Do you have all of the money assets set up correctly in your business?

Now you can feel confident your assets are set up correctly with the Setting Up the Money Stuff Toolkit!

No more flying by the seat of your pants. 

No more being scared that you are forgetting something with your business finances. 

No more asking someone who was guessing when they set up their own business. 

Know exactly what should be set up in your business and what actions need to be taken with your business finances on a regular basis, so that you can feel confident that you have the right things in place in your business. 



What you get in the Setting Up the Money Stuff Toolkit:

  • How to get an EIN for your business and why you want one
  • How to set up a PayPal Business Account
  • All of the other business money accounts you need and why
  • How to set up the tax planning stuff for your business
  • Bookkeeping software or a spreadsheet
    • plus how to set up Quickbooks or Xero for your business
  • Picking the right legal/tax structure for your business

Each section includes at least one video lesson (plus text for those who don't want to watch the video). There are also worksheets and spreadsheets sprinkled throughout the toolkit. 

I also update the toolkit based on questions I receive regularly based on the money assets you should have in place with your money.

No one really taught you how to manage the money in your business. It’s simply not a class that is taught in high school or even college.

More than 50% of all new businesses fail within the first few years due to improper money management. 

Don't let yours be one of them.

Now that you have your own business, in order to have financial success (and a successful business), you have to have the money assets set up correctly. 


You really shouldn't be taking legal or financial advice from someone who is not a lawyer or an accountant. 

You also should have the right money stuff set up before you officially start your business. 

It's finally time to get all of your stuff set up the right way, as taught by an accountant. 

Your Cost: $27


What do I get with this course? 

Videos, worksheets, spreadsheets and text lessons to help you set up the money assets in your business. 

Do I get 1:1 access to you? 

Not with this course, but you can purchase that separately. 

Am I good if I just have a PayPal account? 

Unfortunately not. PayPal is not a bank account, just a means of you receiving money from a client and sending money when you need to. You should have a business bank account, at the least. 

What if I want more help with my money management? 

Send me an email and let’s chat about how I can help you further. 

How long do I have access to the course? 


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Hi! My name is Clarissa and I am an accountant for online business owners and a former government tax auditor. I spent years auditing businesses just like yours and assessing them tens of thousands (and even hundreds of thousands) of dollars for simple mistakes (they didn’t realize were mistakes!) with their business finances. 


Now, I'm teaching you exactly what you need to do with your business finances to protect your business, and also to be able to understand exactly what you need to do with your business money every month. 


Money doesn't have to be hard or stressful in your business. And now you have me in your corner to help you!