Welcome to the Take Home More Program!

Your Welcome Packet

Here is the Welcome Packet and Intake Information.  Please give yourself at least an hour to complete this information.

Here's the Let's Optimize Your Plan worksheet.  Check out the video for some thought-provoking questions to guide your responses.

Are we looking at your numbers?

If we're diving into your numbers in great detail (full day VIP sessions and possibly some 2-hour sessions), please provide these reports:

  • Here is the list of reports that you need to provide 48 hours prior to our session.  Hint:  Give this list to your bookkeeper so they can provide everything for you.
  • Here is a sample file of the reports needed, for your reference.

You'll receive an invitation to SmartVault, my online secure portal for your financial information.  Please activate your access, and let me know if you'd like separate access to be granted to your bookkeeper so they can upload the QuickBooks file or reports.  Here's a quick tutorial on how to use it once it's been activated.

 

Your Bonus Materials

These have been intentionally chosen to build up your knowledge around the basics of business finance.

  • Small Business Guide:  How To Find A Bookkeeper For Your Coaching Or Consulting Business
  • Small Business Guide:  How To Find A Tax Accountant For Your Coaching Or Consulting Business
  • Finance Foundation:  What To Do With All That Money "Stuff" (slides and video)
  • Finance Foundation:  How To Read Financial Statements 
  • Finance Foundation:  Monthly & Quarterly Checklist