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Freedom Financial Roadmap:
A Course for Digital Nomads

For Those Who Want To Escape The Grind and Be Their Own Boss

Man sitting outside his RV looking at the Freedom Financial Roadmap in the mountains

Your Step-by-Step Roadmap to Free Yourself From


Disorganization,
Procrastination,
Scarcity, and
Financial Fears

Freedom Financial Roadmap is an 8 module course that teaches you everything you need to know about financially managing a small but successful location-independent business.

It was created to help any remote business owner manage their business finances responsibly so that they don’t end up with a surprise tax bill or an overwhelming amount of accounting.

Designed to be easy to follow and simple to execute, this course will take you from overwhelmed to organized so that you can take your business on the road with the confidence that you are doing it all correctly.

Just Think About It, There is Nothing More Freeing Than Financial Confidence!

If you are living as a digital nomad and in the back of your mind you are constantly feeling uneasy about your business finances, then you are never truly free.

Imagine instead a reality where you…

  • Know the financial ins and outs of your business
  • You are set up correctly and are running in compliance to current tax laws
  • You’ve got a good grasp of your numbers – expenses, revenue and profits – and how to read reports
  • You have the correct paperwork and tracking systems in place to make filing your taxes easy
  • And you don’t feel constantly anxious, knowing that you are procrastinating on the important stuff (hoping that maybe it’ll just disappear…)

I want to let you in on a secret…

Most small business owners are notoriously bad at bookkeeping!

Did you know that most new business owners don’t even break even in their first year?

Whether you have profits coming in from your side-hustle or a full time gig,  you’re doing pretty well! If you have your business finances in order you could be doing even better.

Writing off more expenses. Saving more when you file your taxes. Budgeting more intelligently.

You value your time, right!? Why not free yourself from the financial stresses that have been holding you back.

This course is for you if: 

-You struggle with imposter syndrome because you don’t really know if your business is “a real business”

-You feel embarrassment or shame when talking about the financial realities of your business because you have no idea where you stand

-You have SO MANY QUESTIONS but feel like they are things that everyone “just knows” and somehow you should too… (the free resources you find online aren’t always easy to follow and how do you know if they are correct?)

-You zone out and draw a blank when you are asked about “the boring” aspects of your business and would RATHER outsource it, but cannot afford to right now.

-You desire a CLEAR answer and simple step-by-step guidance so that you don’t have to keep trudging through the free and often bad advice speckled all over online

Get Help From A Fellow Digital Nomad Who Happens to Actually Geek-Out About All Things Travel and Finances

Hi! I'm Heather

And since 2016 I have been living and loving the digital nomad life. It's a balance of travel and running my business 100% remotely.

I was drawn to this lifestyle, similar to you, because I value constantly pursue new adventures. I don’t want to be tied down to a strict schedule and I really enjoy a frequent change of scenery.

Unlike you, however, my passion happens to be numbers, intelligent bookkeeping, and helping people file and save on their taxes!

I created this course, a compilation of my knowledge as an enrolled agent, EA, (psst, that’s a federally-authorized tax specialist), and hands-on experience as a tax strategist for online entrepreneurs in a variety of industries: e-commerce, course selling, influencers, content creators, coaching and more! I realized that the stuff that I light up about, clean books, deductions, and tax returns, DOES NOT light everyone else up in the same way (nerd alert, I know!). So I created this entry-level course to help new business owners.

As technology has evolved and the reality of working remotely and doing what you love is becoming the lifestyle of choice for so many people, I knew that there was room for me to share my expertise and help more people make their digital nomad dreams a reality!

THIS Course Will Share With You EVERYTHING that You Have Been Wondering About And Are Maybe Too Scared To Ask About Running A Remote Business

AND as a no-extra charge bonus, I promise I won’t bore you to death either.

Tax Queen RV in forest

The Content:

BUSINESS STRUCTURE

How to register and pick the structure that’s right for you

TAX FUNDAMENTALS

Understand self-employment taxes, income taxes, and avoid costly surprises 

BOOKKEEPING BASICS

Stay organized with your business expenses and income

What’s Included:

  • 8 self-paced modules
  • Over 35 videos (and counting)
  • Module-specific worksheets to help guide you
  • A reference glossary
  • Templates and spreadsheets to organize your business, track mileage, and more
  • Calculators to determine tax savings, income, and reinvestments
  • Access to a members-only Facebook group for support and accountability

Free Yourself From Financial Freak-outs and Constantly Asking Err…Am I Doing This Right?

Just $297

Full course includes access to 8 self-paced modules and all course materials

Course Outline

  • Welcome & Intro – How to use this course
  • Module 1: Laying Foundation – Understand and pick a business structure, register your business, set up business bank accounts
  • Module 2: Setting up books and recording income – Record income and choose bookkeeping software, using a spreadsheet vs. software, why it’s important to keep good records
  • Module 3: Expenses, deductions, write-offs – What can you take as expenses? Deeper dives into home office/phone/internet/travel expenses/mileage/depreciation, recording expenses
  • Module 4: Paying help and yourself – What are you obligations when working with contractors or being a contractor yourself, pay yourself as a sole proprietor
  • Module 5: Tax obligations and how to deal with them – Understand self-employment taxes, income taxes, sales tax
  • Module 6: Tax deductions for the self-employed – Other deductions for the self-employed including retirement contribution options and health insurance
  • Module 7: Reports & Projections – Learn why reports are important, which ones you should be running regularly, and how to read them
  • Module 8: All about the S Corp – Learn about the extras associated with being an S Corp as well as when you should become one. Hint: It’s not for everyone.

WHAT STUDENTS SAY

"Finances for the Digital Nomad is a wonderful resource that covers the basics of running a business on the road. The course covers information that is crucial at each step in getting a business started and maintaining it. The course dives into details on expenses and taxes that most people don’t think about, but do become some of the most important details to run a business successfully. Not only does the course have great information, but Heather is a fantastic resource always willing to help with questions. I recommend this course to anyone trying to start a business on the road!”
Working with Heather, the Tax Queen - How to get started
Kim B.
Mammoth Wool Owner

FAQ

  • 8 Lessons each broken down to cover specific topics
  • Over 35 videos (and counting)
  • Worksheets that guide you through the lessons
  • A glossary sheet to reference
  • Spreadsheets to use to help organize your business, track mileage, and more
  • Calculators to determine tax savings, your pay, and reinvestments

This course is created for any type of location-independent business: digital nomads, travelers, solopreneurs and freelancers. Some parts apply specifically to RV-based business owners.

That being said, if you’re already a highly successful business owner with enough income to hire a bookkeeper and tax professional, it might make more sense to outsource. However, it could give you a great foundation if you’re eager to learn.

If you have a more complicated business or business structure, this course might not be enough for you to gain full clarity on your business’ needs and tax requirements. 

This is NOT for you if your business is based outside the US; this course only applies to US tax code and US taxpayers.

You get access to all the lessons from day one. It’s your choice how quickly you complete the lessons. I suggest you complete one lesson a week so you don’t feel overwhelmed. 

Plus, this will allow you to commit the same amount of time each week to the lesson and corresponding worksheet. If you opt for the live version of the course, we’ll have one coaching call a week for each lesson.

This is a self-paced course, which means you can work the course around your time needs and lifestyle. If you feel a lesson is a review for you, I suggest you still complete it. You might learn something new on the topic. Also, I do recommend you go in order since the lessons build on themselves.

You have lifetime access to the course as long as it remains active.

There are no guarantees in life. Therefore, I can’t guarantee the course will remain active for a lifetime. As long as the course is up and running, you have access to it.

The course is online, and hosted on this website. You will have access to videos to watch, spreadsheets to keep and worksheets to download. You can choose to print the worksheets, or use them electronically; you don’t need a printer if you fill them out electronically.

This course includes quite a few calculators and worksheets using Google Sheets. This is free online software that is available to all. You could also choose to download them to Excel or another spreadsheet editor if you prefer.

If you’re in the process of starting a business, this is the perfect time to take this course!

Follow the guidelines in the course to get your business up and running in no time. The course will help you get organized and registered correctly from the beginning. Plus, you’ll have your finances in order and understand your tax obligations from the start. It’s never too early to get organized.

Yes, this course reflects the latest tax laws in the USA at the time of recording. If tax laws change, bonus videos can be added to share the updates.

If you run into any kind of tech issue, you can contact us at [email protected]

There is a private Facebook group you can join. That’s usually the best and quickest place to ask questions and get help from your instructor.

While a lot of information is available online for free, there are two issues with free information:

  1. Free information online is scattered, and you can spend a lot of time looking for answers. In this course, all the information is grouped in one place – and it’s easy to find exactly what you need, when you need it.
  2. Answers to financial questions on the web are not always correct, up-to-date and relevant for your situation. As an expert in my field, I provide you with accurate and specific information.

Freedom IS Knowing You’ve Got The Important “Money-Stuff” Worked Out!

Grab Your FREE Ticket To The Know Your Numbers Workshop!

Join me for a workshop where I show you exactly how to conquer your business numbers without the stress! Time to make MAKE TAXES A BREEZE and see the savings.

You get access to the video in your email within minutes so you can watch and learn when I go live!

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