SERVICES
You took the first step in deciding to create a business. Congratulations! Or maybe you’ve been running your business for years and are feeling stuck. Is it keeping you up at night? Are you not able to work on your business because you are having to work in it?
Your business is your livelihood. It’s your baby; it’s your legacy. It may even be providing generational wealth for your family!
I think we can all agree on one thing: No one ever told us it would be this hard!
In my nearly two decades of working with businesses, I have realized that there is truly no question too big or too small when dealing with your livelihood.
A lot of times we feel stuck and we don’t know who to ask or even what to ask. That is where I come in.
I have worked with clients of all ages, sizes, and income levels in various stages of the business lifecycle, and it boils down to most people, no matter the situation, have the same business concerns.
Because of that, I offer and can provide various methods of helping you to best fit your individualized situations.
Current live course:
“CALCULATING YOUR DREAMS” Fairbanks, Alaska: October 22, 2022 – SOLD OUT
CLICK HERE TO VIEW FLYER
PROFITS & PROSECCO “Calculating your Dreams” in Scottsdale, Arizona: November 3-5, 2022 – REGISTER NOW!
CLICK HERE TO VIEW FLYER
Fairbanks, Alaska: January 21, 2023 – REGISTER NOW!
For those looking for more tailored financial topics or more in-depth conversations relevant to specific topics, industries, or groups, this would be your best fit. Whether you need an hour continuing education class, an industry expert, or someone to talk numbers, this is for you.
If you are looking for a more immersive offering where you can network and learn from other small business owners over a specific period of time, this might be the right fit. A mastermind allows you to dedicate specific and regular time to work on your business in small groups through a monthly Zoom session. Together as a group, you will be led by myself each session on a specific time and share strategies that will help you take your business to the next level. This is a commitment where the more you put in, the more you and your business will benefit.
Mastermind starting in May 2023 – Signup for more information!
Not sure where to start or need more one-on-one, I’ve got you covered.
No matter which method of delivery is best suited for you, below are business topics that will be addressed at most events.
- Entity and tax structure
- How to pay yourself and how much
- Common tax deductions
- Cost of doing payroll
- Depreciation
- Reading and understanding financial statements
- Key performance indicators
- Exit strategies
- Business best practices
- Bookkeeping options
- QBO setup
- Scalability
- Cash flow planning and budgeting
- Tax strategizing
- Financial planning
- Retirement planning
Keep in Touch
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