DIY Legal Master Class How Do I Know if I Need an LLC or S-Corp?

want to save money on taxes?

 

are your finances set up correctly?
should you use an accountant?

 

this DIY legal master class can help!

what is this DIY legal master class? 

In this DIY legal master class, you’ll learn 8 valuable financial, accounting and tax tips to save money on taxes and set up your finances correctly.

We’ll also cover Action Steps you can take right now – so you can be up to speed on the money front and get back to helping people with the creative work you do best.

(By the way, it’s not by chance that I landed on 8 financial tips to share because in Numerology, the number 8 corresponds to abundance and wealth!)

This Master Class covers:

Heart BulletWhat kind of bank account do I need?

Heart BulletHow should I pay myself?

Heart BulletWhat’s the best way to record my income?

Heart BulletWhat counts as a business expense?

Heart BulletHow can I save money on taxes?

Heart BulletWhen should I hire an accountant?

Heart BulletHow do I find a good accountant?

Heart BulletHow can I prepare for retirement?

In this DIY legal master class, you’ll learn 8 valuable financial, accounting and tax tips to save money on taxes and set up your finances correctly.

We’ll also cover Action Steps you can take right now – so you can be up to speed on the money front and get back to helping people with the creative work you do best.

(By the way, it’s not by chance that I landed on 8 financial tips to share because in Numerology, the number 8 corresponds to abundance and wealth!)

This Master Class covers:
 

  • What kind of bank account do I need?
  • How should I pay myself?
  • What’s the best way to record my income?
  • What counts as a business expense?
  • How can I save money on taxes?
  • How to I find a good accountant?
  • How can I prepare for retirement?

who is it for?

This class is for any coach, entrepreneur, practitioner or solo business owner who is starting their business and wants to save money on taxes and make sure their finances are set up properly.

This is education and information around money and taxes to help you be prepared on the financial front for when you have to pay your taxes. It’s not personalized accounting advice, of course, since I’m a lawyer and not an accountant. You definitely want to talk with your own accountant about your specific situation. (And psst! If you don’t have an accountant, this Master Class will help you find one.)

why do you need it?

One of the most stressful parts of running a business is finances and taxes.

Energetically, I align getting financially organized with the solar plexus chakra because when you get in alignment and have integrity with your money:

Heart Bulletyou operate with confidence and clarity.

Heart Bulletyou stand a little taller.

Heart Bulletyou raise your energy frequency.

Heart Bulletyou show up in your biz with a higher vibe.

One of the most stressful parts of running a business is finances and taxes.

Energetically, I align getting financially organized with the solar plexus chakra because when you get in alignment and have integrity with your money:
 

  • you operate with confidence and clarity.
  • you stand a little taller.
  • you raise your energy frequency.
  • you show up in your biz with a higher vibe.

what’s included?

.This DIY Legal Master Class includes:

  • Audio Class –for you to listen to anywhere, anytime to walk you through the Tip Sheet. You fill in the blanks and it’s ready to use! In just 1 hour, you learn:

Heart BulletHow to get the right bank accounts, pay yourself and properly record your income.

Heart BulletWhat counts as a “legitimate business expense” and how you can save money on taxes.

Heart BulletHow and when to bring an accountant onto your team.

Heart Bullet8 clear action steps to take right now to save on taxes and create a strong financial foundation for your business.

  • Tip Sheet so you’ll have a guide to refer to anytime.

Heart Bullet In plain English so it’s easy to understand.

Heart Bullet With Action Steps you can keep and refer to as a helpful legal resource

Heart Bullet Created with deep care and Legal Love™ to help you feel more at ease about taxes and finances.

This DIY Legal Master Class includes:

  • Audio Class for you to listen to anywhere, anytime to walk you through the Tip Sheet. You fill in the blanks and it’s ready to use! In just 1 hour, you learn:
    • How to get the right bank accounts, pay yourself and properly record your income.
    • What counts as a “legitimate business expense” and how you can save money on taxes.
    • How and when to bring an accountant onto your team.
    • 8 clear action steps to take right now to save on taxes and create a strong financial foundation for your business.
  • Tip Sheet so you’ll have a guide to refer to anytime.
    • In plain English so it’s easy to understand.
    • With Action Steps you can take and refer to as a helpful legal resource.
    • Created with deep care and Legal Love™ to help you feel more at ease about taxes and finance.

the DIY investment? 

 one payment of $97

Important Note:
Please note that this DIY Legal Master Class is designed to be educational and informational and provide you with general financial information. I am not an accountant, and using these tips does not guarantee that you’ll save money in taxes or will never be audited by the IRS, as each business owner’s situation is different, but these helpful tips will make you better prepared on the financial front for taxes, finding an accountant, and more.

Know that it won’t create an attorney-client relationship between us and it is not to be construed as legal advice – or financial advice, but it’s a helpful tool to share basic legal concepts and created with lots of Legal Love™. Always talk with a local attorney and an accountant to be sure your business is complying with your state and local laws. Lisa is licensed as an attorney in the State of Ohio.

“Working with Lisa is like laying the foundation for your business.”

As a new entrepreneur, I didn’t have a clear sense about how to spend my money or which legal steps applied to me. Lisa calmed my doubts and helped bump me to the next level and feel fully confident in how my business operates. I’m super clear on the structure of my business, and how/when to consider taking next steps down the line.

Valerie Bisharat

Women’s Health Coach

“I understand the value of not having your legal ducks in a row.”

Not having mine done was constantly nagging at me. Now that I have everything in place I feel relieved, confident and able to focus on other areas of my business.

Gina Gomez

Founder & CEO, Arista Management Group

“I wanted to sleep at night knowing my business is set up right!”

I contacted Lisa because I wanted my business to be set up properly so when I put my head on my pillow I could sleep at night knowing I am protected. It feels good my business is solid and professional and there are no loose ends.

Beth McBurney

Certified Health Coach

have questions
after you’ve taken the class?

Purchase a 30-Minute Power Hour with Lisa
to ask questions about the class
after you’ve completed it.