WHO SAYS BEING CREATIVE OR DOING GOOD MEANS YOU CAN’T BE GREAT WITH MONEY?

MAKE YOUR TAXES A BREEZE & BUILD YOUR FUNDS FOR THE FUTURE.

do you…

  • Feel dread every year at tax time — terrified a massive bill will blindside you?

  • Worry your partner will judge your finances and be angry at your disorganization?

  • Panic at the thought of a judgy accountant, who doesn’t “get” you?

DO YOUR…

  • Palms sweat imagining all the ways you might be messing up your taxes ?

  • Eyes glaze every time you try to grasp the rules you’re supposed to know?

Do you imagine…

  • How amazing it’d feel to know you have enough retirement save?

  • Your taxes are paid and money organized so you can actually enjoy the benefits?

When your money is handled, your potential expands (and so does your freedom)

set up your freelance taxes, books, and maximize your “funds for the future” so you can grow your business with confidence.

And you don’t have to do it alone

Imagine…

  • Knowing how much you owe before you owe it — no more surprises hanging over your head anymore.

  • Looking over your books and your investments with a smile, knowing your money fights are behind you.

  • Releasing scarcity around money and confidently investing in your business and yourself.

  • Feeling valued for the work — because your systems let you stop worrying about money.

— WHAT IF —

you never had to worry about your taxes or retirement —

because they were set up right & working for you.

How much focus would you gain for your business?

introducing

Money Bootcamp

Your tax year, structured. Your money systems, set up. And someone in your corner the whole time.

Money Bootcamp is a year-long tax and money system for self-employed people. It’s not a course you sit down and binge. It’s a structure that runs alongside your actual business year, with live support to make sure you actually use it.

It does two things. First, it gets your tax life handled; bookkeeping, quarterly payments, the stuff that keeps you up at night. But it doesn’t stop there. Once your systems are in place, it shows you how to use tax-smart accounts, start investing, and build your funds for the future—the money that gives you freedom. Time off. Better equipment. The ability to say no to work that drains you.

Here’s the truth about online courses: most people buy them and never finish. Not because they’re lazy. Because life gets busy, and there’s no one tapping you on the shoulder saying “hey, this is the thing to do right now.”

That’s what Money Bootcamp does. A calendar on your phone tells you what to handle and when. Live sessions before every quarterly tax deadline mean you show up, calculate your payment, and leave with it done. And monthly coworking means you actually take the steps, but feel supported by a kind community, and are not doing this alone.

Think of it like a road trip. You’re driving — it’s your business, and your money. But I’m in the passenger seat with the map, and there are friends in back. And at every tax deadline, (quarterly taxes, 1099 deadline, etc) I tap you on the shoulder and say “this is your exit — let’s pull over and get this thing done.”

Here’s exactly what your year looks like
inside Money Bootcamp:

  • Your first step is a live 30-minute Kickoff Coworking Session where we set up your first systems together; link your calendar, and set up receipt tracking, your tax document system, and your dedicated business bank account. By the time you close your laptop, you’ve already got your first steps done.

  • Over your first three months, you’ll attend 2 live workshops where I teach the foundations — setting up your business (or strengthening the setup), understanding your tax obligations, and building the money systems that make the rest of the year easy.

    Separately, each month you’ll also have a Money & Tea coworking session (3 months included, more for a small monthly fee). This is dedicated time to actually do the work, with me and other people like you in the room (on Zoom). No teaching, no lecture. Just dedicated space to get your money and adulting tasks done, with some gentle accountability and a calm, no-judgement vibe.

  • Before every quarterly tax deadline, there’s a live Estimated Quarterly Tax workshop with Q&A. You show up. We cover what you need to know, you calculate what you owe, you make the payment, and you leave with it done — not hanging over your head for another three months. This is where the system really earns its keep.

  • The Tax Nudge Calendar lives on your phone and tells you what’s coming up, links you to the right training at the right time, and keeps you on track without you having to remember anything. Between deadlines, I send monthly check-ins with what’s ahead and what to focus on. And when tax laws change that affect self-employed people, I break it down and tell you exactly what it means for your business. No jargon, no panic.

  • After your first three months, you can continue the monthly coworking community for $12/month, so the support doesn’t disappear. You keep the calendar. You keep the systems, and they keep running.

The system that
makes it work:

  • Your first step is a live 30-minute session where we set up your receipt tracking, bank account, and tax document system together. You leave with the Tax Nudge Calendar on your phone and your first systems done.

  • Dedicated time to do the work, with me setting the vibe. Build community and ongoing accountability with peers in the room. No lecture, just progress. 

  • I teach you the principles of tracking your income and expenses so that tax time is simple. These principles work whether you use bookkeeping software like QuickBooks or my included custom spreadsheet system (which has built-in tax-smart shortcuts that my students love). You’ll learn ninja tricks to help make tax time easier. 

  • Once your tax systems are in place, Bootcamp shows you how to put your money to work. Learn how to invest, use tax-smart accounts like IRAs and solo 401(k)s, and find hidden money through year-end tax planning. This is the part where you stop just paying taxes and start building wealth. 

  • Before every estimated quarterly tax deadline. Show up, calculate what you owe, get your questions answered, make the payment, done.

  • Integrates with Google Calendar. Tells you what to do and when, and links you to the right training at the right time. 

  • What’s coming up, what to focus on this month, coworking reminders, and any tax law changes that affect your business.

  • When new legislation passes that affects self-employed people, I break it down and tell you exactly what it means for your business. No jargon, no panic, no wondering if that headline you saw applies to you. This is included for your full first year — and it’s especially critical right now, as new legislators come into office proposing tax changes.

  • When you need eyes on your specific situation. Book as many as you need at half the public price.

Do you WAnt…

  • Easy tax-tracking systems to go from tax-scramble panic to simple tax checklist?

  • To avoid career derailments like surprise tax bills, tax debt, and messy audits?

  • Step-by-step guidance through the hard & scary stuff from an expert who gets you?

  • To know what legal and tax steps to take to make your freelance business “official?”

  • To learn to invest ethically, so your money aligns with your values?

  • To put your money on autopilot with tax-savvy strategies that ensure savings and growth?

  • To build a giant pile of funds for the future, so your money is working hard for you every day?

you are doing the work that will change our world.

what you get when you join:

tHE SYSTEM (This is the core):

  • 30 minutes, live.

    Set up your first systems with me on day one.

  • Sequential teaching sessions building your foundation: taxes, business setup (or tuneup) and the money systems that make the rest of the year easy.

  • Separate from the workshops. Dedicated time to do the work, with me and your cohort in the room. No lecture — just progress.

  • Before every estimated tax deadline. Show up, calculate what you owe, get your questions answered, make the payment, done.

  • Integrates with Google Calendar. Tells you what to do and when, links to the right training at the right time.

  • What’s coming up, what to focus on this month, coworking reminders, and any tax law changes that affect your business.

Peace of mind that if tax law changes affect your business, you’ll know. When new legislation passes that affects self-employed people, I break it down and tell you exactly what it means for your business. No jargon, no panic, no wondering if that headline you saw applies to you. This is included for your full first year.

THE REFERENCE LIBRARY (watch what you need, when you need it)

  • I teach you the principles of tracking your income and expenses so that tax time is simple. These principles work whether you use bookkeeping software like QuickBooks or my included custom spreadsheet system (which has built-in tax-smart shortcuts that my students love). You’ll learn why you’re tracking what you’re tracking, so you actually understand your numbers instead of just entering them.

  • Business & legal setup, issuing 1099s, investing, tax-smart accounts, estimated taxes, year-end tax planning. Clear, jargon-free, made for people like you.

  • How to invest, how to use tax-smart accounts (IRAs, solo 401ks), and how to find hidden money through year-end tax planning. This is the part where your money starts working for you instead of just leaving your account every April.

  • If you prefer software over spreadsheets.

  • For when you need a refresher without rewatching a full training.

  • To help you retain what you learn.

THE COMMUNITY (you’re not the only weirdo)

Other smart, ethical self-employed people showing up each month alongside you in the coworking sessions.

  • 3 months included.
    Option to add more.

  • NYC, Boston, and Asheville meetups each year.

  • A deeper in-person experience in Asheville (details TBA).

LIFETIME ACCESS

The calendar, spreadsheet system, and the reference library, are yours forever. Come back to any training whenever you need it.

Plus, when you join now:

Tax-Time Coworking Session

Friday, March 20, 11:30am–1:00pm ET Bring your tax stuff. Do it with me in the room. 

How to Review Your Tax Return Training

Learn to read your 1040 and Schedule C like a pro. Catch mistakes, spot missed deductions, and understand what your accountant actually did (or didn’t do) before you sign.

Live Boston Event: March 27

An in-person co-working session for accountability, community, and getting things done together.

Live ASHEVILLE Event: MaY 8

An in-person co-working session for accountability, community, and getting things done together.

Live NEW YORK Event: OCTOBER

An in-person co-working session for accountability, community, and getting things done together.

FAST-ACTION BONUS (live class buyers only)

Book a 1:1 tax coaching consult with a Sunlight Tax pro.

30 minutes, huge value—yours free when you join during the live class.

you also get these bonuses:

Setting up your freelance tax systems right from the beginning means you avoid time-sucking disasters that can derail your career later.

you can focus on your work, avoid wasting time and energy, and grow your business with confidence.

THE Money Bootcamp Promise:

Do the work, and you will:

Set up your tax and money systems and grow your “funds for the future.

Specifically, when you do the work, I promise that you will:

  • Set up a simple receipt and tax document system

  • Bookkeeping training that works with whatever system you use (custom spreadsheet included, or bring your own software)

  • Calculate and pay your estimated quarterly taxes each quarter, based on your business profit

  • Find “hidden money” through year-end tax planning and put it to work in tax-smart accounts

  • Grow your funds for the future: Set up a retirement account, and invest the money that’s in it.

You May be Wondering…

  • Yes! It’s an especially great time! If your practice is new, you’re in the ideal place, because you can set up correctly from the start, and avoid headaches (like messy audits & surprise tax bills) altogether. And there are big year-one tax advantages you don’t want to miss. Also, waiting just one year to max out & invest your IRA costs you about $130,000 in retirement-fund growth. The earlier you start, the less money you actually need.

  • If you’ve had your business for a while, you may need more tailored information that only a creative specialist accountant can deliver, and that’s where Hannah’s expertise comes in. Money Bootcamp trainings are not general-purpose; they are tailored to freelancers and solopreneurs in the creative world.

  • Money Bootcamp is designed to set up self-employed people. If you file a Schedule C (sole proprietors, freelancers, single-member LLCs), Money Bootcamp is for you. And it’s geared towards people with a passion. If that’s you, Money Bootcamp is a fit.

Money Bootcamp is a
great fit
for you if…

✅ You are self-employed, freelance or a solopreneur

✅ You are moving from full-time employment to a consulting career or other full-time freelance work

✅ You want to keep your money, taxes, and business on track, avoid distractions, time-wasters & nightmare scenarios

✅ You have a mission, but you know that money is important to your longevity and success

✅ You didn't get a financial education, but you know you need one

Money Bootcamp is
not for you if…

❌ You have a corporate tax return (S Corp, C Corp, or Partnership). Note; LLCs filing a Schedule C are totally fine.

❌ You need full-service accounting/everything done for you. (I’m happy to refer you if you need that! That cost starts at about $1000/month) This program is about building your ability to manage your money.

❌ You’re looking for international tax guidance. I love you, but this program covers US income tax.

❌ You need help with sales tax. I’ve got resources to point you to, but sales tax varies across 10,000+ jurisdictions and isn’t covered in depth.

What creative people are saying about working with sunlight tax and Money Bootcamp:

“I don't have an accountant but I paid my Q2 taxes in less than 4 minutes! Thanks to my amazing bookkeeping system designed by Sunlight Tax.. Best money I have ever spent!" - Jill Labieniec, Illustrator and Designer
“Now it’s just not as stressful for me. I’ve got a good system in place. Thanks to Hannah, all my documents are organized from day one. I no longer have to scramble around at the end of the year to pull everything together. I am no longer STRESSED about any of it. It's like a huge weight off my shoulders.” -Erminia Stramandinoli, healer
"Having now the experience with Money Bootcamp, I'm keeping track of things that I've never done before. I'm a lot more confident in what I'm doing and the fact that I know that I can do it..” -Rachel Wold, Abstract Artist & Oceanographer
“I find Hannah to be very efficient and good at what she does. She's really fluent with the work. The information is clear, well explained and easy to grasp.” - Mai Lê Hô, dancer
"The course was really well organized and really well designed and easy to understand. There wasn't too much jargon. The information was curated in a really nice way to where I felt like I had everything I need to do my taxes.” -Christina Kent, Painter & Economist
“I feel much more at ease approaching my bookkeeping and taxes, knowing that I'm on the right track and can self-sustain with only minor course adjustments.” -Anne Fernweh, fiber artist/witch
“I’m no longer scared of the IRS since I'm in my first year of my business. I know I still have to pay my taxes, but the way Hannah describes the IRS makes it less intimidating.” -Kat Hall, Pinterest expert
“I opened several IRAs, I'm paying more attention to my finances and feeling more confident. I actually think about retirement which I never did before.” - Autumn Allen, Writer + Children's Literature Specialist
"Quickbooks SE didn't feel very transparent and it would recategorize items sometimes making more work for me later. I feel more confident that everything is organized better and more efficiently through the spreadsheet that Hannah shared…” - Joana Stillwell, multi-media artist
"Working with Hannah and doing the Money Bootcamp, I was like, oh, the wheels are turning in good ways, and I'm starting to see just how to set myself up for success financially in ways I hadn't before." - Chanel Thervil, Artist, Educator, & Consultant
"I wanted to start my career off (having only just finished college and jumping into working as an artist) with the right knowledge and systems in place." - Victor Alvarez, photographer
"I highly recommend [Money Bootcamp] program for any small business owner/ freelancer/ artist/ healer who wants to... change their narrative about money and taxes" - Jillian Eichel-Dobray, MA, MEd, PCC, Couples Coach
"I liked the no-shame approach…For creative people...it's so valuable to have a person that gets you...who cares about your finances and is actually cheering for you.” -Shannon Kiley “Olive Tiger,” musician

"I'm saving regularly for retirement and personal/family goals. We've set up a Robo investment acccount and are stashing away money regularly. That was something that I had been wanting to do for years. It felt like Hannah explained how that could happen." - Rona Chang, Otto Fin

"One thing I'm always struck by is that Hannah's presentations do take away the mystery and fear (as well as much of the drudgery) of dealing with the nuts and bolts of bookkeeping and taxes.” -Dana Jones, painter/photographer
“I love Hannah’s style of sharing information. She’s very friendly and accessible, and keeps everything that feels boring and intimidating accessible with her warm personality and can-do attitude.” - Elody Gyekis, painter
“I was making a big shift from full-time educator to cartoonist and Bootcamp helped me prepare for how to track my business and do my taxes. It has been great for me. I feel less afraid of my taxes and being a freelance creative with your guidance.” - Cara Bean, cartoonist
“I was looking at my Quickbooks...things are logged & I feel more on top of it now. That was the moment I was like, 'wow, this was 100% worth it.” - Shannon Kiley “Olive Tiger,” musician
“...Money Bootcamp has been transformational for me...” - Ryelyn, Business Owner and Designer
"I can't speak for all the people who've ever signed up for Money Bootcamp, but once I did it, I had no regrets, not a second of regret. And for me, it was a big investment." - Lise Johnson, Accredited Senior Appraiser

Get set up right, so you can focus on
growing your business with confidence:

MONEY BOOTCAMP

WHAT’S INCLUDED:

  • Kickoff Coworking Session to set up your first systems. Live, on day one

  • 2 live workshops building your foundation (Months 1–3)

  • 3 Money & Tea coworking sessions — dedicated time to do the work with your peers (Months 1–3)

  • Bookkeeping training that works with whatever system you use (custom spreadsheet included, or bring your own software)

  • Live Estimated Quarterly Tax Workshop & Q&A before every quarterly tax deadline

  • Funds For the Future trainings: how to invest, use tax-smart accounts, and find hidden money through tax planning

  • Tax Nudge Calendar synced to your phone

  • Monthly check-ins + tax law updates for 1 year (when legislation changes, I tell you what it means for your business)

  • Full reference library: video trainings, outlines, and quizzes

  • Half-price 1:1 expert calls when you need eyes on your specific situation

  • Lifetime access to reference library, calendar and spreadsheet system.

  • Community: coworking peers, in-person gatherings, annual retreat option

A year-long tax and money system for self-employed people, with live support to make sure you actually use it. Less roadmap, more roadtrip.

YOUR INVESTMENT

one payment of

$1,597

Save $194

-OR-

3 payments of

$597/month

Total: $1,791

We did our taxes yesterday (Yes, I know it’s only February) I rocked it!!!

With everything I’ve learned from you and your helpful spreadsheet system, all the numbers were in my fingertips!

It felt so good to be prepared.
Thank you from the bottom of my heart for helping me become more organized and empowered!
— Jennifer Reif, Playwright
I have been searching for a resource that would help me to better understand the inner workings of managing my own business successfully.

..Hannah’s Bootcamp is really the perfect all-questions-answered resource that everyone should take advantage of. I am so grateful to have her as a resource and support..
— Maria Malbas
“That’s why Moneybootcamp is so great. From video #1, I felt so seen by you!!”
— Gretchen Carder, The Good Quilt Co.
Before Bootcamp:
”I really struggled with saving for retirement because there is no system in place when you’re independent. There’s no HR department that tells you what your benefits are- you have to create them.”

Because of Bootcamp:
”I’m saving regularly for retirement and personal/family goals. We’ve set up a Robo investment acccount and are stashing away money regularly. That was something that I had been wanting to do for years. It felt like Hannah explained how that could happen.”
— Rona Chang, Sustainable Clothing Designer
.. it feels like I’m already saving a lot of money, which I’m really happy about.
— Christina Kent
It’s the best $$$ I’ve ever spent in my life..
..you just make it so understandable
— Lise Johnson
I’ve really grown from simply getting a better understanding of how being self-employed works in terms of taxes, the requirements of tracking and claiming expenses and income, and knowing how critical it is to have an actual system in place for all these things. Having a clearer understanding of what’s an expense, and knowing I have Sunlight Tax on my side to help me figure out the unclear parts of the ongoing process. I love that Bootcamp is truly holistic, in that you don’t just learn how to track how much you’ll owe for taxes, but you learn how to manage your books, develop a savings and retirement plan, and take advantage of all the benefits possible along the way.
— Victor Alvarez, photographer
I think it’s a great value. I’m surprised
it doesn’t cost more.
— Kat Hall, Kat Virtual Services
Each little thing I learn as I go stacks on top of each other so that at the end of it, I do a double take of myself and realize I know a lot more than I used to and feel more comfortable with handling my bookkeeping and taxes.
— Alex Mancini, photographer & multidisciplinary artist
  • Money Bootcamp gives you the system and the knowledge to handle your tax life with confidence. The live workshops cover the educational foundations, the coworking sessions give you time to actually do the work, and the calendar keeps you on track all year.

    For questions specific to your individual tax situation, you can book a 1:1 call with a Sunlight Tax expert inside the program. As a Bootcamp member, you get these at half the public price ($100 for a 30-minute session). Book as many as you need — some people never need one, some like having an expert in their corner for tricky situations or personalized guidance. You’ve got the option either way.

    You may or may not know that accountants charge between $150-$400+ per hour. At Sunlight Tax, we’re accountants, and while we try to keep our rates accessible ($200 per session if you’re curious), we still have to charge for one on one time. But sometimes, you just need someone’s eyes on your specific situation. You’ve got two options with us. If you’re in Basic Training, and you need to talk to someone about your tax situation, you can book a 30 minute one-on-one call with a Sunlight Tax expert for an additional fee ($100), using the link we provide inside the program. If you need more, you can book additional one-on-one calls as you go, for $100 each. This is a valuable resource that you have access to inside the program. And for the record, we charge double to people not in our program.

  • The guided container is for a year, to guide you through a full tax-year cycle, and all the pitstops along the way (sending out your 1099s, meeting all 4 of the quarterly tax deadlines, year-end planning, etc). That’s by design. Most of the real work happens in four focused windows around your quarterly tax deadlines, and I’m live with you for each one. In between, the calendar handles the thinking. You follow the prompts, show up to coworking when you can, and build the habits you need, with space to work and a guide. By the end of your first full year, you’ll have made all four quarterly payments on time, filed your tax return understanding what’s on it, built a tax system you can repeat every year without starting from scratch, and started building your freedom fund with tax-smart accounts and investing.

  • Spouses can join for FREE. Why? Because I believe that spouses who share income should both be on the same page about it. It’s my personal ethics when it comes to joint finances. So married creatives basically get a 2-for-1 deal.

  • Yes. It’s called No Fear Taxes. It’s included in Bootcamp, but you can get it on its own. It’s a good way to try Hannah’s teaching style and a great system in itself. Although it is included with your purchase of Money Bootcamp, we will not refund the cost of it if you decide later to join Money Bootcamp. And yes, it’s part of what makes Bootcamp an amazing value.

  • That’s fine. Bootcamp includes a QuickBooks Self-Employed tutorial for those who need more than a simple spreadsheet. You need software if you want to run reports, run payroll or track Cost of Goods Sold (COGS) [FYI, independent artists writers and performers are not required to do this, or run payroll.]

  • Sorry. We are not taking any new tax clients at this time.

    We built Money Bootcamp as an affordable way to provide holistic guidance to these folks while treating (and paying) our employees ethically. Our program is designed to enable us to deliver incredibly tailored tax and financial information to independent creative people who never thought they’d be able to get a financial education that fit them. It’s an incredible deal for the kind of information you’re getting, and a value far beyond the investment. If you do the work, it’s likely you will find additional savings in your life, set up systems that save you time and money, and start building your wealth through investing. For tangible details, watch the video on this page: How to get $1.8 Million from Money Bootcamp. (Note that the video references some discontinued services, but the core content remains the same)

  • We’ve got you. We know it can really help to ask about your individual tax situation, and that’s why inside Money Bootcamp, there is a link to book a 1:1 call with a Sunlight Tax expert, for an additional fee. Tax advice is serious, and we take our professional responsibility seriously. For this reason, we like to be focused when we’re doing it, and we like you to be focused, too. We restrict our answering of tax questions to designated 30 minute coaching session(s). You can book as many one-on-one coaching calls as you like - so if you are fine on your own, no worries, and if you realize that you’ve got access to tax experts that really get your situation, and you want to book a call anytime you’ve got a tax situation to talk through, we’ve got you. But we don’t take random questions, and we don’t do our expert one-on-one work for free (and we hope you don’t, either, of course). We offer paid 1:1 calls to the general public at twice the price that we offer it to Money Bootcamp folks.

  • I have resources to point you to, but I don’t file sales tax returns, or teach in depth about sales tax. Sales tax is a local-based tax, with about 10,000 different US jurisdictions, and given Bootcamp members in almost 50 states, I can’t reasonably keep current on the rules in every one. Bootcamp does not include other local tax filings like franchise taxes. Bootcamp does point you to good resources on sales tax, so you know where to look things up.

  • This isn’t a course you finish, it’s a system you follow. There’s no stack of videos to get through before it “works.” The calendar tells you what’s relevant right now, the live sessions keep you on track, and the coworking gives you time to do the work. If you fall behind, the next quarterly session brings you right back in. The people who get the best results aren’t the ones with the most discipline. They’re the ones who had someone next to them while they did it.

FAQs

I’m Hannah and I’ve been a working artist for 20 years. And I’m also a small business owner, with a mission to solve a problem I see in the world. And everything good that has happened in my art career has come from my fellow artists and entrepreneurs.

I started Sunlight Tax to give back to the creative community that is doing the empathy work and problem-solving work our culture needs.

In this era of mistrust and breakdown, creative people forge connections, bridge divides, inspire people and call them to action, and we help people envision a world as it could be. When creative people stop making work, the reason is usually financial.

And what about small businesses? Small businesses run by creative people - solopreneurs and consultants - are solving real-world problems. But it’s hard to work for yourself: you have to set up financial tracking, pay taxes quarterly, and figure out how to save for retirement with no HR department to help you. That’s why I lay out the path to these things inside Money Bootcamp. Because you need help from someone who gets you, and you want it delivered in plain English, with action steps so you can get it handled, and get back to your work without wasting your time, money or energy.

ABOUT YOUR INSTRUCTOR

I’m an Enrolled Agent, a tax expert, a speaker, and a writer. And of course, I’m an artist and small business owner. I’m a tax and money columnist for Hyperallergic, and formerly for Art F City. And these are some of the press and organizations that have featured me:


MONEY BOOTCAMP

WHAT’S INCLUDED:

  • Kickoff Coworking Session to set up your first systems. Live, on day one

  • 2 live workshops building your foundation (Months 1–3)

  • 3 Money & Tea coworking sessions — dedicated time to do the work with your peers (Months 1–3)

  • Bookkeeping training that works with whatever system you use (custom spreadsheet included, or bring your own software)

  • Live Estimated Quarterly Tax Workshop & Q&A before every quarterly tax deadline

  • Funds For the Future trainings: how to invest, use tax-smart accounts, and find hidden money through tax planning

  • Tax Nudge Calendar synced to your phone

  • Monthly check-ins + tax law updates for 1 year (when legislation changes, I tell you what it means for your business)

  • Full reference library: video trainings, outlines, and quizzes

  • Half-price 1:1 expert calls when you need eyes on your specific situation

  • Lifetime access to reference library, calendar and spreadsheet system.

  • Community: coworking peers, in-person gatherings, annual retreat option

A year-long tax and money system for self-employed people, with live support to make sure you actually use it. Less roadmap, more roadtrip.

YOUR INVESTMENT

one payment of

$1,597

Save $194

-OR-

3 payments of

$597/month

Total: $1,791