Financial Foundations Series
4 Sessions·Virtual
Most Popular
A four-part virtual series covering personal budgeting, credit, savings, and tax season prep. Ideal for individuals and families.
- Budgeting & cash flow management
- Understanding and improving your credit
- Savings strategies and emergency funds
- Tax season prep & deductions
$149.00
Business Owner Bootcamp
5 Sessions·In-Person & Virtual
Best Value
A comprehensive five-part series for new and growing business owners — from formation to bookkeeping to payroll.
- Choosing & forming your business structure
- Business banking & separating finances
- Bookkeeping fundamentals & software
- Payroll basics & sales tax
- Year-end prep & working with your accountant
$199.00
Tax Strategy Masterclass
3 Sessions·Virtual
A three-part deep dive into tax strategy for individuals and small business owners — minimize your tax burden and plan proactively.
- Tax planning vs. tax preparation
- Deductions, credits & write-offs
- Quarterly estimated taxes & year-round strategy
$129.00
Non-Profit Formation & Compliance
3 Sessions·Virtual
A focused three-part series for community leaders and entrepreneurs looking to start or manage a non-profit.
- Non-profit structures & 501(c)(3) basics
- IRS filing requirements & compliance
- Non-profit bookkeeping & financial reporting
$129.00
All series are led by our experienced CPAs and financial professionals.
Questions? Contact us before enrolling.
Secure checkout via Stripe Confirmation email sent Q&A included in every session