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Starting a new business comes with a steep learning curve—especially when it comes to your bookkeeping, taxes, and day-to-day financial responsibilities. My goal is to make that part simple, clear, and completely doable, no matter where you’re starting from.
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Here, you’ll find straightforward lessons, tools, and resources designed to help you build a solid financial foundation from day one. And at the heart of it all is my book, Working For Yourself: A Complete Accounting Guidebook—a practical, easy-to-understand guide that walks you through setting up your business, keeping accurate records, and staying organized for tax time.
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Explore the education section below and give yourself the confidence that comes with truly understanding your business’s numbers.
Working For Yourself:
A Complete Accounting Guidebook
Discover your step-by-step resource for setting up a business, keeping records, and understanding taxes, designed to simplify accounting for new and small business owners. With this guidebook you'll be able to complete all the steps below with confidence!
Choose Your Type of Business
Sole Proprietor? LLC? Corporation? You'll discover the differences & confidently pick the structure that fits your goals.
Choose Your Business Name
Make it official! Learn how to select a name that’s both creative and legally usable.
Find Your NAICS Code & Your EIN
Nail down the official identifiers your business needs to operate and file with the IRS.
Set Up Your Business Type
Step through the filings and paperwork that turn your idea into a recognized, legal business.
Open Your Business Bank Accounts
Build good habits early by keeping business and personal money separate—your future self (and your bookkeeper) will thank you.
Thinking About Starting a New Business?

Managing Your Financials

Get Business Insurance
Protect your hard work with coverage that keeps you, your team, and your assets safe.
Obtain Business Licenses & Permits
Cut through the red tape and make sure you’re legally cleared to operate in your industry.
Learn Record-Keeping & Terms
Simple, paper-and-digital methods to keep your books organized without the stress.
Report Information Returns
Understand what you need to file and when, so you stay compliant and avoid penalties.
File Your Taxes
Pull it all together so tax season feels less like a surprise and more like a box you can confidently check.
Get Started Today!
Online Course
Learn from the master!
Learn at your own pace with recorded lessons, examples, and professional advice sprinkled throughout.
This online course brings Working For Yourself to life. Best for visual learners who want hands-on guidance, real-world demos, and interactive support as they set up their business.
Digital Copy of the guidebook is included.
Included in the Guidebook:
The Business Summary Sheet
As you go through each chapter, you'll be filling out your Business Summary Sheet —a quick-reference worksheet included in the guidebook that keeps your essential business information all in one secure place.
Think of it as your personal cheat sheet for staying organized and prepared.
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