Separating life admin and small biz admin

If you're a small business owner, it's important to separate your life admin from your small business admin systematically and habitually. Let's get you there.

Price:

150

Who's it For?

Small business owners

Sessions

For a flat price, you get as many sessions (up to 5) as required to meet the goal. Sessions can be as short as 30 minutes to as long as 90, depending on the needs.

For a flat price, you get 3 sessions, which can vary in length between 30-90 minutes based on scheduling. We'll identify two key achievable goals, as well as other future goals. Then work on them together!

Average number of sessions for this pack:

Tasks we'll accomplish in this pack

Mental Prep

Pre-work review: Before the first session, you'll listen to a short podcast episode, and we'll discuss it
Consultation on current state of affairs for your small business (focusing on email/docs, finances, and digital tools)

Identifying

Research and discuss the best small biz practices that best fit your situation
Identify any key services you may need (depending on case), such as a tax advisor, accountant, or financial advisor

Doing + Practicing

Separate out cash flow between business account and personal accounts (if necessary)
Separate out email and documentation, going through key accounts/profiles and updating contact info
Set up sustainable practices for keeping business and personal life admin separate

Problems this pack addresses:

What can you expect in this pack?

We'll bring practical knowledge of best practices for separating small business work from personal work

Sessions will be tailored, defining what we aim to accomplish in the first session

We’ll identify achievable homework to do between sessions

Key actions are completed as shared-screen activities. You will never share access to sensitive info.

After the first session, we’ll set an expectation on number of total sessions needed to complete the pack.

Wayshaping never records or has access to secure information.

During sessions, you will never give us access to your passwords, login credentials, Social Security numbers or any other sensitive information. We never do secure tasks on behalf either; we simply guide you as you take key actions. Sessions are never recorded and neither party will be allowed to secure any session.

Wayshaping never records or has access to private health information.

During sessions, you will never give us access to your health records, medical login credentials, Social Security numbers or any other sensitive information. You may share however much you wish about your medical situation, but none of it will be documented. Sessions are never recorded and neither party will be allowed to secure any session.

Frequently asked questions about this pack

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Important information

Wayshaping is a media and personal services business, based in Philadelphia, PA. Trademark pending.

By using this property, you agree to the Terms of Service and Privacy Notice.

Wayshaping is not a financial service provider and does not provide investment advice, tax advice, or financial planning, of any kind. Wayshaping is not an insurance broker. All information related to investing, personal finance, insurance, or banking is for educational purposes only.

Wayshaping assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). It is your responsibility to evaluate the accuracy and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, including, but not limited to, implied warranties of fitness for a particular purpose, non-infringement, security, or quality.

Wayshaping life admin services are one-on-one coaching services where educational information is shared with participating clients. The services are a partnership between Wayshaping and the client to maximize personal potential. All actions taken are the sole responsibility of the client. Services do not constitute or include: investment advice, insurance recommendations, tax advice, medical advice, psychotherapy, or financial planning.

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