Close out your business year without the January scramble.
A five-part cleanup (a short course plus a fillable workbook) that gets your books right, captures every deduction before December 31, and hands you a calm start to the new year.
Taught by a bookkeeper and former government tax auditor.
Instant access · Lifetime access · All sales final
If year-end makes your stomach drop, you are not doing business wrong.
You did good work all year. You just never quite kept up with the money side. And now it is catching up with you.
- The receipts you meant to organize back in March are still a pile.
- You are not fully sure your books match what actually hit the bank.
- You paid contractors this year and have no clean list of who or how much.
- January is coming with 1099s due and a tax preparer asking for “everything.”
- Worst of it: you are guessing at your numbers, which means you might pay tax on money you never kept.
None of this means you are bad with money. Most business owners were never taught this part. You are smart. You just did not get the manual. So here it is.
The Year-End Money Cleanup
Five short modules, one job each. You work through them in order, fill in the workbook as you go, and come out the other side with clean books, every deduction captured, tax season handled, and next year set up so this is easy.
No fluff, no jargon, no shame about what you have been avoiding. Just the exact cleanup I would run if your books landed on my desk. Except you do it yourself, on your own schedule, while it is still cheap and quiet to fix.
Instant access · Lifetime access · All sales final
Five modules and a workbook you actually fill in
Clean up the books before December 31
Reconcile every account, empty the “deal with it later” pile, and get your numbers to match reality, so everything after this is built on solid ground.
Catch the red flags
The same audit-style once-over I used to run on businesses from the outside. Find the five things that are almost always wrong, and fix them before they cost you.
Grab every deduction before the window closes
The deductions and timing moves that expire on December 31, including the retirement move most solo owners leave on the table every single year.
Get ready for tax season now
Sort your 1099s under the new 2026 rule, collect your W-9s, check where you stand on estimated taxes, and build the one folder that makes January painless.
Set up a clean new year
Read what your year actually told you, run the pricing gut-check, and put simple systems in place so next year’s cleanup takes an afternoon instead of a weekend.
The fillable workbook
One worksheet per module: reconcile lists, the red-flag audit, a deduction sweep, a 1099 tracker, and your new-year setup. Type right into it on screen, or print it and write by hand.
Updated for the 2026 rules
The 1099 reporting threshold jumped from $600 to $2,000 per contractor for payments made in 2026. Most year-end guides floating around still say $600. This one teaches you the current number, so you file on the right rule instead of last year’s.
I spent six years auditing businesses. Now I am on your side of the table.
Before I ran books for service businesses, I spent six years as a government tax auditor, with a master’s in forensic accounting. The checks in this course are the same ones I used to run on companies from the outside.
The difference: here, you run them on yourself first, and you get to fix whatever you find while it is still quiet, cheap, and completely in your control.
What you walk away with
- Books that match reality, reconciled and clean
- Personal spending pulled out of your business numbers
- Every deduction you earned this year, captured
- Your 1099s sorted under the current rule, W-9s in hand
- A calm, organized tax-season folder instead of a shoebox
- Simple systems so next year’s cleanup is an afternoon
Who it is for
This is for service-business owners: coaches, consultants, freelancers, creatives, and other solo operators who do their own books (or mean to) and want to close out the year without dread. You do not need fancy software or an accounting background. If you have a business bank account and a year you never quite kept up with, you are in the right place.
It will not teach you a software tool and it will not file your taxes for you. What it gives you is the cleanup and the decisions, the part most owners skip and pay for later.
Everything for one flat price
- The full 5-module Year-End Money Cleanup course
- The fillable workbook (one worksheet per module)
- Updated for the 2026 1099 rules
- Lifetime access, so you can run it every December
Instant access · Lifetime access · All sales final
Instant access after checkout. All sales are final. No refunds.
Before you buy
How is the course delivered?
Five short written lessons you can read at your own pace, plus a fillable workbook. Work through it in an afternoon or split it across a couple of sittings — whatever fits your brain and your schedule.
Do I need special software or an accounting background?
No. If you have a business bank account, you can do this. The steps work whether you keep your books in QuickBooks, Xero, or a spreadsheet.
Is it current for closing out 2026?
Yes. It teaches the new 2026 rules, including the 1099 threshold that rose from $600 to $2,000 per contractor, a change most year-end guides have not caught up to.
Will this file my taxes for me?
No. It gets your books clean, your deductions captured, and your documents organized so tax season is simple, for you or whoever prepares your return. It is not a substitute for a tax preparer.
What is the refund policy?
Because this is a digital product you get instant access to, all sales are final. If you have a question before buying, reach out and I will help you decide if it is a fit.
Close out clean. Start the new year lighter.
Twenty minutes of cleanup now buys you a calm January and a year you actually understand.
Instant access · Lifetime access · All sales final