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Protect & Thrive: Your Business Finances & Legal

Create wealth strategies and easily manage your businesses legal & finances!

Total Module time: 4 hours 21 minutes
LESSON 1 | LESSON TIME: 1 HOUR 15 MINUTES

How To Legally Protect Your Online Business & Content

In this Masterclass you’ll learn:

  • The 3 steps to ditch the fear of doing something illegal
  • How to pick the right business entity for your business
  • The contracts & policies you need in place to legally protect you and your services and/or products
  • What you need to register your business + why you need a scope of practice (and how it can help you avoid getting sued)
MEET YOUR MENTOR

Cassie Torrecillas

Sam Vander Wielen | Attorney-turned-Entrepreneur and Legal Educator

Sam Vander Wielen is an attorney-turned-entrepreneur and legal educator who helps coaches & service providers legally protect and grow their online brands through her legal templates and signature program, the Ultimate Bundle™️. She hosts her podcast, On Your Terms, where she shares fresh legal and business tips each week to help online entrepreneurs safely grow their businesses. Sam lives outside of New York City with her husband Ryan, mini bernedoodle Hudson, lots of plants and her ever-growing stack of favorite books. If you’ve always associated attorneys with words like “shark,” “intense,” and “cutthroat,” you’re in for a down-to-earth breath of legal fresh air from Sam.

Connect with Sam:

🔗 CONTENT BUNDLE: LEGALLY PROTECT & GROW YOUR BUSINESS BUNDLE
LESSON 2 | LESSON TIME: 1 HOUR 6 MINUTES

How to Thrive Financially In Your Business

In this Masterclass you’ll learn:

  • A simple & effective way to manage your business finances
  • How to read your business’ financial reports (& make informed business decisions!)
  • Simple strategies for forecasting your business revenue to thrive financially in your business
MEET YOUR MENTOR

Cassie Torrecillas

Stephanie Skryzowski | CFO at 100 Degrees Consulting

Stephanie Skryzowski is a visionary Chief Financial Officer that helps purpose-driven leaders better understand and use their numbers to make smart decisions to grow their bottom line and their impact. She is the Founder and CEO of 100 Degrees Consulting which provides financial strategy and bookkeeping services to businesses and nonprofits around the globe.

Stephanie is passionate about educating leaders to understand, use, and communicate their numbers to create financial sustainability and increase their impact on the world, and she runs The Purpose & Profit Collective, a program to empower entrepreneurs to master their own finances.

When she is not crunching numbers, Stephanie is exploring the world with her husband and two young daughters.

Connect with Stephanie:

🔗 CONTENT BUNDLE: YOUR FINANCIAL WORKBOOK | YOUR PURPOSE & PROFIT PLAYBOOK | THE MASTERCLASS SLIDES
LESSON 3 | LESSON TIME: 58 MINUTES

Creating Wealth: Strategies For Your Best Financial Year Yet

In this Masterclass you’ll learn:

  • How to develop your financial goals based on your lifestyle vision
  • How to deep dive and evaluate your current money habits and which ones to keep or ditch
  • What steps to take first to achieve your wealth goals
  • And how to set yourself up for success to replicate your strategies month over month!
MEET YOUR MENTOR

Cassie Torrecillas

Kim Graham | Profit Coach

Kim Graham is a Profit Coach to successful female entrepreneurs. She helps her clients become empowered with their home and business finances through personalized resources that mirror their learning styles so they can travel, set sustainable boundaries, save money, and live financially fearless. She’s helped her clients pay off/save over 400K in the past 2 years and has created more excitement around the idea of investing and actually living your best life NOW! Kim Is a teacher by trade, a mom of 2 little (2 and 4) and a wife to her High school sweetheart for 11 years. Along with her husband, she’s paid off over 76K in 28 months on her own financial journey and has created several streams of income to live her best life with her family while vacationing, investing in real estate and blessing others in her community.

Connect with Kim:

🔗 CONTENT BUNDLE: YOUR FINANCIAL GOAL SETTING BUNDLE
LESSON 4 | LESSON TIME: 54 MINUTES

Easily Managing Your Business Bookkeeping

In this Expert Discussion you’ll learn:

  • How to manage your business accounting & bookkeeping
  • How to automate your business bookkeeping
  • When to hire an accountant for your business (or how to keep your own books!)
  • The simple ways to make your bookkeeping easy.
MEET YOUR MENTOR

Cassie Torrecillas

Paige Gott | Virtual CFO (Chief Financial Officer) & Founder of Tidewater Consulting

With a masters degree in accounting, years of experience working for a small accounting firm in Portland, Maine, and running her own bookkeeping and accounting business for eight years, Paige is well-equipped to guide entrepreneurs through the process of strategic decision-making based on financial wherewithal. She finds she is most effective when working with clients as a Virtual CFO, however many of her clients seek her support in simply getting set up for success to DIY their accounting moving forward. From Quickbooks training for new business owners, to cleaning up years of unkempt books, to fully outsourced accounting services, the first step to financial clarity starts with Tidewater Consulting.

When she’s not supporting online entrepreneurs as a Virtual CFO, you’ll find Paige enjoying the outdoors with her family, at the greenhouse hoarding indoor plants, eating tacos (you can take a girl outta Texas…), or having tequila on the porch. Usually two or more of those activities go hand in hand (mothers know how to multitask).

Connect with Paige: