Isn't it time that you understand what your business numbers are telling you?
Learn the KEY areas of managing self-employed business finances and taxes and take the actionable steps to build your tax-ready books in just ONE day.
You probably know what you "should" be doing...
Managing your business finances year-round.
Staying compliant with your taxes.
Tracking your transactions for tax deductibility.
But ARE YOU??
We have periodic check-ins between each key learning to make sure we are working through these financial and business literacy concepts together and on track to get your books tax-ready.
Here's what's inside:
Welcome to Tax Ready Books
Preparing for your Signature Program
Welcome to Our Learning Community!
Your FIRST Bonus, the Path Masterclass, is Waiting ! DO NOT PASS GO!
Introduction to Tax Ready Books
Defining the Self-Employed Business Owner
Unraveling the Self-Employed Entity Progression
Checking In after Defining the Self-Employed Business Owner
7 Keys to Manage Finances Year Round
Mindset Moment
Tracking = Bookkeeping
Tracking Money IN
Tracking Money OUT
Checking In on Your Qs around Tracking Money IN and OUT
How to Get Organized with a Secure Document System
Organization Matters
Choose your next lesson!
Using Google Drive as Your Cloud Storage
What Numbers Really Matter
Financial Literacy Mini-Bootcamp
Financial Statements & Financial Visibility Provide Answers
Checking IN on your Financial Literacy Mini-Bootcamp
More Small Business Financial Literacy Resources
Here’s How:
It's an interactive learning experience.
In-course discussions.
Step by step instructions through the entire learning experience together - lesson by lesson.
Periodic “check your knowledge” exercises after each key learning.
We'll be working through these financial and business literacy concepts together.
Let me break it down for you!
Tax Ready Books is right for you if you're a:
Are you wondering why I included Bookkeeping & Tax Pros that serve the Self-Employed community?
This course is also an excellent resource for financial professionals that serve the Self-Employed community for 2 main reasons:
To learn the bookkeeping & tax-related tasks that need to be completed year-round to work more collaboratively with the self-employed community
To connect with the unique needs & goals of this fast growing community
I have designed this course so that the self-employed community can master their finances and taxes on their own but I always encourage collaboration with your bookkeeping and tax professional so you can take your business finances and tax savings to the next level.
No you don’t . Actually, this course is meant for entrepreneurs to learn bookkeeping & tax principles from the ground up. We will build & sharpen your financial education from one chapter to the next.
No you don’t. You can come with a minimum background of technology but you will need to be open to leveraging technology to build & manage your tax ready books. We actually cover 3 technologies that will get your books done faster.
We will be covering a real case study which takes your from her Profit & Loss Statement and matches these numbers to her IRS Schedule C tax return. You can use this case study as a guide to prepare your own Sole Proprietorship taxes.
Yes, absolutely! Right inside the platform you will be able to ask questions in the discussion forums and I will respond back. Also ask your peers for help too!
This course has been delivered numerous times to hundreds of business owners in a full-day bootcamp-style live training. Therefore, you could potentially get this all done in one day. Different from the live experience, this online course will also include knowledge checks, exercises and quizzes to strengthen your skills. I recommend you schedule the time on your calendar and complete over a few weeks and then revisit the learning again to keep yourself accountable.