MYAT Advisor Program - Help business owners thrive

The M.Y.A.T. Advisor Program

(Master Your Accounting & Taxes)

Learn how to effectively coach small business clients to set up their business correctly, keep accounting records, pay and save taxes... so that you can make more money with clients that you love to work with (without the headaches of providing bookkeeping or tax-only services)!

ATTN: Bookkeepers, Accountants, Tax Pros, Financial Coaches

(or you want to become one!)

Are You Tired Of:

• Struggling to file taxes for business clients that aren't set up properly and/or have no records?

• Trying to offer accounting services, but it's been too challenging to work with small businesses in accounting software (like Quickbooks)

• Struggling to get information from your clients and communicate with them, whether for keeping their books and/or doing their taxes.

• Working with clients that are penny-pinching and don't see the value in your services.

• Struggling to build your business and get clients

• Looking for the training and tools you need to feel confident about helping small business owners' with their finances.

Would You Like To...

• Have a step-by-step system for helping business owners with their business set up and finances

• Build a thriving business earning 6 figures without needing to scale traditional accounting and tax services

• Offer a service that clients love so much that they are happy to pay for it and incredibly grateful to you

• Learn how to offer a highly desired "done-with-you" service model, where you guide business owners through organizing their finances in our unique spreadsheets that small business clients love!

• Have all the resources and support you need to feel confident that you can truly help your customers (whether you are a tax preparer, bookkeeper or you just want to help people with their finances)

Financial Coaching And

The Done-With-You Service Model

Our model addresses the common problems that bookkeepers and tax pros often face when trying to help smaller business clients ($50,000-500,000 in net income).

STEP #1: Clients set up their own businesses and financial records using our unique spreadsheet tools

YES, these small-business clients WANT this service desperately! They will keep the records themselves, while you are able to effectively support them through the unique features of Google Sheets.
STEP #2: Meetings with clients provide them with accountability, support and step-by-step guidance

This is the hand-holding that clients are desperate to pay for! You get to meet clients where they are at and guide them step-by-step with our solutions. You'll learn unique coaching skills so that you can effectively support your clients.
STEP #3: Help them with all types of tax filings
Ending tax stress is a huge priority for small business owners because mistakes in these areas can end their business. You can help them...
- DIY certain taxes such as sales taxes or payroll taxes
- If you provide tax services, you can easily do their taxes for them
- If you don't provide tax services, you can coach them on how to work with a tax professional

My Master Your Accounting & Taxes program has shown that this type of service is highly desired and super effective!

We've helped over 1,000 people in just a few years, but we can't provide the high-touch that most small business owners need and want. That's why we are teaching accounting and tax pros how to use our system!

The Market For The "Done-With-You" Service Model Is HUGE!

There is a massive demand for this type of service in the market.

But... the industry has ignored this sector of business owners because they "aren't profitable" and can be "difficult clients".

These are some stats:

There are 32.5 million small businesses and 82% have no employees
Average self-employed income is $102,961/$76,958
4.6 million S-corp election businesses

What we've learned through our Master Your Accounting & Taxes Program is that with the right tools and skills, you can build a profitable business by helping these business owners!

But, instead of traditional done-for-you services, you need a new way to help them - what we call a "done-with-you" service model.

With just 20-40 business-owner clients, you can work part-time and earn 6 figures +!

INTRODUCING

The M.Y.A.T. Advisor Program

The M.Y.A.T. Advisor program teaches you how to work with small business clients in a new and better way, plus gives you the tools and support to succeed!

Part #1 is for the training and lifetime license to use our unique spreadsheets and training tools with your clients. Part #2 is for certification and ongoing support program to grow your business.

Part #1: Program Access

M.Y.A.T. Advisor Training where you'll design your "done-with-you" offers, learn how to conduct coaching meetings, and how to use our tools with clients.
The Master Your Accounting & Taxes video E-course for business owners, which guides you step-by-step through setting up our unique accounting and tax templates. This training is designed for business owners with NO experience.

(This course alone sells for $1,495 on our website!)
Lifetime license to use our Accounting Spreadsheets and Tax Template Library with your clients... Google Sheets templates for every type of business and tax situation (replaces Quickbooks)
Checklists & Cheat Sheets: Guide you through every concept and step so that you can easily follow along and refer back

Part #2: Monthly Support Program

Support and Answers to Your Questions Live office hours on Zoom (2x/month) with Amanda, where you can get help with your clients, spreadsheets, ask questions and learn from others. Plus, get coaching for building your business!
M.Y.A.T. Advisor Certification Complete the training, quizzes and set up 3 business owners in our spreadsheets (reviewed at monthly office hours)
Qualified to be hired to work for us with our clients, which is a great opportunity if you want more experience while starting your business.
Referred As a MYAT Advisor: You'll be listed on our website as an advisor. Plus, we'll refer you directly to customers and interested participants.
Affiliate Program: Refer customers to our programs for an affiliate commission fee. Must be in the monthly program to participate.

In the M.Y.A.T. Advisor Program, you'll learn....

01.

TRAINING 1: DEFINE YOUR DONE-WITH-YOU OFFER

Learn the details of our "Done-with-you" offer and how to customize it for your preferences and strategy. We'll help you define your offer with a business plan that works for you!

Opt-in and registration page copy templates for website, email and/or verbal sales conversations. We'll teach you how to talk about the offer. Checklists for delivering the service.

02.

TRAINING 2: SPREADSHEET TOOLS IN DETAILS (Quick Books alternative, plus so much more!)

Learn how to hand-hold and guide them through organizing their business finances, using our tools:

Business tax types comparison (for choosing a business type that saves the most taxes)
Training for setting up S-corp election properly
Training for separating personal and business finances
Accounting spreadsheet templates (for keeping complete accounting records)
Tax template library (for maximum tax write-offs)
Sales taxes (to make sure clients are charging what they need)
Quarterly estimated taxes (to make sure they pay as they earn and don't end up with a surprise bill and fees)
Payroll and contractor's records and tax filings
Basis calculations (so that you don't pay extra taxes or lose money)

03.

TRAINING 3: LEARN THE SECRET SKILLS TO COACH & EDUCATE CLIENTS

Learn the skills for conducting effective meetings with clients, including how to help people get clear on their questions, how to address their mindset and keep them moving forward.

Ultimately, how to help them get results!

04.

TRAINING 4: DOCUMENTATION SYSTEMS, RECEIPT SOFTWARE, TAX & PAYROLL SOFTWARE, AND MORE

Learn options for using small software that help people with common aspects of accounting. Such as receipt scanning software, invoice software and industry software.

BEFORE AND AFTER THE M.Y.A.T. ADVISOR PROGRAM:

BEFORE

No system to help people separate their personal and business finances, or to track their accounting and tax records!

If you offer bookkeeping, you often struggle to get information from clients that don't have good record systems

Clients are upset about surprise tax bills at the end of the year (and paying interest & penalties)

No clear system for determining if a business can save taxes with the s-corp, let alone how to get them set up right if they already elected "S-corp" status.

Clients have general stress and overwhelm about their finances and business set up.

People want to talk to you and ask you questions, but you just don't have the time or system to do this.

AFTER

A clear 'done-with-you' service model that your clients love and adore ( constant referrals!)

Form quality relationships with your clients who you take the time to support because you are being compensated well!

Happily providing the financial coaching that you've always wanted to give business owners!

If you file taxes, you can require clients to use your entire 'done-with-you' system to make end of year tax filings easy for you and your customers!

Earn over 6 figures while working closely with a small group of clients (no need to churn out more and more clients)

Ready to join the Master Your Accounting & Taxes M.Y.A.T. Advisor program?

There are no payment plans. You must pay the initial part #1 fee in full to start. However, you can select "PayPal" at checkout, and they may offer you a payment plan.

Part #1:

PROGRAM ACCESS

$3,000

Lifetime license to use our accounting and tax spreadsheet templates with your clients
Instant access to the M.Y.A.T. Advisor Training video E-course
Instant access to the Master Your Accounting & Taxes E-video E-course
Bonuses: Entire video E-course library of common small business owner questions

Part #2:

MONTHLY PROGRAM (CANCEL AT ANY TIME)

$200/Month

Office Hours/Training live 2x per month on Zoom with Amanda
Get your M.Y.A.T. Advisor Certification for completing training and setting up 3 businesses in the spreadsheets (for review at office hours)
Receive affiliate commission for referring customers to the DIY E-course or other programs
Once certified, you'll be listed on our website, referred to clients and qualified to work for us with our clients.

Join the M.Y.A.T. Advisor Program here!

BONUS: Entire E-Course Library

($4,000+ VALUE)

Since you don't know what you don't know, our E-course library is included as a bonus!

It addresses all the common questions and situations that business owners run into around business set up, accounting & taxes.

E-COURSE: 8 Steps to Setup Your Business [VALUE $999 ]

Learn the 8 steps to approach starting a business & getting setup properly... From the legal, to the accounting and taxes, to sales and marketing, and beyond!

E-COURSE: Retirement Plans [VALUE $297]

Learn about investing in retirement plans as an individual and as a business owner. This training guides you through learning the basics and to track for taxes.

E-COURSE: Tax Saving Strategies With the S-corporation [VALUE $997]

Learn how to save taxes with the S-corp and every step to get set up right! From calculating the lowest Reasonable Compensation, to your employment agreement, Accountable Reimbursement Plan, payroll and more!

E-COURSE: Choosing the Best Business & Saving Taxes

[VALUE $297]

Learn about different business types and calculate what your taxes would be under different business types with the Business Tax Types Spreadsheet Template.

E-COURSE: Catch-Up Past Years' Taxes [VALUE $297]

End the dread and get your past years' taxes caught up, without triggering an IRS audit.

E-COURSE: Form & Maintain Your LLC (Step-by-step) [VALUE $297]

Learn how to set up and maintain your LLC yourself and actually understand it - whether you DIY or pay for it - you will feel more confident either way!

WORKSHOP & OFFICE HOUR REPLAYS [VALUE $297]

Replays for the past 4 years of workshops and office hours are available for you to watch through. People really enjoy learning from participants' questions.

E-COURSE: Real Estate Accounting & Taxes Workshop [VALUE $997]

Learn how to use our accounting templates to track rental property investments and the basics for accounting and taxes!

E-COURSE: Paying Workers & Owners [VALUE $297]

Learn how to pay everyone in your business (workers and owners), step-by-step!

E-COURSE: Tracking Basis for LLCs, Partnerships & S-corps [VALUE $297]

Basis is the value of your investment in your business, and this is a must to avoid all taxes on your distributions for S-corps and multi-owner businesses!

AMANDA RUSSELL MBA MSA

Worked at 2 of the "Big 4" public accounting firms: PWC & KPMG, taught at colleges & universities, created educational online content for Intuit TurboTax and was a SCORE (SBA) Business Mentor

About the Instructor:

Throughout working in the business accounting, tax and finance industries, I saw that small business owners were hugely underserved. I dedicated my business to changing that!

Most owners struggle, trying to figure out exactly what they are supposed to be doing for their accounting and taxes, how to get the setup right, and save taxes. People often search for information online or ask professionals, but end up with more questions than they started with.

Owners try hiring accountants or using Quickbooks (or both), but often have frustrating experiences and are not able to get the information they need easily.

I believe that you deserve to have this area of business made SIMPLE so that you can succeed and achieve financial freedom. The world needs you. And that's why my YouTube channel, The Business Finance Coach, and my Master Your Accounting & Taxes program began!

Master Your Accounting & Taxes is a step-by-step program that guides owners through setting up their business, accounting & taxes in spreadsheet templates.

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