School for Small Businesses

Our work together includes:     

  • Business Money Minder Software Mentoring – moneyminderonline.com
  • Michael Gerber’s book E-Myth Revisited
  • Access to a confidential Q & A small business money coaching group on Facebook
  • Unlimited email access to Carrie between appointments (within reason)
  • Access to Carrie’s personal network of talented professionals from web designers, branding experts, marketing experts, CPA’s, professional organizers, remote IT support, VA’s, PA’s and beyond
  • A myriad of tools including Monthly and Annual Spending Plans & Summaries, a Periodic Calendar for anticipated non-monthly expenses, a Debt Repayment Plan (if needed), a Needs & Wants/Desires Assessment, an Action Plan and a Net Worth Statement. In addition, you will practice using a Personal Money Practice, Money Affirmations, Money Autobiography, Values Clarification, Earning Ceiling Meditation, Debt & Savings Pyramids, Spending Journal, Life-Energy Number, Holiday Planner, and a Work History Inventory.

From starting from scratch to opening your doors to paying clients, Carrie will guide you in creating a sustainable business. Through a process of rigorous coaching based in financial reality, you will develop new disciplines and accountability for creating the business of your dreams. Learn the step by step process to becoming a successful small business owner in CB-School.

We will cover:

  • Setting goals and timelines for what you want to accomplish and need to do in your business
  • Priorities – get into action right away
  • The do’s and don’ts of networking
  • Marketing – The Necessities
  • Tax Planning – Tips from a small business expert CPA
  • Behind the Scenes – Expect the Unexpected
  • Self-care routines
  • Practicing financial awareness on a daily basis
  • The mechanics of and principles behind tracking your spending and income
  • Creating and maintaining a flexible monthly business spending plan (a.k.a. budget)
  • Developing a debt repayment plan, if needed
  • Saving for periodic expenses, a safety net, and investments
  • Laying the foundation for your short and long-term business financial plan
  • Analyzing current employment, income strategies, tax planning, and business development
  • Mastering financial tools and distinctions