July 15th

How to Price Your Offers (Without Guessing or Undercharging)
Practical pricing is more than just about covering your costs. The goal is all about creating a business that supports the life you actually want.

We'll walk through how to reverse-engineer your revenue so it supports your real-life bills, goals, and boundaries.  No fluff, no “charge what you’re worth” nonsense. Just a practical, empowering system that actually works.

By the end, you’ll have a system that helps you make informed decisions, set aligned prices, and stay grounded no matter what season you’re in.

June 11th

Accountable Plan: What It Is & Why You Need One

You save receipts, track expenses, maybe even color-code your spreadsheet, but if you don’t have an Accountable Plan, your S-Corp is probably leaving money on the table.

This month’s session breaks down exactly what an Accountable Plan is, how it helps you reimburse yourself tax-free, and why it’s one of the simplest ways to stay IRS-compliant while keeping more of what you earn. It’s financial clarity and legal protection without the overwhelm.

May 14th

Money Routines That Actually Work (Even on Your Tired Days)

Most people think they need more discipline to manage their money but what they really need is a rhythm that fits their real life. 😮‍💨
 

This month’s session is all about creating money routines that support your nervous system, not stress it out. From quick daily check-ins to weekly CEO rituals, we’re showing you how to build habits that bring clarity, consistency, and calm to your finances.

April 16th

Outsourcing with Intention as You Scale

You didn’t start your business to do everything yourself, but hiring help can feel overwhelming fast. Should you outsource or hire? What should you delegate? How do you build a team that actually supports your vision?

In this month’s session, Christy Villasenor, Certified Director of Operations, is breaking down the real behind-the-scenes of team growth from finding the right people to building a support system that actually works for you. Whether you’re hiring your first contractor or expanding your existing team, you’ll get practical tips for outsourcing with intention and leading with confidence.

This is your permission slip to stop doing it all and start building a business that supports you back.

March 18th
How to Travel & Write It Off for Business

Most business owners either don’t realize they can write off travel or they assume it’s just for the corporate crowd. ✈️

But here’s the thing—if you’re traveling for business, you could be turning flights, hotels, and meals into tax deductions. The key is knowing what qualifies, what doesn’t, and how to do it the right way.

That’s exactly what we’re covering in this month’s session. We’ll break down business travel write-offs in plain English so you can save money and avoid costly mistakes.

February 19th
Reading Your P&L Like a Pro: Spotting Outliers & Financial Red Flags

Get ready to take control of your numbers and gain deeper insights into your business finances. Join Katelyn for an eye-opening session on understanding your Profit & Loss statement, identifying financial trends, and spotting red flags before they become problems.

This session will help you feel more confident navigating your P&L, whether you’re focused on improving profitability, managing expenses, or making smarter financial decisions. No matter where you are in your business journey, you’ll walk away with practical strategies to make your numbers work for you.

January 15th

Mindset, Intention and Goal Setting for the New Year

Let’s kick off 2025 by setting your mindset, intentions, and goals for the year ahead. Join Katelyn for a powerful session focused on realigning with your vision, creating meaningful goals, and starting the new year with clarity and purpose.

This session is all about helping you get intentional about what you truly want in 2025—and how to make it happen. Whether you’re focused on personal growth, professional achievements, or creating balance in your life, this talk will give you the tools to approach the year with confidence.

October 17th

Year-End Prep Like a Pro and Maximize Your Deductions

As we approach the end of the year, many of our clients start to ponder a critical question: "Do I need to spend more to save on taxes?" It's an important consideration, and the answer varies based on individual circumstances. We'll explore the intricacies of strategic spending and charitable contributions for optimizing your tax position.

September 7th

How & When to Hire

Knowing when to hire and identifying the right person to bring on board is crucial for business growth. Outsourcing can free up valuable time and accelerate scaling efforts, but it’s essential to understand the key differences between employees and contractors to avoid costly misclassification mistakes. Taking simple steps to find the right help not only ensures smooth operations but also protects your business from potential IRS penalties.

August 15th
How to Optimize Your Biz Finances

In this session we covered how to save on costs — without sacrificing the way your business runs, what to outsource vs. what to handle yourself, what's the profit-first structure and my Katelyn's real thoughts on that, and how to pay yourself enough (and more, because, why not!) so you can run the life and business of your dreams! A lot of business owners struggle with these. So if you’re staring at this list thinking you don’t know how to do one (or two…or all) of these, you’re not alone.
 

July 17th
Fuel Your Motivation, Optimize Your Energy

We talked about the three Cs approach, how to find your own motivation, and how to keep it going for the long term!

Since energy and motivation go hand-in-hand, we covered managing your energy, including self-care to prevent burnout and understanding your own peak and downtimes. And, you can create a tailored schedule around your personal energy ebbs and flows!
 

June 13th
All About S-Corps

In this session, you will discover the potential for tax savings by reducing self-employment taxes and ensuring your business meets the eligibility criteria. Learn to optimize your tax strategy by balancing salary versus distributions and streamlining administrative responsibilities. We will also discuss enhancing your retirement options, avoiding common audit red flags, and provide real-life success stories to illustrate tangible benefits. With professional support, you will navigate the complexities and leave with a clear implementation plan for your business.

May 7th

The Art of Embodiment

This month, members gained invaluable insights from an expert with over 14 years of experience running multiple six-figure businesses. They learned how to create and manifest their ideal day, overcome limiting beliefs, and take actionable steps toward achieving their dreams. Additionally, they discovered how to become leaders in their own lives and deepen their self-trust through engaging hands-on activities. Participants scaled their businesses and became more magnetic versions of themselves!

April 9th

Quarterly Systems Review

We dived into a comprehensive financial health check-up. Members learned how to review their revenue, expenses, and profit margins with ease, create a budget for the rest of the year, and understand the impact of financial health on mental well-being. We covered tax planning and strategies to avoid penalties and leverage tax savings. Our goal-setting session helped participants compare their progress to last year and set new goals for the upcoming quarter. We also discussed aligning business goals with the seasonal energy shifts of spring. Finally, we explored mindful money management, including budgeting, expense tracking, and the concept of money as energy.

March 14th

Annual Profections for Personal and Professional Growth

Members explored the concept of Annual Profections and discovered why they matter. They learned how to identify their main theme for the year and used this knowledge to plan more effectively for their businesses. They gained practical tools and insights that helped them navigate the year ahead with greater clarity and purpose.

February 13th

Harnessing Neurodivergence

Members gained valuable insights from a neurodivergent entrepreneur's journey, learning how to leverage their unique strengths to become the best CEO version of themselves. They discovered practical tips and strategies from personal experiences and expert knowledge in neurodivergence, along with deep dives into both physical and mental health perspectives. Participants walked away with the tools and confidence to excel in their entrepreneurial journey.

January 9th

Forecasting & Planning

Members prepared to make 2024 the year they took control of their finances. During the session, they were guided through understanding where their money was coming from, where it was going, and how to make informed decisions. This session empowered them to start the new year with a clear financial strategy and the confidence to achieve their financial goals.

December 7th

Closing the Books with Confidence: Year-End Best Practices

Members prepared to close their books with confidence and end the year with peace of mind. They got ready to make 2024 the year they felt assured about their finances, knowing exactly where their money was coming from, where it was going, and what to do with it. In the final month of 2023, they learned how to end the year on a high note and start the new one with a bang.

November 15th

No IRS Nightmares Here: Stress-Free Tax Planning

Attendees learned to maximize deductions for mileage and auto expenses, explored the advantages of self-employed health insurance, optimized retirement contributions, made informed decisions on business entity types, and leveraged the Augusta Rule for tax savings when renting their home to their business.

October 17th

Syncing Your Menstrual Cycle with Your Business

For any of you menstruating magical humans - this will teach you how to work with your cycle and fluctuating energy levels to build a business that supports your personal ebbs and flows rather than pushing through each week like they’re a cookie cutter.

September 7th

Quarterly Estimated Taxes

Understanding quarterly estimated taxes was crucial for managing finances effectively. In this session, members learned how to accurately calculate their quarterly estimated taxes using a handy calculator provided. We covered who was required to pay these taxes and the specific deadlines they needed to be aware of to avoid penalties. Additionally, they learned what quarterly estimated taxes were and why they were important for their business's financial health.

August 15th

All Things Taxes

Ready to understand how the US tax system works? What tax brackets are, how and when you owe taxes, what changes if you get married or build your business income? Then this is for you!