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Owned by Trudi

Build a scalable, funded & tax-optimized business. Merge AI strategy with financial insights for maximum profit and resilience.

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34 contributions to The Profit Architect's Guild
Let THEM tell you no…
But don’t you dare tell yourself no by not even applying! Go apply for these grants!!!! All grants are listed under the ‘Grants’ tab up top.⬆️ Note: If the application deadline has passed? Subscribe to their website so you can be notified when the next round of grants open up. Reminder: The grant lists will shift into our paid membership January 1 so grab them while they’re free!
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Day 17 (AI & Strategy): Analyze Data & Architect Your Lead Offer.
Task: Use AI to analyze a sales/website CSV for trends AND identify your most profitable service as your 2026 lead offer. GO DEEPER AI Tool: ChatGPT Plus with Advanced Data Analysis or Microsoft Copilot in Excel. Data Prompt: "Analyze this sales data CSV. Identify: 1) The most profitable customer segment, 2) The worst-performing product, and 3) One unexpected correlation between [Column A] and [Column B]." Strategy Tool: Profit & Loss Statement from QuickBooks or Xero. Action: Calculate Profit per Hour for each service: (Revenue - Direct Costs) / Hours Invested. The highest number is your new lead offer. Price it at least 20% above market average. Coach Trudi B. Parson Awarded Business & Tax Strategist | Empowerment Speaker | CAIO | 2022, 2023, 2024 & 2025 Business Person of the Year https://bit.ly/TBPbizcard Trudibparson.com
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Day 16 (Strategy & Tax): Transition Bad Clients & Max Retirement.
Task: Identify one high-maintenance, low-margin client to transition out AND check YTD retirement contributions to maximize tax-deferred savings. GO DEEPER Strategy Tool: Calendly to schedule the offboarding call; Google Docs for the script. Email Script Template: "Thank you for our work together. As of [Date], we will be concluding our services as our firm is shifting focus to [Your New Niche/Specialty]. We recommend [Alternative Provider] for your ongoing needs." Tax Tools: Your retirement account portal (e.g., Vanguard, Fidelity); Gusto or ADP payroll to review contributions. Action: Log in, find "YTD Contributions," and calculate: (Annual Profit × 0.25) - Contributions Made = Potential Additional Contribution. Schedule the transfer. Need help? Schedule a consultation!
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Free Money!!! Apply!!!
💰Startups and small businesses seeking funding can do so on a rolling, year-round basis with the 500 Global Flagship Accelerator program. Since 2010, this program has offered businesses the opportunity for a four-month accelerator program based in San Francisco, along with a $150,000 investment. Applications are accepted on a rolling basis. https://lnkd.in/gAQ6EMR2 ‌ 💰The Verizon Small Business Digital Ready Program offers $10,000 grants to 50 for-profit small businesses across the U.S., Puerto Rico, and the U.S. Virgin Islands. In partnership with LISC, the program supports entrepreneurs who complete two eligible courses or virtual events through Verizon’s free Digital Ready platform. Applications are due December 10. https://lnkd.in/gh_z7Ses ‌ 💰The Hiring Our Heroes’ Small Business Grant Program provides one-time funding to help veteran- and military spouse-owned small businesses grow their operations. The program will award four businesses $10,000 each and one business $25,000, supported by the FedEx Founder’s Fund. Applications are due December 15. https://lnkd.in/emaMk23B ‌ 💰Spectrum Reach’s Pay It Forward program provides complimentary TV and streaming advertising, an original commercial, mentoring, and educational resources to help locally owned small businesses grow. Eligible applicants include for-profit businesses that have been operating for at least one year and are legally registered in a participating U.S. designated market area. The deadline to apply is December 31. https://lnkd.in/gqheKmDE ‌ 💰💰💰More grant & program information can be found here. 100+ Grants, Loans, and Programs to Benefit Your Small Business https://lnkd.in/e2mHDQn5 #businessdevelopment #smallbusinesses #businessowners #founders #nonprofits #entrepreneurs #sbe #dbe #mbe #wbe #lbe #mwbe #wosb #edwosb #veteranowned #womanowned #supplierdiversity #minorityowned #wealth #lgbtq #smallbusinessresources #smallbiz #grants #startups #disabledowned #funding
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Day 15
Day 15 (AI & Tax): Automate Content & Lock In Deductions. Task: Use AI to repurpose a long-form piece into social content AND gather home office/vehicle deduction documents. GO DEEPER AI Tools: ChatGPT or Claude for repurposing; Otter.ai or Fireflies.ai if source is audio/video. Content Prompt: "Repurpose the following text into three formats: 1) A 5-bullet LinkedIn post with hashtags, 2) a 200-word email newsletter intro, and 3) three separate Twitter threads. Text: [Paste your content]." Tax Tools: Google Sheets for mileage log; QuickBooks Self-Employed or Everlance app for auto-tracking. Action: For home office, take a photo and measure dimensions. For vehicle, download the Everlance app, enable auto-track, and classify past trips. Need more help? Book a consultation 👇🏽 Coach Trudi B. Parson Awarded Business & Tax Strategist | Empowerment Speaker | CAIO | 2022, 2023, 2024 & 2025 Business Person of the Year https://bit.ly/TBPbizcard Trudibparson.com
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Trudi Parson
2
11points to level up
@trudi-parson-6173
Awarded Business & Tax Strategist, Empowerment Speaker, ‘22, ‘23, ’24 & ‘25 Business Person of the Year

Active 12h ago
Joined Nov 13, 2025
Greensboro NC