Today, we begin with you — the heart of your business. Your relationship with money shapes the way you make decisions, track progress, and prepare for milestones like tax season. Let’s pause and explore your money mindset: the beliefs, stories, and feelings you carry about finances.
Together, we'll reflect on where these stories come from and which ones are helping or holding you back. This isn’t about judgment; it’s about understanding and empowering you to rewrite a healthier, more confident money narrative.
By the end of Day 1, you'll take the first step toward clarity, courage, and control — setting the tone for a tax-ready you. 🌱💪
Today, we step into action by creating clarity around your numbers. Accurate tracking isn’t just a task — it’s an act of care for your business and your peace of mind. We'll walk through the essential documents and systems you need to close out the year smoothly and confidently.
Think of this as building your financial toolkit: one that empowers you to understand where your money is going and ensures you’re fully prepared for tax season. No more last-minute scrambling or uncertainty — just organized, clear records that support your success.
By the end of Day 2, you’ll know exactly what to track, how to track it, and have a system that works for you — making your year-end process less stressful and more empowering. 📂✨
Today, we take a compassionate but honest look at your business expenses. Every dollar you spend is a choice — and an opportunity to ensure your spending aligns with your goals, values, and vision.
We’ll evaluate your current expenses with curiosity, not judgment. Are they helping your business grow? Are there areas where you can reduce or redirect funds to better serve your mission? This isn’t about cutting corners; it’s about making empowered choices that support your financial well-being.
By the end of Day 3, you’ll feel more in control, knowing your spending reflects what truly matters to you and your business. Let’s clear away the clutter and make space for growth, freedom, and possibility. 💼✨
Today, we connect the dots between your numbers and the story they’re telling you. Financial reports and key metrics aren’t just for accountants — they’re tools that empower you to make confident, informed decisions.
We'll explore the essential metrics every small business owner should know, and I’ll guide you through understanding reports that highlight your financial health. You’ll learn to see patterns, spot opportunities, and recognize risks with clarity and ease.
By the end of Day 4, you’ll feel confident reading and using your numbers to drive your business forward. Let’s turn those reports into insights that inspire growth, stability, and success. 📊✨
Today is all about you and the questions on your heart and mind. We’re gathering for a live Q&A where you can get the answers you need without fear or hesitation. This space is private, judgment-free, and completely unrecorded — your privacy and peace of mind come first.
Whether you’re curious about tracking, taxes, expenses, or anything in between, this is your time to ask and explore openly. Remember, no question is too small or too complex — every step toward clarity is a step toward empowerment.
By the end of Day 5, you’ll walk away feeling seen, supported, and confident in your financial journey. Let’s connect, learn, and grow together. 💬✨