Small Business

Financial Education

Amy is on a mission to help educated small business owners about taxes and bookkeeping in a friendly and practical way. Balancing a budget, reconciling a bank account, business structures, navigating state and federal taxes – you know, all of the lessons that we should have been learning in school?  Amy has compiled all of these topics and build an amazing online educational resource – Be Your Own CFO.

Be Your Own CFO
Be Your Own CFO

Streamlining Learning

I created a web-based learning management system which administers the course content.  The learning management system features unlimited membership levels, recurring payments, custom registration & profile fields, protected member-only content, and drip campaigns for distribution of course materials.  The custom sales funnel seamlessly integrates with the learning management studio, allowing Amy to automate her clients experience from initial contact through completion of the course.