Money Bootcamp Program [BASIC TRAINING]
Buy now
Learn more
Start Here
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 + Q&A
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
New Rules for LLCs: How The Corporate Transparency Act Affects You
File Your BOI Report: New Rule for LLCs
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
New Rules for LLCs: How The Corporate Transparency Act Affects You
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
6/12 Live Session: Estimated Quarterly Taxes Workshop
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
9/10/25 PART 1 - Live: Estimated Quarterly Taxes Workshop
9/10/25 PART 2 - Live: Estimated Quarterly Taxes Workshop
Products
Course
Section
Lesson
How to calculate what you owe in tax each quarter
How to calculate what you owe in tax each quarter
Money Bootcamp Program [BASIC TRAINING]
Buy now
Learn more
Start Here
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 + Q&A
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
New Rules for LLCs: How The Corporate Transparency Act Affects You
File Your BOI Report: New Rule for LLCs
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
New Rules for LLCs: How The Corporate Transparency Act Affects You
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
6/12 Live Session: Estimated Quarterly Taxes Workshop
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
9/10/25 PART 1 - Live: Estimated Quarterly Taxes Workshop
9/10/25 PART 2 - Live: Estimated Quarterly Taxes Workshop
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