The 8-week course
The CPA-Ready Owner
Learn how a CPA reads your return, see your business through that lens, and walk into every CPA conversation prepared. Self-paced or live with Sam.
Self-paced
Learn on your own
- • 8 video lessons, 5–10 minutes each
- • A worksheet and short quiz per lesson
- • Progress saved to your account
- • Ask Sam I Am anytime
[PRICE]
Live with Sam
Learn with Sam
- • Everything in self-paced
- • 8 weekly live sessions
- • Weekly Q&A: send questions ahead
- • Replays with question timestamps
[PRICE]
Next cohort starts [DATE]
The outline
- WEEK 1The first 20 minutesHow Sam reads any return.
- WEEK 2Look at yourselfSee your business through that lens.
- WEEK 3Entity structureWhere it breaks, and what to ask.
- WEEK 4The Augusta RuleDocumented so it holds up.
- WEEK 5Hiring your kids & QBIBasics every owner should know.
- WEEK 6Familiar vs. knowWho to take advice from.
- WEEK 7Your yearly touch pointsThe 7–8 calls to have with your CPA.
- WEEK 8Be a great clientAnd when to add a CFO.
Questions
Is this tax advice? +
No. It's education. You'll learn how Sam thinks about returns and planning so you can have better conversations with your own CPA. Your CPA makes the call on your situation.
Do I need to switch CPAs? +
No. The course is built to help you get more from the CPA you already have. If you decide you need a different fit, the vetted directory can help.
What's the difference between self-paced and live? +
Self-paced gives you the lessons, worksheets and quizzes on your schedule. Live adds eight weekly sessions with Sam, weekly Q&A and replays you can watch at half speed.
Can I get a refund? +
Yes, within the refund window in our Refund & Cancellation Policy. [DECIDE: refund window]
Can Sam be my CPA? +
No. Sam isn't taking new clients. The course exists so you can get the most from the CPA you have.
Enrollment opens soon
Checkout goes live in phase 4 (Stripe). For now, get on the list and you'll hear first.