Money Bootcamp Program [BASIC TRAINING]
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Money Bootcamp First Steps Video
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
1/7/26 PART 1 - Live: Estimated Quarterly Taxes Workshop
1/7/26 PART 2 - Live: Estimated Quarterly Taxes Workshop

Money Bootcamp Program [BASIC TRAINING]

Money Bootcamp is a year-long tax and money system for self-employed people, with live support to make sure you actually use it. Less roadmap, more roadtrip.