Resources

The Prosperity Project

What it is

Most accounting firms wait until you’re “ready” to take you seriously. The Prosperity Project gives you the tools to start where you are.

The Prosperity Project is a conversational in-person seminar for small businesses that may be learning as they grow. It’s a mix of education, real conversations, and practical tools designed to help business owners actually understand their numbers and feel more in control of their growth.

What we cover

  • Bookkeeping that fits the way you actually earn
  • Self-employment taxes, quarterly payments, and what to set aside
  • Deductions specific to your trade (booth rent, supplies, mileage, equipment)
  • Pricing that protects margin and keeps the lights on
  • Cash-flow systems that survive busy season and slow season
  • Building toward retirement when there’s no employer plan

Who it’s for

  • Owners who learned the work first and the business side later
  • Anyone who’s felt talked-down-to by a finance professional
  • Service-based businesses where you are the product
  • Shops trying to scale beyond a single owner-operator
  • Anyone whose books currently fit on the back of a notebook

How it works

  • Live seminars hosted at studios, shops, and small venues across the country
  • Plain-language teaching with real-world examples (no jargon, no judgment)
  • Optional one-on-one follow-ups when attendees want help installing what they learned
  • Topics shaped by the room, we cover what the people in front of us actually need
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Ready when you are

If you want the Prosperity Project to land in your community, or if a session has you thinking about your own books, we’re a message away.

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