SETUP. OPERATE. RECORD. TAX SLAY.
The Simple S.O.R.T. Method
BOOST Your Profits and Build a Strong Business.
Are You...
Trying to do it all on your own... trusting Google, TikTok or family and friends for business and tax advice? (psst... the IRS uses some of your favorite content creator’s advice as examples of what NOT to do).
Operating in the wrong entity structure for maximized profits? Choosing the right entity could save you thousands of dollars in taxes each year.
Not measuring the right metrics to truly scale your business? Knowing your numbers and how to look at your financial statements will bring in more profit WITHOUT cutting costs. Yes... you don’t have to spend less to earn more.
I can help you.
The Simple S.O.R.T. Method
In this course you will go from feeling confused by your business finances to understanding them step-by-step, and experience the confidence of making smart decisions that help your business grow.
The 4 step framework to boost your profits without cutting costs...
Setup your business for success. What gets you to 6 figures will not get you to 7 and beyond.
Operate your business for growth. The difference between getting rich and going broke is not how hard you work, but how smart you work.
Record all your transactions and become financially savvy. Your numbers tell a story.
Tax Slay utilizing ALL legal deductions available to you. Lack of knowledge costs you money.
The Simple S.O.R.T. Method is right for you if:
Your an online business owner feeling overwhelmed by bookkeeping and taxes, unsure where to start or how to keep everything in order...
You’ve been trying to figure it all out on your own but keep hitting roadblocks, and you’re ready for expert guidance to simplify the process...
You want to increase your profits without cutting expenses, and you’re committed to learning how to manage your finances like a CEO....
Your business is based in the United States and your ready to scale to 6 and 7 figures!
You're in the right place!
By the End of this Course, You Will Be Able to:
No. 1
Have peace of mind knowing you have a clear path to scale your business with guidance from a credentialed expert. (I’ve done all the training so you don’t have to!)
No. 2
Know your numbers and what you need to do to make more PROFIT without having to cut your expenses.
No. 3
Record keep like a pro. No more messy books or missing receipts here!
No. 4
Slay your taxes using EVERY possible legal deduction available to you. You’ll be saying to yourself: “Hold on... I can write THAT off?!”
"Kim has been a lifesaver for my business. I used to be the “do it myself” kind of person, but life eventually got complicated enough that I needed to bring in a professional CPA to help with my business and personal taxes. Kim has made things so much easier for me, and she’s saved me far more money in taxes than her reasonable fee!
She’s trustworthy, prompt, and has high integrity. Thank you for being on my team Kim!"
- JOHN WHITFORD
The Simple S.O.R.T. Method is officially open for enrollment and will change your life...
one payment of
$1,997
as low as
$97/mo
once added to cart
WHAT'S INSIDE
HERE'S WHAT YOU'LL GET INSIDE THE COURSE
Module 1
Setup
Understand your business entity choices and how which one you choose can drastically affect how much you pay in taxes.
Learn about DBA’s, obtaining an EIN and all your necessary licenses and permits.
Create business bank accounts and break down how you collect money (no intermingling funds!).
Master sales tax for online entrepreneurs and navigate nexus issues and compliance challenges.
Module 2
Operate
Your money mindset matters. Fix how you view dollar signs and propel your business with an abundance mindset while creating huge goals.
Discover pricing and revenue strategies while learning how to budget for business growth.
Explore actionable advertising and marketing strategies that any small business can use to grow their client base—no matter your industry.
10X your business: Select the right KPIs (Key Performance Indicators) to propel your business to new heights.
Understand your business financial statements. Learn their importance and know exactly what you’re looking at!
Learn how to pay yourself as a business owner as well as independent contractors and employees.
Module 3
Record
Not ready to purchase a bookkeeping software yet? No problem! I’ll teach you the 4 step DIY bookkeeping system using only excel & google sheets.
Want a more in-depth tutorial on doing your own books manually? Included is “The Affordable CPA Solution Course”, covering everything you need to know to record keep like a boss!
Ready to take things up a notch and dive into a software? I will give you an in-depth introduction to QuickBooks Online, and provide you with a Fast-Track Setup guide along with helpful resources and shortcuts.
Module 4
Tax Slay
Discover a list of common tax deductions tailored to your profession.
Maximize your auto deductions, business meals and travel expenses for your business.
Take advantage of the home office deduction and learn how you can save by hiring family members (especially your kids!).
Consider converting your LLC to an S Corporation for MASSIVE potential in tax savings.
Be prepared with how to survive an IRS audit (It could happen to the best of us).
Discover retirement plan options and health care strategies for small businesses
Maximize the QBI Deduction
ENROLL TODAY
AND YOU'LL GET THESE EXTRA BONUSES (FOR FREE!)
1
The Simple S.O.R.T. Handbook
INCLUDES:
This handbook is a complete ALL-IN-ONE guide for business owners that teaches how to setup your business the right way, operate it like a BOSS, gain control of your finances, pay less tax and keep more of your hard-earned money!
*The eBook I wrote during covid that became the blueprint for this course!*
2
Chat GPT Prompt Kit
with 2000+ niche content prompts!
INCLUDES:
Have you ever used Ai to help you come up with ideas and content for your business? If you haven't, you're missing out! The Chat GPT Prompt Kit gives powerful prompts for you to use to gain valuable insights and a stream of content ideas.
Simply input your specific niche, target audience, and other relevant information within the prompt you want to use, then paste the prompt into Chat GPT or any ai chat for a response giving you direction and usable content for:
- Social Media Content
- Email Marketing
- Blog Posts
- Digital Products
- Niche Research and Messaging
- and More!
3
S.O.R.T. Business Finance Toolkit
INCLUDES:
Open up a vault of valuable financing trackers!
The S.O.R.T. Business Finance Toolkit is filled with planners, trackers, calendars, checklists and more to help you organize your finances and get your business on track.
4
S.O.R.T. Savvy CEOs
Biweekly Live Group Coaching Calls
INCLUDES:
FREE access for the next 12 months
Get deep insights and lightbulb moments about your own business during our biweekly LIVE Zoom group calls to help you navigate throughout the program. These calls will give you a chance to ask Kim and her team of CPAs and bookkeepers any and all questions about the topics covered in this course.
You won’t get stuck not knowing what to do to boost your profits and build a strong profitable business with help tailored just for you!
THE DETAILS
HERE'S WHAT YOU'RE GETTING WHEN YOU ENROLL IN THE SIMPLE S.O.R.T. METHOD TODAY:
4 Modules
Showing you step-by-step how to setup your business, operate it for growth, record all your transactions and maximize your tax savings. Self-paced video lessons with 100+ spreadsheets, trackers and resources.
The Simple S.O.R.T. Handbook
ALL-IN-ONE guide this signature course was created upon. A useful eBook touching on the topics uncovered in this course.
Chat GPT Prompt Kit
providing powerful prompts for you to use to gain valuable insights and a stream of content ideas for your business.
S.O.R.T. Business Finance Toolkit
A vault of valuable financing trackers filled with planners, spreadsheets, calendars, checklists and more to help you organize your finances and get your business on track.
S.O.R.T. Savvy CEO's Coaching Calls
Biweekly LIVE Zoom group calls to help you navigate throughout the program. Giving you a chance to ask Kim and her team of CPAs and bookkeepers any and all questions about the topics covered in this course.
Over $24,000 worth of my knowledge as a Certified Public Accountant and Tax Strategist. Learning everything I learned the hard way by running my own businesses. My CPA firm, my blogging business, and my eCommerce business...
ALL yours for just $1,997.
one payment of
$1,997
as low as
$97/mo
once added to cart
Plus You’ll be Backed by a No-Risk 60 Day Guarantee
Our programs consistently attract the BEST students because we have a strict “do the work” return policy in place.
We are confident that if you complete the program and implement what you learn, you WILL get results.
If you DO THE WORK and ATTEND at least 2 coaching calls, but are not satisfied, you may request a refund by emailing us
within 60 days of purchase.
So, if you want to enroll just to take a look around…don’t bother.
This program is ONLY for those business owners who are committed to giving their business the best shot at success and building a strong foundation for growth.
Have Questions? I've Got Answers!
WHAT IF I CAN'T AFFORD THE COURSE RIGHT NOW?
I understand. This is a big investment in your business and in yourself.
- Imagine: Never having to stress over tax season or feel uncertain about your bookkeeping again. This course teaches you how to get your financials in order, so you can confidently manage your business and focus on what you do best—growing your revenue.
- Support: You’re not doing this alone. In addition to the lessons, you’ll have access to expert support coaching for 12 months by our team of CPAs and Bookkeepers and ongoing updates. These are invaluable resources that will support you every step of the way.
By learning these strategies, you’ll not only cover the cost of the course but set yourself up to save and earn more in the future, just like our other students.
HOW CAN I BE SURE THIS COURSE WILL HELP MY BUSINESS?
With over 25 years of experience, we've helped many businesses like yours achieve financial clarity and growth.
You’re standing at the edge of a maze, unsure of which direction to take. Then, someone hands you a map, clearly marking every turn, milestone, and destination. That’s exactly what The Simple S.O.R.T. Method is designed to be—a step-by-step roadmap to help you confidently navigate the world of business finances.
WHAT IF I DON'T HAVE TIME FOR REGULAR COACHING CALL MEETINGS?
No problem. We record every coaching call and you will get an email with the replay within a few days of each call. Also, you can submit your specific questions via email before the next coaching call and we will be sure to answer your question so you can listen to your answer on the replay. Our goal is to make the process as convenient and time-efficient as possible for you.
You can go at your own pace. If you need to slow down or take breaks, that's perfectly okay. The course is self-paced, so you can work through it whenever you have time. Plus, with lifetime access, you can revisit any part of the material whenever you need a refresher.
I ALREADY HAVE AN ACCOUNTANT. WHY SHOULD I INVEST IN THIS?
That's wonderful! This course can work alongside your current accountant, providing additional expertise in areas like tax strategy and advanced planning to enhance your financial management.
The topics that are covered can spark engaging conversations with your current bookkeeper, CPA, or tax preparer so you know what questions to ask them. PLUS we cover a whole lot of other topics besides just tax and bookkeeping. This course takes a holistic approach to your business and focuses on growth metrics and how to increase your top line revenue as well as your profits.
ISN'T BOOKKEEPING SOFTWARE ENOUGH?
Bookkeeping software is a great tool, but it can't replace the expertise and strategic insights that come from a seasoned CPA. We ensure you're making the most of the software and provide personalized advice.
Ready to Boost Your Profits and Build a Strong Business?
one payment of
$1,997
as low as
$97/mo
once added to cart
Are You Ready To:
Maximize your tax savings and avoid costly mistakes?
Simplify your financial processes, saving you time and stress?
Achieve financial clarity, so you always know where your business stands?
Have a team of support staff that will come in and help answer your questions to help you reach your goals?
You won’t boost your profits without a solid strategy in place.
(But you know that.)
1.
What gets you to 6 figures will not get you to 7 and beyond. Set your business and your future as an entrepreneur up for the upmost success. You can do this. I’ve seen my clients grow larger than they ever imagined.
2.
The difference between getting rich or going broke is not how hard you work, but how smart you work. Start making strategic decisions, utilize your resources effectively and take calculated risks.
3.
Lack of knowledge costs you money. I’ve spent 100's of thousands of dollars becoming a Certified Public Accountant and Tax Strategist, investing in 5 figure coaching programs and learning the processes of scaling multiple businesses so you don’t have to. I will share all my knowledge so you can see the same results I have time and time again.
Join the Simple S.O.R.T. Method Today.
one payment of
$1,997
as low as
$97/mo
once added to cart
I dedicate this course to all the awesome, courageous entrepreneurs who took the risk of starting their business.
With decades of experience as a small business bookkeeper, CFO and Certified Public Accountant...
I've worked with hundreds of businesses in my career.
We’ve helped our clients:
Recover over $240,000 in sales tax paid in error in just 1 quarter!
Streamline their internal payroll process to get back over 8 hours of time per pay period
Save over $25,000 in taxes just by changing the owner’s salary and entity choice
Discover over $1 million in double postings of income due to an error in their app integration
I believe that every business owner should have access to the very best guidance no matter their budget. I have worked with clients with 100 employees down to 1, but my heart loves to help new or (fairly new) businesses make sure they have everything they need to be successful and stay out of trouble with the IRS! I love to watch them grow and scale their business.
I’ve taken what I’ve learned and created my 4 step framework to help you boost your profits without cutting costs.
The future of your business starts today.
one payment of
$1,997
as low as
$97/mo
once added to cart
