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A 67-page, easy-to-understand breakdown of what you need to know about managing money as a freelancer or solo creative
• Automating your business (and personal) finances
• Bank accounts & bookkeeping
• Investing & building wealth
• Cash flow & credit cards
• Understanding taxes and write-offs
• And much, much more
Section 1)
Business entities and their advantages
• What it means to be a sole proprietor
• Filing taxes without a business entity
• How to know when to start an LLC
• The pros and cons of starting an LLC
• 4-step walkthrough of how to create an LLC by yourself
• When you should switch to an S Corp (and the pros & cons of doing so)
• And more
• The benefits of getting a business bank account
• Why you should set one up
• How to apply for an EIN
• How to apply for a bank account
• My top bank recommendations
• And more
Section 3)
Cash flow & automation
• How to invoice clients
• How to structure your banks & payments
• Why you need to manage payment terms
• How to automate your tax withholdings & quarterly payments
• Why you should use a business credit card
• My top credit card recommendations
• And more
• The purpose of bookkeeping
• How to get the basics rights
• How to categorize transactions in Quickbooks
• Best practices
• My top accounting tool recommendations
• 17 tax deductions for freelancers
• And more
• Income & self-employment tax explained
• How to know if you should be making quarterly payments
• How to estimate your quarterly taxes
• A complete breakdown of how tax write-offs work
• How to save money on taxes
• And more
• Health insurance and common terms explained
• How to get health insurance when you're self-employed
• How to know if you should have life insurance or not
• An uncommon insurance that almost all freelancers should have
• And more
Section 7)
Investing & retirement accounts
• How to put your investments on autopilot
• How to choose what to invest in
• How to create a retirement plan for your freelance business
Section 8)
Financial tools & resources
Get access to over 20+ recommendations for financial tools & softwares, specifically for freelancers
Get free access to two (2) exclusive financial gifts & tools
Section 10)
Freelancers & creatives to follow
A curated list of top freelancers to follow for more insights on business growth, skill creation, and more.