







Based on Karla Dennis’ proven MERNA™ Method





















reimburse yourself through an Accountable Plan,
prepay for supplies or subscriptions,
contribute to a retirement account,
or even log legitimate mileage before year-end —




One path gives the IRS an interest-free loan.
The other path gives you leverage — deductions, liquidity, and freedom.













Spend on business supplies before year-end → write it off now.
Reimburse yourself under an Accountable Plan → deduction locked in this year.
Contribute to your Solo 401(k) → instantly reduce taxable income.
Document mileage and home-office use → turn everyday life into legal deductions.















The 12 most overlooked deductions that expire at midnight on 12/31
How to “backdate” business reimbursements legally using the Accountable Plan strategy
The checklist that lets you prepay expenses the IRS wants you to use
A 5-minute timing trick that can shift thousands in taxable income into next year
Real examples and line-by-line templates you can copy today
It’s like having a year-end strategist sitting next to you — walking you through exactly what to do, in what order, and what proof to keep.

Entity compliance (EIN, state filings, minutes, W-9s)
Financial closeout (P&L, receipts, reconciliations)
Tax-deductible actions (contributions, purchases, reimbursements) By the time you finish this, your books will look audit-proof.

An auto log that calculates business-use percentages for you
A home-office calculator that instantly computes deductible square footage
Plug in your data → print your results → lock in deductions the IRS already allows.

My custom Chart of Accounts template
The Monthly Close SOP used by my firm
Automation steps to connect your receipts, transactions, and reports. With this, you can fix a year’s worth of chaos in less than a week.

How to use every deduction in your playbook
Which moves to prioritize for your specific business
How to make sure your accountant can’t miss a thing.
Seats are limited (I only host a few of these before year-end).










