Decluttering Your Way To 7 Figures + AI Tools As Your Business Assistant

⏰ SCHEDULE

9:00 AM - 10:00 AM: Registration & Networking

MORNING SESSION (10:00 AM - 12:00 PM)

- Energy & Vision Decluttering with Jael Ortega

- Values Alignment & Decision Framework with Susan Taner

- Interactive exercises on the Decluttering Questions

12:00 PM - 1:00 PM: Lunch Break (on your own)

AFTERNOON SESSION (1:00 PM - 4:00 PM)

- Financial Decluttering & Gap Analysis with Wendy Nguyen

- Live case study reviews with your actual business data

- AI Systems & Accountability Setup

- Interactive problem-solving with your financials

- Implementation Planning & Next Steps

📋 WHAT TO BRING

✅ Last 12 months of financial statements (P&L, Balance Sheet)

✅ Credit card statements (business expenses)

✅ List of employees with positions and pay

✅ Current business plan or strategic goals

✅ Your calendar (we’ll audit your time)

Bring your real numbers. We’ll give you real solutions.

💰 WHAT YOU’LL WALK AWAY WITH

✅ Your Personal Business Health Score - Same criteria Wendy uses for IPO readiness

✅ Top 3 Decluttering Priorities - Where to focus first for maximum ROI

✅ Custom AI Prompts- Train AI to generate business insights

✅ Financial Waste Audit - Identify $25K-$100K+ in recoverable costs

✅ **Values-Aligned Decision Framework** - Clear decision-making process

🎁 THE DECLUTTER ROI GUARANTEE

If you implement the framework within 90 days and don’t:

- Identify at least $25,000 in recoverable waste/opportunity cost, OR

- Have a clear path to 20% margin improvement, OR

- Eliminate at least 10 hours/week of busywork

****We guarantee results or we'll refund 100% of your workshop fee.

Workshop Options and Pricing

OPTION 1: Workshop Only - $249

Attend the full-day workshop. Bring your financial documents, employee information, and business data for live analysis.

Includes:

- Full-day workshop access

- Workbooks and materials

- Group coaching and live case studies

- AI accountability training

OPTION 2: Workshop + Gap Mini Audit - $598

Get a personalized one-page gap analysis of your business BEFORE the workshop, plus full workshop access.

Includes everything in Option 1, PLUS:

- One-page Gap Mini Audit prepared by Wendy’s team

- Submit your business information on of before November 7, 2025

- Receive your Gap Analysis before Day 1of workshop

- Focused attention on YOUR specific bottlenecks

- More targeted, personalized guidance throughout the day

To receive your Gap Mini Audit, submit the following by November 7:

- Financial statements (last 12 months)

- Employee roster with positions and compensation

- Credit card statements

- Current business challenges/goals

Know what’s Happening Next — before everyone else does.

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Host or Publisher NCTP CPAS, PLLC