Your Wingwoman Punch Card #3!
For Treasured Client, S
6 x 90 minute sessions
Results + Projects :)
IRS extension and payment
Found IRS combo-rate, so you can save less/pay yourself more
Paid Quarter 1 taxes to IRS
Raised rates, higher than planned :), email to clients, bridge rate
Strategy to support monthly income with some savings, named account
Filed WA taxes - Q1
Group models for office rental set-up
Stepping into a leadership role, defining who you like to work with
Adding protection around your medicine and joy
Scheduled for:
_♡_ #1-A / Tuesday, Apr 1 ~ 9:15am
_♡_ #1-B / Friday, April 5 ~ Phone call about monthly/weekly/daily spending (complimentary)
_♡_ #2 / Tuesday, May 6 ~ 9:15am, started at 9:45am - 11:15am, plus add time
_♡_ #3 / Thursday, May 15 ~ 8am
_♡_ #4 / Friday, May 23 ~ 4:30-6pm
_♡_ #5 / Tuesday, May 27 ~ 8:30am-10:15am, extra time is complimentary
_♡_ #6 / Extras, additional 45 minutes on May 6, 45 minutes May 6-15 for group/collective notes
May include phone + zoom calls, homework, to fill up a punch spot :)
Your Wingwoman Punch Card #2!
For Treasured Client, S
6 x 90 minute sessions
Scheduled for:
_♡_ #1 / Monday, Mar 10 ~ 11:30am ~ Session ~ Irwin’s 90+ Overtime
_♡_ #2 / Tuesday, Mar 11 ~ 9:15am ~ Session ~ Sara’s house
_♡_ #3 / Wednesday, Mar 17 ~ 4pm ~ Meeting with Mary, debrief
_♡_ #4 / Tuesday, Mar 25 ~ 9:15am ~ Little Hearts biz numbers, estimated taxes, Sara’s bills
_♡_ #5 / 30 min on Mar 10 (meeting was 2+ hours) / 30 min on Mar 20 (list and estate account) / 30 min on Mar 20 (sending payment to WA)
_♡_ #6 / Thursday, Mar 27 / project list, with detailed steps, organized WA Estate docs
Misc support: Phone calls, April 5 and more
May include phone + zoom calls, homework, to fill up a punch spot :)
Your Wingwoman Punch Card #1
For Treasured Client, S
6 x 90 minute sessions
Scheduled for:
_♡_ #1 / Tue, January 14 ~ 9:30am ~ Session ~ Diva Espresso
_♡_ #2 / Tue, February 4 ~ 9:30am ~ Session ~ Sara’s house - no travel fee
_♡_ #3 / Tue, February 11 ~ 9:30am ~ Session and work on Assets spreadsheet
_♡_ #4 / Tue, February 11 ~ 4pm ~ Meeting with Accountant J and debrief
_♡_ #5 / Wed, February 19 ~ 11am ~ Session
_♡_ #6 / Home work ~ 60 minutes ~ notes from Jocelyn and Assets spreadsheet, organized tax forms + paperwork
Time remaining / 0 minutes
May include phone + zoom calls, homework, to fill up a punch spot :)