Courses

Copy of Get Your Finance Shit Together Insta (1).png

Get Your Finance Shit Together Self Study Course

Inside the Get Your Finance Shit Together SELF STUDY course, you’ll finally get confidence and clarity in your biz finances so you can feel like you own your money, instead of feeling like your money worries own you.

I’ll be teaching you the same systems and practices that have supported my clients in quadrupling their income, retiring their spouses, and successfully growing their business!

Your business. Your money. YOUR way. 

MMMM.png

Millennial Money Mischief Managed

This course was designed to help you improve your credit score, have your finances working for YOU & improve your future financial well-being

(all while being easy to follow and broken down into actionable steps)! 

This course is designed specifically for Millennials and includes 3 in depth videos on how you can manage your finances & start living a life you love! I’ve also included a FREE bonus video on how you can manifest exactly what you desire & reach your finance goals.

1099 Preparation and Filing

If you're a business owner and you've paid someone for business services (advertising, marketing, subcontractor, virtual assistant (VA), Online Business Manager (OBM), etc) $600 total or more in the 2020 calendar year (January 1, 2020 to December 31, 2020) and you're both either US citizens or US residents, then you'll need to issue the contractor a 1099.

If you don't create, file, and send 1099s by February 1, 2021, you can face penalties of up to $250 per 1099! Even better, effective for 2020, Non-Employee Contractors (NEC), payments have to be filed on a new 1099-NEC form this year.

But I've made it easy for you to get your 1099s knocked out with my help this month!

Quarterly+Estimated+Taxes+Made+Simple.png

Quarterly Estimated Taxes Made Simple

Learn how to calculate and pay your IRS quarterly estimated taxes without all the confusion, and FINALLY understand what they're all about! In this course, you'll learn what quarterly estimated taxes are, if you need to pay them, how to calculate them (with a customized worksheet), and how to pay them online in minutes! Take the guesswork out of your quarterly estimates, and use this course to refer back to every time you need to prep your estimates. The customized worksheet that I built is used both in my business and my clients to help them easily and quickly estimate their taxes for where their income is in their business right now.

This course includes:

  • What Quarterly Estimates are and How to Calculate Them

  • How to Pay Your Quarterly Estimates Online in Minutes!

  • Tax Calculator Worksheet!

Retirement+Made+Simple.png

Retirement Made Simple Course

The materials and trainings provided in this course will give you a solid understanding of retirement accounts, planning, and what money moves to make for your wealthier future self! 

Course modules included:

  1. What is retirement

  2. Retirement basics

  3. How to open accounts

  4. Creating your financial future

  5. Financial Independence, Retire Early (FIRE)

1099s,+W9s+&+End+of+Year+Processes.png

1099s, W9s & End Of Year Processes Mini-Course

Avoid one of the key mistakes business owners make when expanding their team, and finally understand the difference between employees, contractors, and interns! Then walk through the included trainings to learn more about W9s, W4s, 1099s, W2s, and exactly what actions you need to take to be in compliance with the IRS regulations (hint, it’s WAY simpler than you may have thought)! The training videos include step by step walkthroughs for how and when to request a W9, how and when to issue a 1099, and the exact software and processes I use for my business and my clients!

Business+Entity+Types+&+Registrations+Training.png

Business Entity Types & Registrations Training

In this training, you’ll learn everything you need to know about when to register your business, what type of entity to register as (what you HAVE to know if you’re an LLC to legally protect yourself), and which structure is right for you at different stages of your business. This lesson includes 2 video trainings and notes with all of the important takeaways so you can plan for the future!

Product+graphics.png

Business Owner Income & Expense Essentials Mini-Course

In this easy to understand mini course, you get access to all of the information you need to know to account for your business income and expenses, including three different worksheets, four training videos, notes with the key takeaways, and lifetime access to the course including all future updates! When you’re finished with the course, you’ll know exactly what you can and can’t deduct, how to save THOUSANDS on your taxes with commonly overlooked deductions, and how to pay yourself the right way!

This mini-course includes the following lessons:

  1. Income & Expenses

  2. Mileage Tracking

  3. Home Office Expenses

  4. How to Pay Yourself the Right Way

  • "I am not good with accounting or finances. It's just not my strong suit. I'm a creative and my brain isn't wired for it AT ALL. Using these worksheets really helped break it down in a way that was digestible and easy for me to understand. It normally takes me weeks to get my tax stuff organized and with Katelyn's worksheets, I was able to do it in a day or two!!"

    ~ Madeline

  • "I just wrapped up my first year in business, didn't have an accounting software in place, and wasn't sure what our how to categorize my business expenses for tax season. This Income & Expense Tracker alleviated so much stress! It's easy to use, customizable, and clean! Already planning to use it again for this next year."

    ~ Savannah

  • "I drive a fair amount for my business and hadn't ever found a good way to log that mileage--having a sheet premade that has this year's mileage rates was great for keeping me organized in my business. Thank you!"

    ~ Savannah

  • “Before I invested in Get Your Finance Shit Together with Katelyn, I had a lot of anxiety about taxes, and I felt like I needed help streamlining my finances.

    Then a friend referred me to Katelyn, and she seemed so real and genuine in her posts. I needed someone non-judgemental to help me get sorted out, just like Katelyn.

    In the program, Katelyn gave me the push to get things done that I was putting off because I felt lost and didn't really know where to start. If I had never taken GYFST, I’d probably still be sitting around full of anxiety over my business finances and whether I'm filing taxes correctly. Now I have answers and the tools to confidently get it all done!”

    ~Murphy Redmond

  • “I can literally legally keep my finances together after taking Katelyn’s program, which feels awesome. On a brand level, I appreciate how simple my invoicing process is now, and I felt that gave me a better professional edge as well. I'm also not soooo scared now to actually keep some of my money!”

    ~Erin Schaal