You Made the Profit. Now Decide What to Do With It.
A private planning session for profitable business owners who need clarity on what to do next with their profit and cash.
You’ve worked hard to build a profitable business. Now there’s money in the bank and more than one reasonable thing you could do with it.
Pay taxes. Build reserves. Pay down debt. Increase retirement contributions. Hire. Invest in the business. Take a distribution. Make a purchase. Invest personally. Give more. Or simply hold the cash.
The problem isn’t a lack of good options. It’s knowing which one should come first.
Tax savings matter. But the strategy that saves the most tax isn’t automatically the best use of your money.
Before committing cash, you need to know what must be protected, what can safely be deployed, and which decisions best support what you’re actually trying to accomplish.
A good financial decision made in the wrong order can still be the wrong decision.
You Don't Need More Options. You Need an Order.
Benefits:
structure
protection
FREEDOM
clarity
Your Profit and Purpose Plan
Know what you really have
We'll review your profit, cash, taxes, reserves, obligations and other financial information needed to determine what is actually available to use.
Decide what your money needs to do
We'll look at the competing uses for your money - taxes, debt, retirement, hiring, investing, owner pay, growth, giving and more - and determine what deserves priority.
Know what happens next
You'll leave with a personalized Decision Map that organizes your priorities into NOW, NEXT, LATER and NOT YET so you know what to do and in what order.
Your Profit and Purpose Decision Map
You won't leave with another list of possibilities. You'll leave with a clear, prioritized plan for the money your business has created.
Your plan will identify what belongs NOW, NEXT, LATER and NOT YET—so you know what to do and in what order.
One private planning engagement. No ongoing commitment required.
You’ll receive instructions for providing the financial information I need and scheduling your session. I’ll review your information beforehand so our time together can focus on making decisions—not gathering numbers.
WHAT HAPPENS AFTER I PURCHASE?
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Detailed tax projections, bookkeeping cleanup, entity restructuring, retirement-plan design and implementation, and other specialized work may require a separate engagement. If additional work would benefit you, we’ll identify it before moving forward.
WHAT ISN’T INCLUDED?
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This is designed for profitable service-based business owners who have money in the business and are deciding among several competing uses for it.
WHO IS THIS FOR?
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Tax planning is part of it, but taxes aren’t the only consideration. We’ll look at taxes alongside cash reserves, debt, owner pay, retirement, growth, investing and your priorities so that saving taxes doesn’t automatically become the goal.
IS THIS TAX PLANNING?
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No. We can often make good planning decisions using reasonable estimates and ranges. If missing information could materially change a recommendation, I’ll tell you what needs to be resolved before you act.
DO MY BOOKS HAVE TO BE PERFECT?
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A pre-meeting financial review, a private 60-minute planning session, and your personalized Profit Decision Map showing what belongs NOW, NEXT, LATER and NOT YET.
WHAT EXACTLY DO I GET FOR $497?
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Frequently Asked Questions
-lisa t.
"I wasn’t sure if hiring a CPA was worth it, but Josette completely changed my mind. I assumed our CPA was handling everything correctly.She identified compensation adjustments and accountable plan opportunities.. We kept more cash in the business and now understand why we’re doing what we’re doing. It’s not just compliance. It’s strategy.”
-denise d.
"We were collecting well, but I had no idea if we were actually profitable. Tax season felt reactive. Josette reviewed our financials and identified structural changes, including a management structure and QBI optimization."
-jeffrey m.
"Josette helped me save over $20,000 on my taxes last year by identifying deductions I didn’t even know I was eligible for. With her guidance, I was able to give more to the causes I care about. Her expertise has made a meaningful difference in both my work and my ability to give back."
-Rhonda r.
"I had a 30 minute phone call with Josette and received more help from her than I received from my previous accountant over the past two years."
Ready to Put Your Profit to Work?
You don’t need another list of possibilities. You need to know what to do next - and in what order.
Profit & Purpose Planning Session — $497
One private planning engagement. No ongoing commitment required.
