No! This intensive is for single-owner small businesses. This means therapists, mechanics, shopkeepers, midwives, etc. And creatives are welcome, too.

Absolutely. This is about setting up right, whether you’re brand new or have already started. More than half the people who join have existing businesses.

Yes, definitely, but please understand: S Corps have a setup that requires an accountant to file your S election, do your 1120 S Corporate tax return, set up payroll, plus ongoing accounting work. We don’t set these up in the Intensive, though you can ask me all your questions, and I can connect you with an accountant if needed. But we won’t be filing your S Election here, or setting up S Corp-specific books. These are additional expenses/professional services. I’m happy to give you referrals.

Yes, totally. You will learn how the LLC interacts with your tax status. Please understand: I am not a lawyer, and will not be practicing law (as in, I can’t set up your LLC, but I can tell you what setting it up requires, and how to judge if it’s appropriate for you.)

Yes, and that’s part of what I’m excited about. You’ll meet with me for a private 1:1 before and after the intensive. Before, we’ll get you set up to get the most out of our time, and answer your initial questions. Afterwards, we will clear up anything that came up since, and make sure all snags are cleared, and you’ve got the answers you need. Plus, the cohorts are very small, so there’s lots of time to ask questions.

This is a small group cohort program. You’ll be working over two days in a small group, and you’ll benefit from the community during and after. We have two private one on one sessions together where you can share private tax details or numbers in confidence (though you’re not required to share if you don’t want to).

No. This is a program to build your business setup, including your tax-tracking system. It will make your taxes 10x easier. But you’ll still need to do your taxes (or pay a tax preparer to do them).

If you need bookkeeping software setup, I recommend that a trained professional do the setup for you, and not included. I will connect you with a great bookkeeping team to do that, and additional referrals if you need them. We will set up a spreadsheet bookkeeping system, and you will use parts of it for tax-tracking purposes even if your books are on software.

No. This is a program to build tax tracking into your existing bookkeeping. You will learn how to set up your own spreadsheet bookkeeping if you are a sole proprietor/microbusiness. 

It depends. If you’re a freelancer or microbusiness with few enough transactions to track manually on my spreadsheet tracking system, then this probably will be enough to replace an accountant. If you’re an S Corp, or a more complex sole proprietor who needs reports, payroll, or to set up bookkeeping software, you will still need to hire a professional for those additional services.

No. This program will make the hardest part of your taxes (your business) much easier. But you’ll still need to file your tax return, either on your own using software, or with a tax preparer. Those costs are additional. I can give you great referrals for tax preparation if you want them.