12-Month Owner's Series

Twelve months. Twelve guides. One sequential journey through every chapter of business ownership — entity selection, compliance, bookkeeping, tax strategy, hiring, scaling, and exit planning.

How it works

Subscribe once. The first month's guide arrives in your inbox immediately. The next eleven arrive on the first of each subsequent month, in sequence, building on what came before. Every guide is roughly 40-60 pages, including templates, checklists, and worksheets.

The twelve-month curriculum

1. Month 1: Choosing Your Entity — LLC, S-Corp, C-Corp, sole prop trade-offs
2. Month 2: Filing & Registration — State formation, EIN, business licenses
3. Month 3: Banking & Bookkeeping Setup — Accounts, accounting software, chart of accounts
4. Month 4: Operating Agreements & Contracts — Templates and customization guide
5. Month 5: Insurance & Risk Management — What you need, what you don't
6. Month 6: Tax Strategy Fundamentals — Quarterly estimates, deductions, retirement plans
7. Month 7: Hiring Your First Employee — W-2 vs 1099, payroll, benefits
8. Month 8: Pricing & Profitability — Pricing frameworks and unit economics
9. Month 9: Funding Options — Bootstrapping, SBA loans, lines of credit, equity
10. Month 10: Scaling Operations — Systems, automation, delegation
11. Month 11: Year-End Tax Planning — Strategies executed by December 31
12. Month 12: Annual Review & Next Year Planning — What worked, what didn't, what's next

What's included

• Monthly PDF guide delivered on the 1st
• Editable templates and worksheets in each guide
• Email Q&A with the editorial team
• Lifetime access to back issues once subscribed
• Cancel anytime — no contracts

$9.99/month. Annual prepay available at $99 (save $20).