I Heart Numbers

06/03/2026

BUILD A BUSINESS THAT GROWS FAST AND STAYS PROFITABLE

Most businesses leave 40–60% of their productive capacity on the table. The summit shows you exactly how to reclaim it — and how to protect the growth you generate.

➡️ Join us on June 23rd for The Profitable Business Summit!

Every ticket includes a focused half-day with three expert practitioners plus a bundle of tools and services worth more than four times the admission price!

Register at https://jerrypeterson.ai/summit

05/20/2026

⭐Beginning June 1, 2026, Illinois will require employers with 16 or more employees to provide unpaid, job-protected leave when an employee has a child in the neonatal intensive care unit (NICU). The amount of leave is based on employer size as follows:

Employers with 16–50 employees: Up to 10 days
Employers with 51 or more employees: Up to 20 days
Employees can take this leave intermittently, though employers can require a minimum of two-hour increments. Employees can also choose (though can’t be required) to substitute any other available paid or unpaid leave. Employers must continue employees’ health insurance during the leave.

Documentation: Employers can require reasonable documentation to support that the leave was taken for the covered purpose.

Intersection with FMLA: This leave is in addition to that provided under the federal Family and Medical Leave Act (FMLA) and does not run concurrently with it.

More Information: The state is expected to issue frequently asked questions (FAQs) prior to the June 1, 2026, effective date. Employers should monitor the state’s web page for updates.

Action Items: Update your leave policies to reflect this new leave reason.

📑 If you don't have an Employee Handbook, or have questions if this new leave law affects you, contact us below!

05/10/2026

Top Notch Concrete Cutting has been a client for 8 of their 10 years, and while it’s sad to see a client go, I’m thrilled for their success and the opportunities provided by this merger. There’s truly nothing more rewarding than building a business and attracting a buyer.

I Heart Numbers now has an opening to partner with another service-based business to achieve their financial and growth goals!

Contact us today for a free initial consultation 📞

05/08/2026

It sounds like a simple question, but the answer isn’t.

04/04/2026

We’re in the home stretch!!

03/11/2026

Most people aren’t broke because they don’t make enough…
They’re broke because they don’t know where their money should go.

Your money needs a system.

How much should stay in checking?
How much should go to savings?
And when should you start investing?

Once you understand the order, managing money becomes a lot less stressful 😎

I help small business owners understand how to manage their personal finances while driving growth in their business.

Comment YES if you’re ready to start investing this year.

02/19/2026

🤯

Self-employment can sometimes make it tricky to qualify for a mortgage. With a program that allows for 3 months of bank statements to show income, we can offer self-employed borrowers another avenue to loan approval. Reach out today to learn more:
👉 (link in bio) https://media.mobilocard.com/social_profile/ColPicMUwPfizQ6gTLUauXeXmrf1/index.html?cardCode=mft1pwSBtNSs

https://myoc.io/MattMoore

Matt Moore #2067811, Compass Mortgage #21808, www.nmlsconsumeraccess.org

02/17/2026

If you are self-employed or own a small business, two of the most powerful retirement plans available to you are the Solo 401(k) and the SEP IRA.

Both plans allow for high contribution limits and meaningful tax advantages, but they are structured very differently. Understanding how each plan works can help you choose the option that best supports your income, age, tax strategy, and long-term wealth goals.

Let's talk about it! Book your call now at https://letsmeet.io/heidimorrison/free-initial-consultation

01/01/2026

People who use their cars for work will be able to deduct more money per mile on their taxes in the new year. MORE BELOW ⬇️

12/30/2025

Annual bills. Holidays. Back to school. Medical expenses. Travel.

None of these are emergencies. They’re predictable.
But when we don’t plan for them, they feel like emergencies.

That’s why I teach money maintenance.

Not starting over every January.
Just small, intentional check-ins each month that protect your cash flow and reduce stress.

This yearly finance checklist shows you:
✅️ what to review with your budget each month
✅️ how to plan for irregular and seasonal expenses
✅️ when to check savings, debt, and investments
✅️ how to avoid financial surprises before they happen

You don’t need to do everything perfectly, you just need a system that works with your life.

Save this post and come back to it at the start of each month.

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