Setting Up and Optimizing Your Small Business

This 5-week course is designed to help you set up and optimize your small business for maximum tax and operational efficiency.

What to Expect

  • DATE TBD

    WEEK ONE

    Structure

    There are three ways to structure your Gig, and a whole lot of opinions. I will make sure you know how to decide what is best for you.

  • DATE TBD

    WEEK TWO

    Tax Strategy

    Since 2017, business income became more favorable than ordinary (W2) type income. I will teach you what you need to know to minimize your tax liability.

  • DATE TBD

    WEEK THREE

    Payroll/Capital

    This is what throws people! Are you an employee of your own company? What is Capital? We will make sure you understand it all.

  • DATE TBD

    WEEK FOUR

    Accounting For Tax Efficiency

    Accounting is the best tax strategy you have, but only if you understand the basics. I will make sure you do!

  • DATE TBD

    WEEK FIVE

    Personal Finance 101

    This class is a summary of my Personal Finance 5 SIDES curriculum and helps set us up for success.

✺ Frequently asked questions ✺

  • All Classes are recorded and available on demand, along with resources and Q+A forums

  • The course material is designed to generally help anyone who is interested in personal finance, but time is reserved for Q+A during each class session.

  • I offer discounts for 1:1 coaching to those who have completed a course. Email me for details!

Next group starts 2024

Next group starts 2024 ⋆