Let Me Ask…
How do you feel about your money, tax, and business financial situation?
Does that feeling align with your vision of doing bold, creative work in the world?
If not, why?
Your business is so much more than a job… you’ve invested in it, sacrificed for it, and spent countless hours getting the details just right.
It’s an extension of who you are.
Are you ready to transform your relationship with business finances and work from a place of power?
Up to this point, when it comes to money, maybe you’ve operated from fear, neglect, or indifference.
Perhaps you’ve received unclear information about business taxes and accounting that’s felt paralyzing.
Maybe you’ve even been shamed for questions you’ve asked.
I get it. Many years ago, I was there too.
But the good news?
You can develop Financial Ownership.
- You can feel great about your money, your taxes and your whole financial situation.
- You can get clarity on the numerous tax-related questions you haven’t been able to answer.
- You can be proactive rather than reactive.
- You can feel confident you’re making the best financial decisions as you progress onward and grow.
You and your business have a unique set of financial needs and goals—in our work together, I honor that.
Because what you need isn’t one-size-fits-all advice. Instead, you need support moving forward in a way that fundamentally alters your relationship with money, putting YOU in a place of power, and safeguarding you and your specific business.
Through one-on-one coaching, I’ll give you the financial information and emotional support you need.
In our work together, we combine money mindset with small business accounting and tax logistics.
We’ll address your specific money, financial, and tax challenges, and work to put you at the financial helm of your business. As relevant to your challenges and goals, we’ll focus on one or more of the following focus areas:
(letting go of poverty mindset and mastering prosperity, making financial decisions from a place of strength and power, becoming proactive rather than reactive, challenging your limiting beliefs, letting go of emotional baggage, etc.)
Securing Your Foundation
(developing your financial goals, figuring out the best legal entity for you now and as you grow, clarity on your taxation rates, exploring if incorporation is right for you and what it would require, delineating and structuring your bank accounts to protect you money and assets, etc.)
Managing Your Money
(how and what to pay yourself, clarity on your estimated tax requirements, streamlining and optimizing your business’ bookkeeping routine, creating a savings plan, learning to “steward” your finances, developing a great money support team, etc.)
Maximizing & Protecting Your Deductions
(maximizing your business write-offs in a legal and lucrative way, putting the support documents and procedures you need in place to secure key tax deductions, gaining clarity on what would change for certain deductions upon incorporation, etc.)
Preparing for the Future
(consideration and planning for max retirement contributions as a business owner, getting clarity on how you’d like to expand your team–contractors vs employees, establishing a budget, eliminating debt, minimizing tax exposure, etc.)
One-on-One Coaching is NOT an online course or a group program. The information and tools I provide will be based on your unique business situation, as well as your specific challenges and goals.
I combine my expertise as
- an Enrolled Agent (the highest tax credential issued in the U.S.),
- my 7+ years of real world accounting experience working with hundreds of small business owners in dozens of industries
- my background of nearly 15 years as a small business owner
- and the coach in me who wants you to reach your best.
I’ll mentor you and guide you to where you want to be by providing a series of coaching sessions, regular email support and follow-up to help you shift perspective and achieve your goals.
You’ll also receive numerous reference materials I’ve developed to support your evolving money, financial, and tax practices.
The information I share is solidly grounded in tax law and is GAAP compliant (without all the confusing jargon).
I believe in a holistic approach, and realize that addressing money can often provoke emotional responses. I’ll support you through that while incorporating different exercises and practices to help shift your mindset.
I want a different life for you.
One where you’re working from a place of financial power and light.
Because it will save you money, give you peace of mind, and build you up. But, perhaps, most importantly, it will allow you to continue following your passion and do more of what you love.