An Introduction to
Financial Harmony

1. Develop a clear vision of how you can achieve your personal & professional goals
2. Develop strong standards of care for your money
3. Create more time, money and energy freedom
4. Set yourself up for future growth, expansion, and legacy moves

You'll leave this program with a better understanding of the key areas in your business to focus on to improve your business's health, value and success.

An Introduction to
Profit First

Unlock Financial Clarity: Gain a comprehensive understanding of the Profit First methodology tailored specifically for business owners. Learn how to manage your business's cash flow with precision, ensuring profitability and financial health.

Corporate Transparency Act

If you have not filed with FinCEN, you need to be aware about a new law that impacts you.

As of January 1, 2024, the first phase of the Corporate Transparency Act (CTA) is in effect, introducing new federal filing requirements for most corporations and limited liability companies (LLCs). This event aims to provide business owners with a comprehensive understanding of the CTA, its implications, and compliance procedures.

Money Matters:
Quarterly Financial Review

Get invaluable insights and analysis to help you understand your current financial standing, identify areas of improvement, and strategize for future success.

• Evaluate your progress thus far and identify areas to improve.
• Better understand your cash flow patterns.
• Optimizing your financial reporting for better decision-making.

Underused Tax Strategies that Can Save You BIG Money

Did you over pay on taxes?

Most small business owners do, but it doesn't have to be that way.

• Learn Under-Utilized Deductions
• Smart Tax Planning Tactics Most People Miss
• How To Tell If You Are Overpaying On Your Taxes