Twitter</a></li><li><a href="https://www.linkedin.com/in/1scottcarson/" rel="noopener noreferrer" target="_blank" style="color: rgb(0, 79, 191);">Scott Carson LinkedIn</a></li><li><a href="https://www.youtube.com/watch?v=NkDyqDB6fD4&list=PLRHv04Q15a0Ds_6lseLx3Pb4-Li1gLmDB" rel="noopener noreferrer" target="_blank" style="color: rgb(0, 79, 191);">The Note Closers Show YouTube</a></li><li><a href="https://vimeo.com/weclosenotes" rel="noopener noreferrer" target="_blank" style="color: rgb(0, 79, 191);">The Note Closers Show Vimeo</a></li><li><a href="https://www.instagram.com/noteclosers/" rel="noopener noreferrer" target="_blank" style="color: rgb(0, 79, 191);">The Note Closers Show Instagram</a></li><li><a href="https://www.pinterest.com/1weclosenotes/" rel="noopener noreferrer" target="_blank" style="color: rgb(0, 79, 191);">We Close Notes Pinterest</a></li></ul>