Module 1: WHY BEFORE HOW 

You’ve been stuck at surface level or vanity metrics, so we’re going to dive deep to ensure your idea is rooted in purpose.

The fact is, things will get hard when starting a business or you may get distracted along the way.

Your larger purpose will bring you back to WHY you are doing this.

• Familiarize yourself with Simon Sinek’s Golden Circle
• Establish your deeper desire and mission behind the business 
• Anchor your purpose with this investment in self and conduct a mindful transition to begin the work

Module 2: DETERMINE YOUR BUSINESS STRUCTURE

We are going to help you recognize your assets, the potential liability associated with starting a business, and how to protect yourself.

No cookie cutter approach here; we teach you the questions to ask and components to analyze in order to appropriately identify the best entity type for you (p.s. This is what lawyers/accountants charge HUNDREDS of dollars for).

Ready to be a proper business owner, confident in your entity type?

• Distinguish between DBA & LLC, which entity type is best for you AND how to set them up
• What to consider in naming your business, how to research it safely, what to consider in a trademark, and how to secure the name at the state & federal level
• When to save or spend on an attorney, accountant, and other professionals, including registered agent

Module 3: LEGALITIES

We’re helping you move towards a bulletproof entrance into the business world and showing you there’s no need to be intimidated by what you don’t know.

We give you RELEVANT information to make assured decisions.

• The purpose of contracts in your business, which ones you need (industry by industry), where to source them, and how to implement them in your business
• Various types of insurance to consider, when to know if you need it or not, and how to find (affordable) options 
• Filling out a tax form as a business owner, when to send it, and how to insert it in your client workflow 

Module 4: ACCOUNTING

If you think you don’t need accounting or business bank accounts until you start making money, that’s too late. This is why we’re setting you up for success– so you can have books so fresh, even your accountant will be impressed.

Not only do we tell you EXACTLY what the IRS is looking for with your business’ finances, but we also provide best practices for all things related to money in your business.

• What it means to “pierce the corporate veil,” how to keep yourself from being deemed a hobby, and what taking yourself seriously in this business endeavor looks like  
• Opening a business bank account (what to look for, where to find one that fits your needs, and what you’ll need to open it); including what gets deposited in there and how to manage cash 
• Accounting softwares you need, how to find the one that is best for you, and links to get them set up 

PLUS additional bonuses, resources, and tools