Courses

Self-paced courses on the systems that matter.

Deep-dive courses on specific tax and bookkeeping topics. The systems I’d build for a client if you hired me — taught instead, so you can build them yourself.

Course 01 · Launching Soon

QuickBooks Online for General Contractors

The exact QuickBooks Online setup I’d build for a contractor client — chart of accounts mapped to your tax form, job costing configured, bank rules that automate 90% of data entry, and the reports you actually need to run a profitable business.

$297
launch price · normally $497

What’s inside

Module 01

QuickBooks Online setup from scratch

Account creation, company file setup, banking connections, the settings 90% of contractors skip that cause problems six months later.

Module 02

Chart of accounts for contractors

Mapped directly to the Schedule C and 1120-S tax forms. Lines and categories that make tax filing seamless.

Module 03

Job costing setup

Track profit by job, not just by month. Customer/job hierarchy, items list, billable expenses, time tracking.

Module 04

Bank rules and automation

Rules that categorize 90% of transactions automatically. Receipt capture from your phone.

Module 05

Reports you actually need

P&L by job. P&L vs budget. Cash flow forecast. Which reports to run weekly, monthly, quarterly.

Module 06

Year-end and tax handoff

What your books need to look like before they go to a tax preparer. The reconciliation checklist.

What you get

✓ Roughly 6 hours of recorded video lessons, watchable on any device
✓ Workbook with checklists, templates, and a chart of accounts you can import
✓ Sample QuickBooks demo file for a contracting business
✓ Free updates when QuickBooks releases major changes
✓ Lifetime access — buy once, reference forever

Course 02 · In Development

S-Corp Tax Strategy for Contractors Making $150k–$500k

When and how to elect S-Corporation status to legally reduce self-employment tax. The reasonable-salary calculation. Payroll setup. Quarterly cadence. The pitfalls that turn S-Corp savings into IRS notices.

$797
target price · $897 bundled with Course 01

Designed for contractors who are now or about to be netting $150k+. The S-Corp election can save $5k–$15k a year at that level — if it’s set up and run correctly. Course covers:

→ The actual math: at what income does S-Corp start saving money
→ How to calculate a “reasonable salary” the IRS won’t challenge
→ Payroll setup: in-house, Gusto, or accountant-managed
→ Quarterly distributions and how to document them correctly
→ Health insurance, retirement contributions, and the S-Corp wrinkles
→ When NOT to elect S-Corp — and how to unwind one that doesn’t fit

On the roadmap

Courses being planned.

Topics I’m working on next. Subscribe to the newsletter and you’ll know when each one launches.

Audit Preparedness for Contractors

How to build books that withstand IRS examination. Document retention systems, expense substantiation, the 1099 paper trail, what to expect if you get the letter.

Tax Return Walkthrough: Schedule C

Line-by-line walkthrough of the Schedule C for self-employed business owners. What goes where, what the IRS scrutinizes, what to substantiate.

Pricing & Cash Flow for Trades

Not a tax course — a business course. How to price jobs to actually make money, how to read cash flow correctly, how to know if you can afford that new truck.

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