Before I tell you about this program, let's make sure you are a good fit.

You are right for Overcoming Finance Obstacles for Entrepreneurs if you are a business owner starting out or who has already been in business for a few years and want to level up your your business finance knowledge, so that you can make good business decisions, save on taxes, and have deep meaningful strategic conversations with your tax accountant and anyone else who would have access to the finance part of your business.

This course is right for you if you want to stop feeling lost, frustrated, or powerless and want to take control of your business in every aspect. 

If you are:

• Just starting a business
• Wanting to start a business
• A few years or even more, in owning your business

Then, this is the course you need to get a hold of the most confusing part of owning a business, unless you are an accountant!

What’s Inside Overcoming Finance Obstacles for Entrepreneurs

Module 1

Business Entity & Support Types

Module Description: We will go over the different corporate entity types so you can get a basic understanding of each and what is right for you! We will also cover the key differences between a CPA, Accountant, and Bookkeeper!

Module Highlights:

Figuring out what entity type you will be is the first step to starting a business! It is most overlooked. Also, learn the differences between the accounting support roles!

• Learn the different small business entity types
• Know what to look for when researching support in your business accounting needs
• Know how to talk to your tax CPA  and attorney as to what entity type right for you

Module 2

The Chart of Accounts (The foundation of your business house!)

Module Description: What the heck is a Chart of Accounts? Believe it or not, most people have no idea, unless they are accountants, that this IS THE MOST IMPORTANT thing to get straight before coding business transactions. It is the most overlooked function to get right.

Module Highlights:

I will teach you what one looks like, how it is formed, and why it is so important!

• Learn how to create one to use in your financial software or in a spreadsheet
• Knowing how to create one will help you communicate with your bookkeeper as to how you want to look at your financial reporting
• Garbage in is garbage out! I will help you to figure out how to capture your financial data so you can begin to understand it and make better decisions!

Module 3

Understanding Financial Statements

Module Description: I will teach you about the three standard financial statements and how to read them!

Module Highlights:

Are you lost when your tax CPA or bookkeeper meets with you to go over your Profit and Loss statement? Are you scared of the thing called the Balance Sheet?

• You will be able to have more meaningful conversations regarding your financial strategy and planning
• You will be empowered to know how the financial statements all work together
• You will be able to make better business decisions, as to whether or not to hire someone or buy a new asset

Module 4

Business Expenses

Module Description: Are you feeling in the dark about what you can take as business deductions? Well, it would seem that the IRS makes it very vague, so I lay out what is the best way to consider an expense.

Module Highlights:

We will discuss what business expenses are!

• I will give you a tip as to whether or not an expense is considered business
• I will share the IRS resource related to small businesses
• I will share the commonly missed expenses

Module 5

Business Records Retention

Module Description: Get the facts on what the IRS considers a "business record" and how to keep them, as well as for how long.

Module Highlights:

Business records can be overwhelming to keep, so we talk about ways to streamline maintenance and what are the best ways to keep them.

• You will understand what a business record is and what the IRS accepts and does not accept as one.
• You will learn ways to keep business records
• You will learn how long you need to keep business records

Module 6

The Enigma of Sales Tax

Module Description: Does the thought of sales tax scare you? I will give you a basic explanation of what gets taxed and what doesn't, as well as the resources to find more information about your particular state rules.

Module Highlights:

You will learn the basics about sales tax and know where to go

• You will know what NEXUS is (the basis of determining if something is taxable in a state)
• Resources to help you with sales tax

Module 7

The Accounting Tips You Need to Know

Module Description: This is a collection of all of my favorite topics that get overlooked and what you should know as part of your business building.

Module Highlights:

You will learn how to pay yourself, legal things you should consider, how to pay income tax, and more!

• How to keep "money buckets"
• How to price yourself
• When and how to pay in your income tax
• Legal things you should consider
• My best practice tips

Plus This Amazing Bonus to Help You Get Support as You Go Through the Course

BONUS

7 one-hour group zoom calls each module week 

This will give you continued support and encouragement, as well as an opportunity to ask me any questions, directly.

(A $2,450 Value alone)

What You’ll Get:

• As a Founding Member, you will help me shape the future of this program by offering me feedback
• You will get community support with the others going through this course
• Group sizes are limited to 20 each so you will have an intimate setting to get questions answered
• If you miss a live session, the recording will be emailed to you

I get that you are nervous to invest the $997 in this course.

But, how much better would you feel if you didn't have to invest even more because you hired the wrong bookkeeper or even worse couldn't get a grant or a loan because your financial statements were non-existent or just wrong?

You're not afraid to invest in your business as long as it is a wise choice...with plenty of ROI to show for it. (Sooner than later.)

So here's why you can place your confidence in a money-back guarantee and set any enrollment nerves aside.

By the end of 14 days, you'll have received access to the first two modules of Overcoming Finance Obstacles for Entrepreneurs.

Meaning, you'll have had the opportunity to understand how to set up and read financial statements BEFORE making a final commitment.

If you don't feel totally confident and motivated by the end of this two weeks (and your ability to feel confident in knowing your numbers) by 8 pm EST on January 20,2023, simply reach out and show us youve put in the work, and we'll refund your investment.