♡

Your Wingwoman Punch Card #1

6 x 90 min sessions (or 9 hours)
$2080 / To be paid
May also use punch card for smaller chunks of work time, e.g. phone + zoom calls, homework

Hours Worked: 1.0
Time Remaining: 8.0

See our Menu below :)

_♡_ #1 / 1.0 / Wed, Dec 17 ~ 2pm
___ #2 / 1.5 / Wed Jan 14 ~ 11:30am
___ #3 / 1.5 / Fri, Feb 6 ~ 11:30am
___ #4 / 1.5 / Fri, Mar 6 ~ 11:30am
___ #5 / tbd / TBD
___ #6 / tbd / TBD

Dec 17

• Focus for package: Whole biz big picture and being strategic

• Desire for someday - $300K and 4 days off

• Tax strategies to consider (biz buy house?, s-corp, etc.)

• Work smarter >> more time, more money

• 2026 / Mostly keep things as they are, no big changes, because big changes are coming … and things are fuzzy after August / For now, work on streamlining, feeling grounded and organized. Fueled up to be ready for what’s next!

• Today / looked at S-corp, not time to transition yet / rule of thumb is profiting $100K or more

• Spreadsheet tools - drafts of home office tracking and personal expense

FUTURE PROJECT IDEAS

Paperwork - shedding what can go
Copyright / Trademark
Would like time to be creative, writing, book project

COMING UP

Supervisor training
IFS Consulting
1099-MISC and w-4

WONDERING ABOUT

Making bookkeeping easier
Downloading PDFs - support
Streamlining bank accounts - money garden practice

Jan 14
Notes

Feb 6
Notes

Mar 6
Notes

TBD
Notes

TBD
Notes