Join us January 31st to learn how to organize your business revenue to mitigate stress and actually pay YOURSELF! We are in business to make money, right?
Maximize Your Profits is to start 2023 Understanding the Health & Wealth of Your Business so you develop smart business habits:
- Pay yourself, it is that simple
- Take a look under the hood of your expenses to see where you may be spending money that you may not even be aware of, streamline expenses where you can, and then have a plan for the expenses you’ve deemed necessary
- To make sure you have the funds at tax filing time, why pay the IRS interest
- Put aside profits, with intention
This is not a lecture; I am a firm believer in working things through real time. Helpful items to have on hand to get the most from this workshop are your most recent tax return, year end revenue/expenses/income you paid yourself, bank account balances for 12/31/2021 and 12/31/2022.
Let’s do some forensic accounting to see if there are profits in your business you just aren’t taking!
Host:
Diana V. Smith, APMA ® , CMFC ® , CLU ® - Financial Advisor
Diana is a financial planner with over 16 years of experience providing small business owners and families with goal based financial planning. Each situation is different so she meets her clients where they are in life and develops tailored plans based on their goals.