You hate tax season.
As a small business owner, unless you’re an accountant, CPA, or numbers nut, tax season is STRESSFUL. You love your business, you just dread tax season.
There is another way.
Finally! Imagine what you can accomplish in your business without wasting your precious brain power on taxes.
Money management isn't a big deal...when you have a system in place.
It is time to face the numbers and get your system in place.
"Stacey Harmon has a wonderful way of presenting information in a relaxed yet organized way, and it always feels genuine and friendly."
- Dawn George, Philadelphia, PA
"Stacey Harmon is a phenomenal coach!"
- Frank F. Lunn, Peoria, Illinois
You'll learn how to set up your Evernote account to be the organized hub – the foundation of your financial management system. And you'll learn the roles and rules for each part of your Evernote system so that you're supported in tax prep success.
You'll put in place the key behaviors, skills, and workflow habits required to collect all your receipts and financial documents in one central spot all year long so that come tax time, deduction proof is a breeze.
Understand the role of your bank accounts in your overall financial management system. You'll develop workflows for money management, bill-paying, and deposits and get clear on how the place where you keep your money relates to each ring of your financial system.
You'll learn how to choose the right accounting software for your business, plus strategies for efficient reconciliation, business reporting, budgeting and more. You'll also learn how your Evernote hub supports an efficient accounting process.
Whether or not you currently work with a team – or you have no idea the difference between a CPA and a bookkeeper – you'll set yourself up to scale your business and save money with your current or future money-management team.
Learn the simply daily, weekly, monthly, and annual habits for success across all areas of your financial management system. Staying in control of your financial life will become a no-brainer.
"I have learned a lot. Your extra touches have exceeded my expectations and the program is very well done!"
- Sandy Highsmith, Phoenix, AZ (On Radical Productivity with Evernote - which is bundled with this course)
I'm Stacey Harmon, and I'm a self-employed entrepreneur and Evernote expert. I help business owners get their financial systems organized so they can make tax season easier.
When I started my business, I found myself overwhelmed by tax season. So I put my MBA degree to use and blended it with my Evernote experience to create a system that solved it. And I got my financial life in order.
Now, I file my taxes in February...not October. I have perfect record keeping – knock on wood, I'm audit-proof (at least I'd be able to fully defend my deductions!). I also have the ability to know the financial health of my company at any point in time.
Although tax preparation is still a "necessary evil", it's also simply a checklist item on my list of things to do and takes me a couple of hours – versus a couple of weeks – to accomplish each year.
Curious to know a little bit more about me?
"Aloha Stacey! Thank you for all you do and for your way of delivering organization information. You are always so animated and I can see how much this stuff lights you up."
- Vanessa Beaton, Oahu, Hawaii
"Stacey Harmon is the best Evernote consultant in the United States"
- Rene Joubert, Houston, TX