Does this sound like you?
"I don’t want to just survive in my business, I want to thrive...not only for myself but to make the world a better place."
Then you're in the right place!
Let's get started with some financial resources for your journey...
Financial Tools & Worksheets
Profit & Loss Template and Dashboard
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.
Hiring Your Kids Toolkit
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.
S Corp Toolbox
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.
Reasonable Compensation Study & Report
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.
This report is right for you if you are planning to become an S Corp or have an existing S Corp and are looking to stay compliant.
Financial Fitness Basics
Get Your Biz Finances Organized Fast and feel INSTANTLY more confident!
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 are, 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.
Get The Ultimate Getting Ready for Taxes Bundle FREE when you BUY Financial Fitness Basics with the link below.
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! This calculator has been fully updated to the newest guidance in 2022 including changes due to the passage of the Infrastructure Bill.
You can now qualify for this credit EVEN if you were not shut down AND you received a PPP loan.
This calculator is fully updated for 2022 rule changes, and if there are any future updates, we will send out a new version of the calculator to all prior purchasers with an explanation of the changes.
I'm Jamie Trull
Financial Literacy Coach and Profit Strategist, Hamilton superfan, enjoyer of a glass of Cabernet with a good book, and — if you like — the very someone to help guide you on your financial journey.
You see, I’m a self-professed numbers nerd and I've got the credentials to prove it. I have a Bachelor’s in Analytical Finance and a Master’s in Accounting. I’m a CPA with 10+ years of experience working in Finance Leadership for one of the biggest brands in the world.
In other words, I know a thing or two about business finances.
And my #1 mission is to see more entrepreneurs not just surviving, but THRIVING in both their professional and personal lives.
Because the more you understand the financial side of your business, the more you can use it to transform not only your own pocketbook but also the world around us.