For the past few years, we've been taking yearly vacations… all paid for by my business. 

In 2022, we spent a week at a resort in Mexico.  

In 2023, we spent almost a month in the Playa del Carmen area, paid for by the business.

In 2024, we spent a week at a resort in Costa Mujeres, Mexico, and then went for a week to Disney World with some extended family.

 This year, in 2025, we are spending a month by the beach in Florida!

HERE'S HOW I DO THIS:

(Yes, all legal and nothing shady) 

It’s simple and just about being super intentional. 

As a side note, let me just say that it's super important to keep your personal finances and business finances separate. You can see below the business accounts I have and use myself.

So, here's what I do. Every month, I have a CFO day. 

On that day, I look at my Income/Expenses checking account and take that number, then I move:

• 5% to my PROFIT savings account
• 50% to OWNER PAY checking account
• 15% to the TAX savings account
• 30% keep in the OPERATING EXPENSES account (which is the main income and expenses checking account)

Traveling and exploring the world is something I'm passionate about, so the money I set aside in the profit savings account is what I use to pay for these family vacations. 

I let it accrue all year, don’t really even look at the account, and don’t touch it, then see what we’re able to do with what's in there.

If you don't care about traveling with your profit money, you can do anything you want with it. Maybe it's going to fancy dinners, purchasing something for your home, or buying new clothing.

The key here is that it's money you've already set aside to use however you'd like!

These percentages and processes are what work for me right now. I've learned that business is ever-evolving, though. If you decide to do this, your percentages may be different depending on what you’re comfortable with.  

But one thing I've made clear to myself is that I always set aside profit FIRST. If that means I need to lower some expenses or take less home as owner pay to accommodate, I will do that. But I will NOT miss setting aside 5% monthly to go to profits first.

I got this method from the book Profit First by Mike Michalowicz and put my own spin on it. If you’re a small business owner, I highly recommend you check this book out as he goes into much more detail.

I hope this helps you. Create a process you’re comfortable with and be intentional about it.

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Creating online business organization and efficiency to work smarter so I can enjoy life offline while things run smoothly online is my thing.

If you're ready to get your business better organized, email me to book a 1:1 private strategy session: [email protected]