


Business Group #3 Financial Set Up for Profit
Strategic 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
Date: Friday, August 1st, 2025
Time: 2pm Pacific Time (1.5 hr + 30min Q&A)
Legal is information provided, not legal advice.
Strategic 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
Date: Friday, August 1st, 2025
Time: 2pm Pacific Time (1.5 hr + 30min Q&A)
Legal is information provided, not legal advice.
Strategic 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
Date: Friday, August 1st, 2025
Time: 2pm Pacific Time (1.5 hr + 30min Q&A)
Legal is information provided, not legal advice.