This is the day. See the itinerary and sign-up sheet below to start your journey.
Itinerary
We're more than just accounting. We're your trail leader and skills trainer,
with the focus to keep you and your business on the trail.
What kind of sessions and topics are covered with a Trail Keeper subscription
Fundamental Skills - Your Financials and Numbers
Spreadsheet templates for financials (maps) and analysis. Simple, no/low-cost, and quick
You do the inputs, we show you how in group sessions. Learn by doing.
Have your numbers ready for tax time (no more rock scrambling).
Understand your profitability for decision-making and benchmarking.
Compliance - Taxes and Reporting
Learn-and-complete your individual (Sch. C) and business income tax returns, single-owner payroll returns, and 1099s.
California state returns. Additional purchase from tax software vendors may apply.
Email reminders for estimated taxes and return filing deadlines.
Home office and vehicle deductions explained.
Advanced tax savings topics such as PTET (state tax deduction) and QBI (199A) explained.
Give tax advice or act as a paid tax return preparer.
Resources - More than Just Accounting
Ranger talks (industry speakers) on a host of topics that benefit your business.
Gear testing for software so you pack just what you need.
Tools and contacts for the trail network.
Support and Motivation
Group campfires for help and feedback.
Monitoring for progress towards your budgeted goals.
Email support for general questions.
Accountability (sign up for no other reason than this)
Tracking and motivating (nagging) to keep you focused on the trail.
Action and results orientated.
Conditioning for good habits and systems when it comes to using your accounting (map).
This is exactly what I need.
Sign Up
Only $50 per month for a path that can make all the difference.
Sessions are held three times a month at 7:00-8:00pm PST so that it won't get in the way of your business focus.
Longer sessions are held on weekends or weekdays during the day. Give us feedback on scheduling.
No contract, but we suggest you stick with it for at least a year to get the benefit - keeping you on
track with your business vision (your trail), not just with your bookkeeping and taxes. Topics and activities vary by month.
When you do reach new summits and journey on, we'll be so proud. We hope you'll remember to tell people you meet along the trail about Trail Keeper.
