Start Up

$0 to $30K in annual revenue

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Who you are

You’ve started your business and you’ve either quit your 9-5 or you’ve set it up as a business on the side. Whether you’re in the process of completing your skills training or you’ve been working in the same industry/profession for several years, you’re ready to make a living being your own boss.

The beginning stages of business lead to you having several questions at the same time. You may be on a budget and may prefer to DIY wherever you can. Maybe you can keep your own books. Maybe you can google some information on setting up your new venture the right way.

What your issues tend to be

You’re working long hard hours! If you kept your 9-5, then you’re working double time on evenings and weekends to keep your business running. You’re having to learn dozens of new skills – no-one warned you about this side of business. There’s a lot to do and you’re finding yourself under some stress. Cash may be a bit tight. There’s plenty of advice out there, but it’s overwhelming. You’re not quite sure where to start.

You hear about these quarterly tax payments you need to make.

Someone tells you to get QuickBooks.

Someone else tells you to put everything on a spreadsheet.

A friend tells you to save all your receipts.

You also need to pay yourself.

This subject causes you some anxiety.

But you know you need to get your financial house in order.

You wish you could find everything in one place. In a step by step format. You’ve searched, its too much information and its all over the place. You just want to do this right. That’s all.

What you need

You need an affordable and simple step by step tutorial. One that clearly guides you through exactly what you must do now so that:

  • your books, taxes, money and company are correctly set up.
  • all your questions are answered.
  • you can be sure nothing is missing.
  • you can pay yourself.
  • you can sort out the QuickBooks/excel thing. [Do you really need to keep receipts? With today’s smart technology?]
  • you can get those quarterly payments made.
  • your frustration can go away.

What we recommend

New entrepreneur
The step-by-step solution for brand new business owners to set up their books and taxes correctly from the start. This manual is in digital format for you to reference whenever you need. It is divided into six modules, and each module walks you through step by step what you need to get done and how to do it.
This one is so important to get right simply because doing this wrong leads to the easiest tax audit – whether from IRS or the state departments of revenue.

This course gives you all the knowledge and checklists to get it right the first time.

accounting services
Quarterly accounting helps you keep track of profit so you’re not behind on saving for taxes. Below is a link to a page with more information on how to start working with us. There are three short videos you can watch, followed by links to give us some basic information and to schedule directly into our calendar.

Frequently Asked Questions:

How much do the accounting services cost?
The cost of accounting services depend on what your business requires, the size of your business and the extent of services required. Most of our clients require payroll services, sales tax returns and bookkeeping/accounting. Please contact us for a price quote based on your unique business.
What if I have questions during the year?
For existing clients questions relating to taxes and accounting are built into the monthly/quarterly/annual price. However, when an additional consultation or project is required, the Ask Me Anything service is the best for this purpose. The hourly fee is $250 and billed prior to start of work. Please visit to book.
Do you provide any support for your digital products?
The digital products are priced lower than our hourly rates to make them more widely affordable, and for business owners to work through the extensive information at their own pace. The products are completely self-sustaining and comprehensive. If there are additional questions, there is a support page on the product site.
Want to explore the other business types?


$30K to $150K
in annual revenue/profit


$150K to $1 million
in annual revenue/profit


Over $1 million in
annual revenue/profit


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—Money Mindset & Education—

offerings for

Startups [0 - 30k]

Growth companies [30-150k]

Established companies [150k - 1Mil]

Expansion companies [over 1mil]




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