Make sure your business is set up right and you're keeping out of trouble with the IRS.
StartLesson 1 - Get Organized & Set Up Right (6:07)
StartLesson 2 - Separate Business Accounts (8:39)
StartLesson 3 - Keeping Receipts & Records (5:24)
StartLesson 4 - How Long to Keep Docs (6:38)
StartLesson 5 - Choosing an Accounting Software (6:37)
StartBonus 1 - QuickBooks Online Tutorial (26:19)
StartBonus 2 - Wave Apps Tutorial (14:43)
Hi there! I’m a CPA/corporate accountant turned entrepreneur. I love working with business owners who want to do the right things with their money and just need some guidance on knowing what the right things are.
I wholeheartedly believe that if you can get your money foundations set up in your business you will free up so much headspace and stress so you can be creative and do the things that you want to do to make an impact with your business.
I’ve also seen how frequently money “stuff'' usually gets put off until it’s time to file taxes and by then it’s a super stressful event and you end up feeling frustrated and self-doubt creeps in.
If you have a bookkeeper and/or tax person, you might feel like you have your bases covered and don’t have to worry about the money aspect of your business as much. But I also know that you as a business owner, need to have a pulse on what’s happening with your money because you are the one ultimately responsible for the money coming into and out of your business.
I know you want to do the “right’ things with your money, that you’re smart enough to do it and just need someone to show you what to do. Let me show you how easy it all can be!