creator cfo package
Finance Mastery for Creators Comprehensive Financial Management: This package provides a complete solution for creators to master their finances, from QuickBooks Online setup to tax preparation. Personalized Guidance: The consultations and live review sessions offer personalized support and expert advice. Time-Saving Efficiency: Streamline your bookkeeping and tax prep with QuickBooks Online and expert guidance. Increased Profitability: Maximize deductions, minimize tax liability
Financial Literacy Among Small Business Owners
what is included.
eCourse: Full access to the 12-week online course, including all video lessons, downloadable resources, quizzes, assignments, and community access.
QuickBooks Online Setup & Consultation:
1-hour personalized consultation to review your current financial situation and tailor QuickBooks Online to your specific needs.
Assistance with setting up your QuickBooks Online account, chart of accounts, and connecting bank accounts.
Guidance on customizing QuickBooks Online for your creator business type (e.g., YouTuber, streamer, artist)
Mid-Year Financial Review (Live Session):
A 2-hour live group coaching session held midway through the course (around week 6).
Review of key financial reports (Profit & Loss, Balance Sheet).
Analysis of income and expense trends.
Q&A to address individual questions and challenges.
Tax Preparation Review (Live Session):
A 2-hour live group coaching session held towards the end of the course (around week 11).
Review of tax preparation checklist and key tax documents.
Guidance on maximizing deductions and credits for creators.
Q&A to address tax-related questions and concerns.
Bonus Resources:
Exclusive collection of templates (invoice templates, expense trackers, budget worksheets).
Checklist for year-end financial procedures.
Access to a private community of creators for ongoing support and networking.
what you learn.
michelle larson
a note from your instructor
“Over two and a half decades of experience in public accounting and ten years in private practice have honed my expertise in ethical accounting and financial data integrity.
I specialize in small to midsize businesses across various industries, including turnaround teams for non-profits, hospitals, and start-ups with 5 to 1,700 employees. Annual revenues range from $1 million to $150 million within the first ten years of operation.”
