How & When to Hire

Knowing when to hire and identifying the right person to bring on board is crucial for business growth. Outsourcing can free up valuable time and accelerate scaling efforts, but it’s essential to understand the key differences between employees and contractors to avoid costly misclassification mistakes. Taking simple steps to find the right help not only ensures smooth operations but also protects your business from potential IRS penalties.

Reviewing, Forecasting, and Planning

Mindset, Intention and Goal Setting for the New Year

Year-End Prep Like a Pro and Maximize Your Deductions

As we approach the end of the year, many of our clients start to ponder a critical question: "Do I need to spend more to save on taxes?" It's an important consideration, and the answer varies based on individual circumstances. We'll explore the intricacies of strategic spending and charitable contributions for optimizing your tax position.

How to Optimize Your Biz Finances

In this session we covered how to save on costs — without sacrificing the way your business runs, what to outsource vs. what to handle yourself, what's the profit-first structure and my Katelyn's real thoughts on that, and how to pay yourself enough (and more, because, why not!) so you can run the life and business of your dreams! A lot of business owners struggle with these. So if you’re staring at this list thinking you don’t know how to do one (or two…or all) of these, you’re not alone.

Fuel Your Motivation, Optimize Your Energy

We talked about the three Cs approach, how to find your own motivation, and how to keep it going for the long term!

Since energy and motivation go hand-in-hand, we covered managing your energy, including self-care to prevent burnout and understanding your own peak and downtimes. And, you can create a tailored schedule around your personal energy ebbs and flows!

All About S-Corps

In this session, you will discover the potential for tax savings by reducing self-employment taxes and ensuring your business meets the eligibility criteria. Learn to optimize your tax strategy by balancing salary versus distributions and streamlining administrative responsibilities. We will also discuss enhancing your retirement options, avoiding common audit red flags, and provide real-life success stories to illustrate tangible benefits. With professional support, you will navigate the complexities and leave with a clear implementation plan for your business.

The Art of Embodiment

This month, members gained invaluable insights from an expert with over 14 years of experience running multiple six-figure businesses. They learned how to create and manifest their ideal day, overcome limiting beliefs, and take actionable steps toward achieving their dreams. Additionally, they discovered how to become leaders in their own lives and deepen their self-trust through engaging hands-on activities. Participants scaled their businesses and became more magnetic versions of themselves!

Quarterly Systems Review

We dived into a comprehensive financial health check-up. Members learned how to review their revenue, expenses, and profit margins with ease, create a budget for the rest of the year, and understand the impact of financial health on mental well-being. We covered tax planning and strategies to avoid penalties and leverage tax savings. Our goal-setting session helped participants compare their progress to last year and set new goals for the upcoming quarter. We also discussed aligning business goals with the seasonal energy shifts of spring. Finally, we explored mindful money management, including budgeting, expense tracking, and the concept of money as energy.

Annual Profections for Personal and Professional Growth

Members explored the concept of Annual Profections and discovered why they matter. They learned how to identify their main theme for the year and used this knowledge to plan more effectively for their businesses. They gained practical tools and insights that helped them navigate the year ahead with greater clarity and purpose.

Harnessing Neurodivergence

Members gained valuable insights from a neurodivergent entrepreneur's journey, learning how to leverage their unique strengths to become the best CEO version of themselves. They discovered practical tips and strategies from personal experiences and expert knowledge in neurodivergence, along with deep dives into both physical and mental health perspectives. Participants walked away with the tools and confidence to excel in their entrepreneurial journey.

Forecasting & Planning

Members prepared to make 2024 the year they took control of their finances. During the session, they were guided through understanding where their money was coming from, where it was going, and how to make informed decisions. This session empowered them to start the new year with a clear financial strategy and the confidence to achieve their financial goals.

Closing the Books with Confidence: Year-End Best Practices

Members prepared to close their books with confidence and end the year with peace of mind. They got ready to make 2024 the year they felt assured about their finances, knowing exactly where their money was coming from, where it was going, and what to do with it. In the final month of 2023, they learned how to end the year on a high note and start the new one with a bang.

No IRS Nightmares Here: Stress-Free Tax Planning

Attendees learned to maximize deductions for mileage and auto expenses, explored the advantages of self-employed health insurance, optimized retirement contributions, made informed decisions on business entity types, and leveraged the Augusta Rule for tax savings when renting their home to their business.

Syncing Your Menstrual Cycle with Your Business

For those menstruating magical humans, this session taught them how to work with their cycle and fluctuating energy levels to build a business that supports their personal ebbs and flows rather than pushing through each week like they’re a cookie cutter.

Quarterly Estimated Taxes

Understanding quarterly estimated taxes was crucial for managing finances effectively. In this session, members learned how to accurately calculate their quarterly estimated taxes using a handy calculator provided. We covered who was required to pay these taxes and the specific deadlines they needed to be aware of to avoid penalties. Additionally, they learned what quarterly estimated taxes were and why they were important for their business's financial health.

All Things Taxes

Members prepared to understand how the US tax system works. In this session, they covered the essentials: what tax brackets are and how they determine the amount of taxes owed. They learned when and how to pay their taxes and how life changes, like getting married or increasing business income, affect tax obligations.Practical examples were provided to help them navigate their tax responsibilities with confidence. Members gained the knowledge they needed to manage their taxes effectively and make informed financial decisions.