No, right now, you cannot use Quick Books or other software.  In our program, you'll use our unique accounting spreadsheet templates. These spreadsheets cover complete accounting records and everything you need to track and pay taxes. 

Plus, our spreadsheets are in Google Sheets, which allows you to work with your Master Your Accounting & Taxes Advisor easily (and other parties as needed). Google Sheets has a comment feature so that you can easily communicate inside the spreadsheet about transactions and reports. This has been an invaluable feature. Plus, other benefits of Google Sheets are: 

1. The spreadsheet is online, so you can access it from different computers. 

2. Multiple users can be in the spreadsheet at the same time.

3. You don't have to worry about having different versions saved and updated in different places.

4. Every change in the spreadsheet is saved in history and can be accessed. 

If you've read through this sales page, and you relate to the struggles and desires we've explained, then this course is probably perfect for you.

However, our system is ideal for service-based businesses. Versus businesses that primarily sell products. That being said, we certainly have a lot of businesses that sell products that use our system - but there's a little more to consider. 

The following circumstances:

1. Accrual Method of Accounting: The auto spreadsheet templates that this course is currently based on are for cash method, not accrual.
   • If you need the accrual method, you can customize the spreadsheet to account for the accrual method, but this is not covered in the course.
   • It's not necessary to use accrual, unless you sell products and have an inventory tracking system (with average sales over $25,000,000 over the last 3 years). 
2. Lots of sales: As with all accounting solutions, the more sales you have, the more work there is to do in your records. With more sales, it can be worth building custom automation. Because we use spreadsheets, there are many options for how you can do so. Keep in mind, it's still beneficial to learn the manual setup first, so that you know exactly what needs to be automated. You can ask questions and get our help at office hours. 
3. Auto-Updating Balance Sheet Report: The balance sheet report is the one component of the spreadsheet that you must set up manually and update after you file your taxes (It will update automatically after setup).   For most people, this is not a problem at all.   Plus...
   • It can be seen as a great thing because it helps you actually understand the Balance Sheet.
   • Doing the Balance Sheet manually is the trade-off for how we are able to make the spreadsheet work without debits and credits.  

Also, it's worth pointing out here that sometimes people look for something that doesn't exist. We cannot change the NATURE of accounting; it is cumbersome! This course is the simplest solution I've found (which is why I created it!)

While you need to learn how to use spreadsheets, that's a beneficial thing to learn because spreadsheets can be used for many aspects of business. (versus learning accounting software, which can only be used for accounting)

If you still have questions about 'if this course is right for you,' send us an email at contact@amandarussell.mba. We would love to help you decide before you register.

I totally understand the desire to delegate this task and that's very smart.

However, I've learned that for many small business owners, they need to set all of this up themselves first. Once you set everything up, you will actually understand it. 

Then, you can delegate to an assistant, family member, bookkeeper or an accountant. Many of our Master Your Accounting & Taxes Advisors also work for themselves, so if you enjoy working with them you can discuss hiring them (if they are available for that). 

Otherwise, once you complete the 3-month set-up program, you can continue with an advisor through our monthly maintenance program.

If you don't do the set-up yourself, you may never find the clarity that you are looking for because you don't understand what you are delegating. Plus, because of the subjectivity of record keeping and business/finance set up, there are decisions that only you can make. Without the proper understanding, there will always be confusion and overwhelm.

Totally cool. Some business owners need to be in the know about their business set up, accounting and taxes before they are comfortable moving forward.

It's a smart way to be! It will make moving forward much easier for you. 

We would love to help you get caught up. Sometimes you really need some 1-on-1 help and accountability to tackle a situation like this.

It's common when we fall behind to also fall into deep dread and overwhelm. We'd be honored to help you!

Once you register, you'll complete your onboarding questionnaire and then we'll assign you a Master Your Accounting & Taxes Advisor. You'll schedule your first meeting and then we'll schedule all of your meetings for the same day and time each week (or bi-weekly). 

It works better for participants (and us) to have a set time so that you can prioritize this for the 3 months of your package. 

However, we know that we live in the real world and vacations and emergencies happen! If you need to reschedule, we ask that you:

• Reschedule as soon as possible (at minimum 48 business hours ahead of your scheduled meeting)
• If you need to reschedule more than 2 meetings, or it's less than the required notice, we charge a $50 fee for the first 2 additional meetings and a $100 fee for any beyond that.
• You must use all of your meetings within 4 months of the first meeting (so it's a 3-month package that you have 4 months to complete).  

If needed, you can add on additional meetings at the end of your package, or a monthly ongoing maintenance program.

We have you meet on Google Meets (similar to zoom) because it works really well for screen sharing and getting guidance in your spreadsheets. 

Plus, you can record and save these meetings to refer back to as needed. 

No, you don't need to do the training courses that come with the program. 

The Master Your Accounting & Taxes E-course is the core curriculum for setting up your business finances in our unique spreadsheets. You get access to the course (and our entire course library), as a bonus.

However, your Master Your Accounting & Taxes Advisor will walk you step-by-step through organizing your finances. You can do additional training on your own, if you would like, but it is not necessary. 

When it comes to learning how to use your spreadsheets, your Master Your Accounting & Taxes Advisor will make short custom screen share videos for you - showing you exactly how to take the next step in your spreadsheets.  

The more time you spend outside of your meetings, the more you will get done and the faster you will move forward. 

However, you don't need to spend any time outside your meetings. You could just show up to your live meetings and your MYAT Advisor will walk you through your next task. Certainly, it would be best if you could spend a few hours outside your meeting time doing homework tasks and next steps.

But... even if you don't, you'll still move forward with this program, simply by showing up!

Your Master Your Accounting & Taxes Advisor will walk you step-by-step through deciding if the S-corporation is right for you and/or setting it up properly. 

Part of the bonus courses is a course called Tax Saving Strategies with the S-corporation which you get full access to when you register.

This 3-month support program will start after you register and go for 3 months (unless we discuss another arrangement prior to registration). You have 4 months to complete all the meetings to allow for rescheduling, late starts, emergencies, vacations, etc. See th rescheduling policy for more about the meeting schedule. 

You'll get 6 months of access to office hours with Amanda on zoom, where you can ask questions live and connect with others in the group. You'll also get access to our course platform with all the bonus courses for 1 year. 

If you want more support after parts of the program end, there are options to extend and purchase any of the support. For example, currently: 

• You can discuss with your MYAT Advisor about hiring them outside our program.
• You can extend meetings with MYAT Advisor, such as a monthly meeting indefinitely.
• You can extend or add on Office Hours with me on Zoom (currently $99 per month).
• You can renew access to our course platform (currently $99 per year).