♡

💎 Queen$ Support for Jocelyn

Diamond-Premium Level
Per month:
6 x 90 min sessions/homework
Text convos + responsive calls

Current pattern
2 full sessions with Jocelyn, Fridays at 2pm
2 full sessions with Steph, TBD
+
TBD / Meet with other staff and/or homework

Payment Schedule 🧚

Diamond-Premium / $35,000
$33,600, w/ discounts

Pay in 3 installments
via checks
$11,200

Requested:
Jan 30, 2026 - paid 2.9
April 30, 2026
July 30, 2026

Diamond Year / Feb 1, 2026 - Jan 31, 2027 👯‍♀️

With an early start in January 2026

Support

Texts + quick calls
And
6 Sessions/homework
Allotted hours - 9.0
Hours used - 3.0
Hours left - 6.0

Overage -

🌈 Month 4 / May 2026

  • May 1 / 1.5 / Jocelyn

  • May 21 / 1.5 / Steph

  • May 29 / 1.5 / Jocelyn

🌈 Notes
May 1 /
Letting go of Pam, what we want in new person. Tax assistant! Start small, with probation, needs to prove abilities.
We will figure out the money!
Debriefing Steph responses, giving some guesses and contexts for behaviors.
Generally, team/staff/plans are working!

May 29 /

Support

Texts + quick calls
And
6 Sessions/homework
Allotted hours - 9.0
Hours used - —
Hours left - —

Overage -

🌈 Month 5 / June 2026

  • Jun 4 / 1.5 / Steph

  • Jun 12 / 4.0 / Jocelyn + Steph Retreat

  • Jun 18 / 1.5 / Steph

  • Jun 23 / 4.0 / Jocelyn + Steph Retreat

🌈 Notes
May 1 /

May 29 /

Support

Texts + quick calls
And
6 Sessions/homework
Allotted hours - 9.0
Hours used - 16.5
Hours left - 0.0

Overage - 7.5

🌈 Month 3 / April 2026

  • Mar 30 / 1.5 / Jocelyn

  • Mar 31-Apr 1 / 1.75 / homework

  • Apr 1 / 1.75 / Jocelyn impromptu

  • Apr 3 / 2.0 / Jocelyn

  • Apr 6 / 1.75 / Jocelyn impromptu

  • Apr 6-7 / 1.0 / homework

  • Apr 9 / 1.5 / Steph

  • Apr 23 / 1.5 / Steph

  • Apr 23-24 / .75 / homework

  • Apr 24 / 2.0 / Jocelyn

  • Apr 27 / .75 + .25 / Jocelyn impromptu

🌈 Notes
Mar 30 / Planned - emails to clients
Mar 31 - Apr 1 / - 2 emails (May 1st and Past 3/20 deadline steps) / talking through client scenarios (CA) / Jocelyn has boundaries now!

Apr 3 / Not working with Pam, changing the game on clients, we need to adjust and serve who we can / learning boundaries for next year / chronic stress is the devil / human doing taxes vs. tax machine

Apr 6 / Plan - make work plan, message with clients in groups, trying to offer full service since this is what people expect

Apr 6-7 / Email drafts, also, rude client - consider extension, suggested payment, then fire

Apr 23-24 / New EA-TA job description ideas, prep for meeting with Steph + Jocelyn, debrief and planning for position change for Pam, idea is to be open + also Jocelyn’s feelings get the final say

Apr 27 / Meeting: letting go of Pam, working with Steph on this + homework, adding to notes

Support

Texts + quick calls
6 Sessions/homework

Allotted hours - 9.0
Hours used - 9.0
Hours left - 0.0

🌈 Month 2 / March 2026

  • Mar 6 / 1.5 / Jocelyn ✔️

  • Mar 12 / 1.5 / Steph ✔️

  • Mar 20 / 1.5 / Jocelyn ✔️

  • Mar 23 / 1.5 / Birch ✔️

  • Mar 25 / 1.5 / Jocelyn ✔️ / impromptu

  • Mar 26 / 1.5 / Steph ✔️

🌈 Notes
Mar 6 / Was a wild week! Learning to start work from a calm place (vs. stress). Idea to choose the first thing, then put on post-it or in alarm. Rename “busy season” >> “tax season”. Get out of the house. Move the body for stress. Plan some fun outings.

Mar 20 / Feelings of rage-anger > get them out! With physical activity. Move along to broken printer video and/or shake the body to release and reset nervous system. Tuning your radar to energy-suck people. Tell someone. Wait until after April 15th to learn more about em

Mar 25 / Fix-it plan for the CCH debacle. A small error, just caused a big mess. The idea is NOT that Jocelyn works 20 hours a day. The answer includes the team, a sustainable plan, and then we message clients as-needed. Checked with Birch, and she can get the docs done on time. Move the WA filers to the May 1 deadline.

Support

Texts + quick calls
6 Sessions/homework

Allotted hours - 9.0
Hours used - 9.0
Hours left - 0.0

🌈 Month 1 / Jan-Feb-(and some Mar) 2026

  • Jan 15 / Steph ✔️

  • Jan 29 / Julie ✔️

  • Feb 6 / Jocelyn ✔️

  • Feb 16 / Steph ✔️

  • Feb 20 / Jocelyn ✔️

  • Mar 5 / .5 / homework ✔️

  • Mar 5 / 1.0 / Julie meeting ✔️

🌈 Notes
Feb 6 / Looking young! Hero’s journey. Enjoyed January, staff is working hard. Desires for Year-long Queen$ Support. :)

Feb 16 / Looking at profit on a monthly basis, what we give attention to grows! Ending work at 7pm, for natural motivation in the morning

Mar 5 / Homework, started visual for 2026 visions on Canva

♡ Jenny