Crossing ‘Get Organized Tax Season’ off your to-do list just got easier.
Just the phrase ‘tax season’ and knowing where to start feels like a 100 pound weight on your chest. But this year, we are abandoning the struggle.
Let me guess, you…
Don’t even know where to start with organizing your income and expenses for tax season
Aren’t sure what counts as a write off but you know you want to include as many as possible
Are worried that you are overpaying in taxes and don’t want to lose any more of your hard earned money
Are confused about what your tax preparer or CPA needs from you and are exhausted by the hundreds of emails back and forth
Are intimidated by tax season and the thought of getting audited or fined literally keeps you up at night
Want to pay the least amount of taxes possible without any drama from the IRS, from your tax preparer, or from your own audit nightmares
You are ready to get tax season over with!
If this sounds like you, you’re in the right place!
After helping hundreds of clients organize their books to file taxes accurately and confidently, I’m excited to pair education and personal support to break your cycle of an overwhelming tax season.
Introducing…
A tax season bootcamp for business owners DIYing their accounting that are ready to organize and finalize their business books to hand off to their tax preparer.
You will leave this bootcamp with organized, accurate financial records in hours instead of weeks or months.
You’ll receive customized trainings, resource guides, and a private Slack organization for 1:1 support and to ask all your bookkeeping and tax season questions.
Let’s be honest, the tough stuff in business is always easier with support, that’s where I come in!
In 4 months together, we will…
Organize your business income and expenses
Determine what is eligible as a business deduction
Audit your books for accuracy and completeness
Close your 2024 books
Generate 2024 reports that are ready to hand to your tax preparer
Collaborate with your tax preparer confidently and efficiently
So are you ready to get tax season done?!
It’s time to ditch that 2024 tax season baggage and start slaying 2025 goals.
Ready for the details?
…on how to get your books up to date and accurate based on your accounting system, whether you use QuickBooks, Xero, Wave or Google sheets.
(Really that’s 11 trainings total including an intro to using each software)
…to help you analyze your profits in 2025 and beyond.
…to simplify your tax prep.
…until April 30th, 2025 to ask an experienced accountant and registered tax preparer (me!) everything and anything on your mind.
Questions answered Monday - Friday.
1099s are due at the end of January - and I can help you get your numbers in order. My 1099 Masterclass is included absolutely free in Tax Ready Bootcamp. Plus, you get to ask all your 1099 questions in Slack. Join soon to maximize your time to prep!
Investment: $247
only $147
(Special pricing ends 12/2/2024 at 11:59pm EST)
Meet your mentor (aka camp counselor)
Hi, I’m Erin!
I’m your friendly and easygoing numbers guru with a passion for helping small business owners find confidence in their finances.
My mission is to help you understand your business finances and utilize those skills to build the business of your dreams.
With over six years of experience in accounting, I know how challenging it can be as a small business owner to get access to accurate, relevant accounting information that enables you to run (and grow) your business.
Because let’s be honest, unless you’re at a certain revenue mark, the large accounting firms are scoffing at your requests for help organizing your books and ultimately filing your taxes. Or worse, they are requiring your first born as payment to do so.
Together we will master the knowledge you need to organize your bookkeeping, prepare for taxes, confidently kick panicked tax season stress to the curb, and get some insight into building your profitable business along the way.
How it works:
On January 1-4, 2025 (or whenever you join later), you’ll receive the one training per day along with resources and guides to help you along. Slack access starts January 1.
Watch the trainings over the next few, work through your books, and ask ask ask as many questions as you have to get your tax prep completed!
Look out for the confirmation email with your first resource (and any add-ons you grabbed).
Sign up below with the email address you would like to use to receive the trainings.
Commonly Asked Questions
When do we start?
We kick off January 1st and you’ll have access to all trainings, resources, and the Slack organization through April 30th. If you join later, your Slack access and first day of training starts within 24 hours.
When will the trainings be?
All trainings are prerecorded and will arrive in your email January 1-4, 2025 (or the first week that you join). That means by the end of the first week, you’ll have all the resources you need to get your books ready for tax season.
Will we file my taxes in this bootcamp?
No, we will not file your taxes as part of this bootcamp. However, you will have everything you need to send to your tax professional for tax season. Looking to have your taxes filed as well? Email me for a bundled price.
Do I need bookkeeping or finance experience?
Absolutely not! This bootcamp is designed for business owners of all backgrounds to learn the basics of business bookkeeping so they can get their books finalized and ready for tax season. We will start from square one.
What do I need to provide?
You will need access to the bank accounts and credit cards that you have been conducting business through. This will allow us to categorize expenses and revenue for your tax reports. As long as you have access to those and a desire to get tax season complete, we’ll get it done!
Do I need accounting software?
You do not need to have accounting software for this bootcamp. Whether you use Excel, Google Sheets, or accounting software (like QuickBooks, Xero, or Wave) we will work through organizing your business finance records to make sure they are accurate and include all possible deductions. For each training, there is a version directed to those using accounting software and there is a separate version directed to those using spreadsheets. You will get access to all versions of the trainings so that you have every resource you need whether you have accounting software or not.
When will you be available in Slack?
I’ll be in Slack answering questions Monday through Friday throughout the bootcamp. I chose Slack so that you have access to a collaborative channel as well as a private 1:1 channel for those ‘discretion needed’ accounting questions.
What happens next?
Once you sign up, you’ll receive a welcome email confirming your participation in the bootcamp. On January 1st, you will receive the first set of trainings, a link to our resource library, and access to the exclusive Slack organization. You should set aside 1-2 hours total to work through the trainings and resources over the course of the bootcamp.
