Are you navigating personal and business finances? In this episode, certified financial planner and founder of Theory Planning Partners Kaitlyn Carlson joins Danielle to share the transformative power of holistic financial planning. She shares a step-by-step holistic approach, and redefines fiduciary responsibility, and the impact on personal relationships. It's not just about numbers; it's about life, partnerships, and the journey to financial well-being. Tune in now for a fresh perspective on your financial future!

Topics Discussed: 

Intro (0:00)

Kaitlyn Carlson Discusses her Finacial Mission (0:51)

Holistic Approach VS Transactional (2:30)

Analogy: Expectations VS Reality and Importance of Collaboration (4:51)

Transition to Holistic Financial Perspective and Exploring Step By Step Approach (08:04)

Focus on Personal Expenditures, Not Business (14:16)

Wealth Protection Call and Estate Planning Documents (18:05)

Importance of Responsible Parenting (20:00)

Mindset Mastery Framework (21:30)

Addressing Gaps in Business Insurance (22:31)

Legal Obligation as Fiduciaries and Management Model (25:58) 

Goals Call and Client’s Perspective: (28:12)

Data Verification Call (32:35)

Investment Philosophy Meeting (33:16)

Plan Delivery Meeting (34:58)

Team Meeting (35:37)

CFO defined (38:04)

Take Calculative Risks (41:24)

Wrap-Up: Action Steps (42:45)

For help with your business’s finances and more, visit:

https://kickstartaccountinginc.com/get-started/

Connect with Kaitlyn Carlson:

Website | Theory Planning Partners 

Instagram | @theoryplanningpartners

Connect with Danielle:

Instagram | @Daniellehayden__OH

Instagram | @Kickstartaccounting

Website | Kickstart Accounting, Inc.

Facebook | Kickstart Accounting, Inc.

Get Started Today: https://kickstartaccountinginc.com/get-started

Do you want to explore the tax benefits of hiring your children and paying them? In this episode, Danielle Hayden introduces a strategic framework, addressing legal considerations, task legitimacy, documentation, compliance with state laws, and reasons for reconsideration. Tune in for a tax-smart and opportunity-rich framework.

Topics Discussed: 

Intro (0:00)

Client Example: Family-Business Balance (1:02)

Framework: Evaluate Tax Strategy for Benefits (3:58)

Step One: Identify the Legal Structure for the Appropriate Payment Approach (4:42)

Money Mindset Mastery Framework (7:31)

Step Two: Consider Your Children (8:32)

Step Three: Document the Work (9:29)

State Laws (11:38)

Last Step: Evaluate Why You Might Not Hire Your Children (12:19)

Quick Recap (14:13)

For help with your business strategies and more, visit:

https://kickstartaccountinginc.com/get-started/

Connect with Danielle:

Instagram | @Daniellehayden__OH

Instagram | @Kickstartaccounting

Website | Kickstart Accounting, Inc.

Facebook | Kickstart Accounting, Inc.

Get Started Today: https://kickstartaccountinginc.com/get-started

Have you ever wondered what type of health care expenses are tax-deductible as a small business owner? In this episode, Danielle simplifies the process of deducting health care costs, helping business owners save money on taxes and run their businesses more strategically. Tune in to learn the essentials of optimizing your tax deductions and managing your business like a CEO.

Topics Discussed: 

Intro (0:00)

Out of Pocket Medical Costs (1:36)

Health Insurance Premiums for Business Owners and Accountability Plan (2:59)

Paying Insurance Premiums and Tax Deductions for S Corps (4:31)

Money Mindset Mastery Framework (8:49)

Who Should Pay The Premiums & Under Whose Name Should the Policy Be? (9:51)

Paying for Insurance Group Plan & Employee’s Insurance (11:59)

HSA: Tax-Saving Tool for S Corps & Investing (12:21)

Keep Good Records & Communicate with Your Money Team (15:50)

Need help with your tax deductions? visit:

https://kickstartaccountinginc.com/get-started/ Unsure how to pay yourself a reasonable compensation?

https://kickstartaccountinginc.com/reasonable-comp

Connect with Danielle:

Instagram | @Daniellehayden__OH

Instagram | @Kickstartaccounting

Website | Kickstart Accounting, Inc.

Facebook | Kickstart Accounting, Inc.

Get Started Today: https://kickstartaccountinginc.com/get-started

Do you know your Money Personality Type? Are you aware of your beliefs around money? In this special interactive, re-run of a live webinar, Danielle goes over how you can know your Money Mindset and overcome your financial hurdles with custom solutions for your specific personality type. Listen in and break free from your beliefs holding you back!

Find your Money Personality Type: https://kickstartaccountinginc.com/quiz

Connect with Danielle:

Instagram | @Daniellehayden__OH

Instagram | @Kickstartaccounting

Website | Kickstart Accounting, Inc.

Facebook | Kickstart Accounting, Inc.

Work with us: https://kickstartaccountinginc.com/get-started

Are you ready to overcome financial fears and take control of your finances? In this episode, Victoria joins Danielle to discuss the 'Money Mindset Mastery' program, breaking down the step-by-step guide to mastering your money mindset and unlocking financial success. Stay tuned as they explore how this program can transform your business.

Topics Discussed: 

Intro (0:00)

Shift to Money Mindset & Frameworks for Business Decisions (0:33)

Five-Day Video Bootcamp: Is This For You? (5:34)

Are You a Good Fit for the Money Mindset Mastery Program? (6:45)

What's Inside The Money Mindset Mastery Program? (10:01)

Money Mindset Mastery Framework (12:35)

Key Money Mindset Lessons (13:38)

Don’t Wait for Your Hollywood Moment (15:29)

Work-Life Balance & Aligning Personal and Professional Goals (17:47)

Ongoing Support, and Exclusive Access to the Expert Team (18:56)

Wrap-Up: Level Up from Practitioner to CEO With this Essential Companion (20:37)

For help with your business’s finances and more, visit:

https://kickstartaccountinginc.com/get-started/

Connect with Danielle:

Instagram | @Daniellehayden__OH

Instagram | @Kickstartaccounting

Website | Kickstart Accounting, Inc.

Facebook | Kickstart Accounting, Inc.

Get Started Today: https://kickstartaccountinginc.com/get-started

Are you struggling to step into your CEO mindset? Do you know the 5 biggest roadblocks stopping women in business? In this episode of Entrepreneur Money Stories, Anne Konkoly, a certified nurse and business coach, joins Danielle to share how one can become your boldest and most courageous self. Tune in to learn how to evolve your mindset and become the CEO of your business and life. 

Topics Discussed: 

Ann Konkoly’s Mission: Entrepreneurship and Business Coaching for Nurses (0:12) 

Starting a Small Private Practice and Goldman Sachs’ 10,000 Small Businesses Program (2:23)

Business Literacy and Creating the CEO Mindset (6:14)

Ann Konkoly’s 5P’s That Keep Women From Evolving Their CEO Mindset (7:45)

Biggest Roadblocks Stopping Women In Business (8:54)

Where Our Money Mindset Comes From & Money Mindset Framework (12:34)

Transitioning from Practitioner to CEO & Mindset Shifts (14:20)

You Already Are A CEO & Creating Change in One’s Life (17:30)

Indecision & its Cost in Business and Personal Life (22:10)

There is No Right or Wrong & Business Advice for CEOs (26:36)

Ask For Help: You Cannot Be Everything (29:09)

For help with your business’s finances and more, visit:

https://kickstartaccountinginc.com/get-started/

Connect with Ann Konkoly:

Website | Ann Konkoly

Instagram | Ann Konkoly

Facebook | Ann Konkoly

LinkedIn | Ann Konkoly

Connect with Danielle:

Instagram | @Daniellehayden__OH

Instagram | @Kickstartaccounting

Website | Kickstart Accounting, Inc.

Facebook | Kickstart Accounting, Inc.

Get Started Today: https://kickstartaccountinginc.com/get-started

Do you know how to read a cash flow statement? Are you profitable on paper but never have any cash? In this episode, Victoria joins Danielle to discuss how that cash flow statement can be the solution to your business problems. Together, they simplify cash flow statements for all business owners, share their significance in knowing your business health, and discuss their three core categories. Tune in for this back-to-basics episode!

Topics Discussed: 

Intro (0:00)

Introduction to the Cash Flow Statement (1:03)

First Category: Operating Activities (2:57)

Second Category: Investing (3:34)

Third Category: Financing (4:28)

Money Mindset Mastery Framework (5:20)

Simplify QuickBooks (6:29)

Cash Flow Errors and Credit Card Flow (7:47)

Investment and Financing Section Discussed in Detail (9:31)

Personal Expenses & Bookkeeping  (10:36)

For help with your financial statements and more, visit:

https://kickstartaccountinginc.com/get-started/

Connect with Danielle:

Instagram | @Daniellehayden__OH

Instagram | @Kickstartaccounting

Website | Kickstart Accounting, Inc.

Facebook | Kickstart Accounting, Inc.

Get Started Today: https://kickstartaccountinginc.com/get-started

Are you navigating divorce as a business owner or considering prenuptial agreements? Lisa Zeiderman, a seasoned matrimonial attorney, joins Danielle to discuss prenuptial and post-nuptial agreements, emphasizing honesty and kindness during the process. She highlights the importance of meticulous bookkeeping and self-protection through immediate action and document provision. Join in for this not romantic, but potentially life-saving episode. 

Topics Discussed: 

Intro (0:00)

Lisa's Mission & Journey from Fashion to A Leading Matrimonial Law Firm  (0:51)

Lisa’s Entrepreneurial Drive & Biggest Lesson Learned (2:14)

Prenups: Protecting Business Assets in Marriage (4:02)

Timing Matters: Having the Prenup Conversation (9:40)

Post-Prenup Marriage Action: Keep Business Finances Clean, & Organized (12:49)

Mindset Mastery Framework (16:40)

Post-Marriage Protenction When Invetsing In New Ventures (17:41)

Post-Nuptial Agreement Considerations and Consistent Adherence (21:07)

How to Protect Yourself When Considering Divorse (26:13)

Kindness and Honesty Foster Smoother Divorce Negotiations (27:53)

Advice For Business Owner’s Navigating Divorce (29:53)

For help with your business’s finances and more, visit:

https://kickstartaccountinginc.com/get-started/

Connect with Lisa Zeiderman:

Lisa’s Firm | Lisa Zeiderman, Esq.

Lisa’s Westchester County Office | 914-455-1000

Lisa’s Email  | [email protected]

Instagram | Lisa Zeiderman

LinkedIn | Lisa Zeiderman

Facebook | Lisa Zeiderman

Connect with Danielle:

Instagram | @Daniellehayden__OH

Instagram | @Kickstartaccounting

Website | Kickstart Accounting, Inc.

Facebook | Kickstart Accounting, Inc.

Get Started Today: https://kickstartaccountinginc.com/get-started

Are you overwhelmed and confused by your financial statements and bookkeeping? Let’s review the basics! In this episode, Victoria joins Danielle to discuss the significance of a balance sheet. Discover the difference between income, balance, and cash flow statements, and delve deep into asset and liability management.

Topics Discussed: 

Intro (0:00)

The Balance Sheet - Knowing Your Business’s Health (1:56)

Three Areas: Balance Sheet Overview (5:11)

Determining Assets on the Balance Sheet (6:25)

Defining Liabilities: Shot-Term vs. Long-Term (7:45)

Equity: The Value of Your Business (10:29)

S Corp. Impact on the Balance Sheet and Asset-Liability Balance (11:48)

Money Mindset Mastery Framework (14:42)

Balancing Act in Managing Business and Using Quickbooks (15:44)

Cash Basis vs Accrual Basis Accounting (17:48)

Balance Sheet Common Errors: Sales Tax, Mystery Assets, and Personal Expenses (21:25)

Balance Sheet Nuances (26:30)

For help with your business’s finances and more, visit:

https://kickstartaccountinginc.com/get-started/

Connect with Danielle:

Instagram | @Daniellehayden__OH

Instagram | @Kickstartaccounting

Website | Kickstart Accounting, Inc.

Facebook | Kickstart Accounting, Inc.

Get Started Today: https://kickstartaccountinginc.com/get-started

Are you an early stage startup or an accidental entrepreneur? In this episode, Melissa Wallace, co-founder of Fivefoottwo Marketing, joins Danielle to share the importance of KPIs in business, brand development, and marketing. Listen in to learn how to build a strong foundation for your company and LinkedIn brand-building strategies. 

Topics Discussed: 

Intro (0:00)

Melissa's Mission: Empowering Early Startups & Female Founders (0:18)

Early Stage Startup and Pre-Funding (1:39)

Two Categories: Capital-seeking startups and Brand-Refining Entrepreneurs (3:03)

Helping Accidental Entrepreneurs with Business and Marketing (03:55)

Brand Development VS Growth Marketing and Foundation Building (7:19)

Experts, Not Consultants: Differentiating Roles (14:42)

Mindset Mastery Framework (15:57)

CMO Role's Importance in Business (17:01)

Quick KPI Calculation and CAC Metric (22:40)

Key Performance Indicators (KPIs) in Business (29:37)

Addressing Business Challenges and Maximizing LinkedIn Strategies (32:18)

How Melissa Keeps Her Money Mindset Strong? (34:28)

For help with your business’s finances and more, visit:

https://kickstartaccountinginc.com/get-started/

Connect with Melissa Wallace:

Website | Fivefoottwo Marketing 

LinkedIn | Melissa Wallace

Connect with Danielle:

Instagram | @Daniellehayden__OH

Instagram | @Kickstartaccounting

Website | Kickstart Accounting, Inc.

Facebook | Kickstart Accounting, Inc.

Get Started Today: https://kickstartaccountinginc.com/get-started