Boss Money 101
The new entrepreneur's guide to setting up their business finances.
An 8 week program to demystify money, get your business in order and help you scale with purpose + PROFIT!
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Entities & Banking
Secure your money by getting your business structure set up and separating your business finances from your personal.
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Taxes & Bookkeeping
Get your tax ID and take advantage of business tax deductions. Learn how to pay your taxes properly so you don't get penalities.
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Profit Model
Leverage your numbers to make decisions like a big time CEO. Lead your business with an intentional profit model so you can pay yourself and achieve the life you want!
Boss Money is for you if...
- Your business is a cash eating machine
- You can’t tell what’s personal and what's business
- You're missing out on thousands of dollars of tax deductions because you don't know what you can write off
- You're spending hours upon hours in excel manually tracking your expenses and constantly feel overwhelmed
- You don't know if you even need to pay taxes and when
- You don't know when is the right time to start paying yourself
- You don't know what you need to do as a CEO to profit
- You're getting burned out and you don't know if your business is sustainable for the long run
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Lindsey
Wow! That way easier than I expected!
I love how simple you made it.
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Jasmine
WWHHHAAAT I CAN WRITE IT OFF!?
I need to rethink my life!
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Kelly
I’m just soaking it all in and
realizing all the mistakes I've made.
Program Content
BREAKDOWN OF THE 6 MODULES
Module 1: Protecting Your ASSets
Setting up your business entity so your money is protected.
Module 2: Maximizing your Money
Opening separate business bank accounts and credit cards (Finally!) Start building business credit.
Module 3: No Deductions Left Behind
Automating your expense tracking so you spend less than 30 mins a month!
Module 4: Aunt SAMantha
Paying your taxes with ease and never miss a deadline.
Module 5: Paying Yourself
Creating a job for every dollar and why paying yourself regularly is important.
Module 6: Financial Freedom
Setting your sales targets, being intentional about creating a business that helps you lead the life you want!
Meet Joanna
Joanna Alexis is a corporate finance professional at a Fortune 500 company. She became consumer debt free at 23, invested over 6 figures and owns a home. She is on her way to financial freedom!
When starting her side hustle, she received separate advice from her attorney and CPA which made it challenging to connect the dots on where to start. Once it clicked for her end to end, she strived to help other new CEOs demystify the process.
WHAT'S INCLUDED?
6 simplified, expert money & business modules ~$3,000
Access to chat to ask questions + accountability ~$500
Templates and Worksheets ~$500
Bonus: Money Mindset for Entrepreneurs ~$500
SAVINGS FROM...
Lawyer fees to file LLC ~$650
Payment processor/ bank fees ~$500
Credit card rewards ~$500
Tax deductions ~$3,000
Missing tax deadlines ~$500
Mental health and sanity for having business set up for profit and freedom
Greater knowledge to make better financial decisions for your business