NAOMI LEVY

Naomi Levy is an internationally renowned, award winning bartender based in Boston. Best known for her time as the bar manager of Eastern Standard (2010-2016), she has won multiple regional and national titles including Bacardi Legacy US winner, Herradura Legends National winner, Diageo World Class National Finalist, and Speed Rack Boston. In 2019 she was named Best Bartender by Boston Magazine as well as 40 under 40 by Wine Enthusiast. Naomi has most recently been working as a bar & restaurant consultant, developing programs around the Boston area. Naomi is also the founder of Beyond the Mixing Glass, a company aiming to bring the principals of bartending and hospitality to a wider audience. Naomi has long been an advocate of financial health for hospitality workers, sharing her knowledge at events including Tales of The Cocktail and Portland Cocktail Week. 

Cameron Neveu

Active Certified Professional Accountant (CPA) focusing on tax planning and tax preparation for individuals and businesses for more than 13 years

• Started own tax and accounting business in 2014 to work with family, friends, and acquaintances

• Graduated from James Madison University with a degree in Accounting

• Graduated from American University with a Masters of Taxation 

• My focus is being a trusted advisor. I want to partner with my clients, helping to solve for and build confidence in my client's tax strategy whether it be personal, business or estate related.

• Hobbies: spending time outdoors with my family, playing golf, running, trying new recipes

Money Is Not A Bad Word

By Naomi Levy

4.29.2020

How To Handle Money During A Crisis

When we talk about wellness, we often talk about our physical and mental fitness, but one important aspect often gets left out: finances. Taking charge of your financial health is just as important when trying to achieve a balanced and successful life. Often times we don’t talk about money because talking about it has been seen as taboo. But money is not a dirty word. As much as we all love what we do, ultimately, we do it to make a living and to take care of ourselves. Money matters.

THE SIDE HUSTLE

By Naomi Levy

5.12.2020

Generating New Revenue Streams

During this time, many of our places of work have been shut down or limited and we find ourselves at home with no work and little to no income. Bars and restaurants were certainly the first to start to feel the effects of the pandemic and may very well be the last to return to any sort of normalcy. Even as things re-open, we will be at limited capacities, and many places will not be able to rehire their full staff, and hours may very well be reduced even for those coming back. If you are sitting at home just waiting for the call, it may be time to consider other options.

Stimulus Checks, Taxes and IRA’s, Oh My!

Financial wellness requires action, not just learning in the classroom. While financial discernment is without a doubt necessary for financial well-being, an application of that knowledge is required to modify habits for the better. For example, Knowledge of a 401(k) plan is great and puts you ahead of most people, but without exploring the retirement savings options to your specific situation, that knowledge will be of no use and leave you as unprepared for retirement as someone who is financially illiterate.

The Side Hustle

2020 was certainly the year of the side hustle.

Join Naomi and Cameron as they discuss things such as budgeting, PNL, tracking expenses, invoicing and additional things to consider as you solidify your side hustle/ business.

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