Free Initial Consultation with The Tax Guru

with Day Monet

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ABOUT THIS EVENT
This Is A Virtual Offering
Offering Topic

Business Coaching

Offering Highlight

Suited for holistic entrepreneurs that are ready to step into the next phase of business growth.

Offering Overview

Day's insights and expertise range from accounting best-practices, to financial and investment literacy, to credit health, estate and family planning, and various other aspects of the commercial and financial space. Please visit his profile on Find My Zen to learn more!

What You Can Expect From This Offering
  • Answers to Inquiries Regarding:
  • Business Compliance
  • Tax Preparation
  • Bookkeeping Options
  • Financial Literacy & Acumen
Custom Cancellation Policy

Please provide 24 hours notice prior to reschedulings or cancelations.

Location

Virtual

There are currently no upcoming dates scheduled for this offering.

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MORE ABOUT YOUR FACILITATOR

Day's mission is to bring holistic entrepreneurs the financial understanding they need to thrive, grow, and scale their businesses. He has a strong background in data analytics and financial modeling.

Previously, he worked as a consultant for Visa and Mastercard, providing high-value data sets and insights to help C-level executives at those companies understand the growing e-commerce and m-commerce spaces.

Now, those same data-based details are used by holistic small-business owners and individuals in his practice to understand and manage their financial ecosystems more effectively.

His insights and expertise range from accounting best-practices, to financial and investment literacy, to credit health, estate and family planning, and various other aspects of the commercial and financial space.

His talents are well-appreciated by holistic individuals and business owners alike, all across the US and even into Central America. Additionally, his rates are provided at sliding-scale based on the annual revenues or expenditures of his clientele.

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My Journey:

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After completing business school and working in the corporate environment for a few years, my body and soul were ready for a change. I left the US on a 1-year sabbatical, which turned into a 5-year adventure across 42 countries and nearly-every continent. By the tail-end of that journey, I had undertaken two significant pilgrimages (literally and metaphorically).

Upon returning to the US with a fresh yoga-teacher credential, I was drawn specifically to the Denver-Boulder area due to its presence of holistic health centers. I settled in as a yoga and movement instructor, and grew my practice with an emphasis on the corporate environment.

Once the pandemic closed nearly all spaces where I was operating, it was time to dust off my business degree and serve my community in the best way I could - Helping other holistic entrepreneurs survive and thrive in a time of uncertainty.

Through forgivable Payroll Protection Loans, SBA grants, PUA benefits, and more, my clients and friends were able to receive the support they needed to continue serving one another as community-minded citizens.

Of course, all those friends and clients led to more and more referrals and now I'm proud to provide tax preparation services for over 200 holistic clients per year. Of course, in the interim between tax seasons, life happens - folks get married; buy homes, or second homes; start new jobs or businesses; buy into new investment channels; etc. I'm here for my clients whenever these life transitions come.