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Business Harmony LLC

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    • Home
    • About Us
    • Foundation Course
    • Strategy Sessions
    • Tax Services
    • Consultation-Tax Planning
    • Speaking Engagements
    • Digital Products
    • Free Resources
    • Testimonials
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    • Contact
    • Free Consultation
    • Mentorship Program

Business Harmony LLC

Business Harmony LLCBusiness Harmony LLCBusiness Harmony LLC

Signed in as:

filler@godaddy.com

  • Home
  • About Us
  • Foundation Course
  • Strategy Sessions
  • Tax Services
  • Consultation-Tax Planning
  • Speaking Engagements
  • Digital Products
  • Free Resources
  • Testimonials
  • Blog
  • Contact
  • Free Consultation
  • Mentorship Program

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Detailed Outline of Monthly Mentorship Topics (docx)Download
Assessment-How Organized and prepared is your Business for Growth (xlsx)Download
Monthly Business Review Template - Fillable (pdf)Download
2025 - July 2026 Schedule of Zooms-updated 4-1-26 (xlsx)Download

july - exit-retirement-estate planning

Link to Zoom recording for Part 1 7-1-26 (docx)Download
Link to Zoom recording for Part 2 7-23-26 (docx)Download
Exit Planning Guide-ENG (pdf)Download
Thinking Ahead_ How to Start Planning Your Business Exit (pdf)Download
Why You Need a Strong Network to Delegate & Exit With Confidence (pdf)Download
2026 Quick Reference Guide for Small Business Retirement Plans (docx)Download
2026 Small Business Retirement Plan Client Guide (docx)Download

June - protecting your business

Link to Part 1 Video on Protecting Your Business (docx)Download
Protecting Your Business Part 2 Recording (docx)Download
Business Protection Audit (docx)Download
Contract_Review_Checklist (docx)Download
Copyright violation info (pdf)Download
Cybersecurity Best Practices (docx)Download
Disaster Preparedness Resources and Importance (docx)Download
Document Retention and other tips (docx)Download
Time it takes a hacker to break a password (JPG)Download
Understanding Health Insurance by Ranea F (docx)Download

May - Innovation & Creativity

May 7 2026 Zoom link (docx)Download
May 21 2026 Zoom link (docx)Download
Resources on Innovation & Creativity (docx)Download

April-Hr & culture

April 23 Zoom-HR & Culture Parts 3 & 4 (docx)Download
April 1 Zoom-HR & Culture Parts 1 & 2 (docx)Download
April Resources (docx)Download
On boarding & Integration Checklist (pdf)Download
Hiring Your First Employee Checklist (pdf)Download

march - leadership

March Resources (docx)Download
Leadership Assessment Quiz with scoring (pdf)Download
March 19 Zoom Recording (docx)Download
Link to download Leadership Mindset Workbook (docx)Download

february-sales-marketing-advertising

February Resources (docx)Download
Blessings Contact info (docx)Download
Messaging Mirror_Blissworks Brands (docx)Download
Ideal Client Avatar Workbook (pdf)Download
Email Marketing Terminology & KPI Cheat Sheet (pdf)Download
February Zoom Meeting Recording link 2-19-2026 (docx)Download
Attract-Convert-Close-Worksheet (doc)Download

january-planning

January Zoom Meeting recording link 1-22-2026 (docx)Download
🏠 Getting Your House & Affairs in Order Checklist (docx)Download
Goal Planner-Fillable (pdf)Download
January Zoom Meeting recording link 1-7-26 (docx)Download
January Resources (docx)Download

December-rest-self care-mindset

December Zoom Meeting recording link 12-18-25 (docx)Download
December Zoom Meeting recording link 12-3-25 (docx)Download
Resources for Rest-Self Care-Mindset (docx)Download
🌿 25 Rest & Self Care Ideas (docx)Download
The Beautiful Boundaries Journal (pdf)Download
Stress Reduction Journal (pdf)Download

november - taxes!

Link to Zoom-Taxes Part 1 11-5-25 (docx)Download
1-Penalties-Estimated tax vs failure to file vs failure to pay (docx)Download
2-Est taxes-How much should I pay in estimated taxes (docx)Download
3- How to Write Off Travel (Legally) (pdf)Download
3-Documentation Req for Business Use of a Vehicle (docx)Download
3-Understanding the Mileage Deduction (pdf)Download
4-2025 Standard vs Itemized Deductions (png)Download
5-Scd C vs S Corp (xlsx)Download
LInk to Zoom-Taxes Part 2 11-20-25 (docx)Download
LLC DE vs S Corp (pdf)Download

October - Accounting - Finance - Budgeting

Link to October 8 2025 Video On Financials Part 1 (docx)Download
Book & Website Resources for Accounting-Financials-Budgeting (docx)Download
10-16-25 Zoom Recording Link (docx)Download
Financing Options (docx)Download
Built-in tools for Cash Flow in QBOL (docx)Download
Copy of BELAY 13-Week Cashflow Forecast (xlsx)Download
CHECKLIST - Financing Readiness Checklist (pdf)Download
Copy of Monthly Cash Flow Tracker (xlsx)Download

September - time management & productivity

Beyond Busy-A Workbook for Embracing Intentionality and Overcoming Toxic Productivity-Fillable (pdf)Download
Book recommendations on Productivity & Time Management (docx)Download
Link to September Zoom meetings (docx)Download

August-Systems-operations-processes

Operations SWOT Analysis Template-Fillable (pdf)Download
Process workbook (pdf)Download
Books Recommended for Systems-Operations-Processes (docx)Download

zoom

Mentorship Kickoff Zoom 7-24-25

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