Is your business in need of a total numbers revelation?
Gain total visibility into the financial health of your business with my signature Tax & Profit Planner, a plug-and-play business finance system and training for service-based entrepreneurs.
Here’s a tour of how the Tax & Profit Planner system works so you can see it in action!
What You'll Get:
- Monthly Income & Expense Tracker System (a full system that can act as your bookkeeping system)
- Monthly Tax Calculator (Automatically generates an approximate amount to set aside each month so you can proactively save for taxes)
- Calculates GST/HST on sales & expenses so if you have to charge and remit this to the government, you know these numbers easily! (this applies for most Canadian entrepreneurs) If you don't need to track sales tax, there is a version that doesn't include that.
- Business Health & Profitability Analyzer: See what your TRUE profit is in your business each month and for the year - aim to get the "green light" for a healthy business with profit
- One Comprehensive System that pulls all aspects of business finances together
Video Walkthrough:
- "Behind-The-Scenes look at a completely filled out example system for you to see how it works with a truly profitable business"
- Step-by-Step Video Trainings on how to successfully use the system to track your business finances AND make proactive moves towards a profitable business that pays you regularly and has taxes saved up and planned for
You'll Also Get These 4 Helpful BONUSES:
- Better Business Bank Account Worksheet to help you find, compare, and contrast the best business bank account for your company
- Accountant Interviewer & Analyzer Template so you know exactly what to look for and what questions to ask when hiring an accountant
- Business Deductions List (finally have a better idea of what you can actually be deducting for your biz)
- Home, Vehicle & Medical Deduction Tracker (most people are missing these deductions and it's costing them thousands more in taxes, well not anymore!)
There’s no need to crunch the numbers on a day-to-day basis, this system and training will help you to maximize your deductions to save you tens of thousands of dollars every single year!
It’s time to step into the CEO role and run a profitable business.
The Tax & Profit Planner was created by multiple-six figure financial coach, Mandyy Thomas of Intentional Wealthy Coaching (@intentionallywealthyco on Instagram). After years of working as a financial coach, Mandyy developed this all-inclusive planning system for her own business and then started to see the huge benefits of using it with her entrepreneur clients.
Upon accessing the Tax & Profit Planner, we consistently hear from customers and clients “This is the exact system I WISH I had at the beginning of my business!” You’ll be saying the same, but you can get access to it NOW!
You purchase this once and each year get any updates I've made to it, the new version and new videos and bonuses!
This was created & is used for service-based entrepreneurs who live in the US and Canada and are set up as sole proprietors or have an LLC (not a S-Corp or incorporated). The reason I don't recommend it if your business is incorporated is because at that stage, your bookkeeping will likely need to be more complex and include the ability to add in journal entries, reconcile your accounts, etc which are features the Tax & Profit Planner do not have.
No additional software is needed when you purchase this.
No refunds once you purchase as you receive access to the digital products as soon as you purchase.
Client Testimonials