Business Group #3 Financial Set Up for Profit
Bank Accounts, Bookkeeping, Taxes & Payroll
Confidence in Money Management
Setting up Bank Accounts and the Envelope System to Ensure Profit
Guest Speaker: Julies Herres, author of “Profit First for Therapists”
Bookkeeping 101: Tracking Income, Expenses and Deductions
Quarterly Taxes: Determining How Much and When to Pay Quarterly Taxes
How to Pay Yourself and Payroll Options for Employees and Contractors
Setting Up Health Insurance, Retirement and Other Benefits
Establishing Business Credit and Applying for Business Loans
Creating Community and Accountability for Socially Conscious Financial Growth
How do we cover all this in just 90 minutes?
Each group is concisely tailored to the specific information needed by the registrants through a survey sent out 2 weeks prior. Registrants identify the topics for which they already have sufficient information and provide their specific questions on remaining topics to allow for a deeper dive into the content that matters to them. There is also an additional 30 minutes of Q&A at the end of each group. Registration is limited to 15.
Date: Friday, August 1st, 2025
Time: 2pm Pacific Time (1.5 hr + 30min Q&A)
Legal is information provided, not legal advice.
Full Series Discount
All 6 Business Groups
1:1 Business Coaching
Bank Accounts, Bookkeeping, Taxes & Payroll
Confidence in Money Management
Setting up Bank Accounts and the Envelope System to Ensure Profit
Guest Speaker: Julies Herres, author of “Profit First for Therapists”
Bookkeeping 101: Tracking Income, Expenses and Deductions
Quarterly Taxes: Determining How Much and When to Pay Quarterly Taxes
How to Pay Yourself and Payroll Options for Employees and Contractors
Setting Up Health Insurance, Retirement and Other Benefits
Establishing Business Credit and Applying for Business Loans
Creating Community and Accountability for Socially Conscious Financial Growth
How do we cover all this in just 90 minutes?
Each group is concisely tailored to the specific information needed by the registrants through a survey sent out 2 weeks prior. Registrants identify the topics for which they already have sufficient information and provide their specific questions on remaining topics to allow for a deeper dive into the content that matters to them. There is also an additional 30 minutes of Q&A at the end of each group. Registration is limited to 15.
Date: Friday, August 1st, 2025
Time: 2pm Pacific Time (1.5 hr + 30min Q&A)
Legal is information provided, not legal advice.
Full Series Discount
All 6 Business Groups
1:1 Business Coaching
Bank Accounts, Bookkeeping, Taxes & Payroll
Confidence in Money Management
Setting up Bank Accounts and the Envelope System to Ensure Profit
Guest Speaker: Julies Herres, author of “Profit First for Therapists”
Bookkeeping 101: Tracking Income, Expenses and Deductions
Quarterly Taxes: Determining How Much and When to Pay Quarterly Taxes
How to Pay Yourself and Payroll Options for Employees and Contractors
Setting Up Health Insurance, Retirement and Other Benefits
Establishing Business Credit and Applying for Business Loans
Creating Community and Accountability for Socially Conscious Financial Growth
How do we cover all this in just 90 minutes?
Each group is concisely tailored to the specific information needed by the registrants through a survey sent out 2 weeks prior. Registrants identify the topics for which they already have sufficient information and provide their specific questions on remaining topics to allow for a deeper dive into the content that matters to them. There is also an additional 30 minutes of Q&A at the end of each group. Registration is limited to 15.
Date: Friday, August 1st, 2025
Time: 2pm Pacific Time (1.5 hr + 30min Q&A)
Legal is information provided, not legal advice.
Full Series Discount
All 6 Business Groups
1:1 Business Coaching