Top 5 Reasons to Be Your Own CFO
Bookkeeping & taxes are not optional
If you own a business, you need to understand the ins-and-outs of your business financials. Be Your Own CFO makes this easy.
Ongoing Membership
Membership includes instructional videos, and beautiful, downloadable guides that will walk you through the topics in an easy-to-understand format with an actionable checklist. The lessons will be continuously expanded and updated based on member feedback.
Members Only Facebook Group
You will receive access to a Facebook group where you can ask questions to a CPA and small business owners like you.
It’s a tax deduction
Save your receipt for this course. This course is an investment in your business. Tax deductions lower your taxable income, which puts more money in your pocket during tax season. This course covers tax deductions in lesson 5.
You’re supporting another small business owner
I’m not your parent’s accountant. I work out of my home office, and I’m passionate about helping small business owners, like you. When you become a member, you will be treated with care during every step of the process.
EIGHT LESSONS
The Be Your Own CFO program includes access to a Certified Public Accountant and a membership site which includes short videos and beautiful, downloadable guides that will walk you through the main topics in each lesson. Each lesson will be released on a weekly basis to ensure that you don’t get overloaded with information, and you have time to review and ask questions before proceeding.
LESSON 1 – The Foundation for Your Business
- How to choose a business structure that fits your needs
- Tips on researching your state’s business requirements
- Whether or not you need an Employer ID Number and how to get one
- Setting up a separate business bank account
LESSON 2 – Creating a Usable Bookkeeping System
- Choosing and setting up a bookkeeping system
- Organizing receipts and bank statements
- Categorizing transactions in your bookkeeping system
- Reconciling business accounts
LESSON 3 – Taxes
- How to navigate sales tax in your state
- Self-employment tax vs. income tax
- How to calculate and pay quarterly estimated taxes
- Filing your annual tax return
LESSON 4 – Get Paid
- How to decide if you’ve hired an employee or contractor
- How to file 1099s for contractors
- How to pay yourself
LESSON 5 – Small Business Deductions
- Types of small business deductions
- Home office deduction + worksheet
- Business auto expense deduction + worksheet
- Business mileage tracking + worksheet
LESSON 6 – Retirement Contributions
- Self-Employed Retirement Options
- Retirement Contributions Limits
- Retirement Contribution Deadlines
LESSON 7 – Income Statement
- How to Read an Income Statement
- Gross Profit
- Cost of Goods Sold
- Operating Income
- Net Income
LESSON 8 – Balance Sheet
- How to Read a Balance Sheet
- Assets
- Liabilities
- Owner’s Equity
Meet the CPA behind the course.
Hey there! I’m Amy, a Certified Public Accountant who works with creative entrepreneurs to make taxes and bookkeeping less stressful. I started my own accounting business after a little bit of soul searching on how I would combine my accounting and tax knowledge with my love for entrepreneurship and pretty things.
Since starting my business, I’ve talked with hundreds of small business owners about their questions as they are in the beginning stages of their businesses. I was constantly hearing “oh Amy, you’ve made this so simple!” and just knew I had to share this knowledge with as many people as possible.
BE YOUR OWN CFO
Feel confident about your small business bookkeeping and taxes.
Monthly Access
$ 30
Per Month- Access to Online Classroom
- Easy-to-Understand Guides and Checklists
- Private Facebook Group
- Monthly Q&A with CPA
Annual AccessMost Popular (18% Discount)
$ 296
Per Year- Access to Online Classroom
- Easy-to-Understand Guides and Checklists
- Private Facebook Group
- Monthly Q&A with CPA