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Basic Business
Finance Workshop
November 7th 9am-5:oopm
Fairfield, CA

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If you feel

Unorganized and overwhelmed 

Don’t know where or how to start

 No support on what to do

You're embarrassed

Don’t know who to trust with information or guidance

Owe money with the IRS and haven't filed or paid taxes

Scared of the unknown

Worried that the IRS will take all of your money and you will be broke

Don’t know how to create a manageable system

Feeling like if you don’t work on this it’ll all fix itself and go away

But want to  

Have a system in place and be organized
Feel in control of your finances
Have support with your steps and questions 
Know what to know how tax pay only whats needed in taxes 
Start scaling your business
Learn how to strategize your business 
Feel confident that you know how to handle your taxes

WE CAN HELP WITH THAT!

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Our Mission

This workshop is for Small Business owners who provide services & need their business Finances organized. We assist with creating systems for taxes and Bookkeeping so that, you won't feel overwhelmed, stressed, and scared of the IRS taking your assets.

 

Our team wants to make our services more accessible and realistic for more Businesses who need help while in the starter phase of mastering your Finances.

 

This workshop is designed to build a solid foundation with beginner-friendly tools to start accumulating wealth So you can focus on bringing more money and the proper resources for healthy business growth.

 

This program is for serious striving Business owners who are ready to be resourceful, Commit, and take action.

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Meet Your Host

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Hi, I'm Karina Cook

I'm a tax professional. I've been in the financial industry for over 3 years now and have a passion for guiding people and businesses to succeed within their finances so they have one less thing to worry about.

Here's The Details

Who this is for?

  • ​This workshop is for business owners who are 1-5 year in business OR need to get organized in their bookkeeping and taxes

  • If you need guidance and understanding of how taxes work

  • Someone who wants to start keeping track of their income and expense

  • Someone who wants to build a foundation so they can be compliant with IRS standards

  • You want to learn and apply bookkeeping and need to know the process

  • You want to know Tax strategies and systems to pay taxes

  • Motivated and ready to make a change with you finances

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This is not for you if 

​

  • You aren't ready to invest in your future or business

  • If you expect the changes to happen overnight

  • If you are already keeping up with your taxes and bookkeeping

  • if you have a current accountant or bookkeeper

  • If you have everything figured out

  • You have a CFO or Scaling past 500K

Covering

Mindset and Foundation

  • Going over Discipline, addressing mindset shifts, and how to develop the right attitude towards money so you don’t sabotage your financial future.

  • Building an optimistic mindset

  • Creating a solid foundation and what it takes to create a business plan ( interactive)

  • Setting Yearly/ quarterly goals

  • Separating Business and personal and more!

Working on

Bookkeeping Basics 101 For Beginners

  • Going over the standard you NEED to know for bookkeeping to help you get started.

  • Terminology to help you speak confidently to other business owners and professionals

  • How to keep up with your financial transactions

  • Reconciling your accounts

  • And more!

Learning

Taxes

  • Breaking down taxes and how they work

  • Type of taxes and forms you file depending on your business structure

  • Going over How you pay taxes and what’s the right amount to pay

  • Tax strategies you should be taking at this point of your business

  • Tax Planning for your future self

  • And more!

Resources

Scaling your business

  • Resources

  • Guest speaker for business growth!

What you will leave with after the workshop

  1. You’ll understand and get clear on the basic steps and processes you need to take to get organized and feel in control of your business finances, so you have a way to start your journey to accumulating wealth and stop holding your business back from growing.

  2.  You will know the standard for bookkeeping and how to manage your books so you can file taxes

  3. You will have the tools you need to do taxes and know what’s required for you as a business when it comes to taxes but will also have some tools to help you pay the least to NOTHING in taxes.

  4. You will leave with tools to help you stay organized, to help you manage your systems, so you focus more time on making money.

FAQ?

Is this availble online?
Unfortunately this is not available online. This is a in person workshop
What all is included?
We will go over all of things you must to know in the beginning stage of business to help you succeed with building a foundation. This includes business planning, goal setting, creating systems, how to with bookkeeping to save more money comes tax time.
What is the refund policy?
Payments are nonrefundable. Your payment is processed immediately, you will have access to this workshop for a year as well as the tools and resources to help you succeed with your business if you cant make it 

Still not sure if this workshop is right for you?

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