CUSTOM
PACKAGES

Money | Taxes | Time + Boundaries

Game-changing work for your business!

3 Sessions*
1 x 110 minutes and 2 x 90 minutes
On Zoom /or/ in person in Seattle
$1340

Must be used within 8 weeks
Two payments, due 1st and 2nd session
*or 4 sessions for $1640

The promise Part instruction, part working session, these are designed to meet you where you’re at, and take you to the next-level you seek!

Common results Confidence, clarity, empowerment, and ultimately, less stress, more money, and job happiness.

Package options

Choose from:

  • Pre-set templates that we customize to you.

  • We build one from scratch, using the menu below.

If you’re not sure what you need, we can figure it out together! Schedule a free 20-min Zoom chat.

THEMES + TOPICS MENU

Here are some options to browse. Please note that topics vary in size! In most cases, we can fit 2-6 in a package.

Taxes

  • IRS taxes

    • Overview, how to file, documents and forms

    • Business deductions / “write-offs”

    • Working with 1099s and other forms

    • Sending in Estimated Quarterly tax payments

    • Your estimated IRS tax rate

  • Filing WA, Seattle, and other city biz taxes

  • Working with sales tax

  • Get organized for all ongoing biz requirements

  • How to work with tax pros (with confidence!)

Money

  • Fine-tune: how to pay yourself, save for taxes

  • Get the paycheck you want

  • Your custom book$ routine

  • Choosing your money tools and habits

  • Retirement, saving/investing/debt-pay off projects

  • Money stories and reframes, claiming your worth

  • Set up some “benefits” for yourself ~ PTO fund, FMLA, bonuses, other

Time + boundaries

  • Create a work schedule that really fits you

  • Build in and protect: time off, vacations, holidays

  • Plan work around your monthly cycle (period)

  • Custom tools and checklist

  • Your own Boundary language tool kit

  • Habits and routines to make work easier, more sustainable

HOW IT WORKS

  • Check out the list below for ideas. If you’re not sure, list out all your questions, pain points, desires … and bring to the our first meeting, or free 20-min Zoom chat.

  • We’ll finalize this together. Please note: everyone works at different pace! Our checklist is a guide for us, we might get all, part, or more accomplished.

  • This one is a little longer, 110 minutes, do a short intake, set intentions, finalize our Checklist, and handle some logistics.

  • These are 90-ish minutes each.

  • It’s easy to go on to the next thing … and forget to savor the moment. Perhaps give yourself a reward for facing this work! Tell friends and family what you accomplished. Smile to yourself, and say, “Hey, I did that! I invested in my business and myself!”

  • With another custom package, or One Year of Biz Tending.

Curious to know more?

Ready to Schedule?

Click here to go to the Scheduling page

I’m excited to meet you!
We’re gonna get stuff done,
in a way that feels great!