
Taxes, Expenses & the Power in Planning Your Money with Stacey Isetta
02/17/21 • 37 min
If you're anything like me, when it comes to numbers, money and expenses... it's not your favorite thing to think about! Well, lucky for you and me, I brought my good friend Stacey Isetta to talk all about taxes, money and expenses in your business because it is HER thing!
Stacey stepped away from her corporate career as a Financial Analyst at Kendall-Jackson Winery to be home with her children, both under the age of 13 months. She and her husband started what would become a multi-seven figure technology construction company in the San Francisco Bay Area. For the last 18 years, while raising their three beautiful kiddos, Stacey brought her financial and leadership skills to their women-owned family business to grow and scale it to what it is today. Stacey loves family game nights, travel, food, gatherings with friends and golf with her husband.
Building a business is not an easy ride, and there have been tremendous ups and downs in her journey. Stacey is here to share with us the power of planning for the money side of our business ventures so that we can create a strong foundation and have a plan for success as we step out into our new roles – Freelancers to CEOs
In this episode, you will learn:
- What's the best way to make your business official
- The difference between sole proprietor, LLC and S-Corp
- How to organize your money for your business
- What you need when it comes time for taxes
- Stacey's best advice for how to look at your money
Connect with Stacey:
www.thesmallbusinessbff.com
IG @thesmallbusinessbff
CH @smallbizbff
Other Resources:
Want to know when you can join the Freelancer to CEO Academy? Jump on the waitlist: aubreemalick.com/waitlist
Join the Freelancer to CEO Podcast Community on Facebook
If you found value in today's episode, I would love it if you shared this in your Instagram stories! Help us spread the message to more freelancers who are ready to step into the CEO role!
Connect with me on Instagram: @aubreemalick
If you're anything like me, when it comes to numbers, money and expenses... it's not your favorite thing to think about! Well, lucky for you and me, I brought my good friend Stacey Isetta to talk all about taxes, money and expenses in your business because it is HER thing!
Stacey stepped away from her corporate career as a Financial Analyst at Kendall-Jackson Winery to be home with her children, both under the age of 13 months. She and her husband started what would become a multi-seven figure technology construction company in the San Francisco Bay Area. For the last 18 years, while raising their three beautiful kiddos, Stacey brought her financial and leadership skills to their women-owned family business to grow and scale it to what it is today. Stacey loves family game nights, travel, food, gatherings with friends and golf with her husband.
Building a business is not an easy ride, and there have been tremendous ups and downs in her journey. Stacey is here to share with us the power of planning for the money side of our business ventures so that we can create a strong foundation and have a plan for success as we step out into our new roles – Freelancers to CEOs
In this episode, you will learn:
- What's the best way to make your business official
- The difference between sole proprietor, LLC and S-Corp
- How to organize your money for your business
- What you need when it comes time for taxes
- Stacey's best advice for how to look at your money
Connect with Stacey:
www.thesmallbusinessbff.com
IG @thesmallbusinessbff
CH @smallbizbff
Other Resources:
Want to know when you can join the Freelancer to CEO Academy? Jump on the waitlist: aubreemalick.com/waitlist
Join the Freelancer to CEO Podcast Community on Facebook
If you found value in today's episode, I would love it if you shared this in your Instagram stories! Help us spread the message to more freelancers who are ready to step into the CEO role!
Connect with me on Instagram: @aubreemalick
Previous Episode

Why Marketing Your Service is Hard and What You Should Do Instead
Marketing is hard, right. Another word that comes to mind is intimidating. But it doesn't have to be. Marketing our services is just getting in front of new people and letting them know who you are and what you do. But how do you do that in a way that feels authentic and genuine to you? We're breaking that down and more in today's episode.
In this episode, you will learn:
- Why marketing is so hard for us
- Why marketing is like preparing for a big race
- What happens when you don't "train" for marketing
- What I implemented with my marketing plan that booked out my services in two months
- Why consistency wins every time
Links Mentioned:
The doors to the Freelancer to CEO Academy are officially open! Join us in the program that will teach you exactly what you need to do in order to scale your business to $5k/month and beyond!
Join here >> aubreemalick.com/academy
Other Resources:
Want to know when you can join the Freelancer to CEO Academy? Jump on the waitlist: aubreemalick.com/waitlist
Join the Freelancer to CEO Podcast Community on Facebook
If you found value in today's episode, I would love it if you shared this in your Instagram stories! Help us spread the message to more freelancers who are ready to step into the CEO role!
Connect with me on Instagram: @aubreemalick
Next Episode

Using Instagram Stories to Market Your Business with Jenny Melrose
Have you been looking for a way to use Instagram to sell your services? I brought on Jenny Melrose to share all of her expertise on how we can use Instagram, and specifically Instagram Stories to become seen as an expert and gain more clients!
Jenny Melrose is a former reading specialist who “retired” from her teaching career when her blogging income far exceeded her salary. Through hard work and dedication, her lifestyle blog, The Melrose Family, became regularly sought out by nationally recognized brands such as Neutrogena, Smuckers, Glad, Costco, Stanley Steamer, Sara Lee, and many more. She is a content strategist that helps entrepreneurs better understand their messaging and unique position in the online space. Now, she’s combining her passion for teaching with her extensive experience of creating strategic content for online business owners via JennyMelrose.com and her podcast, Influencer Entrepreneurs with Jenny Melrose as well as her first book Influencer Entrepreneurs: The 4-Step Framework to Building Your Audience, Growing Your Business, and Making More Money Online.
In this episode, you will learn:
- Jenny's story on how she went from classroom teacher to business owner and author
- How to find your passion with your business
- How to share about your business on IG stories
- What is considered oversharing on IG
- Setting up boundaries for social media
Connect with Jenny:
Website: www.jennymelrose.com
IG: @jenny_melrose
https://www.facebook.com/jennymelrose1/
Other Resources:
Want to know when you can join the Freelancer to CEO Academy? Jump on the waitlist: aubreemalick.com/waitlist
Join the Freelancer to CEO Podcast Community on Facebook
If you found value in today's episode, I would love it if you shared this in your Instagram stories! Help us spread the message to more freelancers who are ready to step into the CEO role!
Connect with me on Instagram: @aubreemalick
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