Spontaneous Offerings
Now open for business: online classes & more
I am returning from a really sweet weekend in the city and I am beyond exhausted. With this, there are some exciting new announcements I would like to share!
I am so happy to say, that The Money Portal now officially open for clients! Current offerings are shared on my website and to book, you can write me directly on this post (via email) or, email me at conduit@themoneyportal.net. We have a contact form as well: Get in touch
The current offerings to connect with me are quite simple. I am offering financial wellness check-up's in a container of sessions that can be purchased individually, one off trainings, and a package of four sessions to teach you how to best use QuickBooks Online (QBO) to support your work.
Four Training Sessions to learn QBO $1,500
One-on-one training $250 per 45 minute session
​Financial Wellness Check-up $450- A deep dive to see if your money is working for you or if you are working for your money. Sliding scale welcome by application starting in 2025
All options are payable in advance.
Online Course Offerings
My first online course Navigating Finances for Sustainable Growth & Expansion will be launching November 8th! Below are the details:
Part 1: Navigating Business Finances for Sustainable Growth and Expansion
Description:
This 1-hour session is designed to help heart-centered entrepreneurs and business owners identify the hidden barriers that prevent their growth. Learn how to recognize inefficiencies in your financial processes that may be blocking expansion, and discover strategies for releasing limiting beliefs that hold back your business potential. This session provides the tools to transform your mindset around money and develop a healthier relationship with your finances, paving the way for sustainable growth.
Key Topics:
Identifying common financial inefficiencies that limit business growth.
Understanding how limiting beliefs around money can impact decision-making.
Strategies for shifting mindsets and fostering a growth-oriented financial approach.
Practical exercises to release financial blocks and build confidence in your ability to expand.
Why Attend?
Gain clarity on how your financial habits and beliefs impact your business and set the foundation for sustainable growth.
You can pre-order it here: I want the tools to be able to decide and analyze my numbers and know what to look for!
My second course, Streamlining Success: Financial Literacy & Workflow Optimization for Heart-Centered Entrepreneurs is outlined below:
Part 2: Streamlining Success: Financial Literacy & Workflow Optimization for Heart-Centered Entrepreneurs
Description:
In this follow-up session, take your business to the next level by streamlining your operations and creating a more efficient workflow. Learn how to identify time-consuming tasks, leverage automation and outsourcing, and build structured processes that align with your business goals. This session provides practical tools to enhance productivity and foster a fulfilling, sustainable workflow for recurring accounting tasks.
Key Topics:
Recognizing when to streamline operations and the impact on morale and client satisfaction.
Using financials as feedback tools to optimize processes.
Automating repetitive tasks and exploring outsourcing options.
Creating clear, structured workflows that support your business goals.
Techniques for continuous improvement and adapting processes based on feedback.
Why Attend?
Equip yourself with practical strategies to simplify operations, increase productivity, and create a business that runs smoothly, allowing you to focus on what truly matters.
You can pre-order it here: I am ready to understand my numbers and streamline my workflow!
My final course, Optimizing your Bookkeeping: Training Systems and Efficiency within QuickBooks Online fingers crossed will be launching Monday, November 18th, and you can pre-order it here: I want to learn the skills to do my own books and be more involved with my business finances!
Learn the art of efficient bookkeeping with my guidance. Learn how to optimize your QuickBooks Online setup, streamline your workflow, and build training systems that make bookkeeping a breeze. This course is designed for small business owners and entrepreneurs who want to save time, reduce errors, and create a smooth, repeatable system for managing their books. Simplify your processes, gain confidence in your numbers, and focus more on what you love—your business.
This course will save you time and teach you how to use QuickBooks Online correctly as it is easy to make mistakes. This is the online version of what I share and teach my one-on-one clients in a pace yourself version.
If you have been sitting on a QuickBooks purchase for a while or are waiting for an opportunity to learn how to get the work done or are behind, this course can help.
This course will briefly touch on correcting reconciliations, but if you have severely messed up you books and need them cleaned up and have a budget to do so, I suggest you either a) connect with me to see if I can support on fixing them or b) have some training sessions where I show you what to do or c) start a new file altogether.
A special offering:
I have a gentle offering I have been wanting to share since 2021 and I hope and pray that I can complete it by the end of next month but that one needs to be recorded so I will hold off on announcing it. This is more on mindset shifting, and will be at a really affordable pricepoint. My goal has been to teach financial literacy for quite some time, and support those who have an aversion to taxes, admin work, and bookkeeping the tools to do what they need to and release the heaviness around the work.
AsI have been busy behind the scenes in deep focus to teach you everything I know about managing business income and expenses in a format which is inviting, understandable, and enjoyable, I look forward to watching this continue to gently grow.
New Website
I have a new website I have been gently working on which you can see here:
New Headshot
So happy with this one taken at Darn Good Coworking by Aoife Moloney. I was pretty tired that day but am happy with the results. We will need to do another with my hair out, wild and free.
Talk at the Arcata Chamber
Looking forward to my first in-person speaking gig since before the pandemic this Wednesday, the 9th, from 8:30am to 10am with the Arcata Chamber. You can find out more details here: Navigating Finances for Sustainable Business Success
Opportunities of October
If there is one thing this Gemini is good at, it is connecting people to opportunities.
My dear friend Bryce shared the most insightful talk on how your books translate your tax return and I found it so supportive! This Thursday’s talk will be on choosing the most efficient tax structure for your business.
He is offering quite a few informative talk’s which you can register for here:
His brilliance really shines through and having an opportunity to learn from such a capable CPA is a gem of an offering.
October 28th Dos & Don'ts to Prepare Your eCommerce Business for Holiday Sales
Start Small Think Big
Here are the details directly from the email I received: Are you a business owner in California or New York? We have business solutions for you, whether it's reviewing a contract or working on pricing projections and strategy. Start Small Think Big (SSTB) helps entrepreneurs grow and achieve their goals. Their experts will work with you and deliver top-quality services at no cost to you.Â
Over 3,400 small businesses have tapped into SSTB resources, saving a total of $22 million in professional services. Complete your application and get these benefits for you and your business.
$10,000 Verizon LISC Grant
Enough said, just consider applying.
In the future, monthly opportunities will be under the paid offering of Substack. You can become a paid subscriber here:
Looking forward to sharing more in the coming weeks on the profit first model, evolving your business, and deciding when it is time to stop something.
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Written under a Libra sun and a Sagittarius moon feeling tired 🌙