In your Summer Slowdown era?

A slower season in your business gives you uninterrupted time to focus on those back-office business tasks that you've been neglecting!

Here's what I'd focus on during a slowdown:

• Client Onboarding + Offboarding: Create (or revise) a set of standard operating procedures to ensure you follow all the steps on your onboarding and offboarding checklists.

• Sales Funnel Walkthrough: Walk through your sales funnel yourself and make sure there aren't any dead links or confusing steps for potential clients.

• Bookkeeping Review: If you don't have a bookkeeper, make sure all of your transactions are entered and fully reconciled through your most recent bank statement. Run a comparative Profit & Loss statement to compare this period YTD to last year's YTD statement to see how your business is doing compared to this time last year.

• Tax Compliance: Check that you've filed all federal, state, payroll, and sales tax filings you were required to file. If you've extended any of your returns, gather any missing tax documents and send those to your tax accountant. If your income has changed significantly from last year, check with your tax accountant to see whether you need to adjust your Q3 + Q4 estimated tax payments.

Ready to take advantage of a summer slowdown to get caught up on financial tasks that have been sitting on your back burner? Here’s how I can help:

1. The Unaesthetic Entrepreneur Community – $24.99/month (Going up to $39 soon!)

This isn't your average business group. Inside, we cut through the fluff and talk real strategy, compliance, and execution. With weekly IG Lives, bi-weekly Zooms, grant updates, and straight access to me—this is your accountability hub for building a sustainable business without looking like everybody else online.

2. Fractional CFO Services – Starting at $1,000/month

Need to make smarter money moves? I help service-based entrepreneurs get crystal clear on their numbers, stay in compliance, and build a business that’s profitable on purpose. With monthly 1:1 sessions, strategy notes, and custom reporting, I become your financial co-pilot—not just your bookkeeper.

3. 1:1 Business Coaching – $2,000 for 3 months

You're doing the work, but you need help connecting the dots. This high-touch container is perfect for business owners ready to refine their offers, pricing, systems, and visibility. Includes 1:1 calls, custom strategy, and access to the frameworks that took me from hustle to six figures and counting.

I can't wait to work with you.

Talk soon.

Charese