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Discover the Tools You Need to Manage Your Business Finances

Taught by our team of CFO Advisors and Tax Planners
The Financial Mastermind

What You'll Learn:

✨How to Set Up Your Business the Right Way

✨How to Optimize Your Tax Treatment and Reduce   Your Taxes

✨What You Can Write Off as a Business Owner

✨How to Pay Employees and Contractors

✨How to Structure an Owner's Compensation Plan     That Works for You and Your Business

✨How to Keep Your Recordkeeping Up to Date

✨How to Set Yourself Up to Sail Through an Audit   Like a Professional

✨How to Read Your Financial Statements and Make   Informed Financial Decisions

✨How to Protect Yourself From Financial Theft

 And More...

Young Businesswomen
Cafe Owners
About "The Financial Mastermind for Entrepreneurs" Beta Course

Do you:

❌Struggle To Pay Yourself The Wages You Would Like From Your Business?  
❌Struggle To Keep Your Bookkeeping Up To Date?
❌Have A Hard Time Determining Why Your Bank Account Balance Doesn't Reflect The Profit On Your Tax Return?
❌Worry About Paying Your Bills Every Month? 
❌Feel Lost When Trying To Track Progress Towards Financial Goals?
❌Have Unopened Letters From The IRS You Don't Want To Deal With?
❌Get Anxiety When You Think Of The Financial Future Of Your Business?


You have a dream of running a business and building something that will give you freedom.  Freedom from your 9 to 5.  Freedom from your budget.  Freedom to retire early.  Freedom to turn dreams into reality. 


But once you look into running a business the financial complexities stop you in your tracks.  You worry about paying your bills on time.  You see the amount of income on your tax return, but your bank balance isn't reflecting that.  You begin taking home less and less money.  Your employees are making more than you.  You are unsure if all of your tax obligations have been met.  Your dream of freedom is turning into the reality of being chained to a business trying to navigate confusing and muddy tax regulations.  


Being an entrepreneur does not have to be that way!  There is a system in place to help you dig back out of that hole.  In our Financial Mastermind we provide a clear step-by-step format to help you understand your financial and tax obligations and take control of the finances in your business.











Imagine If You:

✅Understood How Your Business Is Taxed And What It Means For Your Bottom Line
✅Understood The Tax Elections Available To You And Common Tax Mistakes Business Owners Make
✅Had A System In Place To Quickly And Efficiently Organize Your RecordKeeping And Complete Your Bookkeeping
✅Could Confidently Open The Letters From The IRS Knowing Your Business Is Compliant
✅Had A Well Thought Out Owner's Compensation Plan That Supports You And Works For Your Business
✅Had A System In Place To Track Your Progress Towards SMART Goals With KPIs 
✅Were Able To Read Your Financial Statements And Understand Their Tax Implications
✅Could Make Informed Decisions With Your Financial Information
✅Could Tackle Your Business Finances With Confidence

Imagine If You Understood The Tools CFOs Use to Manage Muli-Million Dollar Corporations

How much faster could you get to living your dream?


As part of our Beta version, we are opening access June 1st to a select number of entrepreneurs for $47 for 3 months of access.  Our mastermind is priced at $197 per month, our beta testers save $544! 


BONUS: The first 200 members will receive lifetime access to the first 6 weeks of content for free!  


Check out the video below to see some of the things you'll learn:

Stressed Woman
Successful Restaurant Owner
Business Meeting

Want to see how it breaks down:


Week 1 & 2 - Unit 1 is all about setting up your business and checking for optimization in the structure of current businesses.  In Unit 1 you'll learn how businesses should be set up from a tax perspective and important characteristics of operating agreements and business plans.  Once you understand how your business is set up you'll learn how your business is taxed automatically - and what that structure ACTUALLY means for your bottom line. 


You'll then walk through the optional tax treatments that may be available to your business.  At the end of Unit 1 we cover the surprise issues that most small business owners were never told exist such as hobby versus business regulations, passive versus active activities, and estimated taxes - what they are, who should pay them, and how to avoid underpayment penalties.


Bonus: The End of Week 2 You'll Learn How to Register for an EIN for FREE - Some companies charge a couple hundred dollars for this alone.  This tip could more than pay for your course!


Week 3 & 4 - Unit 2 is all about record keeping and bookkeeping.  You'll learn what your record keeping requirements are in your business and what documentation you may need in the event of an audit.  Are physical receipts required or are digital copies okay?  Are bank statements enough to substantiate deductions?  We'll give you a hint - they're NOT!  We'll show you how we organize our client's records for ease of access and navigation in an audit and how you can set the system up - for FREE! 


Week 4 will have you learning all about bookkeeping.  How to choose a bookkeeping software, how to set up that software, and what is actually going on behind the scenes that most entrepreneurs (and bookkeepers) don't know - and how that lack of knowledge can result in common mistakes like double recording of revenue!  We'll even show you our weekly, monthly, and annual bookkeeping workflow and show you resources that can help you learn bookkeeping for FREE!


Week 5 - Unit 3 takes a deep dive into employees and independent contractors.  What is the difference and why is that difference important in order to avoid one the biggest hot topics at the IRS?  How do you get a company registered for payroll?  And how do you actually run payroll once you have an employee?  Calculating remittance, filing tax forms, navigating benefits, garnishment orders, termination, and more! 


Did you know that payroll tax mistakes are one of the most costly mistakes a business owner can make?  And one of the few issues that the IRS does not like to work with taxpayers on?  Handling trust funds incorrectly can easily escalate into fraud territory and is often one the more complex issues we deal with!  At the end of Unit 3 we'll also give you all the information you need to handle independent contractors, issuing 1099s, and what to do if you have a contractor subject to backup withholding.


Week 6 - Unit 4 rolls from employees and independent contractors to structuring an owner's compensation package that actually makes sense for the needs of the owner and the business.  Your business tax structure is going to determine your options - and sometimes your requirements - for an owner's compensation structure.  I would argue that owner's compensation in a small business is one of the most important components of financially managing a business. 


Your business exists to support you and your family.  Without a well thought out compensation structure your business could end up going under due to lack of funds or you could end up eating ramen noodles and falling behind on your personal obligations.  In week 6 we are going to actually walk you through preparing your owner's compensation package!


Whew!  That's only a brief overview of half of our course!  We want to take a minute to say that the first 6 weeks of our course give information on what a lot of small contractors need to stay compliant in their business.  Because we appreciate our Beta members that are so willing to help us with our course we are giving the first 200 who sign up LIFETIME ACCESS to the first 6 weeks of content!

Week 7 & 8 - Unit 5 is all about taxes!  Which expenses are deductible and which are not?  Did you know that parking tickets are not deductible while there is a temporary special exception for the deductibility of meals due to COVID?  You'll learn how to keep track of the difference in deductibility of expenses on your books and how your books translate to each type of business tax return. 


We'll cover common deductions that we frequently get questions about, home office deductions, auto deductions, and depreciation to name a few.  After you have the basics down you'll get to see examples of each type of business tax return and learn how to read the returns and check for common errors.  And don't worry!  We'll make sure you understand how those returns translate to your personal return and your bottom line!


Week 9 & 10 - Unit 6 is where you can learn all about evaluating the health of your business, tracking trends, and making informed financial decisions!  Learn how to read common financial statements such as the balance sheet, profit and loss, and statement of cash flows.  And you'll learn how to select and put together less common financial reports that give you deep insight into the health of your business. 


Learn what Key Performance Indicators (KPIs) are and how to calculate them.  Do you know what KPIs lenders look for?  Or what KPIs you can use to evaluate the return on investment of your advertising budget?  We'll show you the tools that CFOs use everyday to make informed financial decisions for the businesses they manage!


Week 11 & 12 - Unit 7 is covered in the last two weeks of the course, but we also take some time to reflect on what you have learned and tie the information together so you have a cohesive management system to implement in your small business.  In unit 7 we discuss common topics that small business owners have questions about including what an audit is and your rights as a taxpayer during an audit, how to prevent theft in your small business through internal controls, and the basics of tax planning!

Letter From Our CEO

Do You Want To Learn How We Manage Multi-Million Dollar Businesses?

Every week we have business owners reach out to us for help in their business.  And every week we get to talk to some inspiring entrepreneurs that are just not in the financial position to work with us.  Don't get me wrong, we more than pay for our services when it comes to financial insight, clearing bottle necks, and managing compliance issues.  But I also know that our staff relies on us charging appropriately for our services so they can be compensated for the wonderful work they do within our firm.  


But that leaves us with another issue - how can these entrepreneurs get the quality help they need and deserve at a price that financially makes sense for them?  And up until this point my answer was "I don't know."  We have a great network of accountants we can refer to, but those accountants are in a similar position to us.  They know their worth and charge for it.  


We're excited to now offer an option to help all entrepreneurs understand and manage the financial side of their business.  I'm looking forward to having your journey merge with ours as you strive to build the business of your dreams, and we strive to provide financial tools to help you get it there.  


See You Inside the Mastermind!


Whitney Marietti, EA

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