I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!
"I was not interested... but I trust you."
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Hello Reader, What does it really mean to be in “the room where it happens?” Leadership can be a lot of lonely work. You make decisions that carry consequences for your clients, your team, and your family. Very few people understand that kind of pressure unless they’ve lived it. Which is why last week I ditched the conference I was at to go on a Joshua Tree hike. I didn’t go alone. I created a whole Recess day for 9 other founders, and together we did a sunrise hike, a driving tour to see the best landmarks, and a beautiful patio lunch with local produce and cocktails. On the hike, one of the women who also runs a tax team confessed she was going to let her contracts run out and just close her business this year. After years of success, she was burned out. She had a new passion and just wanted to be done. She knew her business was an asset she could sell, but it seemed like too much work. But after a whole day to just play, things started to shift for her. By lunchtime she told me: "You know what? I was not interested in giving my client book to somebody else, but I trust you. Can we talk that through together?" Because someone else planned a day of intentional white space for this founder, her energy and her passion were reawakened. She knew merely dropping her clients didn't serve them best, but creating a transition plan was one stress too many. Now she's like, "No, I can take this on" because we went on this cool adventure together. Cooler still, we might end up partnering on the transition because we know, like, and trust each other after this Recess day. That would never have happened if we both stayed at the conference to “network.” The takeaway: The “room where it happens” just might be the fun room you’re currently missing. Which is why you should come to Sandbox Day on October 18, a one-day Recess for founders in Austin, TX. We will do a virtual meet-and-greet the Friday before to prime the big breakthroughs, then our in-person event that Sunday will be a secret adventure to create the fun white space where breakthroughs will actually happen.
If you want more details before registering, reply RECESS to this email. |
Hi! I'm Katherine, actress turned accountant
I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!
Hello Reader, I have tried literally every version of healthcare under the sun. I have paid out of pocket. I have used health share arrangements. I have provided my own health insurance through my company. I have been on my spouse’s health insurance. And I really have to pay attention to healthcare costs. My family and I have had 8 emergency room visits in the last 8 years. Multiple hospital admissions. True life-threatening situations. My husband is dealing with a chronic illness, and I’ve...
Hello Reader, On average, I travel eight weeks every year. Some of it is work, some of it is for fun and honestly, most of it is both. I’ve even been known to fly across the country to attend an event simply because a client was going to be there, and there’s nothing like meeting face-to-face when you can. Beyond the connections, the hugs, the breakthroughs… there’s another big benefit: tax deductions. Airfare, hotels, rental cars, meals: when you travel for business, a lot of your expenses...
Hello Reader, The number one mistake I see self-employed parents making? Gifting your kids money. Now you can do this without triggering gift taxes. The gift tax exclusion is up to $19,000 in 2026. But, what if I told you there was a way that you could pay your kids up to $16,100 a year AND get a tax deduction on it? Plus, your kids won't pay taxes on it either? You can pull this off by putting your kids on payroll. If you own your business as a sole proprietor (or with your spouse), you can...