with a workshop from elizabeth! (3).png
with a workshop from elizabeth! (3).png

Skip the Tax Season Scaries

$29.00

A 45-minute workshop to help you close out 2025, prep for tax season, and walk into 2026 organized instead of overwhelmed.

  • A step-by-step checklist for closing out your 2025 books - even if you haven't started them!

  • Guidance on what your CPA or tax preparer will expect from you — and how to prep it now

  • A clear plan for documenting assets, purchases, and mileage before the year ends & you forget all about who you had lunch with on April 27th and what kind of tea was spilled.

  • A simple tracker to help you get all your info in one place. Think of it as the mise en place for your tax season.

A 45-minute workshop to help you close out 2025, prep for tax season, and walk into 2026 organized instead of overwhelmed.

  • A step-by-step checklist for closing out your 2025 books - even if you haven't started them!

  • Guidance on what your CPA or tax preparer will expect from you — and how to prep it now

  • A clear plan for documenting assets, purchases, and mileage before the year ends & you forget all about who you had lunch with on April 27th and what kind of tea was spilled.

  • A simple tracker to help you get all your info in one place. Think of it as the mise en place for your tax season.

The CEO Sidekick
The CEO Sidekick
$99.00

Because “I’ll deal with it later” isn’t a strategy.

The time of year when you should be focused on vision casting, growth planning, and rest—isn’t when you want to be buried in old bank statements, unsure what’s missing.

You don’t need to be an accountant to get your business financially organized, but you do need a plan.

In this 45-minute workshop, we’ll walk through exactly what to prep ahead of time so when your CPA needs reports, receipts, or contractor info, you’re ready—not scrambling.

What’s Inside

  • Pre-Recorded 45-Minute Skip the Tax Season Scaries Work Shop

  • Covers how to close your books (even if you haven’t started them), what to prepare for your CPA and how to file 1099s.

  • Walkthrough for Issuing 1099s Online Using Our Fave Tool

  • Google Sheet Tracker to gather & track all year-end financial data

  • One-Time Download with Lifetime Access

  • Maybe! If your bookkeeper doesn’t handle 1099s or year-end prep tasks (like gathering W-9s or documenting assets), this will help you make sure nothing slips through the cracks.

  • Absolutely. You’ll walk away with a clear roadmap to get caught up before the year ends (no guilt, just guidance).

  • Nope! Everything applies whether you track your finances in QuickBooks, Wave, or a spreadsheet. In fact, if you don’t have a bookkeeping tool yet, we have a simple one for you (without the monthly subscription)! Add The CEO Sidekick to your cart for your smoothest tax season yet!