DOES ANY OF THIS SOUND FAMILIAR?...
You aren't sure where to start
You've spent HOURS on youtube and searching the internet, maybe you've even tried hiring a bookkeeper, but you just can't get maintaining your accounting records to happen easily, quickly and regularly!
You have limited time
You are BUSY doing everything in your business yourself. You don’t have time to waste trying to become a legal, accounting, tax or business EXPERT, or even trying to hire all of these people just to keep track of your business!
You are tired of trying to keep up with it all
You are tired of trying to keep up with ALL the technical parts of business accounting & finance --- and the stress of possibly making mistakes or getting ripped off when you hire people to help you.
You have questions...
Whenever you to work on your accounting and taxes, there are always new questions that come up! Even when you find an answer, you often find contradictory information too!
Tired of feeling behind!
Having your own business has consumed time and energy, and while you love what you've created, you are still wondering when you will finally get ahead of the finances!
You wish you had a simple plan of action to folllo
Wouldn't it be nice if you had STEP-BY-STEP INSTRUCTIONS of everything that needs to be done, and when you get stuck, a way to ask questions and get help from a professional that you trust?
You are ready to setup your business accounting,
but you run into a lot of questions!
How do I start with a spreadsheet for my business accounting?
How do I pay myself? How do I setup a business bank account?
How do I get records caught up? And maintain them regularly like is required?
How do I form my business, LLC or S-corp?
I don't even have any experience with something like this. How could I ever do this?!
This seems quite difficult. I keep finding conflicting info, and I really want to understand this myself!
I know there can be a lot of questions and confusion when it comes to forming a business, the LLC, the accounting& taxes
If you don't have a plan to follow, it can be easy to make some critical mistakes, get off track, and never achieve success
Without guidance and support it can be hard to make any progress at all!
WHAT IF YOU COULD...
It's easy to get overwhelmed and frustrated by ACCOUNTING, but imagine how confident you would feel when you know your business is SETUP RIGHT and you finally UNDERSTAND it.
Why do small businesses fail? They either run out of money, or give up because they are tired of struggling with money. It's easy to put off accounting, but honestly it is the KEY to SUCCESS!
How QUICKLY can you get things done when you have step-by-step instructions and the ability to ask questions and get help as you implement? When you are making a commitment with a group to get the help you need, you also have motivation to follow through and prioritize it!
No more dreading tax time, no more shoe boxes filled with receipts, no more late nights searching for deductions, wasting time or money on tax penalties & interest... Instead, pay quarterly taxes as you earn, be tax resentment free & save MONEY!
Why would you want to be an accounting and tax expert? Wouldn't it be better if you just had a professional that you trust, who understands your business, guiding you step-by-step through what you need to know to succeed ...so that you could move FORWARD with CLARITY.
If you wish someone would just take you by the hand and guide you through setting up your LLC, accounting and taxes...
You are in the right place -- That's exactly why I created the SMALL BUSINESS MBA!
The SMALL BUSINESS MBA is a live, virtual course to guide you step-by-step through setting up your business accounting records in a spreadsheet.
But, it's also more than accounting!
Since accounting and business registration and legality and taxes, are all interrelated, we will cover ALL of the technical sides of business.
That is why this program is called a SMALL BUSINESS MBA.
Often small businesses owners who have setup an LLC, don't actually have things structured properly which can cause problems -- this program is designed to help with that too, if you like, it's up to you!
Money is Freedom.
Imagine what it will feel like when you have eliminated confusion or even stress about your accounting and business.
..
- Your simple spreadsheet is customized for exactly your situation, with everything accounting and taxes in one place!
- You never get stressed out and confused when tax time comes around or even just paying your monthly bills
- You are thrilled with the unexpected freedom that comes from knowing your money and over time you actually ENJOY your daily money habit!
- You have the extra money to be able to TRAVEL more, and even take close friends or family with you!
- You get to start another business idea that you've had for a long time, without worrying about all of the basics
- Your friends and family are so impressed with how your business has developed, and tell you so!
Life Before and After Joining Small Business MBA...
BEFORE JOINING THE SMALL BUSINESS MBA, YOU...
- You wish you actually understood your LLC and knew you were doing everything correctly!
- Are always uncertain if you are keeping accounting records correctly, or dreading keeping your records altogether!
- Prone to procrastination and
avoidance
around accounting because you
just can't find the help you actually need!
- Overall, you feel held back by accounting and forming the LLC or understanding it!
AFTER JOINING THE SMALL BUSINESS MBA, YOU..
- Feel confident about your business finances
- Have the unexpected freedom that comes from knowing your money, and having your Income Statement & Balance Sheet reports ready to go
- Know your LLC is setup right, and everything accounting & taxes ready to go, so that you are ready for big successes!
- Feel prepared with everything you need to move your business forward
How Does It Work?
Through a video E-course and office hours with Amanda, you'll be guided through a business basics education for small business owners, including forming your LLC (or maintaining the one you have), how to use each type of business, hiring & paying owners & workers, and setting up your accounting & taxes in a spreadsheet (plus much more!).
Right now, we are including setting this spreadsheet up for your situation, for no additional cost (!) so that you can focus on the course and getting your accounting caught up.
As a college professor, I know people need more than just information -- that's why I've made this a year long so that you can have the help you need to actually succeed!
A lot of small business owners don't keep track of their accounting because they don't know how and they don't have a spreadsheet that works for them. This often creates stress around business and money that can lead to many problems including business failure.
As a small business owner, you need to understand your accounting and know what to keep track of (even if you hire a bookkeeper)! Most small business owners have had bad experiences trying to use accounting software or hire a bookkeeper and that's because they just haven't had the training and expertise that they need. That's what you'll get in this training.
Whether you decide to continue to continue doing the books yourself in a spreadsheet or delegate to an assistant or hire a bookkeeper, you'll be much better prepared after this program.
Money is a foundational part of your business and it's important to feel empowered by it, instead of held back or overwhelmed... or even DREAD around it!
Course Includes:
-
Automated Business Spreadsheet Template AND Training: Guides you step-by-step through setting up your business accounting and taxes in a spreadsheet {CURRENT BONUS: Custom structure, for your situation, setup for you!}
- The Spreadsheet Template Library covers (and is being added to all the time): Bank & Credit Card Reconciliation, Balance Sheet & Income Statement Reports, Job or Rental Profit Report and Actual vs. Estimate, Quarterly Tax Estimates, End-of-Year Tax Totals, and Tax Write-off Worksheets for Driving a Vehicle, Travel & the Home Office, Sales Taxes, Employee Payroll Taxes, Time Tracker, Rental Property Basis, Partnership Basis Calculation and more!
-
1-Year of Support in Office Hours: Office hours are in a virtual meeting room, where you can ask your questions live on camera (or on the phone) and you can share your computer screen to get help with your spreadsheet or any step you are working on!
- First 8-weeks: so that you have the support you need to get setup, and
- 10-Months Monthly: then to ask questions as they come up..
- 4 "Quarterly" Tax Workshops: based on the last day of the quarterly period for estimated taxes
- 24-7 Access to FIVE E-course Training: Videos and workbooks plus checklists, cheat sheets and templates that guide you step-by-step through condensed & simplified topics to answer all of your questions, so that you can move forward with clarity and setup for success!
- Community Forum: The E-course platform includes an area where participants can interact in a community and an app that you can use to access the course and forum on your phone (and offline too!)
- Purchase Meetings, Spreadsheet Adjustments & Certain Services: You can schedule extra 1-on-1 meetings with Amanda or get changes to the spreadsheet done-for-you, while you are part of this program! After completing (and learning) you qualify for certain services, such as reasonable compensation report for S-corp, weekly accounting maintenance and more!
Course Outline & Module Steps
COURSE #1: STEP-BY-STEP to Setup Your Accounting & Taxes In a Spreadsheet (and maintain your !)
This course is the CORE training for this program, where you learn how to SETUP your accounting and taxes in a spreadsheet, step-by-step.
You'll also learn how to MAINTAIN your accounting records and have support to build the HABIT of maintaining your records regularly.
Plus, a current BONUS, is that we will setup your custom spreadsheet, for you, based on the specifics of your situation:
- The types of profitability you need to know
- Number of bank and credit card accounts
- The self-employed tax write-offs you have
- And much more based on things like rental properties, business basis and payroll
The training walks you through this as well and how every calculation in the the spreadsheet works, so that you truly have the tools you need to succeed.
MODULE WORKBOOK:
- CHEAT SHEET: Calculating and paying Quarterly Taxes
- TEMPLATES: Quarterly tax calculator & other locations
- CHEAT SHEET, TEMPLATE & CHECKLIST: End-of-year taxes - getting them without pain!
COURSE #2: The BEST Type Of Business To Form For Your Situation {when & why to form each business type}
Under which business type will your taxes be lower?
What are the implications for each business?
What is a holding company?
How are things best structured for raising money from investors?
How do I rent a building to myself?
***
In this course, you'll learn the legal options for forming your business.
In order to learn which is the BEST for your business (or future endeavors), we'll cover a TON of content:
- Legal Business Options and what it all means
- Accounting and tax basics (so that you can understand the next point..)
- Accounting and Tax Implications under different business types and arrangements
- The strategies for structuring businesses, such as fundraising and saving money
Plus, we'll dis-spell the myths once and for all!
In the future, you'll know how to use business structures to capitalize on opportunities and ideas, as they come your way!
...and avoid making common mistakes that cost people big time, money, stress & even relationships.
FINALLY, USE "BUSINESS" TO ACHIEVE YOUR GOALS AND BRING YOUR DREAMS TO REALITY!
***
COURSE RESOURCES:
- CHEAT SHEET: Business Legal Types and the Accounting & Tax Implications
- WORKSHEET: Choosing the BEST Type of Business for Your Situation
- WORKBOOK: Accounting and Tax Basics
- TEMPLATE: S-corp vs. Self-employed or Partnership Comparison
- TEMPLATE: Calculate the Tax Implications of Business Types (compare your taxes under different business situations)
COURSE #3: Form (or Check) Your LLC & Get Setup For Easy Maintenance
Finally ready to form your LLC?
Already formed it but not sure you did everything right?
Know how to quickly maintain your LLC?
In this course, you'll be guided Step-by-Step through everything you need to know to form and maintain your LLC with confidence.
You don't have to wonder if you are getting it right anymore!
- Are You Formed & Registered in the Correct States?
- Get setup with your state's online system and learn how to check your status (if you don't have one already)
- Setup or Review your Articles of Organization (so that you understand them) and Learn How to Change Them When You Need to
MODULE WORKBOOK:
- CHECKLIST: LLC Setup and LLC Maintenance
- WORKSHEET: Naming Your Business
- TEMPLATE: Operating Agreement
- TEMPLATE: Operating Agreement Amendment (for making changes to your business)
- CHEAT SHEET: Copy rites and Trademarks Simplified (and how to use them in your business)
- CHECKLIST/CHEAT SHEET:
COURSE #4: Paying Business Owners & Workers
How do I pay myself!?!
How much do I pay myself? When do I pay myself?
How do HIRE and PAY workers?
What's the best way to do things?
How do I do payroll? How are owners paid?
The fines and penalties for doing it wrong are HOW big!?!
****
Payroll is a huge topic that companies specialize in and college courses are completely dedicated to!
So, there is a lot about paying workers, and on top of that there are specific rules for business owners, in each type of tax business!
In this course, we will break down paying yourself into steps for each scenario and give you tips and best practices too, so that you know exactly what you should be doing!
Plus this course (like all of my courses) is STEP-BY-STEP.
COURSE RESOURCES:
- SPREADSHEET TEMPLATE: Paying Employees & Tracking Taxes
- TEMPLATE: Tracking Time worksheet
- CHEATSHEET: For hiring and Paying Workers (contractors and employees)
- CHEATSHEET: Paying Business Owners (in each type of business owner and worker)
- CHECKLIST: Setting Up & Paying Contractors
- CHECKLIST: Setting Up & Paying Employees
- CHECKLIST: Setting Up & Paying Self-Employed Business Owners (for contractors, sole-proprietors, & Single Member LLC businesses)
- CHECKLIST: Setting Up & Paying Partner/Members (for Partnerships or MMLLC)
- CHECKLIST: Setting Up & Paying Owners Who've Elected S-corp Status
COURSE #5: Tracking BASIS For LLCs, P-ships & S-corps
What is Basis?
How on earth do I make sense of tracking this?
***
In this training, we are going over the BASIS worksheets and the BASIS calculations that need to be kept each year.
In a multi-owner business, multiple types of BASIS must be tracked to know what each partner's investments are, save money on taxes and to do taxes correctly.
Without your BASIS calculations, it's IMPOSSIBLE to get your accounting and taxes right.
Plus, in most situations, BASIS really isn't even that hard!
And even if you have a situation where it is hard, because this training breaks it down so efficiently, you'll be clear for your next steps to get things in your business done RIGHT!
COURSE RESOURCES:
- SPREADSHEET TEMPLATE: Inside Basis
- SPREADSHEET TEMPLATE: Outside Basis
- SPREADSHEET TEMPLATE: Capital Account Analysis
- CHECKLIST: Updating Outside Basis
- CHECKLIST: Updating Inside Basis
- CHEATSHEET: Decision Tree for More Complicated Situations
BONUS #1: Auto-Spreadsheet Template Structure Setup FOR YOU!
I'm offering this HUGE bonus because I want you to be able to focus on getting caught up as quickly as possible!
This means that we customize your spreadsheet template for you, based on:
- the # of bank accounts you have
- the # of credit card accounts you have
- if you want to track personal and business or just business
- If you are self-employed or an LLC (which means if you want to reconcile all of your accounts or not)
- The types of self-employed write offs you have
- The number of owners you have
- Other custom situations such as rental properties, if you want to know profitability by job, you sell products, etc.
Remember, the training also walks you through doing all of this yourself, so you can certainly do it yourself OR just continue to add to it as your business develops.
When you register (or on Jan. 1st, whichever is later) you'll receive instructions for ordering your spreadsheet.
BONUS #2 LIVE TRAINING: Financing Your Business
I have a BIG vision of a business I want to start,
OR
I want to HUGELY expand my business,
...how do I get funding?
How can I get a loan?
How can I get investors?
***
We cover the options for financing and tips for your specific type of business, so that you know exactly how to approach this for success!
- Bank loans
- SBA loans
- Venture capital investment
- Angel investors
- Self-funding (even when you don't think it's possible!)
CHECKLIST: for approach and deciding on the best way to fund your business
CURRENT BONUSES!
SETUP YOUR SPREADSHEET STRUCTURE FOR YOU [$300]
Based on your submission of the first steps, we will setup your spreadsheet for you, so that you can focus on getting caught up!
LIVE TRAINING: FINANCING YOUR BUSINESS GROWTH [$200 VALUE]
In this live training, we'll talk about options for financing to start or grow your business growth, so that you leave being confident in how you plan for more!
Your Instructor: Amanda Russell MBA MSA EA
Amanda has dedicated her business to helping small business owners succeed because she believes that the world needs what you have to offer.
Through earning an MBA degree and working at two of the "big 4" public accounting firms, Amanda gained a high-level business expertise.
Eventually, she was burnt out and desired more personally fulfilling work. She attempted to leave the accounting industry for good, but saw an opportunity to use what she had learned to help small business owners, who were struggling.
Through starting her own business, and coaching small business owners, she has learned about the personal struggles that small business owners face and how to help them grow their business anyway. She focuses on the importance of money management & mastery.
After giving away the business spreadsheet template, she's gotten many requests for more help. The Small Business MBA is a response to the requests for more help.
"I believe that business should be taught in schools because everyone should feel supported by our systems to create the change that they want to see in the world, to make money off what they are passionate about or the expertise they have, and to create and make the world a better place. I hope you join me in my Small Business MBA!"
Program Re-Opens January 1st, 2020
Start 2020 on the RIGHT foot for your business!
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Select An Edition To Register:
Course + Support
$600
{price raises to $1,000 after 1/1/20}
Step-by-step E-course to Setup Your Accounting & Taxes in an Automated Spreadsheet
CURRENT BONUS: Template Structure Setup For You Based on Your Specific Accounting and Tax Situation
Three Video E-course Trainings (see above content outline) + current Bonuses!
E-course platform with 24-7 Access, group forum, and Q&A in each lesson
PDF Downloads: Workbooks with Templates, Checklists & Cheat Sheets
Live Office Hours with Amanda to Ask Questions or share your screen in a Virtual Meeting Room
1-Year Program:
- 8-weeks of Office Hours
- 10 Months of Monthly Office Hours
- 4 Quarterly Tax Workshops
With Amanda
$3,000
ONE TIME PAYMENT
Group Edition Plus:
One LLC Filing & One DBA Filing
Customized Spreadsheet Setup
2019 Catch Up Done-For-You
*Add on fees for additional years/situations
**Must complete course + module instructions
"
It was outstanding! The spreadsheet for tracking my business expenses, quarterly taxes, balance sheet, etc. was just what I needed. Having the ability to talk directly with Amanda and get her advice was worth way more than I paid for the class!
Hand holding by Amanda to get the spreadsheet right made all the difference...You can read all the books you want, but being able to ask a question to someone who knows what they are doing was a huge plus."
Course Participant Testimonial Tom. From PA
Testimonials
Victor Vento
1-on-1 Meeting/Self-Employed Consultant
"Before going through the spreadsheet template, I had several pdfs and other excel spreadsheets trying to help me calculate all of my expenses and tax information. Going through Amanda’s template was simplisticly useful for having all of the information easily calculated. I only had to enter in a few things and the rest was taken care of. The Summary and Payment tracker included is very helpful for keeping all of my confirmed quarterly payments organized in one file."
Jacob Lee
Student
There's no doubt about Amanda being a good instructor - she works hard on assignments and videos, teaches the difficult topics and it's clear that she really cares. I never miss her class because I just enjoy her teaching and the environment. She forces everyone to ask questions and you just learn so much. I've never had an instructor like this. I highly recommend her to students and anyone who wants to learn business.
Joshua Hammond
Client/Investor
Amanda guided me through starting my business; creating my LLC, getting business insurance and things like that. I tried to do them on my own, but I had so many questions and Amanda knew every answer. If I had only found her sooner. She would also help me with literally getting sales started. She would ask me questions about what I really wanted and then would lay out options for how to proceed. She would guide me through choosing what I really wanted to do next, and often she would call me out when I was stalling. This was good because I didn't expect this when I first started my business; I didn't expect some things to be so hard to get through. Sometimes I doubted her, but I can tell you that she has a knack for knowing what to do and guiding you to choose what's best for you.
Mark T
Founder & Owner of Construction Company
I wanted to reach out to say thank you for everything that you did for me it is so appreciated and I am so grateful that you came into my life to teach me a very valuable lesson in my life. My business is now organized and easy to take care of I am not an account but the way you set up the spreadsheets I am actually ahead for my account so I know exactly what he is going to do even before he doses something. You know that I haven't been so lucky with accounts before and then you show up in my life and Wow I got one of the best accountants, in my opinion, to help me get organized in my business and to help me see the true numbers that run my business.
You took my hand and walked me down the road and showed me how easy it is to stay on top of my books and my company and because of that I now see how I can grow the company to where I would like it to be.
Should You Join?
Frequently Asked Questions
Is this course right for me? I'm not sure...
If you are a contractor or small business owner, struggling with accounting and taxes, then yes this course is going to be perfect for you.
If you've downloaded (or intend to download) my business spreadsheet template but you still feel overwhelmed about how to actually use it for everything and customize it -- then I made this course exactly to help you through the details.
The free spreadsheet is a basic version, but this course includes other templates that are more automated and other templates that you can use for your business, such as the Balance Sheet Report, tax write-offs, and a Job or Product or Rental Profit Report.
If you've fallen behind on your records, this course can help you get caught up and a system in place so that you stay that way!
Even if you want to use accounting software in the future, getting organized and learning the basics in this course can be super helpful. Otherwise, often small business owners have bad experiences with accountants.
In this course, you'll setup the systems you need to succeed in your business (whether you hire an accountant or DIY or use software or a spreadsheet!)
If you still have questions about if this course is right for you, please shoot me an email at contact@amandarussell.mba
What if I'm behind on my accounting records for multiple years?
Yes, this course includes specific training and help for getting caught up quickly. If you go to a typically tax firm, you still have to do the work of getting your records together. From experience, I know that this can be the hardest part and it's usually hard to delegate it to someone. Having help and accountability in this course can make all the difference.
The GROUP EDITION is setup to be able to get Amanda's help each week. This is critical for your success because every single nuance cannot be covered in the training (you wouldn't want it that way), so you are going to get a ton of value out of office hours with Amanda. Even if you are a self learner, plan to stop by at least a few of the office hours for feedback.
If you are completely overwhelmed by the spreadsheet or if you absolutely dread catching up your accounting or if you are super business with your work, then the DONE-FOR-YOU EDITION is a way to get everything done quickly. This is a fabulous price considering may professionals charge $2,000 just to set up an LLC.
If you participate in the class and follow the all of the steps, you will be setup for immense ease and clarity around accounting, taxes and your LLC.
Will I be able to ask questions during the class?
Yes, during the 8 weeks, you will be able to ask questions as follows:
-
GROUP EDITION:
- Within the online course platform, you can ask questions anytime.
- Once a week, you can ask questions or share your screen in Office Hours with Amanda, so you can get feedback as you apply the course
- If you cannot attend office hours, you can ask questions and Amanda will answer them during office hours
-
DONE-FOR-YOU EDITION:
- Same as above
- Plus there is a weekly & fluid communication process with Amanda and her staff as you complete the questionnaires and work is done-for-you
Is there a money back type of guarantee?
No, not if you change your mind, but yes you can get your money back if I don't deliver. Allow me to explain...
No, due to the nature of this program, I do not offer a money back guarantee. Since you can see me and get to know me on youtube, I didn't feel like it was a fair exchange to offer refunds.
In courses, the group takes on a vibe and it's much better if everyone is committed!
Let's face it, accounting & taxes are easy to avoid. Once you make the commitment, I want you to stay committed and make progress (whereas if you knew you had the option to return the course, commitment could waiver...).
Plus, this course is seriously CHEAP -- considering everything you are getting out of it!
On the other hand, you are protected by Consumer Protection Laws. If I do not provide you what is explained on this page (and in our terms), then you are entitled to your money back. All you need to do is contact your payment provider (like a credit card company or bank, but credit cards are typically easier to work with).
Should I hire an accountant or bookkeeper to do the records for me?
Based on my experiences working extensively with small businesses, yes it's best for all small business owners to get their records setup and started themselves.
Otherwise, business owners don't understand their accounting, what needs to be done to keep records or have the systems setup to work with an accountant... All this leads to either:
- Continuous struggles with the accountant, AND/OR
- Can't use the accounting and metrics to grow their business
Both are pretty bad outcomes and they can waste tons of time and money.
If you decide that you will hire a bookkeeper - fine, but do this course first and save yourself the agony!
What time is the live class?
There are no live classes this round, but there are live office hours in the GROUP EDITION and DONE-FOR-YOU EDITION.
Instead of doing classes live, I've condensed the material into steps with video training and a module workbook.
A module becomes available each week on the E-course and you can access them at your convenience.
Office hours will begin on Thursday September 5th at 11 AM PST / 4 PM EST.
If you can't make the office hours, you can submit your questions ahead of time and hear the answers in the recordings. The recordings will be available online, by the end of the day following the office hours.
Does this course take 8 weeks? How long should I plan to spend on it?
Each module covers a step(s) for setting up your business correctly. The video training times varies each week, but are as condensed as possible.
Each module will be released on Sunday night at midnight, with Office Hours following on Thursday.
How much time you spend will depend on your situation, but I'd recommend planning to spend 1-2 hours per week on the course content, plus the time it will take you to implement (which is really dependent on how you do things - many people can do the course and implement in 1-2 hours per week total).
I have more questions...
Have more questions?
Email me directly at contact@amandarussell.mba
Have a payment or technical question?
Email support at contactus@utdu.info
Hope to see you soon!
Does this course use the free spreadsheet that I already got for free?
No, the free spreadsheet focused on the bare minimum for accounting and taxes.
In order for the free spreadsheet to be useful -- it needs to be customized. This is where many people get stuck!
And that's the focus of this course; it's not just information, it's implementation.
That being said - the course includes upgraded versions of the spreadsheet and other worksheet templates, including:
- Balance Sheet report
- Automatic spreadsheet version based on entry
- Tax Write Off worksheets for the Home Office, Vehicle expenses and Travel Expenses
- Partner Inside & Outside Basis for Multi-Member LLCs
- S-corp comparison
