Are you ready to slow down, reflect on your business, and move into the next year with clarity?
This workshop is designed to give you the time and space most business owners don’t take.
Space to look at your numbers, understand what actually happened over the past year, and thoughtfully plan for what’s ahead.
Welcome to our
Annual Financial Planning Workshop
This experience is designed for business owners who want to plan their upcoming year with intention.
We’ll begin by asking the right questions:
What worked this year?
What didn’t?
And what do I want to create moving forward?
Together, we’ll walk through your numbers, reflect on your previous year, and begin to shape a plan that supports both your business and your life.
We’ll talk through your financial position, your tax considerations, and how you’re paying yourself but we’ll also create space to think more intentionally about how you want your business to feel and function in the next year.
Everything we do in this workshop is grounded in one simple belief:
Your finances shouldn't just be managed — they should support the life you actually want to live.
That's why this workshop is built around my Clarity • Alignment • Sustainability Framework — a three-pillar approach to financial wellness that helps you build a business that truly works for you, not just on paper, but in real life.
The Clarity • Alignment • Sustainability Framework
01
Clarity with Money
Build simple money rhythms so you always know what's coming in, going out, and what's truly profit.
Create clean, tax-ready books and systems that give you confidence in every decision.
02
Business in Alignment
Audit what's working and what's draining your energy.
Shape offers and pricing that match your lifestyle and capacity.
03
Sustainable Growth
Start building wealth with simple saving and investing strategies.
Protect your energy and create rhythms that keep you-and your business-healthy for the long haul.
What you’ll leave with:
A 12 month mapping of your income and expenses for the year
A clearer understanding of your financial position
A plan for taxes and how to prepare for them
A more intentional approach to how you run your business
There will also be a Q&A session to ask any questions.
This experience is both practical & reflective
I will guide you through a process that helps you:
Understand where you are financially
Identify patterns from the past year
Set clear intentions for the year ahead
Create a simple, grounded plan you can follow.
You’ll also receive curated tools and resources from me that you can return to throughout the year that will help support you as you move forward.
To say Nacondra has been dynamic is an understatement.
She is thoughtful and diligent, often going ABOVE and beyond in ways that consistently make me say wow. Thank you for providing a great experience; it's an honor to see you grow!
Rukayatu Tijani
Firm for the Culture
Nacondra really *gets* online entrepreneurs and our unique tax and bookkeeping situations.
She patiently answered all my (super newbie) questions, and put me to ease. Highly recommend!
Sarah Guilliot
Sarahdesign
Nacondra is able to answer any obscure financial question I fling at her and is thorough in her responses.
She saved us from hours (likely weeks) of paperwork, Googling and tax season headaches. I can't overstate what a relief it is to work with her and rely on her extensive business and accounting knowledge. She used to work for the IRS, so she REALLY knows her stuff and she stays up to date with current events and how that may impact our business and taxes.
Maggie Barlett
barlett creative
Meet
Nacondra Moran
For over 9 years, I’ve helped creative entrepreneurs and small business owners turn messy money into clarity. As an accountant and advisor, I know what it takes to build financial systems that don’t just work, they actually make sense to creatives. House of CEO is my signature program that gives you the tools, support, and mindset to finally feel like the CEO of your business.
This workshop is for the business owner who:
Wants a yearly ritual around financial planning
Wants to feel more connected to their numbers
Is ready to move with intention instead of reacting
Desires both clarity and alignment in how they run their business
Annual Financial Planning Workshop
January 20th, 2027 @ 1pm EST | Replay available
Single Workshop Ticket
$147
bundle with tax planning workshop & save!
$250