Upgrade to Receive 1-on-1 Private Help With Your Finances & Taxes
Whether you haven't been able to find the time or you procrastinate when you do - we have a special new program to help you get business finances organized today!
👇 Watch the short video about the program 👇
If you registered for the Master Your Accounting & Taxes (MYAT) program, but you...
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Just can't find the time to do the course and apply it to your situation (even though you want to!)
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Keep procrastinating and are still feeling overwhelmed by the task of doing it all yourself.
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Are tired of being overwhelmed by the accounting and taxes, and want the clarity and peace of mind that comes with knowing everything is organized, set up right and paid on time!
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Just want more help - more hand holding and accountability would be nice! (so that you don't have to do it on your own)
Does that sound like you? If so, you might love our new Done-With-You MYAT Program! If you want...
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Someone to just do it all for you! (we don't actually do it for you to start, but see the FAQ below for more on this)
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Step-by-step hand holding of setting up your records and answering every question you have, as they come up (without having to follow a course)
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Live meetings with a MYAT Advisor who will meet you exactly where you are at and spoon-feed you whatever you need to know, when you need to know it!
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The clarity of understanding your business finances and taxes, plus the peace of mind that you finally know your numbers, what needs to be done, and are saving and filing taxes on time!
What would it mean to finally have:
CLARITY that comes from having your questions answered, business set up and accounting up-to-date,
TIME not spent stressing about your finances, late taxes and unknown penalties, and
PEACE OF MIND from knowing you are doing everything right for taxes and saving money!
Now you can use all that clarity, extra time and freedom to focus on what really matters to you!
With our 'Done-with-you' MYAT Program...
One of our certified MYAT Advisors will walk you through setting up your business, accounting and taxes. They will meet you where you are at, answer all of your questions and address what is most pressing for you. Plus, they will guide you through making decisions and help you every step of the way, so that you can finally get all of your finances in order!
How the Done-With-You MYAT Program Upgrade Works:
#1
Onboarding Questionnaire
Once you register, you'll receive your short onboarding survey where you will tell us exactly where you are at and where you want to be at the end of the quarter. Don't worry, you don't need to know everything, we will help you as you go but this is the first step! We will then assign you a MYAT advisor.
#2
3 Months of weekly (or biweekly) 1-on-1 Zoom meetings with your MYAT Advisor
We will guide you through setting up your records in our spreadsheets and answering all your questions in our 1-on-1 zoom meetings. You'll leave with homework each week based on your schedule. Regardless of what you do in between meetings, we'll guide you through the next steps at our next meeting. We will literally hold your hand through every task and question to get set up, maintain your records and file taxes.
#3
Comment replies within 24 business hours
The comment feature in Google Sheets allows you to ask specific questions of your MYAT Advisor inside your spreadsheets, where they can see exactly what you are doing and answer your questions to keep you moving forward.
#4
Custom video training based on your questions
While we will tell you where relevant trainings are located in our courses, you do not need to use any of the DIY course trainings. Instead, when you ask a question, we will make a custom loom video showing you exactly what to do in your spreadsheet. We will undo any changes we make in your spreadsheets so that you can make them yourself. This will help you learn the spreadsheets and your records, FAST! (see example >>>)
After the Done-With-You MYAT Program Upgrade You'll Have...
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Accounting records setup right for your situation, and you'll know how they work, so that you can continue to do it yourself or delegate it.
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You'll have the records you need for maximizing tax write-offs, and you'll know exactly what you need to do for ALL types of taxes (payroll, sales tax, state and federal taxes) - so that the tax-time stress is OVER for good!
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Be set up right to pay your quarterly estimated taxes as you earn, so that there are no more surprises or extra penalties come tax time!
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Know your business net income and profitability of different activities so that you can get business funding and job costing so that you can grow!
Ready to Master Your Accounting & Taxes with a MYAT Advisor and 1-on-1 support?
Choose the plan you prefer. The only difference is the number of meetings.
There are no payment plans. You must pay in full to start. However, you can select "Paypal" at checkout, and they may offer you a payment plan.
Bi-Weekly Meetings
3 Month MYAT Upgrade Program
$2,000
Regularly $3,000
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6 x 1-on-1 Zoom Meetings
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Google Sheet comment support
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Custom video training in Loom
Weekly Meetings
3 Month MYAT Upgrade Program
$2,500
Regularly $3,500
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12 x 1-on-1 Zoom Meetings
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Google Sheet comment support
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Custom video training in Loom
Questions?
Join me at a LIVE Q&A zoom meeting
Saturday, April 26th at 6 PM EST, live on Zoom. I'll be going over the Done-with-you MYAT program. You can register below and also submit any questions you have about your situation through email.
Frequently Asked Questions
Will my advisor do the set-up for me? I just want to pay someone to do it for me!
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 MYAT Advisors also work for themselves, so if you enjoy working with them you might hire them to delegate your records to.
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.
What if I'm just starting my business?
Totally cool. Some people need to have their business set up, accounting and taxes set up before being able to solicit customers. It's a great place to be! It will make moving forward much easier for you.
What if I'm behind multiple years on taxes?
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!
How does scheduling the meetings work? What is the rescheduling policy? What if I'm going on vacation?
Once you register, we will schedule all of your meetings for the same day and time each week (or bi-weekly). It takes too much time and resources to schedule these meetings at custom times each week.
Plus, we find it works better for participants 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 do it 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). I understand that sometimes people are concerned about wanting more time, but we find it works best if you keep moving!
If needed, you can add on additional meetings at the end of your package.
Can I meet with my MYAT Advisor in person?
We have you meet on zoom because of logistics (we don't have advisors located everywhere, yet).
Also, Zoom 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.
When will the program start?
This 3-month support program will run from May through July (and into August if needed).
Amanda Russell MSA MBA
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
Hi there,
I'm Amanda Russell
MSA, MBA, BUSINESS FINANCE COACH
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 a simple solution, so that you can succeed financially and serve your communities. And... that's why I started my YouTube channel, The Business Finance Coach, and created the Master Your Accounting & Taxes program!
Master Your Accounting & Taxes is a step-by-step program that guides owners through setting up their business, accounting & taxes in spreadsheet templates.
You May Have Seen Me On:
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