Taxes & Accounting Course For Business Owners
Taxes & Accounting Foundations For Business Owners
Lorilyn Wilson, CPA, teaches you how to properly set-up your business (from choosing the right business entity to creating a financial forecast) and the must-dos ALL business owners need to understand when it comes to preparing your taxes (including expenses, write-offs, and how-to lower your risk of being audited).
Join Carry to get all inclusive access to our entire course library + financial products like our Solo 401k and IRAs. Sign up now or learn more about an Carry membership.
About this course
Who is this ideal for?
Business owners and startup founders
Overview
Learn how to properly set-up your business (from choosing the right business entity to creating a financial forecast) and the must-dos ALL business owners need to understand when it comes to preparing your taxes (including expenses, write-offs, and how-to lower your risk of being audited). You’ll receive a simple schedule and action-plan that will keep your bookkeeping to as little as 30 minutes per month without the headache.
Instructor
Lorilyn Wilson is a CPA, author, mother, and accounting personality. Located in the Pacific Northwest, Lorilyn excels at distilling financial concepts into takeaways that business owners find actionable and clear.
Lorilyn hosts her own tax-law podcast, The Good, The Bad, and the Ugly Accounting Podcast which is produced by Earmark CPE. She is counted as a Top 100 Accounting Media Influencer by Avalera, and a Top 50 Women in Accounting by Practice Ignition. She has been interviewed and quoted as an expert in Forbes, NPR’s Marketplace, and industry podcasts Cloud Accounting, The Green Apple, Sage Thought Leader, Accounting Salon Conversations, and Sons of CPAs.
Lorilyn excels at distilling financial concepts into takeaways that business owners find actionable and clear. A proponent of modern accounting, she firmly believes that business owners—her clients—can find freedom and flexibility by embracing cloud-based accounting solutions. As a small business owner herself, Lorilyn’s goal is to equip business owners with the tools and support to move forward and grow their businesses with confidence.
Who is this course for?
- Entrepreneurs who may feel overwhelmed or stressed about managing their finances.
- Business owners who may be doing things DIY but not sure if they’re doing it right or what steps they should follow.
- New or aspiring entrepreneurs who want to set things up correctly from the get go.
What you’ll learn
- How to create a simple financial forecast.
- Know the different types of business entities.
- A simple bookkeeping method that will save you hours of work and stress come tax time.
- Different business deductions and how they’ll lower the taxes you pay.
- How to find the right tax professional.
Sign up to Carry to access this course.
Join Carry to get all inclusive access to our entire course library + financial products like our Solo 401k and IRAs.
Sign up now or learn more about an Carry membership.
Browse lesson plan
| 1. Introduction + Welcome! |
| 2. How To Create A Financial Forecast |
| 3. Business Entities |
| 4. How To Set Up Your Business (The Right Way) |
| 5. Importance of Different Accounting Systems |
| 6. Choosing The Right Accounting System |
| 7. Bookkeeping Basics |
| 8. Taxes |
| 9. Health Insurance Deductions |
| 10. Home Office Deductions |
| 11. Auto Deductions |
| 12. Travel Deductions |
| 13. Employee V. Contractors |
| 14. Preparing For Taxes |
| 15. Avoiding Audits |
| 16. Where to go from here |
| 17. Bonus: Forecasting Template |
| 18. Bonus: Resources + Workbooks |
Ready to get started?
Basic Plan
$299/year
- Carry Solo 401k, Traditional IRA, Roth IRA, and brokerage accounts
- Security and compliance monitoring
- On-demand courses and training
- No AUM fees
- 30-day refund guarantee
Pro Plan
$999
$499/year
Everything included in the Basic Plan, plus:
- Custom financial plan
- Access to “Ask an Advisor”
- Ongoing support and updates to financial plan
Carry VIP
$12,000/year
Everything included in the Pro Plan, plus:
- Hands-on financial planning, execution, and investment advice
- No-fee investment management and advice
- Sourcing, vetting, and executing on boutique accredited investments
For business owners earning $200k+ in profit annually. Limited spots and by application only.
Try Carry for 30 days and if it isn’t for you, get fully refunded – no questions asked.
Questions before joining?
If you’re hungry to learn more about managing and growing your money as a business owner (even if you consider yourself “bad” with finances or get overwhelmed or confused), this is your community! We will be covering a wide variety of topics to help those that are just starting out build the foundations and more advanced content to help support you as you progress along your journey or for those that are ready to dive in.
Most of our content is currently tailored to the US financial system. However, there are topics that are and will be applicable no matter where you live in the world. As we have a 30-day refund, we encourage you to check out the content yourself and see if it’s the right fit for you!
Yes! You’ll have 30 days from joining the program to request a full refund, no questions asked.
Your membership will give you access to Carry for one year and will renew annually after that. You will always be able to cancel before the next payment cycle.
As this is a new membership, one of the perks of joining early is that you’ll be able to request content, resources, and topics that you want to see most. We will regularly be chatting with members to make as many of those things possible!