Our user-friendly and customizable template allows you to easily track your business's financial performance without the need for specialized software or outside help. Whether you're just starting out or have been in business for years, our template is the perfect solution for keeping your finances organized and on track.
Maximize Tax Savings and Secure Your Child's Financial Future with Hire Your Kids Toolkit! It's the ultimate resource for legally and efficiently integrating your kids into your family business.
Are your numbers a mess? I've got you. This is all you'll need to get your business finances ready for taxes...without missing deadlines or deductions!
All the resources YOU need to understand how S Corps work, determine your IRS-defensible reasonable salary, accurately calculate your tax savings, elect S Corp status yourself, start running your first payroll, AND help you stay in good graces with Uncle Sam.
Get a detailed Reasonable Compensation Study and Report that will provide a fully customized owner salary analysis and IRS-proof documentation. This report alone is worth over $700.
Not sure where to start? This is it! FFB is a fully self-paced course meant to explain key concepts of finances, accounting and taxes for self-employed individuals and small business owners. We look at the differences between entity structures, learn what a P&L and Balance Sheet IS, and about different types of taxes. This course can be completed in as little as 3 hours. Learn about all the details and bonus offers here.
FFF is my signature course on business financial management offered only once per year. We cover everything from pricing and maximizing profit margins to creating a full profit planning system and implementing habits to help you meet your financial goals. This course also has both recorded and live components that we go through as a community! Join the wait list now to be in the know about special offers!
Determine Your Employee Retention Tax Credit (ERTC) This calculator is for employers who have W-2 employees (NOT just yourself or family members). YOU could be eligible for a federal tax credit (i.e. free money!) of up to $26,000 per employee!
Make a Plan to Pay Off Your Economic Injury Disaster Loan (EIDL) This calculator and tracker is for anyone that took out an EIDL loan related to Covid-19.
Make it your best year yet! Use this FREE workbook to figure out where you are going in the year ahead, by reviewing where you have been.
Feeling stressed about your business finances and not sure where to start? Use this FREE plug-and-play worksheet to learn how to create a PROFFIT Plan™ to help you meet your personal and business goals.
Use this FREE worksheet to estimate your current all-in pay rate and determine if you need to modify the pricing of your products or services to make sure you make $$!
Best for: Small businesses with employees, or S Corps needing an owner payroll solution
Why they are awesome: Gusto will handle all of the complicated calculations, forms, and filings related to payroll so that YOU can focus on running your business!
Best for: Small businesses looking for an affordable solution to business banking*. Good for companies that do not need a local branch.
Why they are awesome: This is the only other bank, other than Azlo I have found that offers "envelopes" (called Reserves by Novo) where you can segregate money (for example, to save a portion of income for taxes).
*Disclosure: Novo is a financial technology company, not a bank. Banking services are provided by Middlesex Federal Savings, F.A.; Member FDIC.
Best for: Any small business, solopreneur, or freelancer
Why they are awesome: QuickBooks is best in class as an accounting solution. You can track expenses, send invoices, run financial statements, track mileage, and SO much more from QBO!
Best for: Micro businesses with 1-10 employees, or S Corp owners with only themselves on payroll.
Why they are awesome: Roll by ADP® is app-based and you can do everything you need to via the chat function on the app (like hiring new employees, etc.) It's also extremely cost effective for. those most concerned with price.
Best for: Businesses who want a white-glove service experience, businesses with international employees, or businesses who have more complex payroll or benefits.
Why they are awesome: With Run powered by ADP®, you'll have your own service rep, plus the ability to contact support via phone 24/7. They will do the heavy lifting for you, including getting you set up or transitioned from another payroll service.
Best for: Individuals and business owners looking for my top recommended credit cards.
Why they are awesome: I get a lot of questions from followers about which Credit Cards are the best to sign up for. If you know me, you know I’m SUPER careful about recommending the use of credit cards. Carrying credit card debt is an expensive form of financing, so I don’t recommend using one if you aren’t sure you’ll be able to pay your balance in full each month.
However, for those that use them responsibly, credit cards can be a good way to build credit and earn points for purchases you are already making. I recommend using them just like you would use cash, and ensuring you have the balance in your account before making the purchase (don’t steal from tomorrow to pay today’s bills!). Check out all the details with my link!