Press

Jenny Groberg: Leadership Lessons from a Successful CEO

Jenny Groberg is a dynamic entrepreneur and CEO known for building a successful accounting firm while challenging traditional business norms. As the founder of BookSmarts, she focuses on innovation, growth, and empowering both clients and her team.

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Thinking Beyond the Traditional Path

One of the standout traits of Jenny Groberg is her mindset of constantly asking, “What else?” This approach drives her to explore new opportunities and push beyond conventional limits in business.

Her willingness to think differently has allowed her to grow a company that stands out in a competitive industry.

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Building a Purpose-Driven Business

As a leader, Jenny Groberg emphasizes purpose and impact. Her company is not just about numbers—it’s about helping small businesses succeed and creating opportunities for others.

She has also built a team culture centered on empowerment and meaningful work, which contributes to long-term success.

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Leadership Rooted in Curiosity and Growth

A key lesson from Jenny Groberg is the importance of curiosity. By continuously asking questions and seeking improvement, leaders can adapt and grow in changing environments.

This mindset helps businesses stay innovative and responsive to new challenges.

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Resilience and Entrepreneurial Mindset

Jenny Groberg’s journey also reflects resilience. From building a business from the ground up to overcoming personal and professional challenges, her story highlights the importance of perseverance in entrepreneurship.

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Final Thoughts

The story of Jenny Groberg offers valuable insights into leadership, innovation, and growth. Her approach shows that success is not just about strategy—it’s about mindset, purpose, and the willingness to think beyond limits.

Source:
Forbes – Getting To Know You Tuesday: Jenny Groberg
https://www.forbes.com/sites/kellyphillipserb/2026/03/10/getting-to-know-you-tuesday-jenny-groberg/

 

Remote Workforce Tips: How to Build a High-Performing Team

A remote workforce is no longer just a trend—it’s becoming the foundation of modern business. However, building and managing a high-performing remote team requires more than simply allowing employees to work from home.

According to Inc., nomadic founders have developed strategies that allow them to run successful businesses while constantly moving across countries and time zones.

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1. Delegate to Build Independence

One of the most important lessons is the power of delegation. Leaders who try to stay involved in everything often become bottlenecks.

Nomadic founders emphasize teaching team members to think like owners—also known as intrapreneurship. This allows the business to continue running smoothly even when leadership is unavailable.

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2. Avoid Being the Bottleneck

In a remote workforce, constant availability is not always a good thing. Some leaders intentionally create “unreachable” periods to encourage faster decision-making within their teams.

This approach builds trust and empowers employees to take responsibility for their work.

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3. Build Systems, Not Just Flexibility

Remote work alone doesn’t guarantee success. What separates high-performing teams from struggling ones is structure.

Effective systems—such as clear communication processes, accountability frameworks, and defined workflows—ensure that work continues smoothly regardless of location.

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Why Remote Work Requires a New Leadership Style

Managing a remote workforce requires a shift in mindset. Instead of focusing on supervision, leaders must prioritize:

• Trust and accountability
• Clear communication
• Results over hours worked

Experts note that remote work thrives when employees are empowered and given clarity in their roles.

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Final Thoughts

Building a successful remote workforce is about more than flexibility—it’s about leadership, systems, and trust. By focusing on delegation, empowerment, and structure, businesses can create teams that perform at a high level from anywhere in the world.

Source:
Inc. – Tips From Nomadic Founders for Building an Optimized Remote Workforce
https://www.inc.com/kimanzi-constable/tips-from-nomadic-founders-for-building-an-optimized-remote-workforce/91305178

AI and Taxes: Why Experts Warn Against Using AI to File

AI and taxes are becoming more connected as people turn to technology for faster and easier solutions. However, financial experts warn that relying on artificial intelligence to file your taxes could lead to serious problems. KUTV reports that while AI tools are helpful, they should not replace professional expertise.

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How AI Can Help During Tax Season

Experts say AI can still be useful when used correctly. It can:

• Simplify complex tax terms
• Help organize documents
• Assist with planning financial scenarios

Using AI for preparation can make tax season less overwhelming and more efficient.

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Why Experts Warn Against Using AI to File

Despite its benefits, relying entirely on AI for tax filing carries risks:

• AI can make confident mistakes
  Tax laws include complex rules that AI may misinterpret.
• No accountability
  If errors occur, the taxpayer—not the AI—is responsible for penalties and corrections.
• High-risk blind spots
  AI struggles with situations like self-employment income, deductions, and unique financial cases.

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The Importance of Human Expertise

Financial expert Jenny Groberg emphasizes that taxes are highly personal and rarely follow a simple template. AI may provide general answers, but it cannot fully understand individual financial situations.

This is why working with a qualified tax professional remains the safest approach.

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Best Way to Use AI for Taxes

Experts recommend using AI as a support tool—not a replacement.

A balanced approach includes:

• Using AI for organization and learning
• Double-checking all information
• Consulting a tax professional for final filing

Other experts also advise verifying AI-generated results, as accuracy is not always guaranteed.

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Final Thoughts

While AI and taxes can work together to simplify preparation, relying solely on AI to file your return can lead to costly mistakes. Understanding its limitations and combining it with human expertise is the best way to ensure accuracy and compliance.

AI and Taxes: Smart Tips to Simplify Your Filing Process

AI and taxes are becoming increasingly connected as technology continues to transform how people manage their finances. This video highlights practical ways artificial intelligence can help simplify tax preparation and improve accuracy.

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How AI Can Help With Taxes

Using AI tools can make organizing financial documents faster and easier. Instead of manually sorting receipts and records, AI can help categorize and streamline data efficiently.

This reduces stress and saves time, especially during tax season.

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Why Accuracy Matters

One of the key advantages of combining AI and taxes is improved accuracy. Automated tools can minimize human error and help ensure that financial information is properly recorded.

However, experts still recommend reviewing everything carefully before submitting your return.

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AI Is a Tool—Not a Replacement

While AI is helpful, it’s not a complete replacement for professional advice. The video suggests using AI for organization and preparation, but still consulting a tax professional for final filing decisions.

This balanced approach can help you avoid costly mistakes.

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Final Thoughts

The combination of AI and taxes offers a smarter way to manage financial tasks. By using technology wisely and combining it with expert guidance, you can make tax season faster, easier, and more efficient.

Source:
YouTube – Top Tips for Using Artificial Intelligence With Your Taxes
https://www.youtube.com/watch?v=i43EDwOPx88

 

Leadership and Courage: Lessons from an Inspiring Podcast

Leadership and courage are essential qualities for personal and professional growth. In this episode of Happy Grateful Blessed with Tami Tran, the discussion focuses on how individuals can lead with purpose, confidence, and strong values.

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Why Leadership and Courage Matter

Leadership and courage go hand in hand. True leadership is not just about making decisions—it’s about standing by your values even when faced with uncertainty.

Courage allows leaders to take risks, inspire others, and create meaningful change.

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The Power of Purpose and Values

A key takeaway from the episode is the importance of having a clear purpose. Leaders who understand their “why” are more likely to stay consistent and make better decisions.

This podcast highlights how values-driven leadership creates long-term impact.

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Leadership Starts with Everyday Actions

You don’t need a title to show leadership and courage. Simple actions like accountability, honesty, and initiative can define your leadership journey.

The episode emphasizes that leadership is built through daily habits—not just big moments.

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Key Lessons from the Episode

• Lead with integrity and authenticity
• Make decisions based on values
• Stay resilient in challenges
• Take responsibility for your actions

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Final Thoughts

Developing leadership and courage is a continuous process. This podcast episode reminds us that anyone can lead—as long as they are willing to act with purpose and confidence.

Source:
Apple Podcasts – We’re Talking About Leadership, Courage, and…
https://podcasts.apple.com/us/podcast/were-talking-about-leadership-courage-and-the/id1395704765?i=1000750897603

 

2025 Tax Return Changes That Can Affect Your Retirement Income

Decisions you make when filing your 2025 tax return could have a lasting impact on your financial future—especially your retirement income in 2026. Experts warn that even small missteps can increase taxes, reduce benefits, or affect long-term cash flow.

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How Your Tax Decisions Impact Retirement

Many people assume taxes will naturally decrease in retirement, but that’s not always the case. Income sources such as Social Security, retirement accounts, and investments can still create significant tax obligations.

Financial experts emphasize that retirement planning should include careful tax strategies—not just income projections.

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Common Mistakes That Can Cost You

Some of the most common tax decisions that can negatively affect your retirement include:

• Taking large withdrawals from traditional IRAs or 401(k)s
• Realizing big capital gains in one year
• Poor timing of Social Security benefits

These actions can push your income into a higher tax bracket or increase your modified adjusted gross income (MAGI), which may lead to higher Medicare premiums and taxes on benefits.

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Why Timing Matters

Timing is one of the most critical factors in tax planning. Large financial moves—such as Roth conversions or big withdrawals—can have ripple effects beyond just one tax year.

Experts warn that these decisions can:

• Increase taxes in future years
• Trigger higher healthcare-related costs
• Reduce overall retirement income stability

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Smart Strategies to Protect Your Retirement

To minimize risks, experts recommend:

• Roth conversions during lower-income years
• Qualified Charitable Distributions (QCDs) to reduce taxable income
• Careful planning of withdrawals and investment gains

These strategies can help reduce your taxable income now while protecting your retirement income later.

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Final Thoughts

Your 2025 tax return is more than just a yearly obligation—it’s a critical part of your long-term financial strategy. By understanding how today’s decisions affect tomorrow’s retirement income, you can avoid costly mistakes and build a more secure future.

Source:
GoBankingRates – What You Need To Know About Your 2025 Tax Return That Can Change Your 2026 Retirement Income
https://www.gobankingrates.com/taxes/tax-laws/what-you-need-to-know-about-2025-tax-return-that-can-change-your-2026-retirement-income/

2025 Tax Return Changes: What You Need to Know Before Filing

As tax season approaches, new changes to the 2025 tax return could impact how much you owe—or how much you get back. Staying informed about these updates is essential for better financial planning and avoiding costly mistakes.

According to a report from Yahoo Finance, recent adjustments in tax rules and deductions may significantly influence your final return.

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Higher Deductions and Tax Adjustments

One of the most notable updates includes increased standard deductions and adjustments tied to inflation. These changes are designed to reduce taxable income and potentially increase refunds for many taxpayers.

However, the actual benefit depends on individual income levels and eligibility for specific deductions.

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New Rules That Could Affect Your Refund

Tax outcomes are not always straightforward. Even with higher deductions, your refund may vary based on income changes, credits, and withholding adjustments.

Experts emphasize that understanding these variables is key to avoiding surprises when filing.

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Additional Deductions and Opportunities

Recent tax updates also introduce new deductions in certain areas, including income types and specific financial activities. Some taxpayers may benefit from expanded deductions, while others may need to adjust their filing strategies.

These updates highlight the importance of reviewing your finances before submitting your return.

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Why Planning Matters More Than Ever

Financial experts suggest that preparing early is the best way to take advantage of new tax rules. Small adjustments—such as reviewing contributions or deductions—can make a meaningful difference in your final tax outcome.

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Final Thoughts

The 2025 tax return changes may seem minor at first glance, but they can significantly affect your refund and overall financial strategy. Staying informed and planning ahead can help you maximize benefits and avoid unnecessary penalties.

Source:
Yahoo Finance – What You Need To Know About Your 2025 Tax Return
https://finance.yahoo.com/news/know-2025-tax-return-change-150006131.html

 

Financial Expert Warns of Negative Implications of Sports Gambling

Sports gambling is often viewed as harmless entertainment, but financial experts are raising concerns about its deeper financial impact. According to a recent report, the risks go far beyond losing a few bets—they can significantly affect spending behavior, legal standing, and long-term financial health.

Financial expert Jenny Groberg explains that gambling can quietly drain personal finances. What may start as small wagers can accumulate quickly, leading to poor budgeting habits and impulsive spending driven by emotional highs.

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The Hidden Financial Impact

One of the biggest concerns is how accessible gambling has become. With mobile apps and online platforms, betting is now available 24/7, making it easier for users to spend more frequently without realizing it.

Experts highlight that this accessibility changes behavior. Instead of being occasional entertainment, gambling can become a regular expense that disrupts financial priorities. Over time, these habits can strain personal finances and reduce savings.

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Legal and Tax Risks

Another major issue is the legal and tax implications associated with sports betting. In areas where gambling is illegal, participating—even online—can lead to serious consequences.

Additionally, unreported winnings may result in tax evasion penalties. Experts warn that failing to properly declare gambling income can lead to fines of up to 20% and even possible jail time.

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The Role of Technology and Cryptocurrency

The rise of cryptocurrency has added another layer of complexity. Some gamblers use digital currencies to place bets through offshore platforms, making transactions harder to trace.

However, experts emphasize that these practices do not eliminate legal responsibility. Instead, they may increase the risk of violating financial and tax regulations.

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Behavior Over Bets

According to experts, the real issue is not the bet itself—but the behavior behind it. Gambling can trigger a cycle of repeated spending fueled by excitement and reward, often leading individuals to exceed their intended budgets.

Even when people justify gambling as entertainment, the cumulative financial impact can be significant over time.

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Final Thoughts

While sports gambling continues to grow in popularity, financial experts urge individuals to approach it with caution. Understanding the risks—financial, legal, and behavioral—can help people make more informed decisions and avoid long-term consequences.

Source:
KUTV News – Financial Expert Warns of Negative Implications of Sports Gambling
https://kutv.com/news/arc-salt-lake/financial-expert-warns-of-negative-implications-of-sports-gambling

 

Sports Gambling Risks: Why You Should Not Expect to Win

Sports gambling risks are often underestimated, especially as betting becomes more accessible through mobile apps and online platforms. This video explains why most people should not expect to win in the long run.

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Why the Odds Are Against You

Sports betting is designed so that the house always has an advantage. Even when bettors win occasionally, the overall system favors consistent profit for betting companies.

This means that over time, most participants will lose more money than they gain.

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The Illusion of Easy Money

Many people view gambling as a quick way to earn extra income. However, this mindset can lead to repeated betting and financial losses.

Small wins can create confidence, but they often encourage more risk-taking—leading to bigger losses later.

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How Accessibility Increases Risk

With betting apps available 24/7, it has never been easier to place wagers. This convenience can:

• Increase frequency of betting
• Lead to impulsive decisions
• Make it harder to track spending

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Financial and Behavioral Impact

Sports gambling can affect more than just your wallet. It can:

• Disrupt budgeting habits
• Create emotional highs and lows
• Lead to long-term financial strain

Experts emphasize that gambling should never be treated as a reliable source of income.

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Final Thoughts

Understanding sports gambling risks is essential before placing any bets. While it may be entertaining, the long-term odds are not in your favor.

Approaching gambling with caution—and clear limits—can help prevent serious financial consequences.

Source:
YouTube – Do Not Expect to Win If You Bet on Sports
https://www.youtube.com/watch?v=B7QmuRMcQ1k

 

Why I Refused a Partnership Offer and Chose to Grow My Business

Turning down a major opportunity is never easy—especially when it comes with prestige, resources, and financial security. But for Jenny Groberg, saying no to a partnership offer became the key to long-term growth.

According to her story in Inc., she was offered a partnership at a large, well-established firm—an opportunity many founders would consider a dream.

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The Hidden Trade-Off Behind Big Opportunities

At first glance, the offer seemed ideal:

• Generous salary
• Access to resources
• Increased prestige

However, accepting it meant giving up something more important—control. Her brand, team, and decision-making power would be absorbed into a larger structure.

She realized that while the opportunity looked like growth, it actually meant losing her autonomy.

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Choosing Growth Over Comfort

After months of consideration, she made a bold decision—to walk away.

Instead of joining a bigger firm, she chose to invest in her own business. This shift allowed her to:

• Expand services (including tax offerings)
• Respond directly to client needs
• Maintain her company’s culture and vision

This decision marked a turning point—not just in her business, but in her mindset as a leader.

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Listening to Opportunities Already in Front of You

One of the biggest lessons she shares is that growth opportunities are often already present.

In her case:

• Clients had long been requesting tax services
• The market showed strong demand
• Industry trends supported expansion

She realized she didn’t need a new opportunity—she needed to act on the one already there.

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A Lesson for Entrepreneurs

Her story highlights a powerful message for entrepreneurs:

• Not every big opportunity is the right opportunity
• Growth doesn’t always come from external deals
• Staying aligned with your vision matters more than prestige

As she puts it, decisions should reflect what you want your business—and your leadership—to stand for.

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Final Thoughts

Refusing a partnership may seem risky, but for some founders, it’s the path to true independence and growth.

This story is a reminder that success isn’t always about taking the biggest offer—it’s about making the decision that aligns with your vision, values, and long-term goals.

Source:
Inc. – I Refused a Partnership Offer at a Major Firm
https://www.inc.com/jenny-groberg/i-refused-a-partnership-offer-at-a-major-firm/91283315