Welcome

Just Getting Started?

• Learn How to Register with your Secretary of State (SOS) 
• Should you Apply for an EIN with the IRS

  Simple Guide to Organizing Your Business Finances 

• How to Setup Your Accounting System
• Understand Your Chart of Accounts
• Learn to Track Income and Expenses
• Manage Cash Flow & Reserves Like a Pro
• Create Useful Financial Reports 
• Comprehend Tax Deductions & Compliance 
• Checkoff Monthly & Year-End Reconciliations

Simple Guides to Organizing Your Business Finances by Industry

• How to track, forecast, and optimize cash flow for sustainable growth.
• The most common cash flow killers and how to fix them.

• Decoding financial statements (P&L, Balance Sheet, Cash Flow) for better decision-making.
• How to use KPIs to drive profitability and growth.

• Tax-saving strategies used by companies making $500K–$5M.
• The most overlooked deductions that cost businesses thousands.

• The biggest financial mistakes businesses make when scaling.
• How to increase revenue while maintaining cash flow and profitability.

• Payroll setup, employee vs. contractor classification, and tax compliance.
• How to automate and streamline payroll to avoid errors.

• Checklist for organizing financial records and bookkeeping workflows.
• Best tools to automate bookkeeping and reduce manual work.

• How to set up financial systems that allow businesses to scale.
• The difference between growth and profitable growth.

• How to set up invoice automation & payment terms to get paid faster.
• Strategies to reduce accounts receivable & overdue invoices.

•  The 5 most important financial metrics (cash runway, gross margin, etc.).
• How to make data-driven decisions instead of guessing.

•  How to prepare for an audit before it happens.
• The biggest tax compliance mistakes businesses make.