
Free and low-cost tools you can set up right away
Proven systems to stay organized, compliant, and professional
Step-by-step strategies that fit any budget
Live Q&A to get your personal questions answered
Optional $15 upgrade for lifetime replay + downloadable resources
How to use CRMs and forms for free or cheap
Branding your business without high costs
Selling and delivering services simply and affordably
What’s worth paying for (and what’s not)
I know what it’s like to start with nothing but a PTIN, a dream, and a tight budget. This class isn’t about fancy offices or giant marketing budgets. It’s about using real systems that work, so you can look professional, stay compliant, and actually make money—without dropping thousands you don’t have. Let me show you exactly what I use so you can do the same.