As an online course creator, content creator, coach, or creative, your time is valuable. You need to focus on creating and delivering quality content to your clients, not on managing your finances. That's where we come in. Our Money Mastery Quiz is designed to help you determine the best course of action for your unique financial needs and goals.
When you take our quiz, you'll receive a custom Money Mastery Plan that caters specifically to your business' needs. Whether you need to DIY your books, hire a bookkeeper, evaluate your current bookkeeper, or hire us to clean up your bookkeeping, we've got you covered. Our plan will provide you with all the information and tools you need to succeed, including:
- Recommended tech to help you manage your finances or what tech to expect to use when working with a bookkeeper
- Step-by-step process to expect when working with a bookkeeper (a step-by-step process for those that need to DIY their own books)
- Tips for vetting and hiring a bookkeeper, including key questions to ask
- Advice on how to let go of a bookkeeper you may have outgrown
- Information on income levels that require different types of financial support
- Recommendations for payroll software that will make your life easier (for those that have team members)
- Key financial metrics to pay attention to in your business to move the needle forward
