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How to Keep Your Company in Compliance While 2Xing Your Revenue

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Manage episode 419375703 series 1399163
Content provided by Ursula Mentjes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ursula Mentjes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, I had the privilege of interviewing Monica Hodgson-Daniels, an expert in financial planning, taxation, and a current CEO Table member. Monica brought a wealth of experience to the discussion, stressing the significance of meticulous record-keeping and strategic tax planning for businesses on the rise. With a background deeply rooted in finance, she offered valuable insights into navigating negotiations with tax authorities like the IRS and leveraging maximum tax benefits. Monica's message resonated with resilience, urging entrepreneurs to persevere through tough times by leaning into self-belief and determination.

Episode Highlights:

Introduction and Overview 00:00

The Love for Taxation and Helping Clients 05:45

Maximizing Tax Write-Offs and Understanding the Tax Code 11:11

Working with Clients in a Growth Trajectory 16:08

Technical Difficulties and Conclusion 26:21

Resources Mentioned:

Financial Needs Analysis - Email at monica@garnettandgold.com

Join us at our next 2X Intensive

Join the Quantum Revenue Expansion Masterclass

Follow

Ursula: @7figure_CEO

Guest: @hodgsonmonica

About Ursula Mentjes

www.ursulainc.co/biography

Social Links:

TikTok

LinkedIn

Facebook

  continue reading

311 episodes

Artwork
iconShare
 
Manage episode 419375703 series 1399163
Content provided by Ursula Mentjes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ursula Mentjes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, I had the privilege of interviewing Monica Hodgson-Daniels, an expert in financial planning, taxation, and a current CEO Table member. Monica brought a wealth of experience to the discussion, stressing the significance of meticulous record-keeping and strategic tax planning for businesses on the rise. With a background deeply rooted in finance, she offered valuable insights into navigating negotiations with tax authorities like the IRS and leveraging maximum tax benefits. Monica's message resonated with resilience, urging entrepreneurs to persevere through tough times by leaning into self-belief and determination.

Episode Highlights:

Introduction and Overview 00:00

The Love for Taxation and Helping Clients 05:45

Maximizing Tax Write-Offs and Understanding the Tax Code 11:11

Working with Clients in a Growth Trajectory 16:08

Technical Difficulties and Conclusion 26:21

Resources Mentioned:

Financial Needs Analysis - Email at monica@garnettandgold.com

Join us at our next 2X Intensive

Join the Quantum Revenue Expansion Masterclass

Follow

Ursula: @7figure_CEO

Guest: @hodgsonmonica

About Ursula Mentjes

www.ursulainc.co/biography

Social Links:

TikTok

LinkedIn

Facebook

  continue reading

311 episodes

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