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 $1640
The promise Part instruction, part working session, these are designed to meet you where you’re at, and take you to the next-level you seek!
Common results Confidence, clarity, empowerment, and ultimately, less stress, more money, and job happiness.
Package options
Choose from:
Pre-set templates that we customize to you.
We build one from scratch, using the menu below.
If you’re not sure what you need, we can figure it out together! Schedule a free 20-min Zoom chat.
THEMES + TOPICS MENU
Here are some options to browse. Please note that topics vary in size! In most cases, we can fit 2-6 in a package.
Taxes
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IRS taxes
Overview, how to file, documents and forms
Business deductions / “write-offs”
Working with 1099s and other forms
Sending in Estimated Quarterly tax payments
Your estimated IRS tax rate
Filing WA, Seattle, and other city biz taxes
Working with sales tax
Get organized for all ongoing biz requirements
How to work with tax pros (with confidence!)
Money
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Fine-tune: how to pay yourself, save for taxes
Get the paycheck you want
Your custom book$ 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
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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
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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.
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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.
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This one is a little longer, 110 minutes, do a short intake, set intentions, finalize our Checklist, and handle some logistics.
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These are 90-ish minutes each.
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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!”
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With another custom package, or One Year of Biz Tending.
Curious to know more?
Check out these FAQs - incomplete now, hopefully done soon!
Read what Happy Clients have to say
Email me with questions - please allow 2-5 biz days for replies
Schedule a free 20 min Zoom convo to chat more!
Ready to Schedule?
Click here to go to the Scheduling page
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I’m excited to meet you!
We’re gonna get stuff done,
in a way that feels great!