How to Keep Your Company in Compliance While 2Xing Your Revenue


In QRE Episode #287, I had the pleasure of interviewing Monica Hodgson-Daniels, a seasoned expert in financial planning and taxation who is also a current member of The CEO Table.

My discussion with Monica was nothing short of enlightening, as she emphasized the crucial importance of meticulous record-keeping and strategic tax planning for businesses looking to grow. Her extensive background in finance provided invaluable insights into effectively navigating negotiations with tax authorities such as the IRS, as well as leveraging maximum tax benefits.

I encourage you to tune in to this episode for a wealth of insights that can benefit both seasoned entrepreneurs and those just starting out on their business journey.

Episode Highlights:

Introduction and Overview 00:00
The Love for Taxation and Helping Clients 05:45
Maximizing Tax Write-Offs and Understanding the Tax Code 11:11
Working with Clients in a Growth Trajectory 16:08
Technical Difficulties and Conclusion 26:21

About Monica Hodgson-Daniels:    

Monica Hodgson-Daniels has worked in the tax and accounting industry since 1998; she worked in Aerospace from 1988-1998, moved on from there, went into corporate accounting, and worked at Manheim Auto Auctions from 1998-2007 as a supervisor in the Accounts Payable department.

During that time Monica worked and become credentialed and has been a Professional Tax Preparer since 2003, holding her Enrolled Agent designation since 2015.

2007, Monica left corporate and opened her own Accounting & Tax Practice, in downtown Riverside, California, and is currently at the same location today, her office manages a clientele of about 420 with 100 of those clients are small businesses with Revenue from 800k up to 10 million, in the restaurant, home health, hospice, entertainment, and janitorial industries.

Monica also offers financial planning for small businesses and individuals. She carries her series 6 & 63, for investments, her clients currently have invested little under 1 million in assets with her, broker dealer Transamerica Financial Advisors. She also holds her life insurance license in the states of California and Nevada. Please review our website,, for our services offered.

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Connect with Trevor Houston:

Facebook (personal): Monica Hodgson
Facebook (business): Garnett & Gold Financial Corporation
LinkedIn: Monica Hodgson-Daniels
Instagram: @hodgsonmonica


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About Ursula Mentjes

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Barnes and Nobel:

Ursula Mentjes is a USA Today bestselling author, award-winning Entrepreneur, and Sales Expert. She will transform the way you think about selling so you can reach your revenue goals with less anxiety and less effort! Ursula specializes in Neuro-Linguistic Programming and other performance modalities to help clients double and triple their sales fast. 

Honing her skills at an international technical training company, where she began her career in her early twenties, Ursula increased sales by 90% in just one year. Just 5 years later, when the company’s annual revenue was in the tens of millions, Ursula advanced to the position of President at just 27.  Sales guru Brian Tracy endorsed her first book, Selling with Intention, saying, “This powerful, practical book shows you how to connect with customers by fully understanding the sales process from the inside out. It really works!” Ursula is also the author of One Great Goal, Selling with Synchronicity, The Belief Zone and UpLevel Now.  Her Podcast, Quantum Revenue Expansion, is available on iTunes, iHeartRadio and other outlets.

Ursula also serves as Past Statewide Chairperson of the NAWBO-CA Education Fund and Past President of NAWBO-CA. She is the recipient of the SBA’s Women in Business Champion and a recipient of the Willow Tree’s Extraordinary Example and Extraordinary Entrepreneur Awards, the NAWBO-IE ANITA Award, chosen as PDP’s Extraordinary Speaker, PDP’s Business Woman of the Year, the Spirit of the Entrepreneur Awards Finalist and the President’s Lifetime Achievement Award from two Presidents.  She has shared the stage with bestselling author Loral Langemeier, Les Brown, Tom Antion, Lisa Nichols, Giuliana Rancic and many others!  Her clients include Aflac, Ebenezer and Fairview Hospitals, New York Life, Paychex and more!  She holds a B.A. in Psychology and Communication from St. Olaf College and an M.S. in Counseling Psychology from California Baptist University.






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Connect With Ursula

Ursula Inc.

Downtown Minneapolis, IDS Center
80 South 8th Street, Suite 900
Minneapolis, MN 55402

Phone: 855 4 MORE SELLING (855.466.7373)

For all media inquiries, please contact my publicists:
Garis Media Group




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