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
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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

  • 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!