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Start Here

• Money Bootcamp First Steps Video

• Kickstart your Money Bootcamp

• Money Bootcamp Welcome Survey

• What if I have questions?

• Sunlight Tax Money Framework

• Sunlight Tax LLC - Bootcamp Agreement

Sunlight Tax Calendar (Financial Date Nudges & Reminders)

• Sunlight Tax Calendar (Financial Date Nudges & Reminders)

Roadmap: How to Navigate the Courses & Pace Yourself

• Money Bootcamp Action Guide

BELIEVE: Mindset Makeover

• BELIEVE: Money mindset tricks to help you

• Making Habits that Help You with Lisa Zahiya

• Money Mindset tips printout

UNDERSTAND: Taxes for Creative + Mission-Driven Freelancers: Self-Employment

• Outline for Taxes for Creative + Mission-Driven Freelancers content, with resource list

• Introduction to Freelance Taxes (for Creatives & Mission-Driven People)

• Quiz - Intro to Creative + Mission-Driven Freelancers' Taxes

• The W2: When you understand it, you'll understand your own taxes better

• Quiz - The W2: When you understand it, you'll understand your own taxes better

• What does a freelancer owe in taxes?

• Quiz - What Does a Freelancer Owe in Taxes?

• Paying taxes quarterly

• Quiz - Paying Taxes Quarterly

• How to calculate what you owe in tax each quarter

• Quiz - How to Calculate What You Owe in Tax Each Quarter

• The Schedule C: Where you report freelance/sole proprietor income

• Quiz - The Schedule C: Where you report freelance/sole proprietor income

• Your tacit agreement with the IRS: Profit Motive

• Quiz - Your Tacit Agreement with the IRS: Profit Motive

• Losses in your creative practice

• Quiz - Losses in your Creative Practice

• Expenses

• Quiz - Expenses

• How to Pay Yourself

UNDERSTAND: Deductions

• Visual Guide to the Schedule C categories

• What's the deal with receipts? A guideline for Creatives and Mission-Driven Freelancers' records

• Your Business Deductions Deep Dive OUTLINE

• IRS-Proof Your Business Deductions Deep Video

• Quiz - Your Business Deductions Deep Dive

UNDERSTAND: 1099s - How to Issue Them and Know if You Need To

• All About Issuing 1099s Workshop Outline

• All About Issuing 1099s Workshop

• Quiz for All About 1099s

ORGANIZE: Bookkeeping Setup Decision - SPREADSHEET VS. SOFTWARE

• Bookkeeping Setup Decision_ SPREADSHEET VS. SOFTWARE

• Which bookkeeping is right for you?

ORGANIZE: Bookkeeping Setup: SPREADSHEET SYSTEM

• Bookkeeping Training written outline as you watch video

• Spreadsheet Training Part 1: Introduction

• Quiz for Spreadsheet Training Part 1

• Spreadsheet Training Part 2

• Quiz - Spreadsheet Training Part 2

• Spreadsheet Training Part 3

• Bonus: Retirement comparison calculator

• Blank Bookkeeping Workbook for you

• Sample Freelancer's spreadsheet to see how it works

• Bookkeeping Process Guide written outline

ORGANIZE: Bookkeeping Setup: SOFTWARE

• Visual Guide to the Schedule C categories

• Bookkeeping for Taxes (w/QBSE Tutorial) Outline

• Bookkeeping for Taxes: with Quickbooks SE tutorial

• QuickBooks Self Employed Set Up Checklist

• Bookkeeping Checklist

• Quickbooks Online vs Quickbooks Self Employed Chart

• Accounting Explainer Bookkeeping

• Basic Accounting Explainer

• MD Bookkeeping Business Card

ORGANIZE: Legal and Tax Setup for your Business

• Outline for Setting up Your Business: Legal and Accounting Steps

• Legal and Tax Setup for Your Business Training

• Quiz - Legal and Tax Setup for Your Business

ORGANIZE: Numbers You Should Know

• Business Numbers You Need to Know

ORGANIZE: Set Up Your Year for Taxes

• Set Up Your Year for Taxes Outline

• Set Up Your Year for Taxes

• Quiz for January: Set Up Your Year for Taxes

PLAN: Personal Finance

• Personal Finance: Written Outline

• Personal Finance: Tracking Net Worth and Managing Uneven Cash Flow

• Quiz - Personal Finance: Tracking Net Worth and Managing Uneven Cash Flow

• Uneven Cashflow Worksheet

• Net Worth Statement Worksheet

• Personal Finance Cheat Sheet (for the Overwhelmed): Order of Operations When Building Your Financial Security

• The Personal Finance Attitude Adjustment

• Managing Uneven Income with Tamara Bates

PLAN: Year-End Tax Planning

• Year-End Tax Planning Outline

• Setting Up Year-End Tax Planning

• Year-End Tax Planning Survey

MAXIMIZE: Save Like a Millionaire: Tax Shelters (IRAs, 401ks, etc)

• Save Like a Millionaire/Tax Shelters written outline

• Save Like A Millionaire: Tax Shelters & How to Use Them

• Quiz for Save like a Millionaire/ Tax Shelters

GROW: Investing to Grow Wealth: Make a Plan, Keep it Simple

• Handout for Investing to Grow Your Wealth: How, Why and Tips to Keep it Simple

• Investing to Grow Wealth: Tips for Keeping it Simple

• Quiz for Investing to Grow your Wealth

Bonus Content

• How to Deduct a Home Office/Studio

• The 24-Hour Money Fix

• How to Get More Grants with Paddy Johnson

• Authentic Sales with Sarah M. Chappell

• How to Read Your Tax Return

• How to Thrive in a Recession

• How to Stash Even More F***-You Money: How the Secure 2.0 Act Expands Your Retirement-Funding Options

• MONEY MINDSET: What I've Learned Doing Creative People's Taxes

• General Changes/What To Look For With The Executive Orders

• How to Review Your Tax Return

• To consider if your profit is consistently over $60,000: S Corp. status decision maker

• Unpacking the New Tax Law: What You Need to Know

• Breaking Down Trump’s New Tax Law: Cars, New Loan Interest Deduction, and Expiring Energy Credits

• New Tax Bill: No Tax on Tips, No Tax on Overtime and New Deduction for Seniors

• New Tax Bill: Student Loans: New Borrowing Limits, Changes to Repayment Plans

• 4/13/26 PART 1 - Live: Estimated Quarterly Taxes Workshop

• 4/13/26 PART 2 - Live: Estimated Quarterly Taxes Workshop