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Does your business spending align with your personal spending? Making sure all spending is in alignment will open the door to significantly more travel opportunities.

Leverage Your Greatest Untapped Asset

Owning a small business offers tax advantages, write-offs and more — but have you considered leveraging your business spend to facilitate personal travel? Taking the time to optimize small business credit card use and ensuring that the business credit cards are in alignment with the owner’s personal credit cards, can lead to significant benefits for the business owner.

Small business spending is a common untapped asset that most owners aren’t aware of. Each dollar a business spends should be yielding a return (points!) that can be put to use for either business or personal travel.

Aligning business spending with the owner’s personal credit cards will ensure that points can be moved seamlessly from the business to the owner (and vice versa). This gives owners the maximum amount choice and flexibility when it comes to travel.

We’ll review your business spending to ensure you’re earning the maximum number of points per dollar and that those points are aligned with your personal financial system and travel goals. Did we mention that points are not taxed? Neither earning points nor redeeming them are a taxable occurrence. Just one more thing to love about points and miles!

  • We’ll begin with a review of your current business spending.

    • Are you spending a significant amount on credit cards each month?

    • Are you paying transaction fees?

    • Which cards are you using? Are you earning points, and if so, which type?

    • Where are your major spending categories (i.e. shipping, advertising, inventory purchases, etc.)?

  • Next, we’ll look at your normal business activities and if those activities can be leveraged to earn additional points.

    • Do your employees engage in business travel?

    • What level of purchase protection is most beneficial?

    • Are there certain suppliers that do/do not accept credit cards?

  • Then we’ll ensure your normal business spending is aligned with your personal spending and travel goals.

    • Which personal credit cards do you hold? Do your personal cards pair well with your business credit cards?

    • How many people will you be traveling with?

    • What types of locations do you want to visit?

    • Do you value free flights, free hotels more? Or are they equally important to you?

  • Once your business point-earning plan is in place, it’s time to book a trip! We can assist with:

    • Finding and booking point flights.

    • Finding and booking point hotels.

    • Analyzing the highest value scenerios - should you use points or cash?

    • Putting a trip together from beginning to end.

Our Process

Review Business Spend

All businesses spend money but they all spend differently. Are you spending on inventory, shipping or advertising? Is your spending seasonal or constant?

Together, we’ll create a credit card plan that’s strategic and tailored to your specific needs.

Discuss Business Needs

Are there ways your business might benefit from the points? Do you or your employees travel for business? Do you like to offer employee retreats or gift travel-related awards?

We’ll make a plan that accounts for the ways you’re likely to use the points while also allowing for flexibility.

Align Earning Structure

Business spending is an asset that should benefit the owner. This means that both the business credit cards and the owner’s credit cards need to be in alignment to allow points to seamlessly move between accounts and allow for the greatest ease of use.

We’ll recommend the specific cards you need for both business and personal use — resulting in maximum choice, flexibility and value.

Book Travel!

When it’s time to book travel, I’ll be with you, every step of the way! As a registered Travel Advisor, I’ll assist in creating memorable trips that correctly deploy points or cash, depending on where you’ll receive the most value.

Don’t forget the travel benefits! Upgrades, complimentary perks and more are always a factor in creating the best trip possible.

Let’s Work Together

If you're ready to turn your business spend into an asset, complete the form and let me know! I’ll reach out to set up a time for us to connect and discuss your current situation and future goals.