DIY BUSINESS FINANCE MEMBERSHIP

PLEASE NOTE . . . this is an ongoing membership subscription for $99 per month  (you can cancel any time). 

Multi-licensed financial expert Lynn Richardson and Takisha Artis, CPA, will provide an affordable, practical membership that empowers entrepreneurs to become better financial stewards of their businesses. Members will leave with systems, education, accountability, and confidence to manage the financial side of business while building a strong foundation for future growth.

1. Overview

This membership combines tax-focused educational expertise with bookkeeping, QuickBooks and business finance expertise to create an affordable membership for DIY entrepreneurs. The goal is to help business owners confidently manage the financial responsibilities that belong to them as the founder, creator, and CEO, regardless of whether they currently hire a bookkeeper or plan to in the future.

2. The Problem We're Solving

Many entrepreneurs either cannot afford professional bookkeeping or assume that hiring a professional removes all financial responsibility from the business owner. In reality, every entrepreneur remains responsible for the financial oversight and stewardship of their business.

- They don't fully understand their financial responsibilities as the business owner.

- They believe bookkeeping is only for tax filing.

- They struggle to stay caught up throughout the year.

- They don't know which financial responsibilities belong to them versus the professionals they hire.

- They miss opportunities to legally and ethically reduce taxes because they don't understand the fundamentals.

3. Who It's For

This membership is designed for DIY entrepreneurs who want to understand and manage the financial side of their business with confidence.

- New and growing business owners

- Entrepreneurs who are not yet ready to hire a bookkeeper

- Business owners who want to better understand their finances before outsourcing

- Entrepreneurs who already have professionals but want to become a more informed CEO

4. Our Philosophy

No matter how many professionals an entrepreneur hires, certain responsibilities cannot be delegated. The membership is built around three core principles:

- Financial Oversight: Understanding the numbers and regularly reviewing the financial health of the business.

- Financial Stewardship: Maintaining proper documentation, tracking financial activity, and developing sound financial habits.

- Tax Efficiency: Understanding legal and ethical strategies that help entrepreneurs keep more of what they earn.

5. How the Membership Works

Members choose the bookkeeping system that best fits their business.

Path 1 – Excel Bookkeeping

- Excel bookkeeping system

- Importing bank transactions

- Tax-ready categorization

- Simple DIY bookkeeping process

Path 2 – QuickBooks

- QuickBooks setup

- Bank feeds and transaction management

- Recording and categorizing transactions

- Creating rules and workflows

- Best practices for maintaining clean books

6. Live Office Hours

- One monthly session for Excel and tax bookkeeping questions.

- One monthly session for QuickBooks, financial systems, and business finance questions.

- Office hours provide accountability to help members stay current.

7. Membership Includes

- Excel bookkeeping education

- QuickBooks education

- Two live office hours each month

- Financial and tax education library

- Templates and resources

- Ongoing accountability and support

Not included:  None of the career programs are included:  Lynn Richardson's Financial Coaches Bootcamp, Author's Collaboration Circle, Make More Money Business Package, Financial Coaches Bootcamp, Speaker Training - Career Trainings and Business Protection classes are NOT INCLUDED.  This does not include an instant homebased business.  Please see the Platinum and Diamond W.E.A.L.T.H. Ambassador programs for additional offerings. 

The above list is subject to change at any time. 

No Refunds.