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Weekly Modules

WEEK SEVEN: Hiring Your Advisors – Let’s Go Pro

Welcome to Week Seven of Build A Financially F.I.T. Business.

Here is your one and only video for this module (14:49 minutes).

EXERCISE: Download Your Trusted Advisor Interview Guides

That is all she wrote! I hope this has been a fun and informative e-course! QUESTIONS? Hit me up in the Feisty Gal Forum or shoot me an email at annemarie@feistygal.com.

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Weekly Modules

WEEK SIX: Managing Your Risk – Let’s Protect That Baby

Welcome to Week Six of Build A Financially F.I.T. Business.

Here is your Introduction video (2:05 minutes).

How does insurance work? (3:53 minutes).

Check out these Commercial Insurance Claim Case Studies!
EXERCISE: Download Your Risk Tolerance Assessment

Here are different types of business insurance (7:40 minutes)

Finally, here are some tips on buying insurance (7:48 minutes)

QUESTIONS? Hit me up in the Feisty Gal Forum or shoot me an email at annemarie@feistygal.com. Have a fantastic, feisty, and financially F.I.T. week!

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Phone Call Recordings

WEEK FOUR & FIVE LIVE Q&A Phone Call

Here is the recording for the fourth LIVE Q&A Phone Call on Monday, September 22, 2014.

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Tools

Tools for Getting Across the Finish Line!

This week and next week there will be NO new content delivered. From now through Friday, October 3rd we will follow thisĀ Final Weeks Calendar.

Also, I understand some feisty gals would like a tool to help them keep track of what they have completed and where they left off. Voila…here is a handy dandy Financially FIT Business Progress Checklist.

Now, get in there and kick some booty! Talk to you all on Monday, September 22nd.

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Weekly Modules

WEEK FIVE: Facing Your Bottom Line – Income & Cash Flow

Welcome to Week Five of Build A Financially F.I.T. Business.

Here is your Introduction video (2:01 minutes).

What are the four kinds of money? (3:07 minutes).

Let’s start with Income (5:27 minutes)

EXERCISE: Download Exploring the Source

When you’re ready, let’s talk Profit! (4:41 minutes)

EXERCISE: Download Forecast Worksheet for 2014
EXERCISE: Download Forecast Worksheet for 2015

Okay, how about some Cash Flow? (6:54 minutes)

EXERCISE: Download Cash Flow Quick View

Finally, we’ll wrap up with Equity & Key Metrics (again)! (4:58 minutes)

EXERCISE: Download Your Key Metrics Worksheet

TOOL: Download Income and Expense Entry and Tracking Spreadsheet

Thanks so much for your flexibility with all of the changes this past week! QUESTIONS? Hit me up in the Feisty Gal Forum or shoot me an email at annemarie@feistygal.com. Have a fantastic week!

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Phone Call Recordings

WEEK THREE LIVE Q&A Phone Call

Here is the recording for the third LIVE Q&A Phone Call on Monday, August 25, 2014.

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Weekly Modules

WEEK FOUR: Facing Your Bottom Line – Finances & Expense

Welcome to Week Four of Build A Financially F.I.T. Business.

Here is your Introduction video (9:59 minutes).

It is so important to Know Your Numbers! (12:55 minutes).

A few words on Financial Statements (16:27 minutes)

When you’re ready, let’s talk budgeting! (21:50 minutes)

EXERCISE: Download Budget Worksheet for 2014
EXERCISE: Download Budget Worksheet for 2015

Finally, how about some Key Metrics? ( 10:23 minutes)

EXERCISE: Download Your Key Metrics Worksheet

In the spirit of testing, testing, testing…things they are a-changin’!! Be sure to check our call schedule for dates and times for the two remaining LIVE Q&A Phone Calls. Also, we are spreading the remaining two modules over the next four (4) weeks to give everyone ample time to catch up and to absorb the three modules from the past three (3) weeks. QUESTIONS? Hit me up in the Feisty Gal Forum or shoot me an email at annemarie@feistygal.com. Thanks for all of your thoughts and feedback so far. I love love love your energy!!

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Weekly Modules

WEEK THREE: Maximizing Your Tax Savings – Let’s Get Savvy

Welcome to Week Three of Build A Financially F.I.T. Business.

Here is your Introduction video (4:50 minutes).

Then, I share the scoop on audits! (21:00 minutes).

HANDOUT: Download IRS Publication 1 – The Taxpayer Bill of Rights
HANDOUT: Download Sample IRS Form 4564 – Information Document Request
EXERCISE: Download Principal Business Activity Codes

Now, let’s get into expenses (20:37 minutes)

And a little deeper in business tax deductions…check out The Fab 15! (16:01 minutes)

And still deeper into business tax deduction with the Feisty Four (19:52 minutes)

EXERCISE: Download Business Deductions Checklist

How do we go about documenting these deductions? Easy Peasy! Grab your beverage of choice, and we’ll dive into it here (37:29 minutes)

EXERCISE: Download Home Office Worksheet
Curious about how the NEW Simplified Option for Home Office Deduction compares to the Regular Method for Home Office Deduction?
EXERCISE: Download Mileage Log as MS Excel Worksheet OR Download Mileage Log as a PDF, print, and hand write

Finish it up with some words on reporting (25:26 minutes)

Here is the 411 on Form 8300 and Reporting Cash Payments of Over $10,000

Congratulations! You are more than halfway through now… I’ll see you over in the Feisty Gal Forum, and talk to you on Friday’s LIVE Q&A Phone Call. Here’s to your Financial Fitness!!

Categories
Phone Call Recordings

WEEK TWO LIVE Q&A Phone Call

Here is the recording for the second LIVE Q&A Phone Call on Friday, August 15, 2014.

Categories
Weekly Modules

WEEK TWO: Forming Your Business – Legally Speaking

Welcome to Week Two of Build A Financially F.I.T. Business.

Here is your first video (8:19 minutes).

EXERCISE: Download Your Legal Fitness Checklist

Next, let’s start to look at business formation (13:32 minutes).

HANDOUT: Download Hobby vs Business Factors

What are the Legal Business Structures? Check out this next video (24:09 minutes)

HANDOUT: Download Legal Business Structure Chart

Watch this next video for an explanation of limited liability and “piercing the corporate veil.” (23:02 minutes)

EXERCISE: Download Asset Liability and Risk Inventory

Now let’s take a quick look at taxes. (13:07 minutes)

EXERCISE: Download Simplified Payroll & Income Tax Calculations

This video will guide you through the Simplified Payroll & Income Tax Calculations Exercises (16:25)

Here’s a video on what I call “other considerations.” (9:22 minutes)

Finally, when do you form a legal business structure? (13:25 minutes)

HANDOUT: Download Business Formation Checklist

That’s all she wrote! I’ll see you over in the Feisty Gal Forum, and talk to on Friday’s LIVE Q&A Phone Call. Here’s to your Legal and Financial Fitness!!