72% of new business owners overpay in taxes
Most missed deductions come from poor bookkeeping and missed receipts.
Choosing the wrong entity could cost you $50K+ in funding
Still mixing business and personal funds, you're at a high risk! - lets fix that
Week 1: Business Structure Basics —LLC, S Corp, Sole Prop — we break down the best entity for your business and how to get fundable from day one
Week 2: Bookkeeping made simple— Clean books = tax savings. Learn the foundation of smart money management so you're not scrambling every April.
Week 3: Deductions & Receipts —Find hidden tax write-offs, avoid red flags, and keep more of your money (without triggering audits).
Week 4: CEO Level Tax Strategy — Learn how wealthy entrepreneurs use the tax code to scale and save. Plan like a CEO — not a side hustler
Bonus Week 5 for VIP Only: Wealth Conversations with a Financial Advisor.
Your structure is set.
Your taxes are optimized. Now what?
Let’s talk investments, financial planning, and long-term moves with a licensed advisor who works with 6- and 7-figure earners.
VIP Walk Includes—
-A private Q&A session with the financial advisor
-Recording of each sessions
Accountability chat
BONUS — Plug-and-play templates and live Q&A sessions
Nope. This is beginner-friendly and guided step-by-step.
It’s designed to help you prepare and prevent problems— not do tax prep.
Yes. This is perfect for filling in the gaps you didn’t know you missed.
Your move now can save you years of frustration later.