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

• 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: Saturday March 27, 2026
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