SETUP - Get a comprehensive, step-by-step plan to setting up a business the right way. Leave no stone unturned.
OPERATE - Systems come before growth, Treat your business as a "business" with efficient operating systems on Day 1 (not as a hobby)
RECORD - Learn a no-stress bookkeeping method with no fancy software required. I walk you step-by-step on how to record income and expenses with an easy-to-use Excel spreadsheet included.
TAX SLAY - You will learn all the deductions you can take legally to lower your taxes AND little known tax strategies few people know about.
How to select the right entity type for you. Pros and cons of each and how to decide.
How to get your Tax ID# and file a DBA
Creating and Setting up your Business Bank Account and Establishing Business Credit
State tax laws you need to be aware of
Learn all about your sales tax obligations when selling your online products and services
Ways to collect money and which accounting methods you should use
Get your money mindset right
Budgeting Principles - how to have a plan and setting the right targets
How to set the right KPI's (Key Performance Indicators) for your business to measure steady growth
Obtaining Lines of Credit and other Financing Options
How to read financial statements and analyzing your numbers
Setting your Advertising and Marketing goals
Focusing on top line Revenue and tracking
How to Pay Yourself First
How to hire Indepenent contractors and employees and how to stay in compliance with the tax laws and reporting requirements
What records to keep and for low long
Tax deadlines to know about
How to pay your taxes
How to create standard operating procedures and how to Work the System
How to create digital folders using free software
Gather all receipts and get organized
Categorize all receipts
Prepare your Profit & Loss statement & Balance Sheet
A comprehensive list of tax deductions - lack of knowledge of what you can legally deduct costs you money every single year. It's like donating to the IRS!
How to hire your kids and save on taxes
How to write-off your family vacation as a business expense
How to claim your Home Office as a tax deduction
How to write-off your meals for business
...and much, much, more!
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Feel in control of your future and financial independence
Be prepared and have expert advice at your fingertips
Believe in yourself knowing that you're not going it alone
Keep your head from spinning and clear up all confusion surrounding taxes and your business
Accelerate your progress
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"Kim has been a breath of fresh air for my business. I have been self-managing (and leaving a lot of money and headache on the table), and by adding Kimberly to the team, I can finally free my mind up to put 100% of my focus on growing my business."
"Kim cares about her clients, and it is evident in her work. Kim was the only one we found that was willing to sit at the desk for hours, clean up manually each one of our records (literally tens of thousands), and move us to QuickBooks Online"
"To have a proper set of books and P&Ls to look at is great! It became apparent that it would be beneficial to convert from a sole prop to an LLC. Kim handled all the ins and outs of that and it was stress free on my part. Kim has been invaluable to the growth of my business!"
"Kimberly is very thorough and even though she works remotely she explains anything I'm not understanding by phone or email. Highly recommend!"
The Simple SORT Handbook$27
- Total payment
- 1xThe Simple SORT Handbook$27-+
All prices in USD
- Does my location matter?Yes! This eBook is for United States businesses only.
- How do I know this is a good fit for me?If you don't have your own CPA ready to answer your questions about how to setup and run your business, then this is for you!
- What if I'm not a numbers person?This eBook is especially for you. I will show you how to get comfortable with your numbers and be here for you when you need help.
- I'm too busy! Do you offer done-for-you services?Yes! If you would rather be completely hands off and want your bookkeeping and tax prep handled by me, I would love to talk with you about that! Visit my website and schedule a discovery call with me! https://kimberlybagleycpa.com/make-an-appointment/