Freedom Financial Roadmap is an 8 module evergreen 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 operator properly manage their business responsibly so that they don’t end up with a huge tax bill or a backlogged pile of accounting work.
Designed to be easy to follow and simple to execute, this course will take you from overwhelmed to uber-organized so that you can take your business on the road with 100% confidence that you are managing your books correctly.
-You struggle with imposter syndrome because you don’t really know if you 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 that you find online aren’t always easy to follow and you can’t trust they are right)
-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.
-Desperately desire a CLEAR answer and simple step-by-step so that you don’t have to keep piecemealing through the free and often bad advice speckled all over online
I created this course, a compilation of my knowledge as a 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-comm, course selling, influencers, 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 out.
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 worry-free nomadic dreams a reality!
AND as a no-extra charge bonus I promise I won’t bore you to death either…
How to register and pick the structure that’s right for you
Understand self-employment taxes and avoid costly surprises
Stay organized with your business expenses and income
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: