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

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Ursula: @7figure_CEO

Guest: @hodgsonmonica

About Ursula Mentjes

www.ursulainc.co/biography

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Join me this week as we explore the dynamic world of networking with guest Trevor Houston, host of the acclaimed 'Who You Know Show.' From a troubled childhood to triumph in the automotive sales and financial services industries, Trevor shares his expedited journey of personal growth and professional success. Discover the transformative power of decisive action, being in the right environment, and unwavering accountability. Tune in as we unlock the secrets of building resilient financial futures through the art of networking and discussing topics of adversity, love, and self-improvement. Don't miss out on invaluable insights, practical tips, and a free resource to jumpstart your career transition journey.

Episode Highlights:

00:00 Introduction and Networking on Podcasts

13:34 The Superpower of Accountability

23:22 Burning the Backup Plan and Escaping the Auto Industry

30:35 Networking as a Superpower: Making Lives Easier

34:54 Career Transitions Summit: Recovering Income and Finding Opportunities

Resources Mentioned:

Career Transition Summit

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Ursula: @7figure_CEO

Guest: @trevorhouston

About Ursula Mentjes

www.ursulainc.co/biography

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Join me this week on the Quantum Revenue Expansion Podcast with me, master coach Rebekah Hall, and special guest CEO Table member Melissa Swink for an exciting live coaching session! Melissa courageously steps into the spotlight as her session unfolds in real-time, offering invaluable insights into her current business challenges and goals. Melissa dives into her current focus of revitalizing her marketing strategies, particularly through networking, and she seeks guidance on discerning the right connections and optimizing one-on-one meetings. With her virtual assistant business, Melissa Swink & Co, Melissa explores the nuances of networking dynamics, the power in meaningful connections, and the strategic stages of fostering referral partnerships. Join us for a candid, unfiltered discussion packed with actionable advice and genuine camaraderie, where business expertise meets heartfelt coaching.

Episode Highlights:

Align with networking groups matching goals & values.

Selective one-on-one meetings for compatible partnerships.

Ensure clear communication in referral partnerships.

Track and assess networking effectiveness.

Podcasts as a marketing tool for solo businesses.

Ursula's offer at the end:

If you are interested in coming on the show and receiving coaching from us email us at contact@ursulainc.co with the word coaching in the subject line and tell us a little bit about your business and we will be in contact with you.

Resources Mentioned:

Melissa’s Podcast: Make Space for More: Growing Your Business Beyond You

Join us at our next 2X Intensive

Join the Quantum Revenue Expansion Masterclass

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Ursula: @7figure_CEO

Guest: @MelissaSwinkco

About Ursula Mentjes

www.ursulainc.co/biography

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