Budget, Finance, Tax and Retirement Planning Workshops - 2025
Budget, Finance, Tax and Retirement Planning Workshops - 2025
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Financial Mastery: Take Command of Your Personal and Business Finances in 12 weeks
Financial Mastery: Take Command of Your Personal and Business Finances in 12 weeks
Become Empowered with a New Money Mindset; New Habits
Become Empowered with a New Money Mindset; New Habits
Cash flow mastery is possible with the right financial management program and plan. You know it. Get help setting your goal(s) and then your financial mastery coach will check in on your progress until you reach each milestone or when you need to reset your goal(s). Sign up today and start your journey to take control of your financial future in 12 expanded modules.
Workshop Tuition Fee: $497
Materials: Agenda, Workbook, Planning Calendar, Year Planning Access
Here are some key activities:
Financial Goals and Cultivating a Positive Mindset
Financial Assessment and Refining Current Goals
Accounting Software and Identifying Financial Challenges
Reflecting on Progress and Supportive Feedback
Planning for the Future and Risk Management
Building Wealth and Financial Optimization
Navigating Financial Challenges and Building Resilience
Personalized Support
Eight Keys to Business Accounting Basics
Eight Keys to Business Accounting Basics
This eight-module accounting course for non-accounting owners of sole proprietorships, partnerships, LLCs, and S-corporations focuses on practical application and relevance to each specific business structure.
Workshop Tuition Fee: $497
Materials: Agenda, Workbook, Process Planning Guide, Year Planning Access
Here are some key concepts:
Introduction to Accounting
Business Entities
What is a Going Concern and Monetary Unit
Historical Cost and Revenue Recognition
Accrual Basis of Accounting and the Matching Principle
Consistency Principle and Prudence
Materiality and Full Disclosure
Objectivity Principle and Ethics
As an accountant who specializes in serving small business online retailers, I know that owning and operating an e-commerce business is very different from running any other kind of business...
In fact, I've discovered that there are 7 financial mistakes that online store owners make when running their businesses.
The problem I run into all the time is that most of the e-com business owners I talk to don't have any idea that they have one (or more) of these business-killing problems...
7 Financial Mistakes Online Store Owners Make That Put Them Out Of Business
7 Financial Mistakes Online Store Owners Make That Put Them Out Of Business
Here's what you'll discover inside:
● How to understand what's actually going on in your business at any time in less than 5 minutes by reading your company's financial statements.
● The 3-step calculation we use for our private clients to determine exactly how much you can afford to spend on paid advertising every month.
● How to get funding when you're growing fast and need more inventory to keep up with increasing demand.
● How to set up profit-focused financial systems so you can grow your business while also being able to pay yourself the salary you want and deserve.
● The little-known inventory management system that will ensure you don’t run out of stock and end up with unhappy customers.
● How to pay your staff and help, including knowing who to pay as a W-2 employee and who to pay as a 1099 contractor (misclassifying employees can cost $$$ in tax penalties!).
● How to figure out which states you need to be collecting sales taxes for and completely automate the sales tax compliance process for all the states you have “nexus” in.
● The value-based pricing strategy you can use to maximize your profit margin on all your products.
● How to separate your personal finances from your business finances so you can protect your personal assets if things ever go south.
● How much you should pay yourself in salary and profit distributions in order to optimize your cash flow and have a dependable source of income from your business.
● And much, much more!
Fundamentals of Budgeting (A Spending Plan)
Fundamentals of Budgeting (A Spending Plan)
This course introduces the basic aspects of budgeting and how budgeting benefits your progress toward attaining your desired lifestyle and reaching your financial goals. You will be introduced to the three primary types of expenses and tactics for reducing monthly payments toward those expenses.
Action steps for creating a solid budget and automating financial accounting systems to facilitate regular review and revisions are provided.
To preview this course, click the link below and complete the form on the page that appears. Please use the code nDz2-HBFK-2PeA in the Registration Code Field.
Learn at your own pace
Retirement Planning (Life after the Rat Race)
Retirement Planning (Life after the Rat Race)
This course introduces the basic aspects of budgeting and how budgeting benefits your progress toward attaining your desired lifestyle and reaching your financial goals. You will be introduced to the three primary types of expenses and tactics for reducing monthly payments toward those expenses.
Action steps for creating a solid budget and automating financial accounting systems to facilitate regular review and revisions are provided.
To preview this course, click the link below and complete the form on the page that appears. Please use the code nDz2-HBFK-2PeA in the Registration Code Field.
Learn at your own pace
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