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— Desiree R.
"This course was easily digestible and the templates 100% changed my life.This was one of the best investments I could have made. I feel so much more confident and empowered to handle my taxes and finances."
Spoiler: You're not bad at money.
And you ALSO know that doing things the “wrong” way comes with pretty dire consequences: Debt. Audits. Penalties. The IRS coming after you like the bad guys in The Matrix.
(They don't do that, fyi.)
But unlike all the other aspects of your business you were able to figure out by yourself, proper money management and taxes are elusive.
Most of the time it feels like you don’t know what you don’t know. Like you’re missing something HUGE that’s going to cause major problems down the line.
I show online business owners how to get organized and feel confident when it comes to their money—whether it’s day-to-day management, making a big important financial decision, maximizing tax deductions, or keeping the IRS from knocking at the door.
And by doing this since 2006, I’ve learned a few things I think you should hear:
Now, I’ve taken everything I’ve taught my 1:1 clients over the past 17 years, and turned it all into one comprehensive program for you to master your money once and for all…
All the vital finance and tax info you need to succeed in business, spread over 4 beginner-friendly modules.
— Emily B.
"This course should be a necessity for every online business owner. My only regret is not having access to it before I started on this entrepreneurial journey! Everyone should have this information."
25 Bite sized, step by step video tutorials with specific examples and action steps to take after each lesson, so you are doing the right things at the right time.
Monthly group Q&A calls with me so you're never left with burning questions.
A “top secret” email address you can use to ask me questions directly.
Checklists & templates to get you started and keep you organized.
My “20 Minute Money Checklist” for creating a repeatable system around your money that works, specific to your business.
Lifetime access to the program and all future updates, including a library of 27 FAQ's that are answered via video and will be added to as questions come up.
Business structure (LLC, sole proprietorship, S corporation) and important info you need to know about how your biz is organized. (17:42)
Registering your business with your state and the IRS and annual maintenance. (17:05)
Business bank accounts and why it's essential to keep your money separate. (12:29)
Business Insurance 101 (4:27)
Other Start-up Considerations for Your Business (4:15)
module 1
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What money stuff you should be doing as a business owner and WHY. (17:11)
Giving your money a job so you aren’t looking at your bank account balance and wondering what you can spend and what you can’t. Step by step worksheet. (15:06)
How to pay yourself (the right way) from your business and what's best for taxes. (19:12)
Creating a money specific process so it's easy and repeatable, with worksheet. (13:31)
Tracking your numbers (revenue and expenses) + 📊 Income and Expense Tracking Template (31:53)
How to know what your business can and can't afford (reviewing your numbers and key ratios to track). (24:04)
Keeping good records for taxes. (9:10)
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module 2
What taxes you pay as a business owner (Sole proprietor, LLC and S corp) (12:24)
Quarterly estimated taxes - what are they and when do you have to pay them? (7:12)
How to calculate quarterly estimated tax payments, with worksheet (7:05)
Deducting your home office + worksheet, tax deductions, and audit red flags (22:58)
Other Tax Considerations + Tax Preparation Checklist (6:56)
How to do your business taxes in a DIY software. Step by step walkthrough. (33:35)
module 3
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How to Know When it's "Right" to Hire (4:43)
Contractor vs. Employee differences (And Why it's Important) (9:46)
What you Need to Hire a Contractor (5:08)
What You Need to Hire an Employee (3:27)
module 4
FAQ: I've been using my personal account for business expenses, should I be freaking out?
FAQ: Can I still deduct expenses that I paid for from my personal accounts?
FAQ: I work as a contractor and have my own LLC, how do I split out expenses that I use for both purposes?
FAQ: What if I need to pay my personal expenses from my business because that's where my money is?
FAQ: When should I hire a bookkeeper and how to find a good one?
FAQ: Is it considered income if I put personal money into my business?
FAQ: What happens to my business if I move?
FAQ: What's an annual report for my LLC and does my CPA prepare it?
FAQ: What happens if I send too much or too little to the IRS for my estimates?
FAQ: What happens if I don't get a 1099? Do I still need to report that income?
FAQ: Is there a certain amount I have to make before claiming it on my taxes?
FAQ: Should I hire my spouse to reduce my taxes?
FAQ: What if I owe a ton to the IRS and can't pay it all now?
FAQ: Can my business pay my rent because I work from home?
FAQ: Can my business pay for my car because I use it in my business?
FAQ: Should I register my LLC in a state with no income tax?
FAQ: Is it a good idea for taxes to hire my sibling/spouse/relative?
FAQ: Can I write-off what I pay to contractors if I don't send them a 1099?
FAQ: What if I paid someone and need to send a 1099 but can't reach them to fill out a W-9?
FAQ: Do I need to send EVERY person I paid more than $600 a 1099?
FAQ: Is sending 1099's something I can do electronically?
sample of FAQ's answered in this course
FAQ's
< BACK
I went from having a side hustle that I had no clue how to manage financially and never paid myself... to leaving my 9-5 confident in how I needed to manage my finances, how to allocate for taxes and expenses, and how to confidently pay myself. This course answered all of my questions and the monthly calls with Megan are invaluable! As my business grows I keep coming back to the course because the lessons apply to each stage I am in. This course has been a game changer for me and my business."
— Clara o.
You're an online business owner, a creator, a service provider, or any or all of the above.
You’re a high achiever who’s pretty smart and good at stuff, but your money is a bit of a hot mess and you’re embarrassed / overwhelmed / stressed / frustrated about it.
You don’t really know if your CPA is doing their best to save you money, but you either don’t know what questions to ask, or you don’t want to pay them for something you’re sure you could figure out for yourself.
You’re scared because you know your finances weren’t set up with a strong foundation, and you’re worried it’s going to cost you big time in the future.
You’re transitioning from being an employee to being a full-time business owner, and omg—there’s a lot you didn’t know you’d have to deal with regarding how you manage your money.
You’ve tried a few different online systems & software in hopes that the right tool would solve all your overwhelm, but nothing seems to stick.
You want to invest in your business but are scared to spend your money in case you get hit with an expensive surprise (like a big tax bill).
You have no idea (or only a vague idea) how much money your business brought in last year, or how much it cost to run it.
You’re ready to feel like a legit business owner who has it all together.
GAIN CONTROL OVER YOUR FINANCES – ENROLL NOW
You don’t want to spend another year playing small because you’re afraid that if you grow your business, you are growing your money mess too.
You’d rather *insert terrible thing here 🙂 than spend hours trying to sort through your finances to get ready to file your taxes right at the tax deadline.
You want to fully enjoy what you’re doing in your business, without the nagging fear that something bad will happen because you didn’t set your business finances up right.
You’re ready to have a step by step plan of what to do and how to do it to finally get organized.
You’re ready to feel like a real CEO of your business.
Because this course is digital in nature, I wouldn’t normally offer a refund. BUT, if you get in there and truly feel like it’s not what you signed up for, I’ll allow a refund within 15 days. For this reason, I want you to take your time and really think about this before you commit to making the investment. I’m going to be all in for you, and here to help with any questions or concerns that come up during the work. I know that the information in this course is going to be super helpful for the right people!
hey girl, i have a question...
I’ve put so much detail into not only the lessons, but have specific FAQ sections after each covering the most common questions I get. I’m sure I’ll answer your questions, plus some you didn't realize you had. And if you have any questions along the way, I'm here to support you 100%. I'll give you a course participant only email address that you can use for any questions that don't get answered in the course or if you want clarification on anything you're learning.
I honestly feel that you can’t afford to put your finances off “until a better time”. The sooner you get your finances in order, the faster you’ll be able to be confident in growing your business and have a clear understanding of what you need to do to be successful with not only managing your finances, but your tax situation as well. As a new business owner, figuring out your finances at the beginning is a perfect place to start and I keep everything simple and really easy to understand. You'll come back to this course again and again as your business grows.
I cover a broad range of topics that are specific to online business owners. You won’t see a lot of fluff in here that doesn’t apply to you. I dig into the tax stuff in a way that makes sense so you leave feeling empowered instead of confused. The way that I teach is very easy to understand and even if you “are bad at numbers”, you’ll be able to follow the modules and understand what your next steps are.
You could… but wouldn’t you like to feel a little more in control than that? I’ll teach you what to look for in a good bookkeeper and how to find a CPA that understands online businesses and what questions to ask before you hire them. I’ll also teach you what to expect from each so you aren’t left in the dark with your finances. Ultimately, you are the one responsible for your money and this is a great place to start.
Absolutely. Your CPA isn’t making the day to day decisions around your money that you are. I’ll teach you how to be fully prepared for tax time and confident you’re giving your CPA all the info they need to file your return correctly.
We’ll start from the ground up - the foundational stuff. You’ll work your way through it so you know as you progress through the course you’re covering the bases you need to. Believe me, I’ve seen it all and your stuff isn’t as bad as you think.
Because this course is digital in nature, I wouldn’t normally offer a refund. BUT, if you get in there and truly feel like it’s not what you signed up for, I’ll allow a refund within 15 days. However, it is to YOUR benefit to decide before purchasing the course and committing to work, if you’re in, you need to be 100% in, just as I will be for you if you have questions on anything.
Sorry, I’m not taking new tax clients at this time.
I wholeheartedly believe that if you can free up the stress and overwhelm you feel about your business finances, that you can do more in your biz to make an impact and change lives with your services and offerings.
You’re smart enough to do it and just need someone to help you figure out what to do. When you have this financial peace around your business, you are capable of so much. You really can take your business to the next level.
You’re at a point in your business and want to level up and that cookie cutter course full of information for all types of businesses isn’t going to do it for you. You don’t have the time to sort through what applies to you as an online business owner and what doesn’t. You also don’t have the time or desire to go down the rabbit hole of what happens when you try to figure it out on your own – Free information, Google, Pinterest, and ultimately, information overload.
You need specific action steps, relevant information and a system around your finances to make it easy and streamlined. Stick with me, I can help.
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