DELIGHT IN MAXIMIZED DEDUCTIONS
RELISH IN ORGANIZED RECORDS
THRILL YOUR TAX PRO

This playshop is designed with a focus on the unique challenges faced by entrepreneurs in most industries. We provide financial strategies in a fun setting that aligns with your business model and growth plans. 

We understand the importance of work-life balance. Both mentally and financially. Our playshop introduces time-efficient techniques such as Profit First, and tools that streamline your business processes to reduce mental load and overwhelm and ensure a safety net of finances to ensure your tax obligation is met. This approach not only enhances your financial management skills but also frees up time, allowing for a healthier work-life balance for your mind and wallet.

In order to keep you updated from now through the April 15th tax deadline the Playshop will focus on implementation and gathering of all your data for your tax pro. The remaining third of the playshop addresses year round compliance and addons so you are the most prepared you have ever been. We provide also  regular updates on the latest changes in tax laws and regulations. These updates are sourced from reliable, authoritative sources and are communicated through our workshop sessions, newsletters, and exclusive online forums

1. Profit First Approach: As Profit First Professionals, we integrate the Profit First methodology into our tax planning strategies. This approach emphasizes prioritizing profit, ensuring that as your business grows, it remains financially healthy and sustainable.

2. Scalability-Focused Planning: We tailor tax planning strategies to support scalability. This involves assessing potential growth trajectories and aligning tax strategies to accommodate expanding operations, ensuring that as your business scales, your tax planning remains efficient and effective.

3. Forward-Thinking Financial advisory: As a Financial Coach my job to you is to always be thinking forward. I am constantly learning and adapting my strategies and information to meet current markets, economies and tax laws.