-Importance of record keeping for entrepreneurs

-Accessing Social Security records through ssa.gov

-Gathering and organizing important documents

-Sharing copies of documents with trusted individuals

-Building a supportive network and being a voice of reason

Practical tips for organizing records and documents

I’d love to hear from you, let’s chat -> here!

Have a single question? Send it in here and I will answer within 24-48 business hours! -> I have a question!

Audrey expresses her commitment to maintaining inclusive and diverse spaces, despite not being perfect.

Audrey stresses the responsibility of business owners to understand the system and advocate for themselves.

Audrey highlights the importance of knowing one's numbers to make informed decisions and advocate ethically.

She emphasizes the need for heart-centered advocacy and the importance of understanding one's financial situation.

Let’s chat! https://calendly.com/audreyheesch/30min

Important tax deadlines like the January 31st W-2 and 1099 filing deadline

Tips for understanding state-specific filing requirements

Advice on allowing your financial systems to evolve as laws change

Encouragement to be open and honest with your financial professionals

Audrey's commitment to standing in solidarity with the LGBTQ+ community

Her holistic, heart-centered approach to financial coaching

Throughout it all, Audrey's message is one of empowerment, support, and belief in your ability to succeed as an entrepreneur. She's here to help you gain the money confidence you need to make the positive impact you're here to create.

Importance of client involvement in setting up and maintaining financial systems

Emotional weight of managing finances and the need for understanding and support

Navigating the web of taxes, licenses, and regulations as an entrepreneur

Roles of bookkeepers, accountants, and other financial professionals

Finances as the foundation of a business and the need for knowledge and skills

Surrounding yourself with people who embody your values for personal and business growth

Audrey's offer to provide personalized support and next steps through a consultation call.. do that → here!

Reflecting on the challenges of 2024 and the importance of growth and learning

The role of entrepreneurs in being part of the solution, rather than just pursuing wealth and power

The fear and reluctance of entrepreneurs to show their financial numbers, and Audrey's heart-centered approach to supporting them

Navigating complex laws and regulations as a small business, and the contrast between corporate rigidity and human-centered entrepreneurship

The importance of reflecting on the past year, celebrating successes, and learning from mistakes

The necessity of accurate financial tracking for entrepreneurial success

Encouraging listeners to embrace their uniqueness, build a solid foundation, and support each other

Action:

Get the tracker -> https://thegracefulpenny.podia.com/financial-tracker

Show Notes:

Client's realization about credit card debt and the importance of connecting purchases to debt

Critique of the lack of financial education in society, focusing on teaching spending rather than money management

Emphasis on the need for conscious spending and taking radical accountability for financial decisions

Acknowledgment of the complexity of personal finances and the importance of asking questions to understand one's unique situation

Encouragement for listeners to share their "aha" moments and seek support on their financial journey

Action:

If you or someone you love doesn’t feel safe at home, please reach out for help.. I promise you deserve it: https://www.thehotline.org/

-Navigating finances for business owners

-Importance of understanding personal and business finances

-Desire for financial freedom and ability to pay bills

-Encouraging listeners to try different approaches and evolve their financial systems

-Breaking free from societal norms for financial success

-Importance of tracking finances and asking questions

-Offering to connect listeners with resources and expertise

Action Items:

Grab the free financial tracker → https://thegracefulpenny.podia.com/financial-tracker

Book a call with Audrey to discuss your financial situation and get guidance → https://calendly.com/audreyheesch/30min

Gratitude and thankfulness for entrepreneurs and listeners

Challenges in gaining financial confidence - everyone's journey is unique

Avoid comparison, focus on progress and what you've accomplished

Lack of financial literacy in society, impact on entrepreneurs

Balance of profitability and exploitation for ethical entrepreneurs

Importance of seeking help from financial professionals

Warning against professionals who make entrepreneurs feel inadequate

Understanding financial reports and communicating with tax experts

Upcoming events:

- Desiree Dunbar summit
- Live in-person ethical entrepreneurship summit in Beaverton, OR

Book a call → https://calendly.com/audreyheesch/30min

Audrey talks about the eye-opening experience of seeing people prioritize financial gain over human decency during the election.

She talks about her privilege as a white woman in America and her capacity to bring awareness and have political conversations.

Audrey discusses the need for more people to be rooted in reality and the importance of accountability in decision-making.

She shares her commitment to supporting heart-centered entrepreneurs and the importance of building a solid financial foundation.

She discusses the challenges of raising prices as a small business owner and the misalignment of understanding financial flows.

Audrey highlights the importance of supporting heart-centered businesses and the need for more grace for genuine humans who make mistakes.

Audrey discusses the importance of understanding financial systems and building structures that work for individual businesses.

Audrey wraps up by emphasizing the importance of choosing better and the need for strong leaders who care about people and the planet.

Money in Motion -> https://thegracefulpenny.podia.com/money-in-motion

Ready for a Profit Partner? -> https://calendly.com/audreyheesch/30min