Courtney Zerizef

Courtney has worked in a myriad of different industries. Currently, she works as a wedding and family photographer, and began working as a creative entrepreneur/freelancer consultant after pursuing her MBA. In a previous life/career, she worked in a behavioral neuroscience lab at OHSU where she focused on stats and data analysis. All of this has culminated in a far too intricate knowledge of worksheet hacks, the creation of efficient pricing and accounting strategies for freelancers, and an insider understanding of the creative market (photography in particular).

Find out more.


what you'll learn

To run a financially successful creative freelance business, you don’t have to know everything about business accounting and finance, but you do have to know YOUR numbers. You don’t have to reinvent the wheel, or stream through endless Youtube videos about how to organize the charts and categories. You don’t have to keep your head in the sand hoping that it will all balance out come tax season. YOU DON'T HAVE TO GUESS! We will give you the tools and walk you through how to best outline your budget. We will help you build the structure ONE TIME so that you can use it again and again for each new year. You can tweak it here and there as your business develops to allocate resources for each new job as well as forecast for coming years.

In this workshop, we'll walk through your business step-by-step. Creatives will learn how to categorize and organize expenses, identify client offerings, create and implement pricing, and understand the cost of each offering. From here, we will be able to create your ideal/goal scenario to help you achieve your best year yet.
 


INTEGRATIVE FORMAT*

DAY 1

  • Categorize personal and business expenses
  • Fixed vs. Variable expenses
  • Product pricing theories and workbook
  • Unique aspects of each creative industry

DAY 2

  • Breakdown and building of offerings (packages vs. day rate vs. basic coverage)
  • Understanding your target market
  • Breakdown COR and margins
  • Discuss strategies for budget tracking and accounting throughout the year

DAY 3

  • Overview of tax preperation (1hr Q& A session with professional tax accoutant)
  • Review annual revenues, costs, and margins
  • Review and strategize for taxes
  • Understand "Breakeven" numbers
  • Preparing for the future with forecasts
  • Using current number and future projections for strategic business decisions

*In an INTENSIVE (retreat) workshop, these bullet points will be spread out over 4 days.

course outline


MORE DEtails

EXPENSES:
First thing's first: know your expenses. As a business, it's important to be able to account for and anticipate each of your outgoing dollars. Maybe more importantly, how much do you need to get paid? Margarita Mondays aight cheap, amirite?!

PRICING:
Organizing your expenses and tracking your hours will transfer into strategies of price, cost, and targeting. From there, you will be able to build your pricing and organize what you offer your clients. We've all been in that situation where we nervously send our pricing list because we have next to no confidence in what is listed. This workshop will alleviate your pricing woes. You'll walk away feeling fully confident in your numbers and (more importantly) your value.

ANNUAL OVERVIEW AND TAXES:
Understanding the details behind your offerings is essential to projections and goal setting. By integrating your specific expenses into your custom excel sheet, you will be able to automatically forecasts or predict profit for upcoming years. As a business, your goal is to provide great value and maximize profit. This workshop will walk you through how to accomplish just that.
 

The best part is, the sheet does the hard part for you. You'll walk away with a custom budget planning and tracking sheet that you'll be able to update over the years as your expenses and prices increase. It even estimates your taxes so you don't get stuck with a surprise bill come April. The sheet can and should be used for growth planning for your personal and business financial goals as your business grows.
 


INTEGRATIVE workshops in Portland, OR*
$1500 - three-day workshop
$1800 - three-day workshop + a 90 min. 1 on 1 session to answer any questions and fully customize your annual budget/offerings
*when outside of Portland, pricing may vary

INTENSIVE (4-day, retreat style) workshops are priced based on the area in which they occur. Each workshop will either be held at a kick-ass AirBnb rental, or a killer local resort. Lodging and most meal are included in the pricing. Please verify details at check-out.


Discounts are avialable when paying in-full at registration. Various payment methods are available at checkout.
 

This is the only in-depth, hands-on pricing and financial breakdown for creative currently available.

AND
...it's cheaper than paying for a financial advisor, and we give you all the tools!
...it's less time and money than YEARS of trial and error!
...it's about the same as that new gear you've been eyeing, but we'll show you how to build that gear into your annual budget so you can upgrade each year.

 

To register, you will be prompted to fill-out a short form. Another form will be e-mailed to all attendees prior to the start of the workshop.

Please e-mail with any questions: courtney@homeroompdx.com