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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?

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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!

Hard Copy

Get the printed book!

Turn pages, take notes, and make it yours.

 

The Working For Yourself: A Complete Accounting Guidebook in print gives you everything you need to understand taxes, bookkeeping, and compliance—all in one easy-to-read, hold-it-in-your-hands guide.

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.

Digital Copy

Download instantly!

Go paper-free and stress-free.

 

The Working For Yourself digital copy is an instant-download PDF packed with the same step-by-step lessons . No waiting, no shipping—just open, read, and start learning.

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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Free Webinar:
Summary Guide to IRS Pub 583

All New Business Owners who have stumbled across this page should attend this free webinar. It's the Starting a Business 101 class, according to the IRS. Free. Information. Please. Take it. 

Just in case you missed it!!   
         Check out our

Payroll & Sales Tax Guides are coming soon!

Add yourself to our email list to stay updated on new course & guidebook launches!

Distance Learning
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