Ep 34 - End the Year Strong: Unlock the Power of Proactive Planning
Summary
As the end of the year approaches, Audrey Heesch, the self-proclaimed "money lady", is urging entrepreneurs to take a proactive stance when it comes to their finances and tax planning. She acknowledges the deep-rooted shame and stress that often surrounds these topics, but emphasizes the importance of facing them head-on. Audrey provides practical guidance for small business owners, encouraging them to review their profit and loss statements, ensure all necessary tax forms like W-9s and W-4s are in order, and thoughtfully consider any potential business expenses or draws they may want to make before the year is up. Her overarching message is one of empowerment, urging listeners to take control of their financial situation and set themselves up for success in the new year, rather than waiting until the last minute and feeling overwhelmed. To that end, Audrey offers her "profit partner" program as a resource for those who may need additional support or expertise in navigating these crucial year-end financial tasks.
Show Notes
The speaker, Audrey Heesch, is encouraging listeners to be proactive with their finances and tax planning as the end of the year approaches.
She acknowledges that finances and taxes can be a source of shame and stress for many entrepreneurs, but emphasizes the importance of facing these issues head-on.
Audrey provides specific advice for small business owners, such as reviewing profit and loss statements, preparing W-9 and W-4 forms, and considering any potential business expenses or draws before the end of the year.
She encourages listeners to reach out to her if they have any questions or would like assistance with tax strategy and financial planning through her "profit partner" program.
The overall message is about empowering entrepreneurs to take control of their finances, reduce stress, and set themselves up for success in the new year through proactive planning.
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https://calendly.com/audreyheesch/30min